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Forming a B.A.I.L. Team for Your Busines

The Team That Every Business Owner Needs! (Banker, Accountant, Insurance, Lawyer)
Forming a B.A.I.L. Team for Your Business
May 16th, 2019
6:00 PM - 8:00 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

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.

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! As a business owner you have to plan for the things that no one wants to think about.  Things that happen to others but not to us.  But if there are people who depend on your financially (i.e. your family, business partners, employees etc), you have to think about those things so you can be prepared.

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.

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

Location: Stamford

Registration Required/No Charge

Instructor: Neil Dickson, Treacy Riiska, Alexis Zona, Christina Dejesus
Title: Industry Experts
Bio: NEIL DICKSON, Vice President and Branch Manager at Patriot Bank NA, has worked in the banking industry for 30 years and has 5 years experience working as a Financial Advisor (FINRA series 7, 66 and CT Life Insurance License) for Peoples Securities and Wells Fargo Advisors. TREACY RIISKA has over 25 years experience as a CPA. She specializes in accounting and tax services for small businesses and individuals with an emphasis on the attainment of business and personal financial goals. ALEXIS ZONA and CHRISTINA DEJESUS, Financial Professionals at AXA Advisors, LLC, educate clients through a holistic approach that includes analysis and development of employee benefit packages, asset management, life insurance and retirement planning.
Register for Forming a B.A.I.L. Team for Your Business
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.