2017 CFMA Conference Speaking Engagement
•
2 likes•186 views
Hendershot Consulting is hosting two encore presentations at the CFMA conference on submitting successful claims to Subcontractor Default Insurance carriers. The sessions on June 6th and 7th will provide insights into maximizing recovery costs by understanding carrier expectations for direct and indirect cost claims. Attendees will learn about common mistakes made in proofs of loss and real solutions to produce satisfactory claims that avoid lengthy review processes.
Report
Share
Report
Share
Download to read offline
Recommended
Two CE Ethics credits for CFP, RICP, CLU and ChFC designations.
The Financial Planner’s Ethical Dominance® program provides a practical approach to learning the ethical standards
of professional conduct and responsibility in an interactive format through the use of real-life scenario cases. After
this two-hour session, attendees will have a concrete understanding of the dos and don’ts of working with your clients
ethically as a CFP® Professional.
ISGN_Servicing_Infographic
The document provides statistics on mortgage loan servicing complaints and performance. It shows that California had the most consumer financial protection bureau (CFPB) complaints regarding loan servicing at 21,416. Conventional fixed rate loans accounted for the majority (46%) of CFPB complaints. Servicers that outsource loan portfolio management to sub-servicers spend $100 more per loan on average than servicers managing loans in-house. The document also introduces ISGN as a provider of mortgage servicing technology and business process outsourcing solutions.
Explanation of gabe's autos 03 04
This document outlines the development of a vehicle donation program in Cape Girardeau. Key steps included researching existing programs, setting up a 501(c)(3) nonprofit to accept vehicle donations, and providing donors with letters stating the retail value of donated vehicles for tax purposes. The program aims to provide vehicles to low-income individuals, prioritizing those being mentored, and sometimes to community programs. Relationships with local mechanics are important for vehicle inspections and repairs. Recipients must provide proof of insurance before receiving a vehicle and are responsible for title transfer fees.
Advantage Talk - Need to Know (Contracts)
This document discusses the importance of understanding insurance requirements in contracts. It notes that contracts often require businesses to carry specific types and levels of insurance like professional indemnity, public and products liability, pollution liability, and cyber insurance. It advises readers to consult their insurance advisor before signing any contract to ensure they can meet the insurance specifications and requirements. It provides an example of a client who was able to sign a contract by working with their advisor to negotiate an increase in their insurance limits. The document stresses the importance of addressing insurance requirements proactively to avoid issues in the event of a claim.
Expert Witness Testimony in Family Law: Real Life Pitfalls and How to Avoid Them
Tips on how to avoid snares as an expert witness in family law are covered. Including: deposition tips and techniques, trial scripting for direct testimony, preparing for cross-examination, and how to recover during re-direct.
Professional Practices Product Sheet Final
Orr Commercial Capital, LLC provides loans ranging from $250,000 to $5,000,000 for professional practices like dentistry, veterinary, optometry, and ophthalmology practices. They offer up to 100% financing for acquisitions of existing practices with fixed rates for 10 year terms secured by the practice's business assets. Fees may include a loan placement fee and standard closing costs.
Generic Contract Issues
This presentation covers the basics of professional negligence and liability, tort law, and how it impacts the practices of design professional firms.
Overview
Weststar Mortgage Corporation is a privately owned mortgage banker founded in 1983 that specializes in tailored solutions for borrowers. They currently service over $1 billion in privately held mortgages as a GNMA issuer, FNMA seller/servicer, and FHA DE lender. Weststar offers a full suite of FHA, VA, USDA, and conventional loan products through their correspondent lending channel with minimal overlays. They provide three levels of delegated underwriting to satisfy clients' needs. Weststar also has specialty products including low credit score FHA loans and various refinance and renovation options.
Recommended
Two CE Ethics credits for CFP, RICP, CLU and ChFC designations.
The Financial Planner’s Ethical Dominance® program provides a practical approach to learning the ethical standards
of professional conduct and responsibility in an interactive format through the use of real-life scenario cases. After
this two-hour session, attendees will have a concrete understanding of the dos and don’ts of working with your clients
ethically as a CFP® Professional.
ISGN_Servicing_Infographic
The document provides statistics on mortgage loan servicing complaints and performance. It shows that California had the most consumer financial protection bureau (CFPB) complaints regarding loan servicing at 21,416. Conventional fixed rate loans accounted for the majority (46%) of CFPB complaints. Servicers that outsource loan portfolio management to sub-servicers spend $100 more per loan on average than servicers managing loans in-house. The document also introduces ISGN as a provider of mortgage servicing technology and business process outsourcing solutions.
Explanation of gabe's autos 03 04
This document outlines the development of a vehicle donation program in Cape Girardeau. Key steps included researching existing programs, setting up a 501(c)(3) nonprofit to accept vehicle donations, and providing donors with letters stating the retail value of donated vehicles for tax purposes. The program aims to provide vehicles to low-income individuals, prioritizing those being mentored, and sometimes to community programs. Relationships with local mechanics are important for vehicle inspections and repairs. Recipients must provide proof of insurance before receiving a vehicle and are responsible for title transfer fees.
Advantage Talk - Need to Know (Contracts)
This document discusses the importance of understanding insurance requirements in contracts. It notes that contracts often require businesses to carry specific types and levels of insurance like professional indemnity, public and products liability, pollution liability, and cyber insurance. It advises readers to consult their insurance advisor before signing any contract to ensure they can meet the insurance specifications and requirements. It provides an example of a client who was able to sign a contract by working with their advisor to negotiate an increase in their insurance limits. The document stresses the importance of addressing insurance requirements proactively to avoid issues in the event of a claim.
