Meet & Greet With Pittsburgh Experts and Learn How to Protect Your Business
Seminar Agenda:
Friday, April 12:
7:30 AM – Networking with light breakfast and coffee
8:15 AM – Welcome by Rich INmanN, Black bottle it
8:30 AM – Presentations
9:30 AM WRAP UP
Local experts come together to present this educational seminar on the “knows” of Business Protection. Learn how to protect your credit, company data, your people and facilities, and investments. Then, find out how all of this pertains to insurance.
When: April 12, 7:30 AM – 9:30 AM
WHO: Pearl Insurance Agency, UBS, Xycom Technology, Black Bottle IT,
Peoples Security and Trust Bank
Host: UBS Wealth Management Americas
Where: 2100 Georgetown Dr, 1st Floor, Sewickley, PA 15143
Speakers
Drew Besket – CTP, Vice President, Peoples Security and Trust Bank
protect your cash and avoid financial fraud
Drew is a Certified Treasury Professional with over 20 years of experience consulting with all types and sizes of companies. He is able to streamline business financial processes to make companies more efficient, leading to financial efficiencies at the same time. He will be discussing how to protect your cash and basic ways to avoid financial fraud situations.
Dan Storey,
protecting your place of work and the people
Xycom is a provider and complete integrator of modern building, safety, communication, security, and infotainment technology.
Alex Harrison – Commercial Insurance Producer, Pearl Insurance Agency
navigating insurance complexities
Alex will be talking about the current liability exposures a small business faces; some past, present and the future risks that he expect and how to combat them. Beyond that, he’ll also be speaking on the complexities of the current industry and how to choose the agent to help you navigate it as a small business.
Jennefer Bartholomew, Financial Advisor, Business Transition Specialist
protecting your assets via retirement
Jennefer Bartholomew is a financial advisor with UBS. She specializes in business exit planning, financial planning, structured debt and lending. She will be speaking about protecting your assets via retirement and financial planning.
Rich Inmann, Account Executive, Black Bottle IT
“It’s not a matter of if, but when you’ll have a cyber event.”
Are you using MFA in your organization? Does your business have an Incident Response Plan? Do you know if your organization has ever experienced a breach? How’s your Cybersecurity Employee Training coming along? Rich will share some eye-popping statistics and local company cyber incidents that could raise your hair!