YPTC’s latest staff learning opportunity is officially here! The new, internal ‘Tech/KNOW’ series explores various topics relating to accounting, finance, and nonprofits while offering essential insight and ‘tips of the trade’ from industry experts.

To kick off the ‘Tech/KNOW’ series, panelists from Tompkins Financial engaged in a Q&A session centered on insurance, wealth management, and banking with YPTC Philadelphia Manager, Jim McCormick. During the hour-long panel, Tompkins’ Kevin Grant (Senior Wealth Advisor – Investment), Jim Turner (Senior Vice President – Insurance), and Jim Acquavita (Vice President – Banking) discussed avoidance of fraud, serving nonprofit clients, and adjusting business practices in response to the COVID-19 pandemic.

The ‘Tech/KNOW’ series is managed by YPTC’s Strategic Partnerships Manager, Jerilyn Dressler. If interested in partnering with YPTC for an upcoming edition of the ‘Tech/KNOW’ series, contact her at jerilynd@yptc.com.