Page 20 - 22nd Annual Summit program book

PRESENT A TIONS

Tuesday, October 18 |2:00 PM | Trailblazers Ballroom

Using Equity Vehicles to Attract and Retain Key Employees

Moderator: Greg Thompson, Emeritus TMPAA Ken Jordan, Smith & Wilkinson
Advisory Board Member Bob Kimmel, K2 Insurance Services

Diana Estrada, Wilson Elser Bill Mecklenburg, Alliant Underwriting Solutions
Tom Gillingham, NFP
The current and future success of your business is highly dependent on the ability to attract and retain knowledgeable,
talented, and motivated people. Human capital is currently at a premium, and many companies are struggling to recruit
and keep key employees. Some of our members are reporting incidents of their existing staff being offered huge salary
increases. Many are finding that hiring qualified people is challenging. A viable solution to address this trend involves
sharing profits and/or ownership with tenure incentives.

Attend this presentation and learn about various equity vehicles available, how to implement them, and hear from your
peers who have used them successfully.

Greg Thompson, Program Insurance Advisor
Greg Thompson, CPCU, ARM, CPL graduated from Washington and Lee University
and subsequently obtained an MBA at the University of Virginia’s Darden School.
Greg served on the faculty of the European Institute of Business Administration in
Fontainebleau, France for several years before joining Marsh & McLennan in New York
in their Multinational Services Division. In 1979, Greg started Thompson Insurance
Enterprises, Inc. (THOMCO) headquartered in Atlanta, Georgia. Over a period of 33
years, he built THOMCO from a fledgling wholesale insurance operation to a Program
Administrator with over $175 million in annual premium involving over 15 national
programs. In 2012, THOMCO was sold to Markel and later that year Greg became
President of Markel Specialty. He retired from Markel in 2018. Greg is currently an
independent consultant and a Senior Advisor for Century Equity Partners.

Diana Estrada, Wilson Elser
Diana Estrada serves as deputy regional managing partner of Wilson Elser’s
Los Angeles office. She represents employers in a wide variety of employment-
related matters, including both defense of litigation and counseling regarding legal
compliance. Diana assists employers developing strategies to avoid litigation. This
includes working with employers to modify employment policies and practices,
conducting workplace investigations, assisting in devising policies that enhance
clients’ objectives while complying with the law, and helping to ensure that employee
handbooks are up to date. Diana is a member of the American Bar Association’s
Labor & Employment Equal Opportunity Committee, which concerns itself with
significant developments in employment discrimination law.

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