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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/

Specialty Retailer Reduces Shrinkage by Millions

… assurance Business continuity On-site visits and regional partnerships The Investigation The EPIC team gained a better understanding of the underlying root causes of shrink through a comprehensive data analysis of shrink results, coupled with an expert understanding of the company’s business model through partnerships with local and regional leadership. An intimate understanding of business needs and functions, along with the analysis results, provided insight into how resources could be allocated to produce the most impactful effect on shrink results. The Solution Audit and visit recap information provided feedback to the client and pinpointed areas of loss that were …

https://www.epicbrokers.com/insights/specialty-retailer-reduces-shrinkage-by-millions/

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/

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/

EPIC’s Susan Tewhill named Practice Leader of Edgewood Healthcare Advisors, a division of EPIC

… background in healthcare to develop optimum risk transfer and alternative risk financing programs to her clients. She understands the importance of building a strong collaborative team to deliver the best for clients and with this expertise and focus she will be able to take Edgewood Healthcare Advisors, a division of EPIC to the next level. Scott Davis, President of EPIC’s National Specialty Practice, said, “I am thrilled to have Susan in this leadership role to drive the success of Edgewood Healthcare Advisors, a division of EPIC forward, and deliver the right solutions to our clients in the healthcare industry.”

https://www.epicbrokers.com/insights/epics-susan-tewhill-named-practice-leader-of-edgewood-healthcare-advisors-a-division-of-epic/

EPIC Insurance Brokers & Consultants and Prime Risk Partners Have Joined Forces

… as anticipated,” said Adam Meyerowitz, Prime Risk Partners’ President and Co-Founder. “We are thrilled to begin our EPIC journey with our new partners.” Added EPIC President, Steve Denton, “The cultural fit between Prime Risk Partners and EPIC has been apparent in every interaction we have had with all of their teammates. We are already collaborating to bring the combined expertise and breadth of service offerings to our collective clients.” Prime Risk Partners will initially operate as Prime Risk Partners – an EPIC Company. Prime Risk Partners’ operating leadership and insurance professionals will continue to provide service from their existing locations.

https://www.epicbrokers.com/insights/epic-insurance-brokers-consultants-and-prime-risk-partners-have-joined-forces/