7:30 am - 8:00 am
Registration and Continental Breakfast
8:00 am - 8:35 am
"Survey Of Practice Tips To Avoid Legal Liability"
Nancy M. Reimer, Esq., Donovan Hatem LLP
8:35 am - 9:10 am
"Liability Exposure: A Statistical Survey of Claims"
Mark R. Rooks, Esq., CNA Insurance
9:10 am - 9:45 am
"Donor Advised Funds and Special Assets"
Keiron O’Brien, Fidelity Charitable Services
9:45 am - 10:00 am
Break
10:00 am - 10:35 am
"Business Succession: Who’s Going To Own Your Business After You"
Herbert K. Daroff, J.D., CFP(R), Baystate Financial Planning
10:35 am - 11:10 am
"What Every Start-Up Company Should Know"
Stephen Marcovich, Esq., Donovan Hatem LLP
11:10 am - 11:45 am
"What’s New In Insurance For Accountants And Their Clients?"
John J. Kenny, Jr., CPCU / SVP, AON Insurance Services
11:45 am - 12:15 pm
Discussion
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