Secure Your Future
A Pre-recorded Webinar for you to enjoy at your Leisure
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.
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.
DAVID T. GLASER, CPCUSr. Broker | Manager
Aon Affinity | Professional Firms Group | Hatboro, PA
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.
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
David holds a BS in Management from Gettysburg College and has been with Aon Affinity for seven years in various capacities.