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Behind the Scenes of Fraud Defense: How Accounting Firms Can Reduce Risk and Avoid Lawsuits

… What It’s Like to Work on The Jaw-Dropping Cases Featured on American Greed? Natalia Greene, Esq., CFE, Principal at Lemme, a division of EPIC, has spent over two decades defending accounting firms in professional liability claims involving fraud and embezzlement. Today, in her role as a Claims Advocate & Risk Management professional, she shared her experience and lessons learned on The Diary of a CFO Podcast. The Real Risk Isn’t Fraud—It’s Client Selection Fraud doesn’t start in spreadsheets, it starts with client acceptance and continuance, and ignoring red flags. Natalia emphasized that annual client risk …

https://www.epicbrokers.com/insights/behind-the-scenes-of-fraud-defense/

Strategic Partnerships: The Future of Wildfire Protection

… unpredictability of today’s wildfire environment. Strategic Partnerships as the Solution Forward‑thinking insurers are closing this gap by forging partnerships with risk assessment firms, brokers, and technology providers. These collaborations represent a fundamental shift from reactive coverage to proactive protection, combining science, technology, and specialized expertise to create comprehensive wildfire programs. Science‑based innovation: Proprietary fire physics models and vulnerability analyses move beyond probability estimates to determine ignition likelihood and guide prevention. Comprehensive risk management: Clients evaluate the Total Cost of Risk (TCOR), including storage, evacuation logistics, and related costs. Incentivized mitigation: Premium discounts reward proactive steps like fire

https://www.epicbrokers.com/insights/strategic-partnerships-the-future-of-wildfire-protection/

Policies and Procedures to Prevent Social Engineering Fraud

Strengthen Your Organization Against Deceptive Threats Social engineering fraud poses a significant and growing threat to organizations of all sizes. Unlike traditional cyberattacks that exploit technical vulnerabilities, social engineering targets human behavior—manipulating individuals into divulging confidential information, granting unauthorized access, or initiating fraudulent transactions. These attacks can be highly sophisticated, often impersonating trusted colleagues, vendors, or executives to bypass standard security protocols. To effectively mitigate this risk, companies must adopt a proactive and layered approach that combines employee education, robust internal controls, and vigilant monitoring. Download the document below to access the essential policies and procedures your organization should …

https://www.epicbrokers.com/insights/policies-and-procedures-to-prevent-social-engineering-fraud/

GenAI Adoption and Risk Oversight

… just two years. The speed of the changes in GenAI-based technology coupled with the rush to adopt it is creating tension in existing legal, economic and societal frameworks. GenAI adoption is challenging. Organizations must balance the desire for innovation and competitive advantage with the need for robust, specialized oversight of a complex and rapidly evolving and uncertain risk environment. Prior to adopting any AI or GenAI tool or implementing an initiative, organizations should establish an AI Governance Program. An AI Governance Program is simply a framework of rules, policies, practices that will guide the organization or firm in the

https://www.epicbrokers.com/insights/genai-adoption-and-risk-oversight/

EPIC Welcomes Bill Mason

Strengthening EPIC’s Construction and Manufacturing Risk Solutions EPIC is excited to announce that Bill Mason has joined the firm as Principal within our Property & Casualty team in Texas. With more than two decades of experience in the commercial insurance industry, Bill serves as a trusted risk advisor to businesses across the construction and manufacturing sectors. His commitment to client success is evident in his strategic guidance, responsive service, and consistent delivery of measurable value through innovative problem-solving and a steadfast focus on protecting business interests. “We’re thrilled to welcome Bill to our Texas team,” said JoBeth Wells …

https://www.epicbrokers.com/insights/epic-welcomes-bill-mason/

EPIC Welcomes Theana L. Iordanou

Theana L. Iordanou Joins EPIC as Principal, Northeast Region EPIC is excited to announce that Theana Iordanou has joined the firm as Principal in the Northeast Region. Theana is a highly accomplished insurance professional with extensive experience spanning underwriting, brokerage, and executive leadership. As an entrepreneur and solution-builder for both personal and commercial clients, Theana established her own agency, T-Risk Solutions, LLC, based on Long Island. She capitalized on her extensive background in Management Liability and underwriting to build an advisory and brokerage business to help her clients thrive. Theana will leverage her more than 30 years of …

https://www.epicbrokers.com/insights/epic-welcomes-theana-iordanou/

Unlocking Client Value Through Industry Specialization: EPIC’s Strategic Advantage

In today’s complex risk landscape, insurance is no longer just about placing coverage, it’s about working with clients to make material changes in the way they understand and take on risk. At EPIC, industry specialization is the foundation of how we drive meaningful value for our clients. Gregg Bundschuh, EPIC’s Chief Growth Officer, joined Mark Geoghegan on The Voice of Insurance podcast to share insights on his career journey, the evolution of specialty brokerage, and EPIC’s national growth story. From Construction Law to Insurance Specialization Bundschuh didn’t begin his career in insurance. He started as …

https://www.epicbrokers.com/insights/unlocking-client-value-through-industry-specialization/

Navigating the Risk: Understanding the Insurability of Indemnification Obligations

… involving legal and insurance professionals in contract negotiations to ensure indemnification provisions are both reasonable and insurable. Whether you’re a risk manager, legal counsel, or executive at a professional services firm, this article offers essential insights to help you protect your organization from unintended liability. Download the full article today to learn how to make indemnification obligations a manageable part of your risk strategy. DOWNLOADABLE RESOURCES Learn more about protecting your firm from unexpected risk. The Insurability of Indemnification Obligations: Strategies to Limit Uninsured Liability, a white paper by Kelly Geary, National Practice Leader. Strategies to Limit Uninsured Liability

https://www.epicbrokers.com/insights/navigating-risk-understanding-insurability-indemnification-obligations/