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Things to consider as we plan for the end of 2020 and the beginning of 2021

October 8 @ 12:00 pm - 1:00 pm

Things to consider as we plan for the end of 2020 and the beginning of 2021

Thursday, October 8, 2020

12:00 PM – 1:00 PM

via ZOOM

The COVID-19 Pandemic of 2020 has given rise to unprecedented challenges that will be with us for some time to come. Our panel of experts will provide information and offers insight to address immediate and longer term considerations for law firms.
John Muench of Alera Financial will discuss considerations for retirement plans in light of furloughs, compensation reductions, etc. Steve Colson of HUB International and Mark Smith of CRC group will discuss commercial insurance and cyber liability implications of remote working, virtual communication, etc.
Please feel free to send any specific questions you’d like our panelists to address to Cel Davis (


Jon Muench


Retirement Plan Advisor

Jon came to Wilson Albers, an Alera Group Company, in 2020 after spending 30 years building his retirement-plan knowledge at several companies—including his own financial practice, which he managed for more than a decade. He advises fiduciaries on best practices for qualified retirement plans, providing recommendations for effective plan design and revisions, monitoring investment lineups, and even offering education for groups and individuals in the plans. Explaining complex issues and “seeing the lightbulb go on” for clients and participants is one of the things he loves about his role.

Click here for more!

Steven Colson, CIC

HUB International

Vice President Professional Liability Practice Leader

Steven Colson is the Practice Leader and Vice President for HUB International Northwest’s Professional Liability Practice for Lawyers and has over twenty years experience in designing customized insurance and risk management programs. Steven has a diverse book of business, but specializes in Professional Liability where his team oversees the insurance program for over 450 law firms.

Click here for more!

Mark A. Smith, CPCU, RPLU

CRC Insurance

Senior Vice President

Mark joined CRC in 1996 in the Seattle office as a professional services broker focusing on the placement of Cyber, Professional and Management Liability insurance. In his 39 year insurance career, Mark has held underwriting and marketing management positions with USF&G and St. Paul Insurance, now leading CRC Insurance’s nationwide Cyber Liability Team, where he serves his industry as a frequent speaker, writer and educator. Mark is a graduate of Washington State University and received his CPCU in 1989 and his RPLU in 2005.


October 8
12:00 pm - 1:00 pm