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January 2012
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-31 |
Join AH&T's Dennis Gustafson at his presentation at Bank Director's Acquire or Be Acquired Conference
Bank Director's Acquire or Be Acquired conference has been widely regarded as the financial industry's premier M&A and growth event since 1995. Both bankers and financial executives attend this three-day conference to network with peers and explore a variety of growth options through interactive sessions and presentations. With many predicting a massive wave of consolidation in the coming years, the 2012 event focuses on both organic growth and M&A activity.
AH&T's Dennis Gustafson will present a session on Tuesday, January 31 titled "D&O Liability: What You Need to Know." This interactive breakout will provide a one-stop shop to help prepare you for your upcoming D&O renewal. The session will begin with a claim and litigation trends analysis focusing on exposures arising from M&A, regulatory actions, and even the recent U.S. credit downgrade and the resulting market drop. The focus will then transition to a data-centric approach to limits benchmarking to assist in the process of determining the appropriated D&O limits of liability. Lastly, participants will walk away with a top 10 list of coverage enhancements that you should be asking for.
http://www.bankdirector.com/index.php/conferences/acquire-or-be-acquired-2012/
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October 2011
| 18 |
Independent Schools Business Managers' Roundtable Presents: COSO Revisited
Time: 11:30 AM - 1:00 PM
Contact:
Margy Shomaker
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703-737-2255
Location: Maggiano's Little Italy 2001 International Drive, McLean, VA 22102
Cost: Free
The COSO Integrated Framework has been around for almost 20 years but not-for-profit organizations (including independent schools) and auditors alike still struggle over the concepts and, in turn, internal controls in these organizations may not be very robust. The October 2011 gathering of the Independent Schools Business Managers' Roundtable will feature Tom Sneeringer, Partner, McGladrey & Pullen, who will (re)introduce the 5 elements of the COSO model (control environment, risk assessment, monitoring, control activities, and information and communication) and how they may be applied in small to large school environments.
The presentation will highlight:
The 5 elements of COSO as they relate to independent schools
Real world examples on how a lack of these elements leads to issues for independent schools
Practical approaches to the COSO model in various sized environments
Tom Sneeringer, Partner, McGladrey & Pullen, LLP has over 20 years of accounting experience and is a member of the firm's audit practice. He specializes in Not-For-Profit Audit, Tax, and Consulting. Tom has conducted seminars for clients, NBOA, InsideNGO, the American Institute of CPAs, Greater Washington Society of CPAs, the Center for Engineering and Scientific Society Executives, and other organizations on key issues facing not-for-profit organizations. Tom's representative clients include: 501(c)(3) organizations, international NGOs, independent schools, national associations, OMB Circular A-133 compliance audits and, engagements in accordance with the Yellow Book.
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September 2011
| 20 |
23rd Annual Leesburg Charity Golf Tournament
Time: 10:30 AM - 6:00 PM
Contact:
Linda Giersher
/
703-669-1128
Location: Piedmont Golf Club - Haymarket, VA
Please join us for a worthy cause that promises to be both fun and memorable. On September 20, 2011, AH&T Insurance will host its 23rd Annual Charity Golf Tournament at the Piedmont Club in Haymarket, Virginia. Over the years these tournaments have raised over $300,000 for charitable causes throughout Loudoun County and this year we're striving for record participation!
We are very happy to announce that the Loudoun Interfaith Relief will be the beneficiary of our 2011 charity event. The mission of Loudoun Interfaith Relief, Inc. is simple, yet critically important to the lives of thousands of residents in Loudoun County: feed the hungry by providing emergency food assistance to those in need, and promote client self-sufficiency to any person or family living in Loudoun County. This year they are expecting to feed over 70,000 residents.
http://www.ahtins.com/golf
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| 26 |
6th Annual Seattle Charity Golf Tournament
Time: 11:00 AM - 6:00 PM
Contact:
Jennifer Uno
/
206-770-3042
Location: Washington National Golf Club
AH&T Insurance is hosting our 6th Annual Charity Golf Challenge on Monday September 26, 2011 at Washington National Golf Club in Auburn, WA. Proceeds will benefit Japan Earthquake and Tsunami Relief via Mercy Corps- Peace Winds Japan. Mercy Corps is a non-profit organization based in Portland, OR that helps people turn the crises they confront into the opportunities they deserve. Driven by local needs, our programs provide communities in the world's toughest places with the tools and support they need to transform their own lives.
Mercy Corps has partnered up with Peace Winds Japan to deliver emergency supplies including large shelters, tents, kerosene space heaters, blankets, instant rice and fresh produce to families evacuated from their homes in four tsunami-stricken cities in northeastern Japan.
They've also launched Comfort for Kids, a program to help children recover from the emotional effects of a large-scale disaster. In addition to this critical work, we're exploring the possibility of an economic recovery program to help families meet their needs while infusing much-needed cash into struggling local businesses.
They have an experienced, field-tested team of emergency response experts on the ground in Japan to help support, coordinate and strengthen efforts.
