The FENG Phoenix, AZ Chapter

Next Meeting

When:

06/06/2017 – 3:30 PM to 5:00 PM (Reserve a spot at this event)

Where:

First Western Trust Scottsdale
7025 North Scottsdale Road, Suite 100
Scottsdale, AZ 85253

Agenda:

Topic: "How Do I Know I Have the Right Business Insurance Coverage for My Business?"

Speaker: Jerry Austin from Hester & Heitel

Presentation:
I. Employment Practices Liability
A. What is it?
B. Is this covered by my general liability policy?
C. Why do I need it?
D. What types of companies need this coverage?
E. How can I manage my risk so that I don’t need to buy this coverage?
F. What types of wrongs are covered by this type of policy?
G. What is Third Party Employment Practices Liability?
H. What can I do to reduce the incidence and likelihood of claims?

II. When Independent Contractors Become Your Employees
A. What are the two types of subcontractors?
B. What is the impact of hiring one versus the other?
C. Which is more cost effective?
D. General Liability and Worker Compensation Audits
E. Do Sole Proprietor Waivers Work?

Speaker's bio:

Industry Experience:
- Marketing Representative-Commercial Union Insurance Company (1974-1977)
- Territorial Manager-Commercial Union Insurance Company (1977-1981)
- Regional Marketing Manager - Commercial Union Insurance Company (1981-1983)
- Branch Manager-Commercial Union Insurance Company (1983-1985)
- Independent Insurance Broker-Burns, Harrelson, Burns Insurance (1985-1999)
- Independent Insurance Broker-HRH Insurance (1999-2003)
- Independent Insurance Broker-Little Insurance Agency (2003-2005)
- Independent Insurance Broker-Hester, Heitel & Associates, Inc. (2005-Present)

Community:
- Building Owners & Manager Association Member (1988 to Present)
- Painting & Decorating Contractors Association Member (1987-Present)

Education:
- B.A. in Psychology-Central Missouri State University-1969
- Certified Insurance Counselor Designation- 1989
- Certified Risk Manager Designation-2007

Hobbies:
- Golf
- Travel

Jerry R. Austin, CIC, CRM
Independent Insurance Broker
Hester, Heitel & Associates, Inc.

Directions

https://maps.google.com/maps?q=First+Western+Trust+Scottsdale,+7025+North+Scottsdale+Road,+Suite+100&hl=en&sll=41.172425,-73.278118&sspn=0.121979,0.338173&t=h&hq=First+Western+Trust&hnear=7025+N+Scottsdale+Rd+%23100,+Scottsdale,+Arizona+85258&z=16


About the Phoenix, AZ Chapter

With 463 members, the FENG Phoenix chapter is continuing to provide support, mentorship, and networking opportunities in the metropolitan Phoenix area. The active membership is comprised primarily of former CFOs among a broad base of industries.

We meet on the 1st Tuesday afternoon of each month. Exceptions: summer hiatus in July.

First Western Trust Scottsdale
7025 North Scottsdale Road, Suite 100
Scottsdale AZ 85253

Contact Chair for more information:

Chair: Mark Johnson, (602)882-3086, mjohnson@b2bcfo.com

Thank you for your interest in the Phoenix chapter.

Chapter Leadership

Mark Johnson
mjohnson@b2bcfo.com
(602) 882-3086
Mark R. Johnson, MBA, brings more than 34 years of diverse financial and operational experiences from closely held small and medium size entities to large public companies serving as a CFO, CPA, and a Project Consultant. His background includes Senior Manager with a Big 4 public accounting firm, senior management positions with several Fortune 500 retailers, as the chief financial officer for a family owned $250 million retailer and two startup ventures here in Arizona as the chief accounting officer. Recently he served as the Project Lead Consultant on Sarbanes-Oxley internal controls documentation and testing for several casinos in Las Vegas and a $2 billion equipment leasing company in Scottsdale. He has also instructed accounting and auditing courses for post graduate students at schools such as Arizona State University and Western International University locally.

As a partner with B2B CFO® for the past five years he has served small family owned business owners in diverse industries including, construction, healthcare, education, hospitality, variable print media, food manufacturing and auto glass repair with bank financing, budgeting strategic planning, due diligence and IT software integration. Mark is a Certified Business Transition Expert™ working with business owners that need assistance and a plan to exit from their business now or in the future.

Future Meetings

08/01/2017
03:30 PM to 05:00 PM
First Western Trust Scottsdale
7025 North Scottsdale Road, Suite 100
Scottsdale, AZ 85253

09/05/2017
03:30 PM to 05:00 PM
First Western Trust Scottsdale
7025 North Scottsdale Road, Suite 100
Scottsdale, AZ 85253

10/03/2017
03:30 PM to 05:00 PM
First Western Trust Scottsdale
7025 North Scottsdale Road, Suite 100
Scottsdale, AZ 85253

11/07/2017
03:30 PM to 05:00 PM
First Western Trust Scottsdale
7025 North Scottsdale Road, Suite 100
Scottsdale, AZ 85253

12/05/2017
03:30 PM to 05:00 PM
First Western Trust Scottsdale
7025 North Scottsdale Road, Suite 100
Scottsdale, AZ 85253


For Meeting Information, Please Contact:
Mark Johnson
mjohnson@b2bcfo.com
(602) 882-3086

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