Electric Coop Non Qualified Deferred Compensation Programs

Date: Tuesday, September 17, 2019
Time: 11:00 AM ET / 10:00 AM CT / 09:00 AM MT / 08:00 AM PT [Prevailing Time]
Presenters: Tolsun Waddle, Deferred Compensation Products, NRECA, Kelsey Mayo, Attorney, Poyner Spruill, LLP
Moderator:
Learning Objectives:
Session is focused on Electric Cooperatives using non qualified deferred compensation plans.
Field of Study: Taxes
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based
Prerequisite(s): No advanced preparation or prerequisites are required for this course.
IMPORTANT NOTE:
Members should visit the Recordings Catalogue to view all available recordings for free and on-demand. Join NSAC today to enjoy this benefit.
  Order Recording

Course Description

Using scenarios commonly confronted by rural electric cooperatives, Kelsey Mayo and Tolsun Waddle will examine how and when to use non-qualified deferred compensation plans. Additionally, Kelsey and Tolsun will cover some common administrative challenges with these plans and ways cooperatives use multiple plans to achieve their desired results.

Presenter and Moderator Bios

Presenter: Tolsun Waddle, Deferred Compensation Products, NRECA

Tolsun Waddle is a senior deferred compensation advisor at NRECA. He provides guidance to taxable and tax-exempt rural electric cooperatives regarding nonqualified deferred compensation plans. 

Presenter: Kelsey Mayo, Attorney, Poyner Spruill, LLP

Kelsey Mayo is an attorney with Poyner Spruill LLP, a law firm based in North Carolina. She works with business owners and executives to understand and manage employee benefits and executive compensation arrangements.

Cost
Free for NSAC Members / $56.00 for Non-Members

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the CLN’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line and each guest must provide their name and email address to participate. All NSAC members may register for free. Non-members may register for a nominal fee.

Refund Policy

NSAC will not issue refunds for CLNs. If a registrant is unable to participate in the CLN and provides notification to info@nsacoop.org 48 hours prior to the session, a credit will be provided for a future CLN. Alert the NSAC staff member monitoring the CLN if technical difficulties are encountered and technical support will be provided to eliminate problems with future CLNs.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to document your active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the CLN recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits. Those eligible for credits will receive their certificate by email with 7 business days.

For more information regarding NSAC CLNs or administrative policies such as complaint and refund, contact the NSAC Headquarters, 7946 Clyo Road, Suite A, Centerville, OH 45459, 937-222-6707, or info@nsacoop.org.