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Survey Highlights Accounting Industry's Response to SBA Paycheck Protection Program

… addition to modifying engagement letter terms and conditions, firms also reported taking additional action to ensure appropriate risk management and quality control procedures were in place when providing PPP-related advisory services to their clients including: Issuing written policies or guidance to its professionals regarding engagement acceptance (64%) Issuing written policies and guidance for planning, performing and reviewing the work (45%) and Creating internal templates and toolkits (91%) 91% of respondents indicated their firms had published toolkits, guides or other thought leadership regarding the PPP for use by their clients and the general public. Please contact Owen Bailitz at …

https://www.epicbrokers.com/insights/survey-highlights-accounting-industrys-response-to-sba-paycheck-protection-program/

Kent Collier Named as ENR New England Top Young Professional

Congratulations to Kent W. Collier with Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, for being named as one of ENR New England’s Top Young Professionals for 2020. The Engineering News-Record (ENR) honors individuals who have built extraordinary industry portfolios. The panel of industry judges considered from numerous professionals in Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island and Vermont, weighing each candidate’s experience, education, leadership and community service. Kent’s recognition is particularly notable as few, if any, insurance brokers have received such an award in the past from ENR. Most recipients are practicing architects, engineers …

https://www.epicbrokers.com/insights/kent-collier-named-enr-new-england-top-young-professional/

EPIC Announces Dave Howard as President of EPIC Select

… to his role, which was obtained through various management, legal and business operations consulting roles. He has held positions with the New York Mets, The Madison Square Garden Company, Howard and Sergi LLC, and Brightline Trains. “I am thrilled to join EPIC and head up EPIC Select. We have the leadership and expertise required to help successful people with unique risk factors protect their businesses, families and assets, while navigating these evolving times,” said Howard. EPIC Select brings together personal, commercial, life, and disability insurance specialists to provide concierge level service for high net worth families, family offices, and their …

https://www.epicbrokers.com/insights/epic-announces-dave-howard-as-president-of-epic-select/

Covering Coronavirus: Risk Considerations Volume 1, Issue 8

… to doctors, nurses and others making difficult choices that can, at times, involve deciding who receives access to increasingly limited resources and hospital beds.   Proposed Ban on Surprise Medical Bills Senator Lamar Alexander of Tennessee made news recently when he tweeted that he signed on to a letter encouraging congressional leadership to protect patients from all surprise medical bills. The letter asks for protections to be included for patients in future coronavirus legislation that “ensure during this time of uncertainty, patients and their families have peace of mind knowing they will not receive unexpected medical bills when seeking treatment for …

https://www.epicbrokers.com/insights/covering-coronavirus-risk-considerations-volume-1-issue-8/

Covering Coronavirus: Risk Considerations Volume 1, Issue 6

… to lean in to their ‘new normal.’ Employers everywhere can help their employees by encouraging them to adopt habits that promote a healthy work-life balance. Great Places to Work suggests the following four ways to promote balance and avoid burnout while working from home and suggests the burden of leadership falls to employers to help their workers succeed in this area. Embrace flexible scheduling. Understand that employees are different. Some are more productive in the morning, while others are able to get more done in the afternoon or evening. Productivity patterns may be different now that people are working …

https://www.epicbrokers.com/insights/covering-coronavirus-risk-considerations-volume-1-issue-6/

EPIC Adds Nick Nelson as Senior Vice President, Property & Casualty

… in building and maintaining strong relationships with clients, vendors, colleagues and manager throughout his career. Prior to joining EPIC, Nelson has held the positions of Vice President, Property & Casualty and Vice President, Business Development officer with USI Insurance Services and Wells Fargo. Within both organizations he worked closely with senior leadership of his clients to deliver consulting and brokerage services for all commercial lines and workers’ compensation coverages. Nelson earned a Bachelor of Science degree in Recreation Management from Flagler in St. Augustine, Florida. He graduated Suma cum laude and was a two-time NAIA Academic All-American. Said Kevin …

https://www.epicbrokers.com/insights/epic-adds-nick-nelson-as-senior-vice-president-property-casualty/

Matthew LeBlanc named Eastern Region Healthcare Practice Leader for Edgewood Healthcare Advisors

… of the practice. He will continue his leadership role with the Physician Practice as well. LeBlanc has held positions as Partner/Broker at Healthcare Risk Specialists and Underwriter during his career. LeBlanc holds a Bachelor’s Degree in Public Relations from Quinnipiac University. He has also earned a Registered Professional Liability Underwriter designation. Said Susan Tewhill, National Managing Principal, “We are thrilled to have Matt step into this added leadership role and know that he will help the practice grow and provide consulting services to our clients in the healthcare industry.” Our Leaders Matt LeBlanc Healthcare Practice Leader, Eastern Region

https://www.epicbrokers.com/insights/matthew-leblanc-named-eastern-region-healthcare-practice-leader-for-edgewood-healthcare-advisors/

Adam Meyerowitz

Leadership biography Adam Meyerowitz was elevated to Chief Operating Officer in 2024. Meyerowitz works closely with EPIC Co-presidents Tom O’Neil and Phil Moyles on retail operations, facilitating collaboration, and technology enablement. Adam also continues to serve as president of the Midwest and Southeast super region, where he has overall operating responsibility for the region, including corporate development, recruiting, strategic direction implementation, growth initiative execution, operations management and delivery of corporate services. Prior to joining EPIC, Adam co-founded Prime Risk Partners in 2014 and served as the company’s president. He oversaw corporate development, legal, human resources, and …

https://www.epicbrokers.com/about/our-leadership/adam-meyerowitz/