Expert Witness Testimony in Family Law: Real Life Pitfalls and How to Avoid Them
Tips on how to avoid snares as an expert witness in family law are covered. Including: deposition tips and techniques, trial scripting for direct testimony, preparing for cross-examination, and how to recover during re-direct.
Professional Practices Product Sheet Final
Orr Commercial Capital, LLC provides loans ranging from $250,000 to $5,000,000 for professional practices like dentistry, veterinary, optometry, and ophthalmology practices. They offer up to 100% financing for acquisitions of existing practices with fixed rates for 10 year terms secured by the practice's business assets. Fees may include a loan placement fee and standard closing costs.
Generic Contract Issues
This presentation covers the basics of professional negligence and liability, tort law, and how it impacts the practices of design professional firms.
Overview
Weststar Mortgage Corporation is a privately owned mortgage banker founded in 1983 that specializes in tailored solutions for borrowers. They currently service over $1 billion in privately held mortgages as a GNMA issuer, FNMA seller/servicer, and FHA DE lender. Weststar offers a full suite of FHA, VA, USDA, and conventional loan products through their correspondent lending channel with minimal overlays. They provide three levels of delegated underwriting to satisfy clients' needs. Weststar also has specialty products including low credit score FHA loans and various refinance and renovation options.
Claim ppt
1) The document presents on a summer training project conducted at HDFC Standard Life Insurance on their claims process.
2) It includes an introduction to insurance and HDFC-SLIC, objectives of the research, methodology used including sample size of 60 respondents, findings from data analysis, and suggestions.
3) Key findings indicate customers faced issues with documentation and non-cooperation of agents in claims, but were satisfied with employee behavior. There is a need to simplify processes and decrease time for claims settlement.
Financial Planning Coalition Comments To SEC Request For Information On Fiduc...
The Financial Planning Coalition submitted a comment letter in response to the SEC's request for information on a potential uniform fiduciary standard for broker-dealers and investment advisers.
The Coalition believes that a uniform fiduciary standard is needed to ensure that financial planning services are delivered under standards that ensure competency and fiduciary accountability. The standard should require that financial advisers always act in the best interests of their retail customers without regard to their own financial interests.
The Coalition is concerned that the assumptions in the SEC's request for information do not fully reflect the fiduciary duty standard and could weaken protections for investors. A true fiduciary standard requires more than just disclosure of conflicts of interest - it requires advisers to act as prudent experts
Advice Guidance Boundary Review Evidence Final Feb 24.pdf
This document provides evidence from Ferret Information Systems in response to the FCA's Advice Guidance Boundary Review. It summarizes the key points made in the document, including that: 1) the review should consider sources of advice beyond regulated financial advice, as many seek non-regulated advice; 2) the advice gap is larger than implied since only 8% seek regulated advice; and 3) personalized advice is still possible without product recommendations by assessing different decumulation choices based on individual circumstances. The submission argues the review could better address advice needs for those on low incomes interacting with the benefits system.
Claim ppt
This presentation summarizes a summer training project on claims management at HDFC Standard Life Insurance Company. Key points discussed include:
1. An introduction to the insurance industry and HDFC-SLIC, including their organizational structure and SWOT analysis.
2. An overview of the claims process, types of claims, factors affecting claims settlement, and the claims settlement procedure at HDFC SLIC.
3. Research methodology used including sample size, data collection methods, and limitations of the study.
4. Key findings from data analysis on customer satisfaction, problems faced during claims settlement, and willingness to repurchase policies.
5. Suggestions to improve the claims settlement process through simpler documentation, faster
1. Based on the project timelines, how would you anticipate develo.docx
1. Based on the project timelines, how would you anticipate developing and transacting SSH’s immediate and longer-term insurance requirements?
The long-term insurance requirements will be addressed through a strategy that is mutually agreed upon with Dar SSH. We have suggested several proposals and recommendations for your insurance program as more detailed in our answer to question 6 of the proposal questionnaire. Preliminary discussions including the RFI presentation on 25th November will align both of us (Gulf Insurance as insurance provider and Dar SSH as partner) on objectives, timeline and process. The discussions should include input from stakeholders within Dar SSH such as regional offices and projects teams as on what are their expectations from the insurance and how they can contribute to effective and efficient insurance solution.
The preliminary discussions will lead to the following:
A. Development of requirements
B. Development of KPIs
C. Internal Information gathering
D. Approaching the insurance market for offering
It is difficult to set a time frame of the above exercise because it will depend on how sophisticated the ultimate strategy and based on internal dynamics within Dar SSH.
While discussions take place internally on the long-term insurance requirements, we believe the immediate requirements can be met through the current procedure, ad-hoc renewal of existing policies. The objective in the immediate/short term will be to ensure coverage continues without interruption so that exposure has protection to a good degree. The requirements 3-8 in Appendix Two will be critical in this stage. Requirement 2 can be met partially through tendering process, which is discussed in more details in following sections.
We propose the following measures to improve the process of achieving the immediate insurance requirements:
· Tabulate all 79 policies within your Appendix 3 by expiry date.
· Start the renewal exercise two months prior to expiry.
· Obtain internal feedback about current policy on the following aspects:
· Claims experience
· What is outstanding, how long and why
· What was not covered and why
· How long the paid claims took time and what was the average time of resolution?
· Survey on insurer handling of the claims
· Financial reconciliations
· Any claims agreed but not paid
· Any outstanding premiums
· What is the aging analysis of outstanding premiums
· Assess the renewal offer of incumbent insurer based on claims experience
There are requirements that are associated with long-term strategy such as 1, 9, 10 and 12. These requirements will be implemented at that stage.
We are prepared and delighted to support you on requirements 11 and 15 with immediate effect as follows:
· Requirement 11:
By end of January, we shall provide you with market update following the results of treaty renewals on 1st January. This is a milestone that insurance markets follow closely since it represents the general momentum of the m.
