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C2M Live - Secure Your Future - September 2013 - A Pre Recorded Webinar

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Secure Your Future

                                                A Pre-recorded Webinar for you to enjoy at your Leisure


You’ve built a great reputation and your clients rave about you. One day, a thick letter arrives in the mail – you are being sued by a client. Your livelihood is at risk.
You didn’t start that engagement with an intention of making a mistake. But the second you accept payment for providing a service, your name, professional reputation and your livelihood are at risk.
We’ll cover a short case study and common ways consultants put themselves at risk.
Then we’ll discuss strategies to control your risk, including good business practices such as appropriate documentation of expectations and deliverables, engagement contracts, as well as subcontractor relationships. We’ll also discuss the role of E&O insurance – what it covers and other benefits.



Sr. Broker | Manager
Aon Affinity | Professional Firms Group | Hatboro, PA

David is a member of the Professional Firms Group at Aon Affinity in Hatboro, PA where he works as a senior broker and manager in the Financial Professionals Division. Aon is the leading global provider of risk management services, insurance and re-insurance brokerage and human resource consulting and outsourcing.

David is responsible for professional liability placements for large accounting firms, investment firms, and consulting firms and he is the key point of contact for IMC members to obtain professional liability insurance.  Additionally, David and his team place management liability, employment practices liability and cyber liability for Affinity’s professional firm clients.

David holds a BS in Management from Gettysburg College and has been with Aon Affinity for seven years in various capacities.  

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