Your Go-To Guide for Corporate Change
A lot is happening right now…economically, politically, legislatively, regulatorily—you name it, and it’s affecting your organization. Whether it’s making strategic internal changes or planning for external changes, this conference will help you learn how to move forward and adapt in a rapidly shifting corporate environment.
Agenda
7:30-8:40 a.m. General Session (70 mins)
Payroll
TBD
Coming Soon
8:40-8:50 a.m. Break (10 mins)
8:50-9:55 a.m. General Session (65 mins)
Legal Insights: Navigating Contracts, Capital, and Compliance
Jeffrey J. Kirk, II, JD, Taft Stettinius & Hollister LLP
Description Coming Soon
9:55-10:05 a.m. Break (10 mins)
10:05 a.m.-11:05 a.m. General Session (60 mins)
Corporate Insurance
Bruce Klineman, CPCU,CIC, Shepherd Insurance
Description Coming Soon
11:05-11:45 a.m. Lunch Break (40 mins)
11:45 a.m.-12:55 p.m. General Session (70 min)
Trump, Tariffs, Fed, Inflation, Interest Rates, Economy, Recession?
Kevin Brinegar, Wellington Performance Partners
Where are we headed and how will it impact your clients, their operations, their decisions, and what advice you give them?
12:55-1:05 p.m. Break (15 mins)
1:05-2:20 p.m. General Session (75 mins)
Navigating 401(k) Success: Fiduciary Roles and Building a Better Plan
Leah Sylvester, Shepherd Financial, LLC
As retirement plans continue to evolve, so does the responsibility of those who manage them. This session will explore the distinctions between fiduciary and non-fiduciary roles within 401(k) plans and the personal liability that can come with each. Attendees will gain insights into how to effectively manage these responsibilities and reduce risk. We'll also unpack the key attributes of a well-run 401(k) plan—what defines success from both the employer and employee perspectives—and how finance professionals can assess and improve their plan's performance.
2:20-2:30 p.m. Break (10 mins)
2:30-3:30 p.m. General Session (60 mins)
Ethics in the Real World
Toby Groves, PhD, Cognificent Learning
To improve ethical behavior, we build ethics codes, conduct ethics training, and emphasize
an ethical “tone at the top.” Research shows, though, that these traditional initiatives too
often harm ethical reasoning more than they help. We inaccurately predict how people will
respond to behavioral initiatives and teach ethics using ineffective approaches. This class
explains what actually works in the real world and what doesn’t. We will answer questions
such as why we make choices that contradict our own ethical beliefs and why we falsely
recollect our decisions as being ethical when they were not. We’ll apply what we learn to be
able to improve our future ethical behavior at the individual and organizational levels.
3:30 p.m. – Adjourn