Posts Tagged Passehl Financial

Roundtable Hosted by CamaPlan; The Effects of E-Business #BCAProud @CamaPlan512

We hope everyone enjoyed the conversation surrounding a very relevant Roundtable topic. A big thank you to Carl Fischer and Maggie Polisano of CamaPlan who hosted their first Roundtable yesterday. Suggestions including streamlining systems, protecting your company’s technology & data from cyber attacks, and the importance of embracing technology to better serve your customers were discussed. Thanks to everyone in attendance for your contribution to the Roundtable and the BCA Braintrust!

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pictured from left to right: Shaun Lyons – Precision, Dave Van Horn – PPR, Wendy Monaco – Allied, Carl Fischer – CamaPlan, Cheryl Beth Kuchler – Ballantree, Geoff Passehl – Passehl Financial NWM, Maggie Polisano – CamaPlan, Mark Lawson – Premier, Jack MacCord – HDI, Bob Cox – Reads, Dave Czarnecki – CzarStar

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