PREVIOUSLY RECORDED: August 30, 2023
What to Expect
- Are a commercial real estate owner
- Want to better understand certificates of insurance
- Are looking to protect yourself and your assets
About the Speakers
Jeri Frank is the Co-Founder and CEO of STRATAFOLIO, an online software solution designed to help commercial real estate owners optimize their real estate portfolio management.
Jeri is a frequent contributor to Forbes Business Council and has written extensively about managing commercial real estate using QuickBooks. She has also participated in IREM and CCIM podcasts and webinars. STRATAFOLIO was named one of the top commercial real estate portfolio/property management platforms by CREtech, and selected into the prestigious 2022 NAR REACH program.
Joe Vens is a Risk Advisor with First MainStreet Insurance (FMSI), a division of TrueNorth Companies based out of Cedar Rapids, IA. Joe spends his time at work leading FMSI’s Public Entity Specialty Group, which serves City, County and School District clients throughout the State of Iowa; as well as working directly with his non-Public Entity commercial clients on their risk management and insurance portfolio.
Outside of work Joe enjoys time with family, golf, community and economic development initiatives, and staying active. Joe resides in Tiffin, IA area with his wife and their three children.