loader from loading.io

Protecting Your Company with Adequate Insurance - An Interview with Zack Leland and Lisa Fortenbaugh

Faces of Finance

Release Date: 09/17/2020

Mitigating the Negative Impact of Risk in Your Business with Meredith Messenger show art Mitigating the Negative Impact of Risk in Your Business with Meredith Messenger

Faces of Finance

Insurance is much more than a “necessary evil'' for your business. On this episode of Faces of Finance, host Shawnna Weber is joined by Meredith Messenger, an Operations and Risk Management Consultant and Founder & CEO of InsureGood. She joins our host to chat all about her experience in the insurance and risk management industry. Tune in to hear more about selecting your insurance provider, scaling risk management to businesses, and ways of systematically identifying, evaluating, and mitigating the negative impact of risk on you and your business. Highlights:  [02:15] Meredith...

info_outline
Standing Out From Your Competition - An Interview with Tommy Mello show art Standing Out From Your Competition - An Interview with Tommy Mello

Faces of Finance

Tommy Mello is the founder of A1 Garage Doors, a $50 million-plus home service business with over 360 employees in 19 states. Tommy speaks about the inspiration behind his company, and gives tips for people who are establishing their businesses. We uncover the steps you need to take when expanding and how you can strategize your company’s growth. Tune in as we talk about standing out from your competition, and Tommy gives even more informative advice for business owners. IN THIS EPISODE: [01:25] The inspiration behind Tommy’s business, A1 Garage Doors.  [07:30] When establishing your...

info_outline
Tips and Strategies for Year-End Implementation show art Tips and Strategies for Year-End Implementation

Faces of Finance

Shawnna interviews Edgewood Business Solutions accounting executives Linda Welk, Katie Petty, and Deepa Mackrani on their tips and strategies to implement into year-end planning. First up, Linda explains why your accounts receivable detail report is so important and why you should review it before the end of the year. Learn about best practices for paying vendors, updating inventory, and recording home office expenses.

info_outline
College Planning and Application Process with Liz Murphy show art College Planning and Application Process with Liz Murphy

Faces of Finance

Many aspects of our family life intersect with our finances. A topic that comes up frequently is planning for our child's college education, both financially and being accepted into a college of choice. That's why we are lucky to have Liz Murphy, the Founder, and Owner of Liz Murphy College Advising, join the show. Tune in as Liz reveals the steps that parents should take to prepare for college financially, and she gives application tips for financial aid.

info_outline
Protecting Your Company with Adequate Insurance - An Interview with Zack Leland and Lisa Fortenbaugh show art Protecting Your Company with Adequate Insurance - An Interview with Zack Leland and Lisa Fortenbaugh

Faces of Finance

Shawnna interviews Zack Leland and Lisa Fortenbaugh. Zack is a Commercial Insurance Producer at PIASC Insurance Services. Lisa is the Founder and CEO of Platinum HR Consulting Group. The panel explores insurance coverage for wrongful termination, sexual harassment, discrimination, and emotional distress. Lisa and Zack also explain workers’ compensation, the importance of safety training, and why your HR consultant should be collaborating with your insurance brokers.

info_outline
Using Business Credit Cards & Maximizing the Benefits - An Interview with Michelle Miller show art Using Business Credit Cards & Maximizing the Benefits - An Interview with Michelle Miller

Faces of Finance

Shawnna interviews Michelle A. Miller, a Business Development Manager for American Express. Michelle helps businesses navigate which American Express credit card to select and guides clients through the application process and the best utilization of their credit card. She gives us tips for businesses that are looking for a credit card company to collaborate with for their business needs. Michelle also explains what makes American Express unique.

info_outline
Why You Need an IT Update - An Interview with Rick Shingu show art Why You Need an IT Update - An Interview with Rick Shingu

Faces of Finance

Shawnna interviews Systems Administrator and IT Consultant, Rick Shingu. Rick helps businesses discover their true potential by finding ways to apply IT systems that make them more productive and proactive. First, Rick explains why he prefers a cloud-based system over an on-premise system. Rick talks about how a cloud-based system will allow for consistent and automatic maintenance, promotes remote work, and has a generally low start-up cost for smaller companies.

info_outline
Commercial Real Estate Transactions - An Interview with Erica Frey show art Commercial Real Estate Transactions - An Interview with Erica Frey

Faces of Finance

Shawnna interviews a broker for office property leasing and sales in the Central Valley at Colliers International, Erica Frey. When deciding between leasing and buying, Erica says it comes down to your business model. For small businesses, when lease rates are high, it may be better to acquire the property. Later, Erica explains what a business owner needs to know before looking into commercial real estate. 

