Contingency Planning: Tackling the “What If’s”

Are you prepared for the unplanned? Do you have a secondary plan for uninterrupted business practices should there be a disruption to critical functions? How will you ensure that your clients are not impacted?

Pershing Advisor Solutions and Evolve Partner Group invite you to join a lively discussion and a practical overview of contingency planning for financial advisors and advisory firms. This session will cover the key elements of preparing for the unexpected and unwanted disruptions likely to challenge your firm and explore back-up solutions for key dependencies on critical staff, vital processes, essential systems, mission-critical functions and key leaders. While focusing on industry best practices, we will consider two case studies and reveal the lessons learned.

Discussion leaders are Cathy Gibson and Cherie Townsend of Evolve Partner Group, a Pershing Value Alliance partner.

Register to obtain dial-in information and a link to the webcast.