Protecting Value By Managing Risk: What’s Your Role In The Risk Management Process?

SOUTHEAST MICHIGAN CHAPTER EVENT

Protecting Value By Managing Risk:
What’s Your Role In The
Risk Management Process?


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.  In this panel session, experts from five different specialties will discuss how they define risk in their role and how they contribute to the overall risk management process for their clients.

Learning Objectives:

  • Risk management team: Who’s on the team? What role does the team play?
  • Managing personal risk for business owners and their family
  • Managing risks associated with a business
  • Managing risk to improve the salability of the business
  • How do you define investment risk?

 

About the Presenters:

Learn from a panel of experts including Chuck ScrafanoDario Nalli, Dianne Kennedy, Craig DoescherGreg Merrill. This panel will be moderated by Catherine Kosin.

Thank you to our sponsors:

This meeting will be held at the Doeren Mayhew.

Address: 305 West Big Beaver Rd., Suite 200 Troy, MI 48084

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Southeast Michigan 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.EPIDetroit.org

About the Presenters


Catherine Kosin

Catherine Kosin

Senior Vice President, Detroit Market Leader, Oswald Companies

VIEW BIO

Chuck Scrafano

Chuck Scrafano

Sales Executive, Oswald Companies

VIEW BIO

Dario Nalli

Dario Nalli

Associate Client Executive, Oswald Companies (Executive Risk / D&O)

VIEW BIO

Dianne Kennedy

Dianne Kennedy

Senior Vice President, Oswald Companies (P&C)

VIEW BIO

Craig Doescher

Craig Doescher

Founder and President, Doescher Group, LLC

VIEW BIO

Greg Merrill

Greg Merrill

CFP®, CEPA, Partner, The Shantz Mantione Group at UBS Private Wealth Management

VIEW BIO


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® credit (pending approval)

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.