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BAFOG Meeting Notes
October27, 2016
Isaac Zamora
Discussionon CFO Initiatives
 Incentive Plan
 Breakdownof allocation;amountof allocation;typical bonus/allocation;doesitdrive
people/performance;doesithelpretention,morale,andincentivizeperformance;howdo
youmeasure?
 Personal LeadershipDevelopment
 Leadershipteam;accountingteam; define leadership(whatdoesleadershipwanttosee)?
 Healthcare
 How to manage costs;what can we do?; benchmarking;employeevs.firmcontribution;
howto educate employeesaboutbenefit;capitalize tax benefit
 Budgeting
 Deltek;Excel
 Planning
 Is there a betterwayto do 5 year plan?How do youmake itefficient?Whatare the hurdles
to movingforward?
 Staff Development
o Boxes– upside down;costmatrix
o GenerationY(Stanford,MIT,?)
o Ownershipissues –people are notretiring(nohobbies)
 BenefitPackage
 Vacation;Medical;Average WorkHours;Flexibility
Followup
 SendoutBAFOG contact listto members
 PostMeetingMaterial
 DevelopCommunicationPlatform

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October Meeting Notes

  • 1. BAFOG Meeting Notes October27, 2016 Isaac Zamora Discussionon CFO Initiatives  Incentive Plan  Breakdownof allocation;amountof allocation;typical bonus/allocation;doesitdrive people/performance;doesithelpretention,morale,andincentivizeperformance;howdo youmeasure?  Personal LeadershipDevelopment  Leadershipteam;accountingteam; define leadership(whatdoesleadershipwanttosee)?  Healthcare  How to manage costs;what can we do?; benchmarking;employeevs.firmcontribution; howto educate employeesaboutbenefit;capitalize tax benefit  Budgeting  Deltek;Excel  Planning  Is there a betterwayto do 5 year plan?How do youmake itefficient?Whatare the hurdles to movingforward?  Staff Development o Boxes– upside down;costmatrix o GenerationY(Stanford,MIT,?) o Ownershipissues –people are notretiring(nohobbies)  BenefitPackage  Vacation;Medical;Average WorkHours;Flexibility Followup  SendoutBAFOG contact listto members  PostMeetingMaterial  DevelopCommunicationPlatform