Disclosure in 401k World
New Department of Labor rules will increase transparency around 401(k) fees paid by participants. Rule 408(b)(2) will require service providers to disclose their fees and whether they act as fiduciaries. Rule 404(a) will require quarterly reports to participants on plan costs. This increased transparency is expected to lead to fee reductions as pricing models are modified, and some participants may be surprised by costs. Standards of full fee transparency and elimination of revenue sharing are expected to emerge, allowing for more reasonable pricing of plan components.
FI Article - Nov 2014
The document discusses professional indemnity (PI) and directors and officers (D&O) liability insurance for financial institutions in the Middle East. It notes that these insurances have grown substantially due to regulatory requirements and proactive risk management. The Dubai Financial Services Authority requires PI insurance for certain financial institutions. A seminar was held in Dubai with over 110 attendees from insurers, brokers, and financial companies. PI insurance covers legal liability for negligent acts or omissions harming third parties, while D&O insurance covers legal liability of directors and officers for negligent acts harming third parties. Reasons for purchasing these insurances include regulatory needs, risk management, and preserving shareholder value. Common causes of PI
osbfair (1)
The CPD Online Small Business Fair provides information from June 28 to July 25, 2004 about programs and contracting opportunities from the Community Planning and Development (CPD) office within HUD. Small businesses can learn about CPD's goals of developing communities and expanding economic opportunities. They can also submit information to CPD to be included on the Contractor List and considered for future technical assistance contracts. The fair aims to connect small businesses with knowledge in community and economic development with CPD's programs and needs.
Purchasing & The Law
This 2-day professional development workshop on purchasing and the law will be held on June 11-12 from 9am to 5pm at one of three venues. The fees are S$800 per participant but drop to S$750 for additional participants from the same company. Participants will earn a certificate of completion accredited by the World Certification Institute. Companies can apply for WDA funding to sponsor their employees. The workshop will cover common contractual issues, the procurement process and contract law, drafting international contracts, and the legal implications of international contracts under various acts and guidelines. It is designed for purchasing and procurement professionals and will be facilitated through presentations, discussions, and interactive sessions.
Cfpb agency servicestoolkit-fordistribution
The document describes a toolkit provided by Stewart to help agencies establish themselves as a resource on CFPB requirements for service providers. The toolkit includes marketing materials, presentations, checklists and other resources for agencies to use in educating lenders and realtors. It also describes a separate "Trusted Provider Toolkit" that agencies can use to market their status as a trusted provider to customers. The presentation outlines the topics the agencies should cover when presenting the materials to lenders and realtors, including CFPB history, disclosures, controls, complaints, and the trusted provider program.
Nist-Risk Management Framework
The document discusses different types of contracts used between private contractors and the government: fixed-price contracts, cost-reimbursement contracts, and labor-hour contracts. Fixed-price contracts set a specific budget and seek bids closest to that amount, benefiting the government but carrying risk for contractors if costs are higher than expected. Cost-reimbursement contracts reimburse contractors for actual costs plus a fee, benefiting contractors but with less incentive to control costs. Labor-hour contracts reimburse hourly labor costs and expenses but not profits, providing less risk than fixed-price but also less incentive to control costs than fixed-price.
When Do You Need One & Where Do You Get One? (Series: Valuation Fights in Lit...
A dispute regarding the value of a business or business interest, other asset, or liability can often lead to litigation. When do you need a valuation expert?
An independent, third-party expert is not necessarily required during the negotiation process although it may be helpful. Once you head to litigation, an expert is all but required.
Are there credentials that are useful in identifying the appropriate expert? Are all credentialed experts the same or are there advantages to one over another? The process of selecting the right expert begins with identifying the issues in dispute. This webinar will help you by identifying and explaining key factors that you should consider in selecting an expert for your litigation circumstances.
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/when-and-where-2019/
Financial Services Symposium Plan 2012 V3
SYMPOSIUM EVENT THEME: Focus, Connect, Lead
Disruptive technologies like cloud, social, mobile and information are revolutionizing business. The opportunity to leverage information innovation is right before us. The most successful CIOs and senior IT leaders will embrace the future by turning their attention to growth, cost reduction and competitive differentiation — all while filtering out the unproductive "noise" that can compromise clarity and purpose. Faced with fundamental changes to the enterprise ecosystem, IT leaders must acquire a new ability to focus on the issues that matter.
EarlyShares SEC Comment Letter 2 - February 2014
The document provides comments on proposed rules for Regulation Crowdfunding. Some key points made include:
1) The proposed financial disclosure and ongoing reporting requirements will be too costly for many issuers, potentially deterring participation. Costs could exceed 100% of funds raised for some smaller offerings.
2) Issuers should have more control over sensitive information and who can access it, rather than all information being publicly available. A permission-based system would provide more protection and trust.
3) Funding portals should have flexibility to limit offerings based on both objective and subjective criteria, and to highlight certain offerings, to differentiate their platforms and services.
The commenter provides recommendations to address these concerns,
Virtual Communications Corporation
This document summarizes a private placement memorandum for an investment opportunity in Virtual Communications Corporation (VCC). VCC developed ALICE Receptionist software, which provides live video communication between visitors and employees. The summary is:
1) VCC is seeking $5 million in funding through a private placement to further develop and market ALICE Receptionist software.
2) ALICE Receptionist allows remote employees to greet and assist visitors through two-way video while also integrating with security and visitor management systems.
3) VCC has over 200 customers for ALICE Receptionist software including enterprises, governments, and medical organizations.
