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.
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