Vice President, Risk Advisor
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Positioning CPAs as Insurance Knowledgeable Advisors - Virginia Society of CPAs Seminar
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Risk Management and Professional Liability for Accountants - Virginia Society of CPAs Seminar
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What does your Personal Risk Index tell your employer? - 2020 Virginia Transportation Construction Alliance Conference
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Captive Insurance Strategies - Virginia Society of CPAs Seminar
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Mitigating the Risk Costs of the Pandemic Economy - 2022 Virginia Transportation Construction Alliance Winter Meeting
Vice President, Risk Advisor
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"Captive Insurance: Introduction" - Robert Half CPE Seminar, October 2019
Vice President, Benefits Consultant
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"A Better Way Forward: Captive Funding Solutions" - Robert Half CPE Seminar, October 2019
Vice President, Benefits Consultant
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"Single Parent and Group Captives for Banking Association MEWAs" - 2018 National Banking Association Employee Benefit Trask Force Annual Meeting
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Association Health Plans and Recent Regulatory Changes (SB 86) - NC Chamber of Commerce
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"Employee Benefit Captives – Protecting your ESOP dollars" - 2019 Carolinas Chapter of the ESOP Association Spring Conference