CIA Quebec 11 Sept 2015 Presentation C Louis Final
Digitalization is transforming the insurance claims process. Key technologies impacting claims include predictive analytics, business process management, and the internet of things. These allow for early intervention, optimized claims handling, and a shift to loss prevention. However, insurers face compliance risks regarding good faith, privacy, discrimination, and unfair trade practices. The future claims environment is expected to have larger and shorter claims, new types of claims, and fewer traditional claims due to loss prevention technologies. Performance metrics will also change for the next generation of claims management.
TC - FCA Positive Compliance Workshop - December 2014
The document summarizes key points from a workshop by the UK Financial Conduct Authority (FCA) on advising standards. It discusses two areas advisers wanted clarity on: the Retail Distribution Review (RDR) and Centralized Investment Propositions (CIPs). For RDR, the FCA focused on how firms demonstrate compliance and highlighted issues like training, independence, and charging disclosure. For CIPs, the FCA noted past concerns about "shoehorning" clients but said suitability could be shown through due diligence, research, and individual client suitability assessments. The workshop provided examples of good practices for both areas.
RFP 19-07 Desktop-Laptop Leasing Refresh Program
This Request for Proposal (RFP) from the H. Lee Moffitt Cancer Center & Research Institute is seeking a leasing partner to provide a comprehensive desktop/laptop leasing refresh program. Moffitt Cancer Center is located in Tampa, Florida and is comprised of inpatient, outpatient, and research facilities. The RFP provides an overview of Moffitt's operations and workforce. It outlines the objective to identify an experienced leasing partner that can provide competitive leasing solutions through a master lease program in collaboration with Moffitt's partners. The RFP includes a timeline, vendor conference details, and requirements for proposals, including responses to leasing, equipment, invoicing, reporting, and end of lease services.
fixed income certification
Vskills certification for Fixed Income Professional assesses the candidate as per the company’s need for their fixed income financing business. The certification tests the candidates on various areas in price-yield conventions, monetary policies, compounding, dv01/pvbp¸treasury debt securities, repo agreements, modeling, mortgages, Eurodollar futures, credit default swaps, treasury futures contracts, OIS, interest-rate swaps and treasury futures contracts.
Q4_2016_Sircon Newsletter
Vertafore is making changes to further protect producers' personal information in their carrier solutions. They will allow carriers to create producer records without requiring social security numbers, instead using National Producer Numbers. Additional changes removing social security numbers from appointment processing will be seen in Producer Manager and Producer Express in 2017. Vertafore is also integrating DocuSign eSignature technology to allow agents to conduct business anywhere on any device.
Tom tresser burning issue.pptx My Burning issue
Addressing the status of black home ownership in America. and what actions are taken to impact these trends.
XP 2024 presentation: A New Look to Leadership
Presentation slides from XP2024 conference, Bolzano IT. The slides describe a new view to leadership and combines it with anthro-complexity (aka cynefin).
More Related Content
Similar to 2017 CFMA Conference Speaking Engagement
Claim ppt
1) The document presents on a summer training project conducted at HDFC Standard Life Insurance on their claims process.
2) It includes an introduction to insurance and HDFC-SLIC, objectives of the research, methodology used including sample size of 60 respondents, findings from data analysis, and suggestions.
3) Key findings indicate customers faced issues with documentation and non-cooperation of agents in claims, but were satisfied with employee behavior. There is a need to simplify processes and decrease time for claims settlement.
Financial Planning Coalition Comments To SEC Request For Information On Fiduc...
The Financial Planning Coalition submitted a comment letter in response to the SEC's request for information on a potential uniform fiduciary standard for broker-dealers and investment advisers.
The Coalition believes that a uniform fiduciary standard is needed to ensure that financial planning services are delivered under standards that ensure competency and fiduciary accountability. The standard should require that financial advisers always act in the best interests of their retail customers without regard to their own financial interests.
The Coalition is concerned that the assumptions in the SEC's request for information do not fully reflect the fiduciary duty standard and could weaken protections for investors. A true fiduciary standard requires more than just disclosure of conflicts of interest - it requires advisers to act as prudent experts
Advice Guidance Boundary Review Evidence Final Feb 24.pdf
This document provides evidence from Ferret Information Systems in response to the FCA's Advice Guidance Boundary Review. It summarizes the key points made in the document, including that: 1) the review should consider sources of advice beyond regulated financial advice, as many seek non-regulated advice; 2) the advice gap is larger than implied since only 8% seek regulated advice; and 3) personalized advice is still possible without product recommendations by assessing different decumulation choices based on individual circumstances. The submission argues the review could better address advice needs for those on low incomes interacting with the benefits system.
Claim ppt
This presentation summarizes a summer training project on claims management at HDFC Standard Life Insurance Company. Key points discussed include:
1. An introduction to the insurance industry and HDFC-SLIC, including their organizational structure and SWOT analysis.
2. An overview of the claims process, types of claims, factors affecting claims settlement, and the claims settlement procedure at HDFC SLIC.
3. Research methodology used including sample size, data collection methods, and limitations of the study.
4. Key findings from data analysis on customer satisfaction, problems faced during claims settlement, and willingness to repurchase policies.
5. Suggestions to improve the claims settlement process through simpler documentation, faster
1. Based on the project timelines, how would you anticipate develo.docx
1. Based on the project timelines, how would you anticipate developing and transacting SSH’s immediate and longer-term insurance requirements?
The long-term insurance requirements will be addressed through a strategy that is mutually agreed upon with Dar SSH. We have suggested several proposals and recommendations for your insurance program as more detailed in our answer to question 6 of the proposal questionnaire. Preliminary discussions including the RFI presentation on 25th November will align both of us (Gulf Insurance as insurance provider and Dar SSH as partner) on objectives, timeline and process. The discussions should include input from stakeholders within Dar SSH such as regional offices and projects teams as on what are their expectations from the insurance and how they can contribute to effective and efficient insurance solution.
