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Build Your B.A.I.L. (Banking, Accounting, Insuring, Legal) Team

The Team That Every Business Owner Needs!
Build Your B.A.I.L. (Banking, Accounting, Insuring, Legal) Team
July 30th, 2019
5:30 PM - 8:30 PM
What You'll Gain:
  • Learn why every business needs a B.A.I.L. team
  • Discover services you need for your buisness
  • Uncover your next steps
Cost: $0
Description:

To run a successful business, you must have professional connections who support your mission.

Bankers supply cash management, merchant processing and other valuable services — not just someone you talk to when you need financing.

James Fortsch, SVP – Commercial, United Bank
Alexis Kahn, AVP, Business Banking, Chelsea Groton

Accountants evaluate your financial statements and tax position to help further your company’s progress towards its goals.

Insurance protects your most valuable asset . . . you! Everyone believes the bad things happen to other people but, as a business owner, you have to plan for the things that no one wants to think about. Having the insurance proper coverage helps you to be prepared for the unthinkable.

Thomas Vorio, Financial Advisor, Northwestern Mutual

Lawyers provide vital assistance in almost every aspect of your business – including regulatory compliance, contracts and trademark advice, plus formal business incorporation and risk assessment.

Joshua Hecht, Attorney, Caplan & Hecht, LLC, Attorneys & Counselors at Law

Come ask these professionals about small business topics that you need to know!

Registration Required/No Charge

Location: New London

Instructor: Joshua Hecht, Thomas Vorio, Alexis Kahn
Title: Industry Experts
Bio: Attorney JOSHUA HECHT is a principal in the law firm of Caplan and Hecht, LLC, located in New Haven, Connecticut. He received his B.S., cum laude, in Hotel, Restaurant and Travel Administration from the University of Massachusetts at Amherst and his J.D. from Albany Law School.
Register for Build Your B.A.I.L. (Banking, Accounting, Insuring, Legal) Team
Terms of Service: WBDC is a nonprofit organization, required by its funders to collect data requested on this form. WBDC places great value on your personal privacy and the confidential facts and figures you disclose concerning your business activities. Information concerning you and your business is kept strictly confidential and is reported only in aggregate unless prior approval is received from you. WBDC is able to offer its programs and services at afforable and/or reduced rates due to the support of Federal, State, Municipal, Corporate and Individual contributors and the programs or services you participate in are either partially or fully subsidized.

Small Business AssociationThis program is funded in part through a Cooperative Agreement with the U.S. Small Business Administration. We make reasonable accommodations for access by persons with disabilities.