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Erin Swain, Corporate Communications Director

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Making the Math Work: Inside the Head of CFO Steve Berk

By Erin Swain, Corporate Communications Director

clock February 29, 2016 at 10:00 AM

Marsh & McLennan Agency Western Region CFO, Steve Berk, has spent the last three decades (and counting) with the same company. If words like “predictable” or “uneventful” come to mind when you hear about his long-term tenure with the firm, you don’t know Steve very well. We recently sat down with him to discuss his CFO journey, an unexpected detour into sales, and what he sees as the most important business opportunities CFOs need to navigate today.

After starting his career as a CPA with Deloitte & Touche, Steve joined Marsh where he held various finance roles, ultimately becoming Western Regional CFO in 1992. He enjoyed his years in finance but after the heartbreaking loss of a number of his colleagues in the World Trade Center in 2001 and growing weary of ongoing travel, in 2005, Steve declared a need for a change.

Unwilling to lose a dynamic leader, Marsh asked Steve to run the sales division in Portland. The request seemed unconventional at first, but with his experience as CFO, Steve knew exactly what kept prospects up at night. With his CFO insider knowledge and extroverted personality, Steve proved to be the perfect candidate to reenergize sales. Soon, Steve was made head of sales for Marsh’s Western Region.

Fast forward to Steve’s relocation to San Diego in 2009, his career would soon come full circle. In 2014, Marsh & McLennan Agency acquired Barney & Barney and folded in much of Steve’s Marsh office a year later. With CEO Paul Hering and COO/President Hal Dunning’s roles expanding, Steve was the perfect addition to the team – once again as CFO.

We sat down with Steve to get some insight on his experience as CFO.

How does your sales experience help you in your role as CFO?

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Topics: Inside B&B, Associate Spotlight, Culture

Barney & Barney Foundation Recognized as Outstanding Philanthropic Organization

By Erin Swain, Corporate Communications Director

clock November 10, 2014 at 10:00 AM

Last week, the Barney & Barney Foundation was honored by AFP San Diego as Outstanding Philanthropic Organization for National Philanthropy Day.  We would like to thank Rady Children’s Hospital, Neighborhood House Association, the San Diego Symphony Orchestra Association, Voices for Children, and Walden Family Services San Diego, for nominating the Barney & Barney Foundation for this award. We are incredibly grateful for the recognition and look forward to our continued partnerships with community heroes and non-profit organizations in an effort to create brighter futures in our community.

Learn more about why Marsh & McLennan Agency is committed to giving back by watching the video below or visiting our website.

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Topics: Community Outreach

Spotlight on Community Involvement

By Erin Swain, Corporate Communications Director

clock September 4, 2014 at 10:00 AM

Marsh & McLennan Agency Partners with 2014 Rock the Foundation Grant Recipients

Continuing our tradition of giving back to the community, Marsh & McLennan Agency (MMA) associates recently volunteered with three of our 2014 Barney & Barney Foundation Grant Recipients - Outdoor Outreach in San Diego, Ocean Institute in Orange County and Raphael House in San Francisco. Working in partnership with each organization, associates had the opportunity to participate hands-on and witness first-hand the services and support these organizations provide to better our communities. These non-profits are three of nine organizations receiving grants at this year’s Rock the Foundation benefit concert.

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Topics: Inside B&B, Community Outreach

Barney & Barney Foundation Recognized as Outstanding Philanthropic Organization

By Erin Swain, Corporate Communications Director

clock August 20, 2014 at 10:00 AM

AFPSD to Honor Foundation as Part of National Philanthropy Day

San Diego, August 20, 2014 - The Barney & Barney Foundation today announced that it will be honored as an Outstanding Philanthropic Organization by the Association of Fundraising Professionals, San Diego Chapter (AFPSD).

The Barney & Barney Foundation will join eight community leaders at the upcoming National Philanthropy Day Awards Luncheon, presented by Sharp Health Care, on Tuesday, October 28, 2014, at the Hilton San Diego Bayfront Hotel.