The preliminary discussions will lead to the following:
A. Development of requirements
B. Development of KPIs
C. Internal Information gathering
D. Approaching the insurance market for offering
It is difficult to set a time frame of the above exercise because it will depend on how sophisticated the ultimate strategy and based on internal dynamics within Dar SSH.
While discussions take place internally on the long-term insurance requirements, we believe the immediate requirements can be met through the current procedure, ad-hoc renewal of existing policies. The objective in the immediate/short term will be to ensure coverage continues without interruption so that exposure has protection to a good degree. The requirements 3-8 in Appendix Two will be critical in this stage. Requirement 2 can be met partially through tendering process, which is discussed in more details in following sections.
We propose the following measures to improve the process of achieving the immediate insurance requirements:
· Tabulate all 79 policies within your Appendix 3 by expiry date.
· Start the renewal exercise two months prior to expiry.
· Obtain internal feedback about current policy on the following aspects:
· Claims experience
· What is outstanding, how long and why
· What was not covered and why
· How long the paid claims took time and what was the average time of resolution?
· Survey on insurer handling of the claims
· Financial reconciliations
· Any claims agreed but not paid
· Any outstanding premiums
· What is the aging analysis of outstanding premiums
· Assess the renewal offer of incumbent insurer based on claims experience
There are requirements that are associated with long-term strategy such as 1, 9, 10 and 12. These requirements will be implemented at that stage.
We are prepared and delighted to support you on requirements 11 and 15 with immediate effect as follows:
· Requirement 11:
By end of January, we shall provide you with market update following the results of treaty renewals on 1st January. This is a milestone that insurance markets follow closely since it represents the general momentum of the m.
Disclosure in 401k World
New Department of Labor rules will increase transparency around 401(k) fees paid by participants. Rule 408(b)(2) will require service providers to disclose their fees and whether they act as fiduciaries. Rule 404(a) will require quarterly reports to participants on plan costs. This increased transparency is expected to lead to fee reductions as pricing models are modified, and some participants may be surprised by costs. Standards of full fee transparency and elimination of revenue sharing are expected to emerge, allowing for more reasonable pricing of plan components.
FI Article - Nov 2014
The document discusses professional indemnity (PI) and directors and officers (D&O) liability insurance for financial institutions in the Middle East. It notes that these insurances have grown substantially due to regulatory requirements and proactive risk management. The Dubai Financial Services Authority requires PI insurance for certain financial institutions. A seminar was held in Dubai with over 110 attendees from insurers, brokers, and financial companies. PI insurance covers legal liability for negligent acts or omissions harming third parties, while D&O insurance covers legal liability of directors and officers for negligent acts harming third parties. Reasons for purchasing these insurances include regulatory needs, risk management, and preserving shareholder value. Common causes of PI
osbfair (1)
The CPD Online Small Business Fair provides information from June 28 to July 25, 2004 about programs and contracting opportunities from the Community Planning and Development (CPD) office within HUD. Small businesses can learn about CPD's goals of developing communities and expanding economic opportunities. They can also submit information to CPD to be included on the Contractor List and considered for future technical assistance contracts. The fair aims to connect small businesses with knowledge in community and economic development with CPD's programs and needs.
Purchasing & The Law
This 2-day professional development workshop on purchasing and the law will be held on June 11-12 from 9am to 5pm at one of three venues. The fees are S$800 per participant but drop to S$750 for additional participants from the same company. Participants will earn a certificate of completion accredited by the World Certification Institute. Companies can apply for WDA funding to sponsor their employees. The workshop will cover common contractual issues, the procurement process and contract law, drafting international contracts, and the legal implications of international contracts under various acts and guidelines. It is designed for purchasing and procurement professionals and will be facilitated through presentations, discussions, and interactive sessions.
Cfpb agency servicestoolkit-fordistribution
The document describes a toolkit provided by Stewart to help agencies establish themselves as a resource on CFPB requirements for service providers. The toolkit includes marketing materials, presentations, checklists and other resources for agencies to use in educating lenders and realtors. It also describes a separate "Trusted Provider Toolkit" that agencies can use to market their status as a trusted provider to customers. The presentation outlines the topics the agencies should cover when presenting the materials to lenders and realtors, including CFPB history, disclosures, controls, complaints, and the trusted provider program.
Nist-Risk Management Framework
The document discusses different types of contracts used between private contractors and the government: fixed-price contracts, cost-reimbursement contracts, and labor-hour contracts. Fixed-price contracts set a specific budget and seek bids closest to that amount, benefiting the government but carrying risk for contractors if costs are higher than expected. Cost-reimbursement contracts reimburse contractors for actual costs plus a fee, benefiting contractors but with less incentive to control costs. Labor-hour contracts reimburse hourly labor costs and expenses but not profits, providing less risk than fixed-price but also less incentive to control costs than fixed-price.
When Do You Need One & Where Do You Get One? (Series: Valuation Fights in Lit...
A dispute regarding the value of a business or business interest, other asset, or liability can often lead to litigation. When do you need a valuation expert?
An independent, third-party expert is not necessarily required during the negotiation process although it may be helpful. Once you head to litigation, an expert is all but required.
Are there credentials that are useful in identifying the appropriate expert? Are all credentialed experts the same or are there advantages to one over another? The process of selecting the right expert begins with identifying the issues in dispute. This webinar will help you by identifying and explaining key factors that you should consider in selecting an expert for your litigation circumstances.
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/when-and-where-2019/
Financial Services Symposium Plan 2012 V3
SYMPOSIUM EVENT THEME: Focus, Connect, Lead
Disruptive technologies like cloud, social, mobile and information are revolutionizing business. The opportunity to leverage information innovation is right before us. The most successful CIOs and senior IT leaders will embrace the future by turning their attention to growth, cost reduction and competitive differentiation — all while filtering out the unproductive "noise" that can compromise clarity and purpose. Faced with fundamental changes to the enterprise ecosystem, IT leaders must acquire a new ability to focus on the issues that matter.
