Entrepreneurs often don’t realize how their banking and insurance relationships affect their business. To help them make better use of financial relationships, the Sacramento Area Regional Technology Alliance is running a special program in their Leadership Series.
This month’s workshop program is “Managing & Protecting Your Company Assets: How Start-Ups & Emerging Growth Companies Can Leverage their Banking and Insurance Relationships.”
There are two main speakers for the workshop, at the McClellan Technology Incubator next Wednesday, February 20, 2008, between 9:00am and 12:00pm.
Joe Hansen, with Wells Fargo Insurance Services discusses risk and insurance topics from a start-up and emerging growth company perspective. Protecting company assets, employees, directors and officers are key aspects to consider. One important consideration is how to best craft your submission to carriers to produce the most desirable underwriting results.
With a diverse background in manufacturing, technology, tax consulting, and business services, Hansen handles all property and casualty lines of insurance including workers’ compensation, general liability, property, directors and officers, and employment practices liability.
Stan Carlson, also from Wells Fargo, discusses three main issues. First, the importance of creating a successful banking relationship, then, implementing cash management and treasury services and finally, building corporate credit.
Carlson has more than 20 years of Business Banking Experience, working for Bank of America in San Francisco, specializing in high net worth clientele. For the past 6 years, with Wells Fargo, he developed customized cash management solutions to assist Business and Non-Profit Organizations in the Sacramento Area.
SARTA is a tech-focused non profit that supports entrepreneurial programs, companies and technology investment in the greater Sacramento area. Their mission is to foster entrepreneurial growth and attract investment capital to the region.