National Philanthropy Day recognizes the critical role philanthropy plays in the community and honors those who do it best. The organizations that nominated the Barney & Barney Foundation include the following: Rady Children’s Hospital, Neighborhood House Association, the San Diego Symphony Orchestra Association, Voices for Children, and Walden Family Services San Diego.

“We’re honored to be recognized by the Association of Fundraising Professionals in San Diego for our commitment to our communities,” said Paul Hering, CEO, MMA West Region. “We also want to thank the organizations that nominated us, and we look forward to continuing our work to support our local nonprofit organizations.”

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Topics: Community Outreach, Breaking News

Sneak Peak: RTF 2014 Headliner The Pine Mountain Logs

By Erin Swain, Corporate Communications Director

clock August 18, 2014 at 10:00 AM

In just over a month we’ll be rocking out at the 5th annual Rock the Foundation benefit concert. On the evening of September 18, the Barney & Barney Foundation will be awarding over $100,000 in grants to 9 deserving California non-profits.

Check out the video below for a sneak peek at our headliner, The Pine Mountain Logs, in action. We recently caught them at their show in Solana Beach and were blown away by their performance! Join us on September 18 at the Del Mar Fairgrounds as we rock out with an amazing band, enjoy delicious food and drinks and celebrate our 2014 grant recipients. Get your tickets today: http://bidpal.net/rtf2014 

 


 

RTF 2014 Headliner Pine Mountain Logs from Barney and Barney on Vimeo.

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Topics: Community Outreach

Barney & Barney Foundation to Host "Rock the Foundation" Benefit Concert on Sept. 18

By Erin Swain, Corporate Communications Director

clock August 4, 2014 at 10:00 AM

Barney & Barney Foundation will honor 9 California non-profits

San Diego, August 4, 2014 - The Barney & Barney Foundation today announced that The Pine Mountain Logs will headline its annual fundraising event, Rock The Foundation, on Thursday, September 18, 2014 at the Del Mar Thoroughbred Club in San Diego.

The Barney & Barney Foundation, established in 2009 by Barney & Barney, a Marsh & McLennan Agency LLC company, donates proceeds from the Rock The Foundation concert to nonprofit organizations in San Diego, Orange County and the San Francisco Bay Area.

Now in its fifth year, the Rock The Foundation event is lead by Barney & Barney, with support from headline sponsor Aflac. Other key sponsors include Aetna, Chubb, MMA, Guardian, One Beacon, Anthem, First Insurance Funding, Sharp HealthCare, United Healthcare, UNUM, Zenith, Zurich, and San Diego Business Journal.

The Pine Mountain Logs are a rock 'n' roll cover band from Los Angeles. As a group, and individuals, they have toured and recorded with rock legends such as Jackson Browne, Stevie Nicks, Roger Waters, David Crosby, Brian Wilson, and Phil Collins. In addition, three of the Pine Mountain Logs performers are also core members of the internationally acclaimed band, Venice.

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Topics: Inside B&B, Community Outreach

Sustainability Pays Off

By Erin Swain, Corporate Communications Director

clock May 2, 2014 at 1:30 PM

Productivity and Sustainability: 5 Tips for a Greener Workplace

Every April, Marsh & McLennan Agency - West hosts Spring Cleaning Week to encourage associates to clean up, get organized and this year, create a sustainable workplace. Research has shown that organized employees with tidy work stations are more creative and less stressed. Clutter can hinder productivity by invading open spaces that allow people to problem solve.* Less clutter coupled with eco-friendly, “green” habits result in a more productive and engaged workforce. According to a recent UCLA study**, employees who perceive their company to be environmentally friendly typically have higher morale and are more motivated, resulting in higher productivity.

Here are 5 tips to kick-start your sustainability program and help employees make a difference at work and in the community.

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Topics: Human Resources, Culture

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