Independent Broker Dealer Consortium

IBDC-RIAC SPOTLIGHT WEBINAR SERIES PRESENTS:

Preserving and Growing your IBD/RIA businesses in the Time of Covid-19

Date: May 12, 2020
Time: 3:00 pm
Duration: 1 Hour
Where: Zoom Screen From the Comfort and Safety of your home
Past Webinar
IBDC-consulting
Please join moderator Lilian Morvay, Principal and Founder of Independent Broker Dealer Consortium, LLC (“IBDC”), along with panelists David Baugh, Partner - Kaufman Dolowich & Voluck; Brian Nally - Partner, Reminger; Brian Cavanaugh - Director Corporate Risk & Brokering Financial Institutions, Willis, Towers Watson, Bob Reidy, Senior Financial Litigation Consultant - Bates Group; and Judith Knudsen, VP and Deputy General Counsel - Avantax Wealth Management; as they discuss the effects that Covid-19 may have on claims against BDs/RIAs, insurance concerns and considerations and opportunities to expand your businesses.
Creating an effective Communication Plan
Potential Effects on Financial Services Claims
What IBDs/RIAs Can Do To Mitigate Risk
Professional Liability and Cybersecurity Insurance Considerations

WEBINAR SPEAKERS

lilmorv

Lilian A. Morvay

(moderator) - IBDC RIAC
David A. Baugh

David A. Baugh

Co-Managing Partner
Bob-Valker

Bob Valker

Capital Forensics
Brian-Cavanaugh

Brian Cavanaugh

Director – BD/ IA Practice
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