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CH3242005 - Sagitta Accounting: Meet & Greet

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  • Kimberly Buck

    Kim has been with Haylor, Freyer and Coon, Inc. since 2000 and is a licensed Certified Public Accountant. She is a 1991 graduate of Alfred University with a Bachelor of Science in Accounting and received her MBA from Columbia College in 2012. Haylor, Freyer & Coon, Inc. has approximately 200 employee owners in 8 offices, and has been delivering quality insurance protection with distinctive and exceptional service for over 85 years. HF&C established its ESOP in 1996 and formed its first ESOP Communications Committee in 2007. Kim was the inaugural chairperson of the ESOP Committee and served until 2011. During her tenure she learned a great deal about the importance of developing an ESOP culture and how it can be a wonderful benefit for the agency as well as its employee owners . Kim is an a graduate of the 2014 class of Leadership Greater Syracuse and currently serves on the Leadership Greater Syracuse Finance Committee. In her spare time, Kim enjoys reading, competing in triathlons, spending time with her dogs Riva and Roxy and riding and competing on her horse Luther.

  • Eric Wistrand

    Eric Wistrand is the Chief Information Officer for Couch Braunsdorf Insurance Group. His responsibilities include Process Improvement, Reporting, Analytics and Dashboarding, Infrastructure Maintenance and Support. He also leads an internal web development team focused on improving the performance, usability and functionality of custom-build new business submission and self-service portals.

    Eric recently created a Quality function within Couch Braunsdorf to manage and reduce E&O exposure by monitoring adherence to established procedures. The goal is to ensure quality in all transactions that add value to the customer experience. Key responsibilities include:

    • Creation and coordination of a cross functional QA Taskforce, consisting of representatives from every department
    • Maintaining a Knowledgebase of Standard Operating Procedures (SOPs)
    • Train Staff on SOPs
    • Audit the adherence to established SOPs
    • Document and address customer complaints

    Eric’s background is primarily in consulting where he ran Think Green Technologies, a Management and I.S. Consulting firm focused on helping clients realize performance improvement from ERP, CRM, and eCommerce implementations with a strong emphasis on process control. Eric was responsible for leading a highly skilled, hand-picked team to deliver value to clients.

    Eric holds a B.A. from University of Vermont School of Business.

  • Bruce Westman

    Director of Product Management, Vertafore

    Bruce is currently a Director of Product Management at Vertafore. He works closely with development working on Sagitta feature work and is also currently the liason with the Sagitta PM&E committee. Bruce has worked in various capacities within the Sagitta development group over the years and also spent many years in customer support as the lead accounting person. He continues to present at various seminars, conferences and user group meetings.

  • Jean Federico

    Controller, Amanda Gay Agencies Inc.

  • Frances Knight

    Business Systems Consultant, USI

May 21, 2020
Thu 12:00 PM CDT

Duration 1H 0M

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