Presenters
                                                         Nathan Bennett, CFP, 
         Paul Johnson, CMA                               CBEC, ChFC, CLU
         Profit Sherpa                                   Partner, Financial 
         The Business Trek                               Advisor
                                                         Summit Financial Group, 
                                                         LLC
         Paul founded The Business 
         Trek to provide CFO level                       As a founding partner of 
         guidance to owners and                          Summit Financial Group, 
         accounting teams on a                           LLC, Nathan has a 
         fractional and project basis.                   specialized practice 
                                                         working with business       2
                                                         owners on Exit Planning.
       Agenda
        Goals
        How do incentive programs fail
        Best practices
        Employers’ interests
        Employee participants’ interests
        Survey of Incentive Comp programs
            Non-monetary comp
            Variety of bonus programs
        Executive Benefit Plans
    What are the 
       goals of 
      incentive 
   compensation?
     Goals of Incentive Comp include:
      Keep and attract talent
      Positively impact performance and results
      Affordable for the company
      Participants are happy and grateful
       What components are important to 
       a program that meets these goals?
        Well-defined 
            Participants understand the program
            Recruits understand the program and potential for upside
        Incentive compensation tied to performance
        Performance is measurable
        Measure what matters