Retention and Growth: Benefits Strategies for Today’s Physician Leaders

12/02/2025

Webinar

SKU: 26WEB37

PriceFREE

Formats:

Webinar

Price:

FREE

Available Credits

ACMPE: 1.00
ACHE: 1.00
CEU: 1.00
PDC: 1.00
CME: 1.00
CPE: 1.00

Description

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If you experience issues registering for this webinar, please email or call the MGMA Service Center at 877.275.6462, ext. 1888 to register.

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This webinar – scheduled for December 2, 2025, at 1 pm ET (12 pm CT, 11 am MT, 10 am PT) – is eligible for ACMPE, ACHE (live only), CME (live only), CPE (live only), PDC (live only) and CEU credit, and will be made available as a recording.

Physician retention and recruitment are more challenging than ever, and cash compensation alone is no longer enough. Practices must provide additional tax-deferred savings opportunities while managing risk for both physicians and organizations.

In this session, participants will explore how innovative retirement plan design can elevate compensation packages and make medical groups a destination for top talent. The discussion will include a real-world case study of a medical group that successfully used benefits strategy to attract leading physicians, while strengthening long-term financial sustainability.

This 60-minute webinar will provide you with the knowledge to:

Analyze how benefits serve as a retention tool beyond salary to improve loyalty and reduce turnover
Evaluate strategies to balance competitive benefits with cost control
Apply case study insights to strengthen benefits design and enhance your employer brand

Brought to you by October Three

Terms of registration: By registering for a complimentary sponsored educational webinar, participants understand that their contact information, excluding phone numbers, will be shared with the specific sponsor. Please reference their website’s privacy policy.

Continuing Education

Delivery method: Internet Live Course | Group Internet Based
Learning level: Intermediate - Education that builds on a basic curriculum, designed to improve your ability to analyze and apply skills learned to a topic or knowledge area.
Learning format: Traditional
Prerequisites: A basic understanding of the topic or knowledge area.
Advance preparation: None
Duration: 60 minutes

Claiming Credit: If you wish to claim continuing education credit, you must attend the live webinar and complete the session evaluation in order to meet the requirements of the accrediting organizations.

ACMPE, medical practice administrators in certification and Fellowship through ACMPE
ACHE, American College of Healthcare Executives Qualified Education
CME, licensed physicians (MD/DO)
CPE, Continuing Professional Education for accountants
- Attendance at the live instructor-led program
CEU, generic continuing education credit
PDC, professional development credits for the Society for Human Resource Management (SHRM)

For detailed continuing education credit information, click here.

**PLEASE NOTE: CEU credit types and totals are listed as a good faith estimate. Actual CEU types and totals offered at time of presentation may vary. Final CEU credit listing will be published on or before the day of the presentation.

Speakers

John Kleiser
Actuarial Practice Leader, October Three

John Kleiser is a member of the actuarial consulting team, part of the senior leadership for October Three, and heads up our Flexible Deferral Plan practice. During John’s career he has had experience working with qualified retirement plans of all types, serving as actuary for many large corporate organizations. For the last 12 years, John has worked almost exclusively with professional service firms to design, implement and service a new style of defined benefit plan. John is considered one of the country’s leading experts on retirement plans for large professional service firms, especially those in the legal community. John feels passionately that plan design must fit the organization and, as it applies in particular to professional service firms, there is little reason for a firm or its owners to take on undue risk on account of inappropriate plan design. He is committed to bringing intelligent and appropriate designs into this market — plans that creatively solve issues of adequacy, pension volatility and wealth accumulation.

John is a Fellow of the Society of Actuaries (FSA) and an Enrolled Actuary (EA) under ERISA. John received a B.S. in Mathematics from the University of Notre Dame. John began his career with Towers Perrin and spent time in their Chicago, Cincinnati and Dallas offices before joining CCA Strategies in 1999 where he opened and led the Dallas office. John was Vice President at JPMorgan after the acquisition of CCA in 2006 and at JPMorgan he led the defined benefit practice focused on professional service firms.

Brian Fox
Partner and Consulting Actuary, October Three

Brian Fox is a Partner and member of the actuarial consulting team. Brian began his actuarial career in 2010 after a more ‘non-traditional’ passage. Brian says it took him several attempts to discover his true passion…but he has certainly seemed to find it in the actuarial field. His original B.A. was earned in psychology at Boston College. He then worked with troubled youth and later taught English as a second language in Thailand. Afterwards, Brian went back to school to study chemistry. While working on his doctorate program at the University of California, San Diego Brian learned about actuarial science and was hooked. These experiences, among others, make him well-suited for the consulting side of the actuarial industry.

Brian is an Associate of the Society of Actuaries (ASA), and an Enrolled Actuary (EA) and has been involved with numerous client teams, working with large not-for-profit organizations as well as professional service firms. He says the learning cannot come fast enough as he has already been involved with valuations, nondiscrimination testing, and even plan design. Meeting our clients’ needs creatively and flexibly with out-of-the-box thinking is what excites him about work each day.

Beau Cork
Retirement Strategy Consultant, October Three

Beau Cork is a Retirement Strategy Consultant at October Three who focuses on building lasting client relationships and delivering practical retirement solutions. He’s known for leading with trust, clarity, and care, listening first, simplifying complex topics, and aligning stakeholders around actionable next steps. Drawn to O3’s people-first culture and collaborative mindset, Beau thrives on helping clients navigate challenges and enjoys being part of a team that values both results and relationships. He cares deeply about mental health and believes in showing up with empathy and authenticity in every area of life.

Technical Requirements

Webinars are delivered live using online web conferencing software, which allows you to interact directly with presenters and colleagues through your web browser.

This webinar will be hosted in Zoom Webinars and will consist of a 60-minute presentation and question-and-answer session. You will receive informational emails with instructions to access the live event and related resources, as well as steps to claim continuing education credits.

Review this resource for participating in Zoom Webinars or test your connection here.

Refund Policy

This webinar is sponsored by October Three. There is no registration fee.

Live Instructor Cancellation Policy
If for any reason MGMA must cancel this program, MGMA will notify participants by email of the cancellation no less than 48 hours prior to the expected start time.

Contact the MGMA Service Center for cancellations or refunds:
Toll-free: 877.275.6462, ext. 1888
Email: service@mgma.org

Complaint resolution policy
Please contact the MGMA Service Center toll-free at 877.ASK.MGMA (275.6462) for issues or concerns with this webinar.

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Strategic Planning Recruitment & Hiring Financial Management Services Professional Development Compensation & Benefits Continuing Education Credit, Accreditation Programs, Credentialing