EarlyShares SEC Comment Letter 2 - February 2014
The document provides comments on proposed rules for Regulation Crowdfunding. Some key points made include:
1) The proposed financial disclosure and ongoing reporting requirements will be too costly for many issuers, potentially deterring participation. Costs could exceed 100% of funds raised for some smaller offerings.
2) Issuers should have more control over sensitive information and who can access it, rather than all information being publicly available. A permission-based system would provide more protection and trust.
3) Funding portals should have flexibility to limit offerings based on both objective and subjective criteria, and to highlight certain offerings, to differentiate their platforms and services.
The commenter provides recommendations to address these concerns,
Virtual Communications Corporation
This document summarizes a private placement memorandum for an investment opportunity in Virtual Communications Corporation (VCC). VCC developed ALICE Receptionist software, which provides live video communication between visitors and employees. The summary is:
1) VCC is seeking $5 million in funding through a private placement to further develop and market ALICE Receptionist software.
2) ALICE Receptionist allows remote employees to greet and assist visitors through two-way video while also integrating with security and visitor management systems.
3) VCC has over 200 customers for ALICE Receptionist software including enterprises, governments, and medical organizations.
CIA Quebec 11 Sept 2015 Presentation C Louis Final
Digitalization is transforming the insurance claims process. Key technologies impacting claims include predictive analytics, business process management, and the internet of things. These allow for early intervention, optimized claims handling, and a shift to loss prevention. However, insurers face compliance risks regarding good faith, privacy, discrimination, and unfair trade practices. The future claims environment is expected to have larger and shorter claims, new types of claims, and fewer traditional claims due to loss prevention technologies. Performance metrics will also change for the next generation of claims management.
TC - FCA Positive Compliance Workshop - December 2014
The document summarizes key points from a workshop by the UK Financial Conduct Authority (FCA) on advising standards. It discusses two areas advisers wanted clarity on: the Retail Distribution Review (RDR) and Centralized Investment Propositions (CIPs). For RDR, the FCA focused on how firms demonstrate compliance and highlighted issues like training, independence, and charging disclosure. For CIPs, the FCA noted past concerns about "shoehorning" clients but said suitability could be shown through due diligence, research, and individual client suitability assessments. The workshop provided examples of good practices for both areas.
RFP 19-07 Desktop-Laptop Leasing Refresh Program
This Request for Proposal (RFP) from the H. Lee Moffitt Cancer Center & Research Institute is seeking a leasing partner to provide a comprehensive desktop/laptop leasing refresh program. Moffitt Cancer Center is located in Tampa, Florida and is comprised of inpatient, outpatient, and research facilities. The RFP provides an overview of Moffitt's operations and workforce. It outlines the objective to identify an experienced leasing partner that can provide competitive leasing solutions through a master lease program in collaboration with Moffitt's partners. The RFP includes a timeline, vendor conference details, and requirements for proposals, including responses to leasing, equipment, invoicing, reporting, and end of lease services.
fixed income certification
Vskills certification for Fixed Income Professional assesses the candidate as per the company’s need for their fixed income financing business. The certification tests the candidates on various areas in price-yield conventions, monetary policies, compounding, dv01/pvbp¸treasury debt securities, repo agreements, modeling, mortgages, Eurodollar futures, credit default swaps, treasury futures contracts, OIS, interest-rate swaps and treasury futures contracts.
Q4_2016_Sircon Newsletter
Vertafore is making changes to further protect producers' personal information in their carrier solutions. They will allow carriers to create producer records without requiring social security numbers, instead using National Producer Numbers. Additional changes removing social security numbers from appointment processing will be seen in Producer Manager and Producer Express in 2017. Vertafore is also integrating DocuSign eSignature technology to allow agents to conduct business anywhere on any device.
Similar to 2017 CFMA Conference Speaking Engagement (20)
Financial Planning Coalition Comments To SEC Request For Information On Fiduc...
Financial Planning Coalition Comments To SEC Request For Information On Fiduc...
Advice Guidance Boundary Review Evidence Final Feb 24.pdf
Advice Guidance Boundary Review Evidence Final Feb 24.pdf
1. Based on the project timelines, how would you anticipate develo.docx
1. Based on the project timelines, how would you anticipate develo.docx
When Do You Need One & Where Do You Get One? (Series: Valuation Fights in Lit...
When Do You Need One & Where Do You Get One? (Series: Valuation Fights in Lit...
CIA Quebec 11 Sept 2015 Presentation C Louis Final
CIA Quebec 11 Sept 2015 Presentation C Louis Final
TC - FCA Positive Compliance Workshop - December 2014
TC - FCA Positive Compliance Workshop - December 2014
Recently uploaded
Tom tresser burning issue.pptx My Burning issue
Addressing the status of black home ownership in America. and what actions are taken to impact these trends.
XP 2024 presentation: A New Look to Leadership
Presentation slides from XP2024 conference, Bolzano IT. The slides describe a new view to leadership and combines it with anthro-complexity (aka cynefin).
Competition and Regulation in Professions and Occupations – ROBSON – June 202...
Competition and Regulation in Professions and Occupations – ROBSON – June 202...OECD Directorate for Financial and Enterprise Affairs
This presentation by Professor Alex Robson, Deputy Chair of Australia’s Productivity Commission, was made during the discussion “Competition and Regulation in Professions and Occupations” held at the 77th meeting of the OECD Working Party No. 2 on Competition and Regulation on 10 June 2024. More papers and presentations on the topic can be found at oe.cd/crps.
