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Alliant Insurance Services, Inc.

More is Possible
As one of the top 10 largest insurance brokerage firms in the U.S., we combine the power and breadth of big-company resources with a hyper-personalized approach that puts your interests above everything else. Our culture of entrepreneurialism, collaboration, and innovation gives us the independence and accountability to create solutions that uniquely match your needs. Because when people come first, more is possible.

David Liebes
Senior Vice President
Alliant Insurance Services
[email protected]


Andersen is the founding member of Andersen Global, an international association of legally separate, independent member firms with more than 4,500 professionals worldwide, over 600 global Partners, and a presence in over 148 locations through its member firms and collaborating firms. In the U.S., Andersen has more than 1,000 personnel located in 19 cities across the country. Andersen encompasses top advisors with previous experience in the international accounting firms, law firms, IRS, and state taxing authorities. Many of our advisors hold multiple professional credentials and have depth in a wide range of capabilities allowing us to provide clients with comprehensive, integrated solutions.


We specialize in full service individual and business entity tax compliance and consulting. Our clients are at the center of our operating model which is structured to allow us to be entrepreneurial and proactive in our approach, and enables our Managing Directors to “roll up their sleeves” and work directly with you. As an Andersen client, the professionals you get to know in your first meeting are the same professionals who will be working with you throughout the process.


Petra N. Loer
[email protected]

Armanino LLP

Armanino LLP is the largest independent accounting and business consulting firm based in California. We are a nationwide leader in serving privately-held companies, as well as, nonprofit organizations and public entities.

We provide four main areas of service – assurance/audit, tax, consulting and business management. Our technology focus and global services are key aspects of our service lines. We work with clients in a large range of industries including technology, manufacturing and distribution, consumer-retail, nonprofit, private schools, real estate, professional services, life sciences, insurance and healthcare. Our offices are located in California, the West and Mid-West regions of the US, and we have consultants on the ground at key locations across the nation. We provide global services in more than 100 countries through our membership in Moore Stephens International Limited – one of the world's major accounting and consulting organizations.


BPM, the largest California-based accounting and consulting firm, offers tax, business consulting, wealth management, and audit services across a wide spectrum of industries from offices in San Francisco, Menlo Park, San Jose, Walnut Creek, Stockton, and Santa Rosa, in Northern California. BPM also has offices in Southern California, Washington and Oregon. The Firm has over 500 professionals is locally owned, with a strong foundation of environmental, social, and philanthropic stewardship.

Brown & Brown

Rethink the way you manage risk. Creative. Data-driven. Strategic. Discover how Brown & Brown transforms insurance and risk management through modern technology and industry expertise

Company Facts

  • Full Service Insurance Broker and Risk Management Partner
    • Property Casualty, Employee Benefits, Surety, D&O/EPL, Cyber,  Professional Liability, etc.
  • Became part of the Brown & Brown Team in 2018
  • 300+ locations
  • 11,000+ team members
  • $2.613 billion annual revenue
  • Local presence with national resources
  • Ranked in Top 5 Insurance Brokers
  • Organic Growth – we grow one client at a time

Andrea Field
National Director of Marketing and Strategy

[email protected]
O (612) 347-8421 | C (612) 387-0952


CBIZ Retirement Plan Services

With more than 100 offices and 4,600 associates in major metropolitan areas and suburban cities throughout the US CBIZ (NYSE: CBZ) delivers top-level financial and benefits and insurance services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ Retirement Plan Services

Developing and maintaining a retirement plan that is in compliance with changing regulatory and financial requirements is a challenging and time-consuming task. CBIZ Retirement Plan Services’ comprehensive service model helps plan sponsors manage the risks associated with fiduciary governance, investments, fees, mergers and acquisitions, compliance and participant education. As retirement plan specialists, we have the knowledge, training and expertise to help improve the retirement plans of your organization.

The professionals at CBIZ have specific knowledge, training and experience related to retirement plans. As independent, objective advisors, CBIZ consultants aren't interested in selling you a product or a fund. We simply offer services that are designed to improve your retirement plan. This focus on results for our clients has earned CBIZ accolades, such as being ranked “Best of the Best” by PLANSPONSOR magazine.

Pete Ravani
Vice President
[email protected]


Heffernan Insurance Brokers

Janice Berthold is a Senior Vice President with Heffernan Insurance. She is one of the few brokers who work with clients on a "Referral Only" basis.

Prior to merging her firm with Heffernan, Janice was President and CEO of J. Berthold Insurance Service Inc. and a Principal of All West Insurance Brokers, one of the top five closely held insurance brokerage firms in Silicon Valley.

She has over 25 years of commercial insurance experience and holds the insurance designations of Professional Workers’ Compensation Advisor, Chartered Property Casualty Underwriter, Chartered Life Underwriter, and Chartered Financial Consultant. She has been an Advisor for the California State Senate Committee on Insurance and is a featured writer for the Business Journal. In 1999, she was named Small Business Owner of the Year by the San Jose Mercury News and the Women's Fund. In addition, The Business Journal named her Enterprising Woman of the Year in 2003.

