Is ‘Leverage’ the new Paradigm for Achieving Competitive Executive Compensation Plan

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Bob Birdsell explains how by using a S&P 500 Indexed Universal Life Insurance Policy, a Third Party Bank Loan, and a modest Company Investment, an organization can provide a very attractive program available to their most senior executives without incurring a new expense.
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The Three Myths of Leadership Development

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Article by Sheila Repeta with Jim Finkelstein

FutureSense explores the three fundamental assumptions that organizations have long held onto that lead to ineffective leadership development.


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GE: “Bringing Good Things to Life” in the Board Room

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The Board of Directors is accountable to shareholders and is expected to keep shareholders’ interests in the forefront.  Michael Graham explores why certain boards are resistant when shareholders want to nominate their own directors via proxy access.  
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The Wealth Gap

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This is the first in a series of articles on the subject of the gaps in wealth and income and the implications for people and the organizations that employ them. This month, we will start with a discussion on why it happened, looking at an array of authors, economists, pundits, and politicians to see where they agree and where they disagree.
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Enhance Executive Retirement Income without Adding Risk

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Bob Birdsell shows you how by coupling the power of leverage with competitive growth, an exit strategy, and tax advantages you may improve overall yield on an executive’s account by as much as 30% to 40%.


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Trends in Board Governance

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Seven Organizational Design Tip to Boost Profits at Private Equity Portfolio Companies

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Tim McConnell and Michael Woods examine  how portfolio companies can avoid organizational entropy, the silent killer of business performance.   Are you assessing a company’s value for a possible acquisition? Are you looking for a full or partial liquidity event for your portfolio company? Are you realizing the full potential of every business investment? Tim McConnell and Michael Woods look at seven organizational design tips to fully realize superior returns in middle-market private companies.
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Managing THE MOST OVERLOOKED RISK for Alternative Asset Management Firms

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Permanent disability of one or more of their key contributors is not something most organizations imagine. But for firms that rely on a few key contributors, a disability event could have a catastrophic effect on the organization’s sustainability.  Bob Birdsell explains why disability insurance is as important, and as accessible, as life insurance.
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If I Had a Crystal Ball

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This article is reprinted with permission from the January 2015 issue of PSX: The Exchange for People Strategy, an eMagazine that brings you cutting edge views and perspectives on all things related to people strategy.

Wouldn’t it be enticing to be able to take a peek into the future and observe the coming trends in the world of Executive Benefits?  Robert Birdsell looks at what the future might hold of for Qualified Retirement Plans, Non-Qualified Retirement Plans, and Other Executive Benefit Plans.  He shares the major shifts in the way executive benefits will be delivered, financed and administered in the years to come. 
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Resolve Not To Put Off These Resolutions

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The need for meaningful New Year’s Resolutions is just around the corner.  No doubt as individuals we want to limit our bad habit and expand our good ones, perhaps we are thinking more philanthropically and want to improve the lives of others or “give back” to our communities. No question we all want to be more present and supportive of our friends and families. All of these would improve our individual health and happiness.

We think it is also time for each of us to consider resolutions that can improve the health and happiness (in the form of sustainability and success) of the organization where we work, whether you are a board member, a senior leader, a manager, or an employee.
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