This presentation was uploaded with the author’s consent.Mastering the Concepts Tested in the Databricks Certified Data Engineer Assoc...
• For a full set of 760+ questions. Go to
https://skillcertpro.com/product/databricks-certified-data-engineer-associate-exam-questions/
• SkillCertPro offers detailed explanations to each question which helps to understand the concepts better.
• It is recommended to score above 85% in SkillCertPro exams before attempting a real exam.
• SkillCertPro updates exam questions every 2 weeks.
• You will get life time access and life time free updates
• SkillCertPro assures 100% pass guarantee in first attempt.
Pro-competitive Industrial Policy – LANE – June 2024 OECD discussion
Pro-competitive Industrial Policy – LANE – June 2024 OECD discussionOECD Directorate for Financial and Enterprise Affairs
This presentation by Nathaniel Lane, Associate Professor in Economics at Oxford University, was made during the discussion “Pro-competitive Industrial Policy” held at the 143rd meeting of the OECD Competition Committee on 12 June 2024. More papers and presentations on the topic can be found at oe.cd/pcip.
This presentation was uploaded with the author’s consent.
Presentatie 4. Jochen Cremer - TU Delft 28 mei 2024
Dutch Power Event
“AI – Navigeren naar de toekomst?”
Op 28 mei 2024 bij Info Support.
Artificial Intelligence, Data and Competition – LIM – June 2024 OECD discussion
Artificial Intelligence, Data and Competition – LIM – June 2024 OECD discussionOECD Directorate for Financial and Enterprise Affairs
This presentation by Yong Lim, Professor of Economic Law at Seoul National University School of Law, was made during the discussion “Artificial Intelligence, Data and Competition” held at the 143rd meeting of the OECD Competition Committee on 12 June 2024. More papers and presentations on the topic can be found at oe.cd/aicomp.
This presentation was uploaded with the author’s consent.
Updated diagnosis. Cause and treatment of hypothyroidism
Types, classification, causes, diagnosis and treatment of hypothyroidism
Collapsing Narratives: Exploring Non-Linearity • a micro report by Rosie Wells
Insight: In a landscape where traditional narrative structures are giving way to fragmented and non-linear forms of storytelling, there lies immense potential for creativity and exploration.
'Collapsing Narratives: Exploring Non-Linearity' is a micro report from Rosie Wells.
Rosie Wells is an Arts & Cultural Strategist uniquely positioned at the intersection of grassroots and mainstream storytelling.
Their work is focused on developing meaningful and lasting connections that can drive social change.
Please download this presentation to enjoy the hyperlinks!
Artificial Intelligence, Data and Competition – OECD – June 2024 OECD discussion
Artificial Intelligence, Data and Competition – OECD – June 2024 OECD discussionOECD Directorate for Financial and Enterprise Affairs
This presentation by OECD, OECD Secretariat, was made during the discussion “Artificial Intelligence, Data and Competition” held at the 143rd meeting of the OECD Competition Committee on 12 June 2024. More papers and presentations on the topic can be found at oe.cd/aicomp.
This presentation was uploaded with the author’s consent.
2024-05-30_meetup_devops_aix-marseille.pdf
Slides de notre meetup DevOps AixMarseille du 30 mai 2024 chez SmarTribune
Sujets: platform engineering / terragrunt / test containers
原版制作贝德福特大学毕业证（bedfordhire毕业证）硕士文凭原版一模一样
原版一模一样【微信：741003700 】【贝德福特大学毕业证（bedfordhire毕业证）硕士文凭】【微信：741003700 】学位证，留信认证（真实可查，永久存档）offer、雅思、外壳等材料/诚信可靠,可直接看成品样本，帮您解决无法毕业带来的各种难题！外壳，原版制作，诚信可靠，可直接看成品样本。行业标杆！精益求精，诚心合作，真诚制作！多年品质 ,按需精细制作，24小时接单,全套进口原装设备。十五年致力于帮助留学生解决难题，包您满意。
本公司拥有海外各大学样板无数，能完美还原海外各大学 Bachelor Diploma degree, Master Degree Diploma
1:1完美还原海外各大学毕业材料上的工艺：水印，阴影底纹，钢印LOGO烫金烫银，LOGO烫金烫银复合重叠。文字图案浮雕、激光镭射、紫外荧光、温感、复印防伪等防伪工艺。材料咨询办理、认证咨询办理请加学历顾问Q/微741003700
留信网认证的作用:
1:该专业认证可证明留学生真实身份
2:同时对留学生所学专业登记给予评定
3:国家专业人才认证中心颁发入库证书
4:这个认证书并且可以归档倒地方
5:凡事获得留信网入网的信息将会逐步更新到个人身份内，将在公安局网内查询个人身份证信息后，同步读取人才网入库信息
6:个人职称评审加20分
7:个人信誉贷款加10分
8:在国家人才网主办的国家网络招聘大会中纳入资料，供国家高端企业选择人才
Artificial Intelligence, Data and Competition – ČORBA – June 2024 OECD discus...
Artificial Intelligence, Data and Competition – ČORBA – June 2024 OECD discus...OECD Directorate for Financial and Enterprise Affairs
This presentation by Juraj Čorba, Chair of OECD Working Party on Artificial Intelligence Governance (AIGO), was made during the discussion “Artificial Intelligence, Data and Competition” held at the 143rd meeting of the OECD Competition Committee on 12 June 2024. More papers and presentations on the topic can be found at oe.cd/aicomp.
This presentation was uploaded with the author’s consent.
Competition and Regulation in Professions and Occupations – OECD – June 2024 ...
Competition and Regulation in Professions and Occupations – OECD – June 2024 ...OECD Directorate for Financial and Enterprise Affairs
This presentation by OECD, OECD Secretariat, was made during the discussion “Competition and Regulation in Professions and Occupations” held at the 77th meeting of the OECD Working Party No. 2 on Competition and Regulation on 10 June 2024. More papers and presentations on the topic can be found at oe.cd/crps.
