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Start-Ups, Emerging Growth Companies Leverage Banking, Insurance Relationships

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.


Alan Gray is the Publisher and Editor-in-Chief of NewsBlaze Daily News and other online newspapers. He prefers to edit, rather than write, but sometimes an issue rears it’s head and makes him start hammering away on the keyboard.

Content Expertise

Alan has been on the internet since it first started. He loves to use his expertise in content and digital marketing to help businesses grow, through managed content services. After living in the United States for 15 years, he is now in South Australia. To learn more about how Alan can help you with content marketing and managed content services, contact him by email.

Technical Expertise

Alan is also a techie. His father was a British soldier in the 4th Indian Division in WWII, with Sikhs and Gurkhas. He was a sergeant in signals and after that, he was a printer who typeset magazines and books on his linotype machine. Those skills were passed on to Alan and his brothers, who all worked for Telecom Australia, on more advanced signals (communications). After studying electronics, communications, and computing at college, and building and repairing all kinds of electronics, Alan switched to programming and team building and management.

He has a fascination with shooting video footage and video editing, so watch out if he points his Canon 7d in your direction.

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