College Costs and Savings Strategies - Supporting Employee Families With A Workplace Solution

Date: Wednesday, November 15, 2017
Time: 03:00 PM ET / 02:00 PM CT / 01:00 PM MT / 12:00 PM PT [Prevailing Time]
Presenter(s): Gary D. Serota, Founder, College Save
Objective(s):
Participants will learn about the recent steep increase in college tuition and other expenses, understand the impact of student loan debt on three generations of employees, learn how reducing personal financial stress can improve physical wellness, increase employee productivity and reduce turnover and learn about current solutions available in the workplace to mitigate the impact of rising college costs on employees’ families.
Field of Study: Personnel/HR
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
Watch Recording

Course Description

While a four-year college degree has becoming increasingly important to a student’s long-term financial success, dramatically rising college costs are making a college education more elusive than ever for many families. CPA firms can help clients provide guidance and support for their employees to help them save for college for the students in their families. In this workshop, you will learn about escalating college costs, how your firm can help clients attract and retain top talent and, by decreasing turnover, help clients reduce investments necessary for employee training.

Presenter and Moderator Bios
Gary Serota is the founder and CEO of CollegeSave, a national membership organization helping families afford college for their children, grandchildren and other students in their extended families. CollegeSave benefits are exclusively available through affinity organizations that provide benefits for their employees, customers, donors, and supporters. Gary is a direct-response marketer and loyalty expert with 35 years experience building cause-focused membership organizations. He has generated tens of millions of dollars of dues and cross-sell revenues for his own businesses and his clients, including a consumer credit advocacy organization which enrolled 1 million members by direct mail, email, direct response TV, print advertising, and free news coverage. He has created unique benefits and marketing programs for the nation's largest membership associations, including the 37-million-member AARP, and served as an early-stage marketing consultant to Destination Rewards, now the largest loyalty platform in the United States. Gary also helped create a unique public relations company that was the first in the nation to provide full-time professional communications assistance for nonprofit clients. He is the co-author of Capitol Jobs, An Insider’s Guide To Finding a Job In Congress, several newspaper opinion articles, and a co-author of Setting Course, the guidebook used by newly elected Members of Congress to organize their congressional offices. He resides in McLean, Virginia with his wife, Dr. Sandra Garcia. He recently made his last tuition payment for his daughter Alison, a recent college graduate.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

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 MAPCast’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 with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast 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.

For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.