2023 Smith Leonard CPE Day
Friday, October 20, 2023 | 7:30 am – 4:30 pm | The Conference Center at GTCC
Directions to The Conference Center at GTCC, 7908 Leabourne Rd, Colfax, NC 27235
- COURSE ANNOUNCEMENT (PDF)
- Printable AGENDA (PDF)
- MEETING MATERIALS (ShareFile Website)
NOTE: ShareFile was experiencing some outages on 10/19. If the link does not work, please try again. If the issues persist, we will make the materials available another way by 10/20 morning.)
| 7:30 – 8:00 | REGISTRATION AND BREAKFAST (Check-in at Registration Desk. Continental Breakfast in Pre Function Rooms.) * Sponsored by Scott Insurance |
| 8:00 – 8:10 | WELCOME AND ANNOUNCEMENTS |
| 8:10 – 9:55 | ASSURANCE, TAX, AND WEALTH ADVISORY UPDATES 2023 Accounting Update for Private Companies: John Nicolson and Scotti Teschke, Smith Leonard 2023 Tax Updates: Patrick Willis and Ben Duckett, Smith Leonard Life Cycle Investing: Craig Moser, Smith Leonard Wealth Advisors |
| 9:55 – 10:10 | MORNING BREAK (Pre Function Rooms and Classrooms 130-131) * Sponsored by Graham Personnel Services |
| 10:10 – 11:00 | ETHICS: 2023 Professional Ethics and Conduct Cal Christian, College of Business, East Carolina University |
| 11:05 – 11:55 | Interest Rates – How High & For How Long John Fink, David Valentiner, and Ahmed El Nokali, First National Bank |
| 11:55 – 12:40 | LUNCH (Plated Meal in Pre Function and Truist Oak Ridge Rooms) * Sponsored by First National Bank |
| 12:40 – 1:30 | Corporate Transparency Act Mark Davidson, Brooks Pierce |
| 1:30 – 2:20 | Alternative Risk Solutions: How to Embrace Risk and Reward Performance Kelly York, Greg Stancil, and Steve Heston, Scott Insurance; and Chris Colangelo and Brad Hicks |
| 2:20 – 2:35 | AFTERNOON BREAK (Assorted desserts in the Pre Function Rooms and Classrooms 130-131) * Sponsored by TCDI |
| 2:35 – 3:25 | No, this couldn’t be done over an email. Using Humor to Improve Meetings. Mike Cundall, Humorist, Mirth Management |
| 3:30 – 4:20 | WHAT IF CHUCK NORRIS TAUGHT CYBERSECURITY? Steve Wujek, TCDI |
| 4:20 – 4:25 | WRAP UP AND THANK YOU |
| 4:30 – 5:30 | CPE DAY SOCIAL (Front Circle Foyer. Drink tickets in your name tag.) * Sponsored by ADP & SL Wealth Advisors |
