Business Continuity Awareness Month is an annual industry-wide campaign to raise awareness on important business resilience topics for Insurance & Financial advisors.
BCA Month Speakers include some of North America's pre-eminent thought leaders who've committed their careers to supporting agents & advisors build enduring & transferrable service businesses.
The BCA MONTH 2020 Webinar Programme is now live, with engaging and insightful sessions led by experts who are committed to assisting insurance agents & financial advisors build resilient businesses.
4 industry experts who've spent their careers shaping practices of enduring and transferrable value will share:
✔ Importance of Continuity Planning
✔ Elements of an effective Continuity Plan
✔ How Continuity Planning can stimulate growth
As a financial professional, your number one priority is your clients’ well-being. While you work hard to secure their interests, unexpected challenges can sometimes hit at the worst of times. The good news is there are steps you can take today to make sure your clients are cared for and the value of your business is protected and resilient against any threat.
A business continuity is dramatically different than a succession plan. In this session we pivot to succession planning, how a continuity plan can be a good starting point for your succession plan as well as actionable, pragmatic tips on moving the needle on this ever important subject.
What drives value in an insurance agency? Insurance agency merger and acquisition activity has been at historic levels for the past several years. But not all agencies are created equal. This session will address the current state of agency valuation in the marketplace, industry trends, and the latest thoughts on how the COVID-19 pandemic is affecting valuations. Join Lucas Parris of Mercer Capital as he reviews the valuation methodologies and drivers of value for insurance agencies in the current environment.
For many, an important aspect of continuity and succession is drafting of the buy-sell agreement. These shareholder agreements are most commonly the domain of lawyers, who carefully plan for various situations, while capturing the intended objectives of the shareholders. Frequently the value implications for the shareholders, including their family members and other beneficiaries are overlooked or misunderstood, which can lead to unintended outcomes, or disputes. Such outcomes can be avoided, or at least mitigated. In this webinar, Jason Kwiatowski, CPA, CA, CBV, ASA, CEPA, Partner & President VSP Valuation Support Partners will provide a business valuator’s perspective on shareholder buy-sell agreements.
Kenneth Dekker, Partner, Affleck Greene McMurtry LLP, has more than 20 years of experience representing financial services firms and investment industry professionals in all manner of regulatory and civil disputes. Ken has appeared in all levels of courts in Ontario, as well as before the Supreme Court of Canada and numerous securities industry regulators, including the Mutual Fund Dealers’ Association, the Investment Industry Regulatory Organization of Canada and the Ontario Securities Commission. As one of Canada's leading experts in this field he will examine the legal ins and outs of book ownership. Hear about some legal case studies, arguments and decisions.
