Speakers
The COLI Ski Retreat offers a perfect blend of leisure and professional growth, combining morning sessions led by industry experts and afternoons on Telluride’s scenic slopes. Keynote speakers focus on the latest innovations in corporate-owned life insurance (COLI) products and developments in the deferred compensation plan (DCP) landscape. This unique event provides insights into evolving industry practices, regulatory updates and emerging solutions, fostering valuable networking opportunities for professionals while enjoying the beauty of the Colorado mountains.
Todd Mezrah
Todd Mezrah is the founder and CEO of mapbenefits, a technology company focused on nonqualified plans administration, based in Tampa, Florida. Todd is responsible for the company's vision, growth, strategic technology initiatives and future roadmap.
Todd and his team designed mapbenefits to facilitate a complex process giving clients access to a secure, world-class technology platform for nonqualified deferred compensation plan implementation and administration. mapbenefits allows corporations, financial firms and 401(k) providers to leverage a fast, secure, cloud-based 409A-compliant platform with ease. The mapbenefits platform was developed utilizing Salesforce’s force.com infrastructure, SQL Server, and .NET technology, and has obtained SSAE 18, SOC 1 Type II and SOC 2 Type I Compliance.
Todd is also the founder and CEO of Mezrah Consulting, a national executive benefits consulting firm, cofounder of AZ Capital Partners, a private investment company, and is on the Advisory Board of IP Capital Partners, a private equity real estate firm.
Todd is a graduate of the University of Alabama where he obtained a B.A. in Corporate Finance and Investment Management. In addition, Todd received an MBA in Business Administration with an emphasis in employee benefits from Georgia State University in Atlanta.
Todd is also the founder and CEO of Mezrah Consulting, a national executive benefits consulting firm, cofounder of AZ Capital Partners, a private investment company, and is on the Advisory Board of IP Capital Partners, a private equity real estate firm.
Todd is a graduate of the University of Alabama where he obtained a B.A. in Corporate Finance and Investment Management. In addition, Todd received an MBA in Business Administration with an emphasis in employee benefits from Georgia State University in Atlanta.
Name
Speaker Bio
Name
Speaker Bio
Speakers To Be Announced
Proposed Discussion Topics:
- AI and Executive Benefits
- iCOLI Alternative Investment Options
- mapbenefits Technology Overview - Separate Payments, Mobile App and Plan Design Flexibility
- DCP Access to Private Market Investments
- Equity-based Deferrals
- iCOLI Sales Opportunities
- Deferred Compensation Plans for Pass-Through Entities
- Identifying DCP Opportunities