Spring Half Day CPE Event

7:45 – 8:15 AM                Registration & Breakfast
 
8:15 – 9:05 AM                Phantom Equity: How to give employees ownership without giving
                                          them ownership
                                          Tom Brooks, Business Solutions Strategist | Truist Bank

9:05 – 9:55 AM                Secure Act 2.0
                                          Gary Mitchell, CPA | Pugh CPAs
 
9:55 – 10:05 AM              Break with Door Prize Drawing - Gift Card
           
10:05 – 10:55 AM            Data & Technology Trends in Tax
                                          Mike Steward, Tax Managing Director | KPMG
 
10:55 – 11:45 AM            Managing the Current Rate Environment
                                           Sherri Bevis, Vice President | Fifth Third
                                           John Herald, Executive Director | Fifth Third
 
11:45 – 1:00 PM               Lunch and Networking