For more information on Mercy Corps please visit www.mercycorps.org
Japan Tsunami Earthquake Relief updates: www.mercycorps.org/japanearthquake
This year's event is a 4-person scramble including contests for Long Drive, Straight Drive and KP for both men and women. The Hole in one is sponsored by Doug's NW Cadillac. An awards dinner will be held immediately following the tournament and will feature a raffle full of great prizes, all proceeds from the ticket sales will go directly to Mercy Corps.
http://www.ahtins.com/golf
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| 27 |
AH&T Hosts NVTC BeneNet event: Employee Absence Leave Management: Managing Risk, Cost & Impact
Time: 8:00 AM - 10:00 AM
Location: Center for Innovative Technology - 2214 Rock Hill Road, Herndon, VA
Cost: Free for NVTC Members and Non-Members
According to a recent study released by Employers Resource Association, the #1 topic that it's 8,000 HR/benefits clients call in to their hotline in droves over is FMLA. Who is covered? What is a serious health condition? How to control intermittent leave? Close behind in calls and questions are the over 150+ State specific leave laws that continue to multiply.
According to the U.S. Bureau of Labor Statistics, there are over 1 million involving lost work days in private industry each year, at a cost of more than $100 billion. Other studies show that daily worker absence (all reasons) equal 25% to 30% of an employer's workforce! Companies of all sizes are struggling with how to manage employee absences, which can be as trying for your employees as they are for management.
Join us as we discuss:
o Federal & State leave legislation
o Overlapping insured leave, PTO, and LOA issues
o Written and "unwritten" employer policies & practices
o Market trends towards integration and outsourcing
o Participant real-life examples---questions and discussion. Challenges you've faced??
Keynote:
Marge Savage, RN, BSN, MPA, CPDM, Director of Product and Market Development for The Hartford's Total Absence Management Programs.
At The Hartford, Ms. Savage is responsible for absence management programs and services including integrated leave management and flexible absence management solutions. Marge has over 25 years of industry experience in the absence management field.
Click here to register
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May 2011
| 12 |
18th Annual Not-for-Profit Risk Management Seminar
Time: 9:00 AM - 12:00 PM
Contact:
Linda Giersher
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703-669-128
Location: Bender Building, American Bankers Association Conference Room: 1120 Connecticut Avenue, NW, Seventh Floor, Washington, DC 20036
Cost: Free
The following discussions will be presented: "Negotiating Favorable Vendor Contacts" by Robert J. Weil, Law Office of Robert J. Weil, PLLC,
"Update on Accounting and Related Issues" by Ted Browning, CPA, Partner, Johnson Lambert & Co. LLP, and "Dealing with Disaster: 201" by Richard E. Mel Whiteley, CPCU, RPLU, Director, AH&T Nonprofits, Vice President, AH&T Insurance.
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| 25 |
Independent Schools Business Managers' Roundtable Presents: Endowment and Funds Management Issues Facing Independent Schools
Time: 11:00 AM - 1:00 PM
Contact:
Margy Shomaker
/
703-737-2255
Location: Officer's Club at the United States Naval Academy
Cost: Free
The Business Managers' Roundtable will be hosting its spring meeting this year in Annapolis, MD, featuring an informative presentation and discussion on endowment and funds management issues. The presentation will be moderated by Kevin Quinn, President, Wye River Group, and will feature special guest panelists George Dunn, Executive Director, Convergent Wealth Advisors, Peter Dunne, Managing Director, Convergent Wealth Advisors Institutional Group, and Christine Martin, Managing Director, TCW. This event will be held during Commissioning Week at the Academy, making it a great day to visit and enjoy the festivities. Following the presentation you will have the opportunity to view the Blue Angels aerial demonstration (a short walk from the Officer's Club) and take a private campus tour if your schedule allows. Due to space limitations, we will confirm guests on a first come, first served basis. Confirmed guests will receive a confirmation email from Margy Shomaker within 24 hours of your RSVP email containing directions to off-campus parking, requirements to enter the Naval Academy campus, and other logistical information.
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April 2011
| 12 |
National Health Care Reform: Making Sense of the Changes and Your Compliance Requirements
Time: 8:00 AM - 10:00 AM
Location: Maggiano's Little Italy 2001 International Drive, McLean, VA 22102
Cost: Free for NVTC members and non-members
Understanding and keeping track of the health care legislation that is being proposed and passed can be challenging. Implementing processes to ensure your company is in compliance with the requirements of these laws can be equally daunting. Join us for a timely and informative discussion as we examine the latest legislation changes and the implications for your business as well as legislation being proposed that could impact the way you do business. Keynote: Jessica Fulginiti Waltman, Senior Vice President of Government Affairs for the National Association of Health Underwriters
Jessica Waltman is Senior Vice President of Government Affairs for the National Association of Health Underwriters (NAHU). Ms. Waltman coordinates all of NAHU's legislative and regulatory efforts. This includes NAHU's lobbying efforts before Congress and the Executive branch, the association's monitoring of the activities of all state legislatures, insurance departments and intergovernmental organizations and management of the association's seven-person government affairs department.
Speaker:
Virginia Sly, Director of Compliance for AH&T Insurance. Virginia Sly is the Director of Compliance for AH&T Insurance. Mrs. Sly has 16 years of legal experience, including more than four years as a compliance analyst for a national brokerage. There she advised plan sponsors on various aspects of ERISA, COBRA, HIPAA and state insurance law compliance, draft and amended plan documents, and reviewed employee communications. Mrs. Sly received her B.S. from Longwood University. She currently holds the designation of Certified Employee Benefits Specialist (CEBS) from the International Foundation of Employee Benefits and a paralegal certificate from the University of Washington. Mrs. Sly currently holds a Life and Health insurance license.
http://www.nvtc.org/events/geteventinfo.php?event=BENENET5
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