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Past Seminars


How to Attract & Retain Key Employees?

December 14, 2016, 9:30 am - 10:30 am

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“A great employee is like a four leaf clover, hard to find and lucky to have.” – Tammy Cohen

  • Do you have key employees who make substantial contributions to the success of your business?
  • Do you know what the financial impact on your business would be if a key employee terminated employments?
  • Do you know how to determine the econimic value of a key employee?
  • Have you ever lost a key employee to a competitor?
  • Do you offer any benefits on a selective basis to your key employees? Do your competitors?

Join us as we take a broad-brush approach touching on products/services that will help build solutions and strengthen the success for your business.

Speaker: Alan Williamson, CLU, ChFC

Financial Advisor

LassiterWare, Inc.

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Post Election: Federal Regulations Update

November 16, 2016, 9:30 am - 10:30 am

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With President-elect, Donald J. Trump, there are still a lot of raised hands in regards to Federal Regulations and changes likely to take place once all the dust clears. Many of the pressing questions being asked are:

  • What changes are business owners possibly facing?
  • Will President-elect, Trump, bring about repeals or will regulations intensify?
  • What changes should business owners be aware of right now?

This presentation will discuss the state of Federal Regulations for businesses as a result of the newly elected president and to provide a full update on where regulations stand currently for the 2017 year.

Speaker: J. Robert McCormack | Partner
Ogltree, Deakins, Nash, Smoak & Steward, P.C.

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Subcontractor Agreements & Contractual Risk Transfer

Join us as we share reasonable, but effective techniques that can be incorporated into your subcontractors agreements to transfer risk and reduce your overall exposure. We will take a look at ways to identify unfavorable provisions within contracts you are asked to sign and provide “push-back” strategies to reduce or eliminate those exposures and associated costs.

Speaker: John R. Bruneau, Esq.

Vice President of Property & Casualty

LassiterWare, Inc.

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Important ACA & Employee Benefits Compliance Update

October 26, 2016, 9:30 am - 10:30 am

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Join us for a preview of the U.S. presidential election and its potential impact on the Affordable Care Act and employee benefits. We’ll discuss recent legal and regulatory developments in health care reform, including:

• ACA’s Section 1557 nondiscrimination rules for health programs that receive federal funding;

• new rules for wellness programs in 2017;

• IRS guidance on “opt-out” payments; and other issues relevant to employers and;

• the latest guidance on correcting ACA reporting errors and examine changes to the forms for the 2016 reporting season.

Speaker: Stacy H. Barrow | Partner
Marathas Barrow Weatherhead Lent LLP

 

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Reduce the Impact: Workers’ Compensation Rate Increase

September 28, 2016, 9:30 am - 10:30 am

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In recent months, the Florida Supreme Court issued an opinion in two separate cases finding particular provisions within the workers’ compensation regulations to be unconstitutional. The combined impact of these recent decisions has been extreme and expected to put Florida back on path with the record high rates seen in the early 2000s, particularly in the areas of premium rates, claims costs, and carrier marketplace tightening.

September 27,2016 – “The Florida Office of Insurance Regulation (Office) has issued an Order that gives contingent approval to an overall combined average statewide rate increase of 14.5% versus the requested 19.6% [by the NCCI]. Approval of the revised rate increase is contingent on NCCI amending the filing to include the recommended changes stipulated within the Order. As ordered by the Office, the revised rate increase would become effective on December 1, 2016 for new and renewal business, with no change in rates for current in-force polices. The amended rate filing must be filed with the Office for review and approval no later than October 4, 2016.” – Florida Office of Insurance Regulation

NOTE: This presentation will discuss the costs businesses will incur as a result of these high-profile rulings, as well as proactive strategies that business owners can take to reduce the financial impact.

Speakers:
John Bruneau, Esq.
Vice President | Property & Casualty Division
LassiterWare, Inc.

Teresa A. Long, MWCA, CWCA
Injury Management Specialist
LassiterWare, Inc.

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Legislative Update: DOL’s Proposed Revisions to Overtime Regulations

April 27, 2016, 9:30 am - 10:30 am

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The U.S. Department of Labor (DOL) has published proposed revisions of the Part 541 overtime regulations that define the executive, administrative, professional, outside sales, and computer employee exemptions from overtime and minimum wage requirements contained in section 13(a)(1) of the Fair Labor Standards Act. While these new revisions must go through a notice and comment procedure, once finalized, they will decrease the number of exempt employees and increase the number of employees eligible for overtime. This seminar is designed to provide insight and guidance into what regulations will be changing, how to effectively and economically implement them and what to expect on the horizon from the administration as we move further into unexplored territory.

Speaker: William E. Grob
Shareholder
Ogletree, Deakins, Nash, Smoak & Stewart, P.C.

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Cyber Liability: Why in the World Wide Web does my business need this?

March 30, 2016, 9:30 am - 10:30 am

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This webinar will focus on the following:

  • Understanding and identifying the exposures created by the internet and technology – “Cyber Exposures”
  • Understanding how existing insurance products address (or fail to address) these exposures
  • Understanding Network Security/Privacy Insurance Products
  • Best practices to mitigate exposure

Speaker: Eric Shapiro

Regional Vice President | Southeast

Socius Insurance

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Maximizing Your Preminum Costs: An Underwriter’s “Scoop!”

February 16, 2016, 9:30 am - 10:30 am

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Discover exactly how your premium is determined, the tremendous amount of pricing flexibility an underwriter has when quoting your Property, General Liability, Auto and Umbrella premiums, and proactive steps you can take to arm the underwriter with the tools necessary to maximize your discounts and lower your costs! John Bruneau, a former underwriter with Travelers Insurance and 25-year veteran of the insurance industry, will give you an insider’s look into the mindset of an underwriter, as well as strategies to position your account in the most favorable light possible. Presentation is everything!

John R. Bruneau, J.D., CIC
Vice President of Property & Casualty
LassiterWare, Inc.

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Changes to Florida’s Statute for Construction to Defect Notices: Is it Good for What Ails you?

January 19, 2016, 9:30 am - 10:30 am

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On October 1, 2015 important changes to Florida’s construction defect dispute resolutions law went into effect. Chapter 558, Florida Statues, provides procedure aimed at resolving claims for construction defects without the need for litigation. This presentation will focus on the specific details and how these changes will affect the Florida construction industry.

Presenter(s):
Christopher A. Staine
Tyler A. Hayden
Shumaker, Loop & Kendrick, LLP

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Business Lifecycle – Where are you now?

December 15, 2015, 9:30 am - 10:30 am

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Advancing your business means taking some bold steps. This presentation will help discover solutions to the real challenges business owners face at each stage with an emphasis on exit and succession strategies.

Daniel C. Zagata, CLU, ChFC, CFP
Managing Director | Financial Advisor
Evershore Financial Group

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