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Financial Planning: Trust & Estate, Investing, and Commercial Lending

ABC RI Office 249 Roosevelt Ave., Pawtucket, RI, United States

Title and Description: Financial Planning: Trust & Estate, Investing, and Commercial Lending Retirement Planning Business Succession Trust & Estate/Asset Protection Capital Leasing Commercial & Small Business Lending Speakers: Tyler C. Ash, Vice President, Private Client Relationship Manager at TD Private Client Group, a business of TD Wealth Patrick Mooney, Vice President, Retail Market Manager Joe […]

What is a Captive Insurance Program, and Is It Right for My Business?

ABC RI Office 249 Roosevelt Ave., Pawtucket, RI, United States

Topic: What is a Captive Insurance Program, and is it right for my business? Speaker: Jason Duby, CRIS, ARM, Vice President, Property & Casualty at USI Insurance Services LLC Description:    This interactive discussion will explore the different financing options for your commercial insurance programs. Often, we hear of the term “captive,” and it seems […]

HR/Accounting Roundtable

ABC RI Office 249 Roosevelt Ave., Pawtucket, RI, United States

Speaker: Florence DuPerry, CPSP, HR Consulting Practice Leader, Starkweather & Shepley Insurance. Join ABC RI members to discuss: Finding good talent Retaining good talent Training Compliance – COBRA / Med part D Notices / ACA reporting Compensation Benefits Safety Handbooks and Job Descriptions Perf Management Company Culture RI Paid Leave, TCI / TDI / Sick […]

Project Managers/Operations Managers Roundtable

ABC RI Office 249 Roosevelt Ave., Pawtucket, RI, United States

Moderator: Cole Whitehead, Vice President of J.J. Cardosi, Inc. and ABC RI Chair-Elect Topic: Project Managers/Operations Managers Roundtable How to ensure everyone on the job orders material on time and comes prepared to complete their scope of work Hiring challenges Licensing/ratio challenges Dispatching methods How to track materials and job progress/Billing/SOV Labor factors in estimating […]

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