Have you identified all the risk exposures in your business?

  • Business Contracts
  • Personnel
  • Environmental
    • Covid
    • Other national occurring disasters
  • Vendor
  • Customer
  • Financial

Is your insurance carrier aware of all the risks you have identified?

In the identification of risk exposures:
  • Is a policy required?
  • Is a procedure required?
  • Is a manual necessary?
  • Is compliance with the government required?
Policies, Procedures, and Manuals
  • Are they effective in avoiding problems?
  • Do they cause an awareness of problems?
  • Do they create a more effective reaction and preparedness to problems?

How do you gauge the fiscal health of your business?

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4/22 – Insurance & Lending

Your presenters:

JOHN BUFFA – EXECUTIVE VICE-PRESIDENT & CHIEF LENDING OFFICER – ADIRONDACK BANK

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SHAWN M. KAIN – SENIOR VICE PRESIDENT AND CHIEF UNDERWRITING & COMPLIANCE OFFICER – UTICA FIRST INSURANCE COMPANY

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STEVE ZOGBY – EXECUTIVE VICE PRESIDENT – SCALZO, ZOGBY & WITTIG INSURANCE

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4/29 – Worker’s Compensation

Your presenter:

JENNIFER B GIACCIO – COMMERCIAL INSURANCE AGENT, GATES-COLE INSURANCE

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5/6 – Management Strategies Related to Financial Operations of Small Business

Your presenter:

JUSTIN MILLER – CEO, UNIVERSAL BOOKKEEPER

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PLATINUM INVESTORS