December 8, 2015 Denver Advisory Board Todd Krapf Senior Vice President 303.645.4720

Slides:



Advertisements
Similar presentations
Becoming THE Resource for Your Clients Who is Summit Consolidated Group January 19, 2009.
Advertisements

Aon Mission statement To be the leading provider of risk management services, insurance and reinsurance brokerage and a global leader in human resource.
I Can’t Get Them to Settle…. Singin’ The PL Blues MODERATOR: R. Damian Brew, Esq., Managing Director, National Claims Advocacy Practice Leader, Marsh.
Achieving Investment Success in Australia Ashraf (AJ) Jahangir, PE Kleinfelder.
Brokers Xpress: A Broker/Dealer Helping Independent Advisors Tiburon Research September 1, 2012.
What is Strategic HRM? Strategic human resource management: The pattern of planned human resource deployments and activities intended to enable an organization.
18 years of experience in compliance, risk management, strategic planning, consulting and audit in the financial services industry. Leadership role and.
GRC- GOVERNANCE, RISK MANAGEMENT & COMPLIANCE HR GLOBE CONSULTING
© Infosys Technologies Limited Banking & Capital Markets Group Update Ashok Vemuri Senior Vice President – Banking & Capital Markets.
© 2003 The McGraw-Hill Companies, Inc. All rights reserved. Long-Term Financial Planning and Growth Chapter Four.
Business Environment Ch. 3A Management A Practical Introduction
FIIS Human Resources FIIS F oundations February 7, 2005.
Building Rep Services Through Outsourcing: The cost effective way to boost Broker-Dealer value Stephen Wershing, CFP® President Ensemble Financial Services,
Positioned to Win with Independent Broker/Dealers Clifford Jack President Jackson National Life Distributors Inc. Chairman National Planning Holdings.
©SHRM 2014 SHRM Confidential 1 ©SHRM 2014 SHRM Regional Council Business Meeting SHRM Seminars Jeanne Morris, Director Educational Programs Bhavna Dave.
Warren Holtsberg Corporate Vice President and Director of Venture Investing, Motorola, Inc.
Partners in Profitability… Roth Capital Partners 22 nd Annual OC Growth Stock Conference March 16, 2010.
Member Information Session – March 2014 WELCOME Tomo Matesic – Board Chair.
Planning and Organizing
R L Captive Solutions Cost Control Presentation by Travis Lantis R L Consulting, LLC.
McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 1-1 Compensation.
English for Communication Studies II -Persuasive oral presentation- Instructor: ms Stavroulla Hadjiconstantinou Communication and internet studies department.
Miscellaneous E&O: A Profession By Any Other Name MODERATOR: Karen A. Callanan, Director, Program Underwriting Aspen Specialty Insurance CompanyMODERATOR:
5LINX ONE TEAM TO ONE BILLION Double Platinum Senior Vice President, Advisory Council & Million Dollar Earners Club Member Tupac Derenoncourt.
T UCKER A LAN I NC. …business and litigation consulting.
AAA to Merge with XYZ Details of the Deal AAA announced today (date) that we have agreed to merge with XYZ We expect this merger to close in late June.
Aon #1 Rated risk services broker, reinsurance
Lee Vala, Senior Vice President of Global Development TAB BOARDS INTERNATIONAL, INC. Joshua Ream, Senior Manager, International Business Development PAPA.
Copyright © Information Resources, Inc Confidential and proprietary. February 13, 2003 Driving Business Performance for our Clients Career Opportunities.
Leo C. O’Neill President Standard & Poor’s May 19, 2000 Media & Entertainment Analysts of New York The McGraw-Hill Companies.
Captive Accounting Issues 24 th June 2009, Wednesday.
Copyright © Information Resources, Inc Confidential and proprietary. September 19, 2002 Driving Business Performance for our Clients Career Opportunities.
1 Broker of Record Sales Strategies Your business… …just got easier!
Ross Grossman| Vice President, Human Resources, Regeneron Pharmaceuticals PERSPECTIVES OF A HEAD OF HUMAN RESOURCES: A DECADE OF PSM EXPERIENCE November.
The Nature of Business McGraw-Hill  The McGraw-Hill Companies, Inc., 2001.
BUY PACKET AON (AON). THESIS Aon plc (Aon) is a global provider of risk management services, insurance and reinsurance brokerage, and human resource consulting.
LIVE IN L.A. Your all access pass to complete Wealth Management Stephen MacPhail, President & CEO September 30, 2013.
Actuaries in Non-Traditional Roles Gail Ross, CAS Past-President Manager & Senior Consultant- Milliman, Inc. Presented at the CAS/CIA Annual Meeting Montreal.
Jobs in canada. home The Government of Canada’s top priorities are job creation, economic growth and long-term prosperity. Government initiatives have.
서울대학교 기술지주 주식회사 SEOUL TECHNO HOLDINGS, Inc. Innovative Pathfinder Seoul Techno Holdings, Inc.
Non-Traditional Actuarial Roles International Association of Black Actuaries Annual Meeting Chicago, Illinois August 3, 2013 Leston Welsh Vice President,
Unifying Talent Management. Harnessing the Power of Workforce Intelligence in Talent Planning to Drive Business Performance.
Alistair McCreath - Financial Advisor. Alistair McCreath is one of the most widely sought after financial advisors in Melbourne Victoria, Australia. He.
Jeffrey Campos Is Colorado Based Media Strategist.
AHT Insurance - Overview Presented By: David Turkaleski Director of International Programs October 15, 2015 WBN Conference – Budapest, Hungary.
Insurance Brokerage Review of the insurance distribution system
A ONE STOP INVESTMENT SHOP
HOLDING SLIDE.
Conflicts of Interest In the past 2 years I have been an employee of:
Business Development Consulting
University Planning and Budget Committee
Tiburon Research February 12, 2019
John Olson's Team: A Leading Broker at Merrill Lynch
Mark Sear's Team: A Leading Broker at Merrill Lynch
Mark Pollard's Team: A Leading Broker at Merrill Lynch
Dan Osborne's Team: A Leading Bank Broker
Richard Whiting's Team: A Leading Bank Broker
Peter Rohr's Team: A Leading Broker at Merrill Lynch
Richard Whiting's Team: A Leading Bank Broker
Industry Blend Service Company B2B B2C Product Company
Phil Scott's Team: A Leading Broker at Merrill Lynch
Frank Mirabella's Team: A Leading Broker at Merrill Lynch
3 Ways to Tell If Your Business is Healthy Or On a Crash Course
TUCKER ALAN INC. …business and litigation consulting.
The Cavner Team: A Leading Bank Broker
One relationship. Many resources for business owners.
Important Considerations & Key Steps
Presentation transcript:

December 8, 2015 Denver Advisory Board Todd Krapf Senior Vice President

2 Mesirow Financial  A diversified financial services firm based in Chicago  Acquired Benefits & Incentives Group (BIG Inc) Jan. 1, 2015 to expand into Colorado market About the company:  Founded in 1937  Employee-owned company  $500M of annualized revenue  employees across the globe  Four divisions: Investment Management, Global Markets, Consulting, Insurance Services  #41 of Top 100 U.S. Brokers — Business Insurance, July 20, 2015

3 The Role of the Broker — What it used to be

4 The Role of the Broker — What it is now Compliance HR Technology Communications Claims/Employee Advocacy Financial Planning – 3-5 year strategic plan EMPLOYEE COMMUNICATIONS COMPLIANCE HR TECHNOLOGY CLAIMS ADVOCACY LONG-TERM STRATEGIC PLANNING

5 Thank you! Todd Krapf