Proper Accounting for BOLI and SERPS



Proper Accounting for BOLI and SERPS

August 2018

This webinar digs into the details of proper accounting methods for Business-Owned Life Insurance (BOLI) and Supplemental Executive Retirement Plans (SERPs). In addition to call report treatment, we look at what servicing questions you need to ask. We will also review red flags to keep the regulators happy. This webinar is geared toward CFOs, the accounting team, and those with financial reporting responsibilities.

Photo: Jeff Ziliani
Expert Presenter

Jeff Ziliani, CPA, Chief Financial Officer, Executive Benefits

As Chief Financial Officer at Gallagher Executive Benefits, Jeff is responsible for complete oversight of the company’s finances. Jeff provides financial information and technical support to management in order to facilitate sound strategic business decisions. Before joining Gallagher Executive Benefits, Jeff worked for twelve years at PricewaterhouseCoopers in the Assurance and Business Advisory Group. In this role, he regularly interfaced with auditors and regulators.

Jeff earned his Bachelor of Science degree in Accounting from The College of New Jersey and has been an active Certified Public Accountant since 2002. Jeff is a member of the American Institute for Certified Public Accountants and the North Carolina Association of Certified Public Accountants. Jeff, his wife, Regina, and son Evan live in Charlotte, North Carolina.

Photo: Kirk Sherman
Expert Presenter

Kirk Sherman, Partner, Sherman & Patterson

Kirk, a partner with Sherman & Patterson, Ltd., focuses his practice on executive compensation in tax-exempt entities. He works with boards, executives, and consultants in designing and documenting employment and severance agreements, deferred compensation plans, split dollar agreements, and other executive benefits that comply with applicable tax and regulatory requirements. Kirk works closely with credit unions, healthcare associations, hospitals, and healthcare systems. He earned his Juris Doctor degree at the University of Virginia and a Bachelor of Arts degree in economics from Brigham Young University.