Business Insurance and Why It Matters: Tools to Prevent Loss and Make Insurance a Profit Center

CONEJO VALLEY CHAPTER EVENT

Business Insurance and Why It Matters: Tools to Prevent Loss and Make Insurance a Profit Center


How to maximize your insurance, contractual risk transfer options, M&A insurance trends, and offerings.

 

Learning Objectives:

  • Protecting Balance Sheet, Deal Diligence preparedness, Genera Risk Management
  • During course of due diligence, evaluate viability of representations and warranties insurance product, and other M&A related products, to cover unknown liabilities such as:
    • Evaluate environmental exposures
    • Review loss control reports
    • Identify any “claims made” policies which may require run-off or “tail” coverage (EPL, D&O, E&O, Fiduciary, etc.)
    • Identify any known or potential claims which may need to be reported under any “claims made” policies
    • Establish funding mechanisms for potential uninsured losses
    • Review major contracts, leases, and agreements for liability or insurance implications
    • Review OSHA records for serious citations and costly requirements for improvements

About the Presenters:

Learn from industry experts Christina Manville, VP, Lockton Insurance Brokers, LLC, Gregorio Casalenuovo, SVP, USI Insurance Services, and Lior Temkin, CPA, MST, Singer Lewak, as Moderator.

Meet the Presenters

 

Thank You to Our Sponsors:

SingerLewak Announces Expansion into South San Francisco, CA with the Combination of Middle Market Accounting and Consulting Firm Good & Fowler, LLP

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.EPIConejoValley.org.

About the Presenters


Christina Manville

Christina Manville

VP, Lockton Insurance Brokers, LLC.

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Gregorio Casalenuovo

Gregorio Casalenuovo

SVP, USI Insurance Services

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Lior Temkin

Lior Temkin

Singer Lewak, Moderator

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