Alliant Insurance Services, Inc. Terry Cox SVP Producer, Employee Benefits [email protected] Stephanie Beach SVP, Benefits Consultant [email protected] About this sponsor Alliant was founded on a simple yet powerful belief: that risk management should be a catalyst for growth, not just a safeguard against loss. From its earliest days, Alliant has embraced bold ideas, fueled entrepreneurial thinking, and sought opportunities where others see risk. As one of the nation’s leading insurance brokers and consultants, we’ve built our reputation by challenging convention.
Brown & Brown Bonnie Sullivan VP Employee Benefits [email protected] Jamie DeBellas Vice President [email protected] About this sponsor Brown & Brown brings insurance, risk management, and employee benefits together to help businesses and individuals navigate risk with confidence and clarity. No matter where you are on your growth journey – whether you are a highly complex multinational enterprise, an individual, or anything in between – our experienced teams can help find solutions at every stage.
Cherry Bekaert Advisory LLC Chris Neal Tax Partner [email protected] About this sponsor Cherry Bekaert is a Top 20 ranked U.S. CPA and advisory firm specializing in tax, audit, assurance, digital consulting, and M&A advisory services for middle-market companies, government contractors, nonprofits, and private equity-backed businesses. We deliver digitally driven, industry-aligned solutions that help clients transform from mid-market players into market leaders in today’s competitive landscape. For over 75 years, Cherry Bekaert has been the trusted growth advisor to global corporations, startups, government entities, and successful individuals.
CohnReznick LLP Craig Golding Partner [email protected] Jim Lantis Partner [email protected] About this sponsor Recognizing the emerging market forces that drive opportunity. That’s what sets CohnReznick’s industry-leading advisors apart. Our team of advisory, assurance, and tax professionals is committed to helping our clients optimize performance, manage risk, and maximize stakeholder value.
Focus Strategies Investment Banking Gary Valdez President [email protected] Oliver "Ollie" Sandlin Managing Director [email protected] About this sponsor We are experts in investment banking, but our experience goes much deeper. We are experienced in a broad range of industries and our people are adept at getting up to speed fast – so we are always positioned to identify market opportunities and maximize returns.
Gallagher Travis R. Mawhinney Employee Benefits Consultant [email protected] About this sponsor Gallagher is one of the world’s largest insurance brokerage, risk management and consulting firms, and our expert advisors are an integral part of your local business community.
Hancock Whitney Bank Mike McConnell Austin Market President [email protected] Chris Nigliazzo Vice President, Commercial Banking [email protected] About this sponsor As Hancock Whitney Bank and under the Hancock Whitney brand, we offer contemporary banking options secured by solid ideals, pride in where we live and confidence in how far we can go together. Like our founders, we believe in building a company that never knows completion—an organization that keeps getting better. Across this special region we call home, our heritage unites us, our communities inspire us and Our Mission, Our Purpose, Our Promise to associates and Our Core Values guide us as we move forward.
Insperity Brian Shields Business Performance Advisor [email protected] Susan Vaughan Certified Business Performance Advisor [email protected] About this sponsor At Insperity, we've always believed that when you take care of your people, they'll take care of the business. For 40 years, this simple yet powerful idea has fueled our journey, helping businesses grow, communities thrive and lives flourish. Whether you're a startup, a scale-up or a well-established company, Insperity delivers the dynamic HR services and technology you need to support and grow your business.
Marsh McLennan Agency William Page, Jr. Business Insurance Advisor [email protected] About this sponsor Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 11,000 colleagues and 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan.
Maxwell Locke & Ritter Ben Durham Business Development [email protected] About this sponsor At Maxwell Locke & Ritter, we’ve designed our business to address the key milestones at yours, as well as every moment in between. We provide the insight, perspective, and financial guidance you need to make the most of any situation. Maxwell Locke & Ritter delivers comprehensive accounting and advisory services to a wide range of businesses, nonprofits, government entities, and high-net-worth individuals.
Paylocity Leo Ortega Enterprise HCM Account Executive [email protected] About this sponsor Paylocity gives CFOs a single source of truth for people and spend by connecting payroll, HR, and expenses—cutting manual work, tightening controls, and speeding up the close.
PNC Bank Jason Wright SVP, Treasury Management Officer – South Texas [email protected] Sophie Murphy VP, Corporate Banking [email protected] About this sponsor PNC offers a wide range of services for all our customers, from individuals and small businesses, to corporations and government entities. No matter how simple or complicated your needs, we're sure to have the products, knowledge and resources necessary for financial success.
Robert Half / Protiviti Austin Hensley Vice President & Branch Director [email protected] Alec Palmer Director [email protected] About this sponsor Robert Half Management Resources specializes in providing businesses with skilled senior-level accounting, finance or business systems professionals on a project or interim basis. We do so by combining cutting-edge recruiting technology and matching algorithms with best-in-class customer service and seven decades of staffing experience. Protiviti is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the future. Our consulting solutions span critical business problems in technology, digital, business process, analytics, risk, compliance, transactions and internal audit. We are committed to attracting and developing a diverse workforce of professionals who share the values of integrity, inclusion and innovation. We believe that by teaming together with our clients, we can tackle the business challenges presented by a dynamic world and discover and implement innovative, efficient and effective business solutions.
RSM US LLP Alan Williamson Business Development Director [email protected] Jason Wynne Partner [email protected] About this sponsor RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment. RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in more than 120 countries.
Stradiant Joe Dunne CEO [email protected] About this sponsor Stradiant is your one-stop destination for comprehensive cybersecurity solutions. In today’s digital age, safeguarding your sensitive data and digital assets is paramount. Our team of expert cybersecurity professionals is dedicated to fortifying your defenses against cyber threats, so you can focus on what matters most – your business. Stradiant is your Trusted Partner in Cybersecurity Solutions and Managed IT Solutions. Our Expertise, Your Security.
Susser Bank Tim Caperton SVP, Senior Relationship Manager [email protected] About this sponsor Susser Bank is a Texas-based bank offering a full suite of personal and commercial banking solutions. For over 60 years, we’ve provided flexible financial solutions with a single-minded focus on creating outstanding results that benefit our clients, team members and communities. If long-term success is in your business plan, you deserve a banking partner with the same dedication. For today, for tomorrow, and for generations to come.
Texas Partners Bank Mike Morgan Senior Vice President, Commercial Banking Relationship Manager [email protected] About this sponsor A Central Texas banking network unique in its ability to serve three rapidly growing markets, San Antonio, Austin and the Texas Hill Country—with personal service and independent decision-making for local businesses.
Tower Commercial Chris Oddo Principal / Broker [email protected] About this sponsor Tower Commercial is driven by highly experienced, senior-level corporate real estate advisors passionate about providing strategic guidance and expertise to each and every client. Our deep knowledge of the Austin real estate market and commitment to results ensures our clients receive top tier commercial real estate services.