Registration, Networking & Breakfast

8:30 AM - 9:00 AM




Welcome & Introductions

9:00 AM - 9:10 AM
Todd Rosenbaum - Cherry Bekaert



Navigating the Legislative Landscape: Financial Accounting & Reporting / Tax Update

9:10 AM - 10:00 AM
Todd Rosenbaum - Cherry Bekaert
Rick Woods - Cherry Bekaert



Third-Party Administrator Services

10:00 AM - 10:50 AM
Carole Sorensen - Cherry Bekaert



Break

10:50 AM - 11:00 AM




Insurance AI & Cyber Considerations

11:00 AM - 12:30 PM
Audrey Magennis - Cherry Bekaert
Kurt Manske - Cherry Bekaert
Scott Peyton - Cherry Bekaert
Steven Ursillo - Cherry Bekaert



Lunch

12:30 PM - 1:00 PM




Ethics for Accountants

1:00 PM - 2:30 PM
Scott Williams - Cherry Bekaert



Break

2:30 PM - 2:40 PM




Market Update

2:40 PM - 3:30 PM
Jay Conner - Arena Wealth Advisors



Closing Remarks

3:30 PM - 3:40 PM
Todd Rosenbaum - Cherry Bekaert



Happy Hour

3:40 PM - 5:00 PM