8:00 am - 8:30 am

Check-In and Breakfast

8:30 am - 8:45 am

Welcome and Introductions

8:45 am - 9:35 am

Session 1:

Kathleen Kelly, CRPS®, AIFA® Compass Financial Partners, a Division of MMA Securities LLC, Managing Partner

9:40 am - 10:30 am

Session 2:

Scott Bosworth, Head of Dimensional Speaker’s Bureau, Dimensional Fund Advisors

10:30 am - 10:50 am

Morning Break

10:50 am - 11:40 am

Session 3:

Smith Leonard Assurance Team Panel

11:45 am - 12:35 pm

Ethics Session 4:

ETHICS: Joe Oringel, CPA. CIA, Co-Founder, Visual Risk IQ

12:35 pm - 1:25 pm

Lunch

1:25 pm - 2:15 pm

Session 5:

Alison Townsend, Head of Treasury and Payments, SVP at United Community Bank

2:20 pm - 3:10 pm

Session 6:

SL Tax Partners: Patrick Willis & Ben Duckett

3:10 pm - 3:25 pm

Afternoon Break

3:30 pm - 4:20 pm

Session 7:

Mubarak Shah, Smith Leonard, Natalie Folmar & Cory Rayborn, Tuggle Duggins, Attorneys at Law

4:20 - 4:30 pm

Closing Remarks