Events

In an era marked by economic uncertainty and a surge in corporate bankruptcies, it's crucial for financial executives and CFOs to safeguard their organizations from credit risks. Join us for an insightful presentation on credit insurance and how it can help protect and grow your business during challenging times. Discover the strategic advantages of credit insurance for financial stability, risk mitigation, and business expansion. Don't miss this opportunity to gain valuable knowledge that can enhance your organization's financial resilience.

Learning Objectives:

• Gain a comprehensive understanding of credit insurance mechanics and how to select the right policy for your business
• Learn about the key financial benefits of credit insurance, including risk management, cash flow stability, and improved access to financing
• Explore the importance of credit insurance during a recession and its role in mitigating the impact of corporate bankruptcies
• Understand how credit insurance can be a powerful strategic tool for financial executives and CFOs in proactive risk management and financial planning

Speakers:

Austin Leo
Vice President
One Source Risk Management
A Division of Alliant Insurance Services, Inc.

As an experienced credit insurance professional with over a decade of expertise, Austin Leo is a dynamic and knowledgeable leader in the field. Currently serving as Vice President at One Source Risk Management, a division of Alliant, Austin is responsible for providing comprehensive credit risk management solutions to businesses across North America & Internationally. With a keen focus on serving the needs of CFOs, Austin understands the intricacies of credit insurance, political risk insurance, bonds, trade finance, and credit consulting to help companies grow and thrive while mitigating risk.

Prior to joining One Source Risk Management, Austin held various leadership roles in the credit insurance industry, including Business Development Director at FGI and Vice President at USI Insurance Services. Austin also brings experience from JLT Specialty / Marsh and International Risk Consultants, where they gained invaluable insights into the trade credit and political risk insurance sectors.

Throughout his career, Austin has consistently demonstrated a commitment to understanding clients' unique business challenges and providing tailored solutions. As a result, they have successfully built and maintained relationships with an extensive network of carriers and partners worldwide.

Austin's early experience as a Global Solutions Key Account Manager at Coface North America provided a strong foundation in managing key accounts and coordinating multinational policies. This background enables Austin to deliver exceptional service to clients and partners, while ensuring businesses have the tools they need to grow safely both domestically and internationally.

With a deep understanding of credit insurance and risk management, Austin serves CFOs and their organizations as a trusted and knowledgeable advisor in managing credit risk and trade finance solutions.

David Liebes | CPCU
Senior Vice President
Alliant Americas

David Liebes, CPCU is Senior Vice President at Alliant Insurance Services, a premier national insurance brokerage. Throughout his 30 year career, he has provided insurance and risk management services to a wide variety of clients, ranging from start-ups to multi-billion dollar Fortune 500 companies.

While capable of handling any type of risk, David’s experience includes technology, alternative energy, life sciences, transportation, manufacturing, and non-profit industries. The majority of his clients are headquartered in California, with offices and plants throughout the world. As a Bay Area native, he has a strong understanding of the region’s business community and the increasing complexities of its business environment.

With a strong belief in continuing education to help him meet his client’s needs, David has obtained his Chartered Property Casualty Underwriters (CPCU) designation; a CPCU must pass 10 national examinations covering such diverse subjects as risk analysis, insurance law, ethics, accounting, and management. He has developed exceptional expertise in executive management liability (manuscript Directors’ & Officers, Employment Practices, & Professional Liability polices) and large, multinational, property and casualty risks.

David’s clients view him as a consultant rather than a transactional broker. He becomes an extension of their management team by providing value added services such as: ensuring legal compliance, implementation of risk control programs to reduce frequency and severity of losses, disaster contingency planning, and by performing detailed policy reviews to ensure the most comprehensive coverage at the most competitive price.

Much of David’s success is fueled by his own customer service philosophy, “As a consumer, I demand quality service and I hold myself accountable to the same high standard in servicing my clients. If I am not meeting or exceeding their needs, I would not expect to retain their business.”

Event Details:

Tuesday, September 5, 2023
12:00 pm – 1:15 pm
Free
Virtual