| Name | Title | Contact Details |
|---|---|---|
Jerry Tong |
Consultant, CFO Advisory | Profile |
Shari Sparling |
Chief People Officer | Profile |
Katzke & Morgenbesser LLP is a boutique law firm specializing in a broad array of executive compensation-related matters. We have extensive experience representing senior corporate executives and other management employees, companies, boards of directors and compensation committees with respect to complex and sensitive employment, severance, retirement, consulting, equity and other incentive compensation arrangements. Such representations are often in connection with public and private business combinations, acquisitions and divestitures for corporations and partnerships. Each of our named partners has more than twenty-five years of experience in executive compensation. As former partners at major New York and international law firms, we are uniquely situated to provide independent, high quality, focused and responsive service without the likelihood of potential conflicts of interest. Our Firm counsels clients primarily with respect to executive compensation-related matters. We routinely provide consulting, drafting and negotiation guidance to individuals, companies, boards of directors and compensation committees on a wide range of topics, including the following areas: - Employment, Severance, Retention and Consulting Agreements - Non-Competition, Non-Solicitation and other Restrictive Covenants - Equity and Cash-based Incentive Compensation - Deferred Compensation Arrangements - Partnership Arrangements - Retirement Arrangements/SERPs - Rabbi Trusts and other Funding/Financing Vehicles - Change in Control Programs and Arrangements - Code Section Section 409A Reviews - Advisory Services to Boards of Directors and Compensation Committees
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
HBT is a not-for-profit health and welfare trust that provides group health and welfare benefits on behalf of participating employers for nearly 265,000 eligible employees, their eligible dependents, and beneficiaries employed in health care and social services in British Columbia. The primary benefits provided by HBT are Group Life, Accidental Death & Dismemberment (AD&D), Weekly Indemnity, Long Term Disability (LTD), Extended Health, and Dental. HBT ensures these benefits are administered in accordance with provisions and plan design negotiated by HEABC, CSSEA, and single-site collective agreements.
We provide seamless, hands-on management and strategic guidance to help you unlock the full potential of your Pendo investment. From setup to optimization, our team ensures cleaner data, stronger engagement, and measurable results for your business.