Protecting Value by Managing Risk

LEHIGH VALLEY CHAPTER EVENT

Protecting Value by Managing Risk


Whether it is an individual or business client, virtually every business professional has a role on their clients’ risk management team. As wealth increases, businesses grow, and the world becomes more complex, the need to manage risk becomes more evident. Your commitment to proactive planning can equate to asset preservation and loss prevention for your clients. We will discuss through a case study why asking your clients the right questions about their legal governance, preparation, insurance, and risk management culture positions them for a successful transition.

 

Learning Objectives:

After participating in the session, attendees will have a better understanding of:

  • Governance Risk Management
  • Operational Risk Management
  • Managing Safety Culture
  • Due Diligence Check List

 

About the Presenter:

Learn from industry expert Buddy Lesavoy, Co-Founder of Lesavoy Butz & Seitz LLC, and William C. Hacker, President & CEO of Arbor Insurance Group, about learn about protecting value by managing risk.

 

Meet the Presenters

 

This meeting will be held at Ben Franklin Technology Partners of Northeastern Pennsylvania.

Address: 116 Research Drive, Plaza Level Bethlehem, PA 18015

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPILehighValley.org.

About the Presenters


Buddy Lesavoy

Buddy Lesavoy

Co-Founder of Lesavoy Butz & Seitz LLC

View Bio

William C. Hacker

William C. Hacker

President & CEO of Arbor Insurance Group

View Bio

 


Continuing Education


1 CPE Hour | 1 CFP® Hour

*Proper documentation must be collected and submitted to qualify for continuing education.

cpe-logo-png-full-colorThe Exit Planning Institute (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at: www.learningmarketing.org.