Janice is a graduate of the University of San Francisco. She sits on the Santa Clara University Board of Fellows, Opportunity International Board of Governors, and Housing Industry Forum Board & Advisors.

Janice (Jan) Berthold, CLU, CPCU, MWCA
SVP - Heffernan Insurance Brokers
[email protected]

By Referral Only




See the books I have written.


At Insperity, it’s not just HR outsourcing, it’s HR that makes a difference.™ Since 1986, Insperity’s mission has been to help businesses succeed so communities prosper. Our comprehensive, scalable HR solutions offer an optimal blend of service and technology to facilitate growth by streamlining processes related to payroll, benefits, talent management and HR compliance. We provide the tools to help you lighten your administrative load, maximize productivity and manage risks – so you can focus on growth. Because that’s what it means to have a true HR partner.


For more information, visit

Jason Heiser, CBPA
Certified Business Performance Advisor
2999 Oak Road | Suite 500 | Walnut Creek, CA 94597

Office: 925-287-4923 | Mobile: 925-339-1587

JP Morgan Securities, LLC

Chase Commercial Banking serves more than 23,000 corporate, state, municipal, financial institution and non-profit clients in the U.S with annual revenue generally ranging from $20 million to $2 billion and nearly 36,000 real estate investors and owners. The firm offers a comprehensive set of financial products and services, including credit, equipment finance, real estate finance, treasury services and provides clients with access to the investment services of J.P. Morgan.

Chase offers you the local delivery of global capabilities and specialized industry expertise. Our experienced bankers and dedicated service professionals take the time to understand your needs, are empowered to make decisions locally and deliver a comprehensive set of financial solutions.

Adam Prescott | Executive Director | Technology & Disruptive Commerce | Commercial Banking | J.P. Morgan Securities, LLC | 560 Mission Street, Floor 04, San Francisco, CA 94105 | T: 415 315 3958 | M: 650 544 6278 | F: 415 315 8385| [email protected] |


Reed Smith

Reed Smith is a dynamic international law firm dedicated to helping clients move their businesses forward. Our belief is that by delivering smarter and more creative legal services, we will not only enrich our clients’ experiences with us, but also support them in achieving their business goals.

Our long-standing relationships, international outlook and collaborative structure, make us the go-to partner for the speedy resolution of complex disputes, transactions and regulatory matters. Reed Smith is a leading international law firm with more than 1,700 lawyers in 30 offices throughout the United States, Europe, the Middle East, and Asia.
For further information, please visit

C. Craig Lilly

Partner – Silicon Valley/San Francisco
[email protected]
T: +1 650 352 0502



RSM is a leading provider of audit, tax, and consulting services focused on the middle market. They guide their clients through business challenges by understanding their needs and bringing together the right team to address them. RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in over 120 countries. For more information visit


Will Vogelsang, Partner
[email protected]

Seiler LLP

For over 60 years, Seiler LLP has provided advisory, tax, and accounting services to some of the world’s most affluent individuals and families, successful privately held businesses, and impactful non-profit organizations. Our clients include prominent business, community, and philanthropic leaders, as well as multi-generational high-net-worth families and successful entrepreneurs.

We offer deep expertise in consulting, planning, and compliance to support decision-making by owners and shareholders of closely held businesses. We specialize in companies with revenues of up to $1 billion in a range of industries. Our services include real estate advisory, audit and assurance, compensation/ benefits consulting, corporate restructuring, and other business services.

Based in Silicon Valley and the San Francisco Bay Area, we are an independent member of HLB, the global advisory and accounting network. We deliver the sophisticated solutions, innovative thinking, global capabilities, and highly personalized service our clients require to navigate the complexities of their financial worlds.

Stuart McFaul Associates

Stuart McFaul Associates is an outsourced marketing consultancy providing interim CMO and executive coaching services. It is distinguished by “bringing the marketing department with them” by providing access to a network of over 1000 vetted marketing specialists. The firm is lead by Stuart McFaul, an award-winning Silicon Valley marketing veteran who has worked with over 250 companies worldwide, from Fortune 100 companies such as Apple and Hitachi, privately-held companies and startups, non-profits and foreign governments.


Stuart McFaul, President
415-869-8579 x 701
[email protected]

Union Bank

The Commercial Banking group at Union Bank is committed to providing outstanding customer service with a seasoned and knowledgeable leadership team, officers and support staff. We follow a mandate to conduct ourselves with honesty, the highest ethical standards, and to build lasting, trusted client relationships. We work closely with you to assess your business's unique situation to develop a customized strategy and implement a holistic set of solutions that cover every aspect of your finances — from improving cash flow and financing expansion to providing financing for leveraged buyouts and recapitalizations by financial sponsors. We are uniquely positioned to provide deep industry and subject matter knowledge across a variety of sectors — from Small Business Administration (SBA) and government lending to sponsor finance and industry-specific lending specialists.

Mike Stahl
Managing Director
[email protected]