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ImpactRetireNPO: A Turnkey, Affordable, Easy-To-Understand Retirement Solution for Nonprofits

Online Event

About this event

Date

Tuesday, July 9, 2019
Noon – 1 p.m. (PT)

Event Description

Title
ImpactRetireNPO: A Turnkey, Affordable, Easy-To-Understand Retirement Solution for Nonprofits

Panelists

  • Jim White, Executive Director, Nonprofit Association of Oregon 
  • Mary Caballero, Managing Partner, Impact Benefits & Retirement

Moderator
Lilisa Hall, Director of Membership, Communications & Advancement, Nonprofit Association of Oregon

On June 27, NAO announced its partnership with Impact Benefits & Retirement to offer a new member benefit – ImpactRetireNPO – a retirement plan program for 501(c)(3) members. Come learn more about ImpactRetireNPO. The future will be here before you know it – help your employees start planning for a financially secure one now!

What is ImpactRetireNPO? Why should nonprofits consider offering a retirement plan to their employees? What are the basic elements nonprofit employers should consider when thinking about offering a retirement plan?

Hear from Mary Cabellero, Managing Partner of Impact Benefits & Retirement about the turnkey, transparent, affordable and easy-to-understand plan that offers amazing options. Mary has personally worked on developing ImpactRetireNPO for NAO 501(c)(3) members.

There will be time for an interactive session with our panelists by way of questions and conversation. You won’t want to miss this session!

If you'd like to share questions or comments ahead of the webinar, e-mail them to [email protected].

There is no cost for this webinar but registration is required; A recording of this webinar will be available to all registered participants. 

This webinar is made possible through the support of the Ford Family Foundation – thank you!

About the Presenters


Jim White, Executive Director, Nonprofit Association of Oregon  

Jim White currently serves as the Executive Director of the Nonprofit Association of Oregon. He began this assignment in October of 2012. Jim is deeply committed to social change and has worked in the nonprofit sector both domestically and internationally for more than 20 years. He has a passion for affecting systemic change in the way that the public, private and nonprofit sectors work together to support and strengthen civil society. Before joining NAO, Jim worked for Mercy Corps both overseas and in Oregon, most recently as the Vice President of Program Operations. He has also worked for the International Organization for Migration and the American Red Cross.

Mary Caballero, Managing Partner, Impact Benefits & Retirement

Through 15 years of working with companies and their employees, Mary is aware of the uniqueness of each person and organization. She is here to guide you through the complexities and structure of retirement plans. While she knows her stuff, it’s her way of making the work a little more fun, creative, and exciting that people mention most.

As Managing Partner, Mary is committed and focused on leading and evolving iMPACT from its roots and history to meet the new demands for innovation in financial services. Mary is among the dwindling population of Portland natives. She received her BA in Economics from Portland State University. She’s sat on numerous nonprofit boards, currently serving as a member of the Retirement Advisory Council.

Area of Nonprofit Excellence – Human Resources & Operations 

Every learning opportunity NAO offers is aligned with one of nine areas of our Principles and Practices for Nonprofit Excellence that NAO believes are critical to every nonprofit’s effectiveness and success. Diversity, equity and inclusion are essential for a thriving, effective and successful nonprofit; therefore, DE&I is embedded across all nine areas.

This event focuses on Human Resources & Operations. For additional resources in this category, visit: Human Resources & Operations

Cost and registration

There is no cost for this webinar but registration is required.

Location

Register Now

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Date

Tuesday, July 9, 2019
Noon – 1 p.m. (PT)

Event Description

Title
ImpactRetireNPO: A Turnkey, Affordable, Easy-To-Understand Retirement Solution for Nonprofits

Panelists

  • Jim White, Executive Director, Nonprofit Association of Oregon 
  • Mary Caballero, Managing Partner, Impact Benefits & Retirement

Moderator
Lilisa Hall, Director of Membership, Communications & Advancement, Nonprofit Association of Oregon

On June 27, NAO announced its partnership with Impact Benefits & Retirement to offer a new member benefit – ImpactRetireNPO - a retirement plan program for 501(c)(3) members. Come learn more about ImpactRetireNPO. The future will be here before you know it – help your employees start planning for a financially secure one now!

What is ImpactRetireNPO? Why should nonprofits consider offering a retirement plan to their employees? What are the basic elements nonprofit employers should consider when thinking about offering a retirement plan?

Hear from Mary Cabellero, Managing Partner of Impact Benefits & Retirement about the turnkey, transparent, affordable and easy-to-understand plan that offers amazing options. Mary has personally worked on developing ImpactRetireNPO for NAO 501(c)(3) members.

There will be time for an interactive session with our panelists by way of questions and conversation. You won’t want to miss this session!

If you'd like to share questions or comments ahead of the webinar, e-mail them to [email protected].

There is no cost for this webinar but registration is required; A recording of this webinar will be available to all registered participants. 

This webinar is made possible through the support of the Ford Family Foundation – thank you!

About the Presenters

Jim White, Executive Director, Nonprofit Association of Oregon  

Jim White currently serves as the Executive Director of the Nonprofit Association of Oregon. He began this assignment in October of 2012. Jim is deeply committed to social change and has worked in the nonprofit sector both domestically and internationally for more than 20 years. He has a passion for affecting systemic change in the way that the public, private and nonprofit sectors work together to support and strengthen civil society. Before joining NAO, Jim worked for Mercy Corps both overseas and in Oregon, most recently as the Vice President of Program Operations. He has also worked for the International Organization for Migration and the American Red Cross.

Jim%20Headshot.jpg

Mary Caballero, Managing Partner, Impact Benefits & Retirement

Through 15 years of working with companies and their employees, Mary is aware of the uniqueness of each person and organization. She is here to guide you through the complexities and structure of retirement plans. While she knows her stuff, it’s her way of making the work a little more fun, creative, and exciting that people mention most.

As Managing Partner, Mary is committed and focused on leading and evolving iMPACT from its roots and history to meet the new demands for innovation in financial services. Mary is among the dwindling population of Portland natives. She received her BA in Economics from Portland State University. She’s sat on numerous nonprofit boards, currently serving as a member of the Retirement Advisory Council.

Mary_photo.jpg?itok=-T-eeOe5

Area of Nonprofit Excellence - Human Resources & Operations 

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Every learning opportunity NAO offers is aligned with one of nine areas of our Principles and Practices for Nonprofit Excellence that NAO believes are critical to every nonprofit’s effectiveness and success. Diversity, equity and inclusion are essential for a thriving, effective and successful nonprofit; therefore, DE&I is embedded across all nine areas.

This event focuses on Human Resources & Operations. For additional resources in this category, visit: Human Resources & Operations

Cost and registration

There is no cost for this webinar but registration is required.

Location

When
July 9th, 2019 from 12:00 PM to  1:00 PM
Location
Online Event