Heffernan Insurance Brokers

At Heffernan, we believe that the greatest act of kindness is helping others. Our commitment to giving back is rooted in our core values, as we strive to make a positive impact in the communities we serve. Whether through charitable donations, volunteer work, or supporting local initiatives, we are dedicated to fostering a culture of generosity and compassion. We give back because it’s the right thing to do, and because we know that together, we can make a meaningful difference. 🌟 Featuring: Jorge Aguilar, Jackie Pitchford, Philip Mortimer FCA, CIA, Kelly Planeta, Sheree Johnson, Kelsey Becker, Lorraine Remigio, and Yvette Prichard. If you're interested in getting involved with the Heffernan Foundation, please contact our Philanthropy Director, Michelle Lonaker or visit https://lnkd.in/gNUMf8gB 🎥 Corduroy Media

We're proud to have our talented team members representing us at the Operations & Working Groups Forum in New Orleans!

I'm excited to be partnering at this year's PlanAdvisor360 Conference! I'll be interviewing Encore Fiduciary President Daniel Aronowitz and we will be discussing '24 Litigation Trends. We will discuss retirement plan litigation trends and plaintiff arguments, as well as share valuable insights on the best processes and defenses for plan sponsors and advisers. Hopefully we'll see you in Arizona! #PlanAdvisor360 #401(k) #403(b) #LitigationTrends Heffernan Insurance Brokers PLANADVISER PLANSPONSOR

With demand for anti-aging procedures and medical spas surging, operators need to be aware of Botox malpractice liability risks.

Thrilled to announce that Heffernan Insurance Brokers has expanded our partnership with the The CFO Leadership Council to include both Silicon Valley and San Francisco chapters! This partnership aligns perfectly with our commitment to support finance leaders in Northern California. I'm personally honored to be part of this years advisory board and look forward to engaging with fellow members and contributing to the success of the San Francisco Chapter. #CFO #Leadership #Collaboration #Finance #Innovation #SanFrancisco

So proud to welcome Kara Schott, Commercial Lines Broker at Heffernan Insurance Brokers to the San Francisco Chapter of The CFO Leadership Council's Thought Leader team. Heffernan has been a long time partner in our Silicon Valley chapter, so we know that they will also be able to provide much value to our finance members in the San Francisco tribe. We appreciate you Heffernan! #CFO #CFOKnow #CFOGrow #GrowWithUs #CFOLC #CFOLeader #CFO360 #SanFranciscoCFO #SanFranciscoFinance #SanFranciscoTech #SanFranciscoProtect #GetToKnowKara #Winner #HeffernanAmazingPartner Debbie Dunn-Boysen Sabrina Ritchie, CMP, CAE Andrew Sartor Ashok M. Daniel de Mos, CPA, MBA, CMA Imran Karim Jonathan Speed Jules Walker Julie Leonhard CPA, JD Kara Schott Lisa Cummings Nancy Girouard, MBA, CPA Natalie Quan Rob Bonner Sable Layman Steve Yeager Theresa A. Matacia, CFA, QRD® Amir Hamidzadeh, CPA (inactive) Celeste Giovannoni Jamie Johnson Joseph Talmadge Jose Soares Stephen Fontana Marisyd (Syd) Porter Teresa Kuhns Tim Hird Mike Green Nick Della Rocchetta Taylor Bauer

Pumped for the NCN Fall Investor's Meeting! ⚡️ Can't contain my excitement for the upcoming NCN Fall Investor's Meeting! This gathering of brilliant minds and industry leaders is always a source of inspiration and valuable insights. Looking forward to connecting with fellow investors, learning about innovative companies, and exploring the exciting potential of emerging technologies. 🤝 See you all there! 👋 #NCN #FallInvestorsMeeting #Innovation #Investment #Networking

I’m thrilled to announce that I'm being honored at Northern California WLRE Celebration & Cocktail. Check it out and join me there for networking - use code JOINME for a discount https://lnkd.in/gYta26Xq

Thrilled to announce that Heffernan Insurance Brokers will be exhibiting at the Whole System Care conference, a pivotal event in the world of Behavioral Health next week!   This conference will foster meaningful discussions on policy, representation, and advocacy, all while bringing together federal leaders, elected officials, and key stakeholders from California counties, behavioral health agencies, and allied state advocacy organizations.    I'm looking forward to connecting with industry leaders and exploring how we can design a comprehensive and more equitable behavioral health system for all. Stay tuned for more updates!   #WholeSystemsCare #BehavioralHealth #Policy #Advocacy #Networking #HeffernanInsurance

We had an incredible time on the Heffernan Boat this past week! It was a beautiful day filled with laughter, team bonding, and breathtaking views. A huge thank you to Heffernan Insurance Brokers for giving us the opportunity to work hard and play hard. It's experiences like these that remind me how fortunate I am to be part of such a dynamic and supportive team. Here's to more adventures and continued success together!