Orange County, Anaheim, CA

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  • Good morning, CFMA friends and colleagues; Hope you are all well!  This is a quick message to invite any and all of you to a virtual learning event on Tuesday, May 11 - TRANSFORM! This event is free of charge and will feature educational sessions ...

  • I wanted to share some valuable insights with the CFMA group from the world class market insights team at Lockton.  We've compiled an in-depth overview of what to expect by line of coverage, and why.    10 Keys to a successful renewal: ...

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  • For all the right reasons, safety is a central theme in the construction industry. For crews in the field, safe practices can literally be a matter of life and death. For the accountants and financial planners back at the office, safety is important, ...

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