info_outline
Employee Recruitment - An Interview with Ojesa Asejo-Clark show art Employee Recruitment - An Interview with Ojesa Asejo-Clark

Faces of Finance

Shawnna interviews Ojesa Asejo-Clark, a recruiting manager for Robert Half Finance & Accounting, the world’s first and largest specialized financial recruitment firm. Ojesa places finance and accounting professionals with companies throughout the Central Valley. She explains how employers can pick the right recruiter for their business and what employers should do when they find the right fit. Ojesa describes what the recruitment landscape looks like during COVID-19. edgysolutions.com

info_outline
Creating a Cohesive & Consistent Brand - An Interview with Ally MacWilliams show art Creating a Cohesive & Consistent Brand - An Interview with Ally MacWilliams

Faces of Finance

Shawnna interviews Ally MacWilliams, a graphic designer who specializes in brand design and marketing. Ally explains that branding isn't just a logo; it helps a business stand out and reach their target audience. Tune in as Ally explains branding, brand boards, why authenticity is essential, and the pitfalls of social media marketing.

info_outline
 
More Episodes

In this episode, Shawnna interviews Zack Leland and Lisa Fortenbaugh. Zack is a Commercial Insurance Producer at PIASC Insurance Services based out of Commerce, CA. Lisa is the Founder and CEO of Platinum HR Consulting Group. First up, Zack explains the benefits behind employment practices liability insurance (EPLI). The panel explores insurance coverage for wrongful termination, sexual harassment, discrimination, and emotional distress.  Lisa and Zack also explain workers’ compensation, the importance of safety training, and why your HR consultant should be collaborating with your insurance brokers.

Highlights:

  • EPLI policies can help protect the business in the event of wrongful termination, sexual harassment, discrimination, and emotional distress cases.
  • Employers need to be proactive in avoiding the risk of any legal actions with HR compliance and combining with the right insurance coverage
  • A discussion on at-will employment and wrongful termination. 
  • Possible coverage exclusions on different EPLI policies. Wages and hours worked are the most common exclusion. 
  • Who you are more likely to be sued by: your own employee or a customer or vendor. 
  • Safety training and preventing injuries in an office environment.
  • How workers’ compensation is a no-fault system of insurance. 

About Zack Leland:

Zack Leland was born and raised in Santa Cruz, CA.  After attending California Polytechnic State University, San Luis Obispo and majoring in Biochemistry, he relocated to Orange County, CA. He is licensed in property and casualty insurance with a sole focus on business insurance. He has held many different positions in the insurance industry including account manager, sales manager, wholesale insurance, and producer. His specialties include harder to place workers’ comp accounts, including construction, logistics, and temporary staffing agencies. His current position is Commercial Insurance Producer at PIASC Insurance Services which is based in Commerce, CA.

LinkedIn
PIASC Insurance Services
StaffingInsure

About Lisa Fortenbaugh, MS, SPHR:

Lisa Fortenbaugh is the Founder and CEO of Platinum HR Consulting Group. Lisa possesses over twenty-five years of comprehensive national and international Human Resource experience. She holds a Master’s degree in Human Resource Management from Chapman University, a Bachelor’s degree in Psychology, and maintains the Senior Professional in Human Resources (SPHR) Certification from the Society for Human Resource Management. Lisa believes that the most important resource in a company is its “Human Resource”. After over two decades managing Human Resources for organizations of different sizes, Lisa knew there was a need for small businesses to have access to the same HR expertise that large corporations have. Lisa founded Platinum HR Consulting Group with one main goal, to offer customized HR solutions for small businesses. 

LinkedIn
Email: [email protected]

About Platinum HR:

Platinum HR is a strategic partner providing custom Human Resource business solutions to help clients attract, support, develop, and retain a competitive workforce and achieve their business objectives. They develop client-focused partnerships and innovative solutions. Each solution is different and may include items such as: an HR Assessment, Employee Handbook, monthly HR support, customized onsite training, review of the hiring process, performance management, compensation, etc. While each roadmap created is different, the end result is the same; a customized solution that increases productivity, profitability, employee engagement and legal compliance. These results create the competitive advantage that a company needs to compete in their respective market. 

Website

Disclaimer: This podcast discussion is for informational purposes only and not for the purpose of providing medical,  legal, or financial advice. You should contact your doctor, attorney, or financial advisor to obtain advice with respect to any particular issue or problem. Visit: www.edgysolutions.com