This presentation was uploaded with the author’s consent.
Carrer goals.pptx and their importance in real life
Career goals serve as a roadmap for individuals, guiding them toward achieving long-term professional aspirations and personal fulfillment. Establishing clear career goals enables professionals to focus their efforts on developing specific skills, gaining relevant experience, and making strategic decisions that align with their desired career trajectory. By setting both short-term and long-term objectives, individuals can systematically track their progress, make necessary adjustments, and stay motivated. Short-term goals often include acquiring new qualifications, mastering particular competencies, or securing a specific role, while long-term goals might encompass reaching executive positions, becoming industry experts, or launching entrepreneurial ventures.
Moreover, having well-defined career goals fosters a sense of purpose and direction, enhancing job satisfaction and overall productivity. It encourages continuous learning and adaptation, as professionals remain attuned to industry trends and evolving job market demands. Career goals also facilitate better time management and resource allocation, as individuals prioritize tasks and opportunities that advance their professional growth. In addition, articulating career goals can aid in networking and mentorship, as it allows individuals to communicate their aspirations clearly to potential mentors, colleagues, and employers, thereby opening doors to valuable guidance and support. Ultimately, career goals are integral to personal and professional development, driving individuals toward sustained success and fulfillment in their chosen fields.
Presentatie 8. Joost van der Linde & Daniel Anderton - Eliq 28 mei 2024
Dutch Power Event
“AI – Navigeren naar de toekomst?”
Op 28 mei 2024 bij Info Support.
Artificial Intelligence, Data and Competition – SCHREPEL – June 2024 OECD dis...
Artificial Intelligence, Data and Competition – SCHREPEL – June 2024 OECD dis...OECD Directorate for Financial and Enterprise Affairs
This presentation by Thibault Schrepel, Associate Professor of Law at Vrije Universiteit Amsterdam University, was made during the discussion “Artificial Intelligence, Data and Competition” held at the 143rd meeting of the OECD Competition Committee on 12 June 2024. More papers and presentations on the topic can be found at oe.cd/aicomp.
This presentation was uploaded with the author’s consent.
Recently uploaded (20)
Competition and Regulation in Professions and Occupations – ROBSON – June 202...
Competition and Regulation in Professions and Occupations – ROBSON – June 202...
Mastering the Concepts Tested in the Databricks Certified Data Engineer Assoc...
Mastering the Concepts Tested in the Databricks Certified Data Engineer Assoc...
Pro-competitive Industrial Policy – LANE – June 2024 OECD discussion
Pro-competitive Industrial Policy – LANE – June 2024 OECD discussion
Presentatie 4. Jochen Cremer - TU Delft 28 mei 2024
Presentatie 4. Jochen Cremer - TU Delft 28 mei 2024
Artificial Intelligence, Data and Competition – LIM – June 2024 OECD discussion
Artificial Intelligence, Data and Competition – LIM – June 2024 OECD discussion
Updated diagnosis. Cause and treatment of hypothyroidism
Updated diagnosis. Cause and treatment of hypothyroidism
Collapsing Narratives: Exploring Non-Linearity • a micro report by Rosie Wells
Collapsing Narratives: Exploring Non-Linearity • a micro report by Rosie Wells
Artificial Intelligence, Data and Competition – OECD – June 2024 OECD discussion
Artificial Intelligence, Data and Competition – OECD – June 2024 OECD discussion
Artificial Intelligence, Data and Competition – ČORBA – June 2024 OECD discus...
Artificial Intelligence, Data and Competition – ČORBA – June 2024 OECD discus...
Competition and Regulation in Professions and Occupations – OECD – June 2024 ...
Competition and Regulation in Professions and Occupations – OECD – June 2024 ...
Carrer goals.pptx and their importance in real life
Carrer goals.pptx and their importance in real life
Presentatie 8. Joost van der Linde & Daniel Anderton - Eliq 28 mei 2024
Presentatie 8. Joost van der Linde & Daniel Anderton - Eliq 28 mei 2024
Artificial Intelligence, Data and Competition – SCHREPEL – June 2024 OECD dis...
Artificial Intelligence, Data and Competition – SCHREPEL – June 2024 OECD dis...
2017 CFMA Conference Speaking Engagement
- 1. Hendershot Consulting, LLC Based on the overwhelming interest in my scheduled speaking engagement regarding Subcontractor Default Insurance (SDI) Claims, our gracious hosts at CFMA have added an encore presentation to accommodate more attendees.CFMA have added an encore presentation to accommodate more attendees. The CFMA and Hendershot Consulting hope to see you there! See schedule and session description below: Tuesday, June 6th, 2:45‐4:25PM Wednesday, June 7th, 7:00‐8:15AM Session Description:p All Subcontractor Default Insurance (SDI) policies state that the insured must provide a “satisfactory” proof of loss. But, how does an insured plan and respond to this ambiguous requirement? Although certain SDI carriers circulate a claim guidance document, it does not establish how the claim submission documents are to be used to produce a satisfactory proof of loss. Th bi d bi i f li d id d li hThe combined ambiguity of policy terms and guidance document lists have given way to a trial‐by‐error process that results in a lengthy, onerous RFI process. This presentation will provide unique insights, lessons learned, and methods and standards used to maximize recovery of costs when making a claim submission. It will also cover post default preparation, proof of loss expectations for direct costs, and what carriers expect to see when claiming indirect costs. Attendees will also learn about the most common mistakes and problems that GCs experience when faced with producing a proof of loss claim and real solutions. REGISTER FOR CFMA HERE: http://www.cfma.org/confreg2017.cfm