Agenda

Sponsors

Gold

First Federal Bank  

Silver

 

Busey Bank

 

September 13, 2024

8:30 | Check-In at the Oscar N. Harris Student Union 

9:00 – 9:45 | Welcome | Ballroom B
Keynote | Mary Willis

10:00 – 10:45 | Breakout Sessions #1 
Financial Planning | Melanie Regner |
Ballroom A
Financial Wellness | Kevin Mills | Ballroom B
Real Estate | Matt Brubaker & Amanda Hoyle | Ballroom C

11:00 – 11:45 | Breakout Sessions #2
Making Sense | Phillip Neuhart & Phillip Strickland | Ballroom A
Financing Your Business | Ron Duffer | Ballroom C

12:00 – 1:15 | Lunch* & Panel Session | Ballroom B
Financial Empowerment | An Interactive Panel Discussion
Kevin Mills | Wealth Planner, First Citizens Bank
Amanda Hoyle | Director of Land Acquisition, Tri Pointe Homes
Ron Duffer | Business Advisor, NC SBTDC
Dr. Mike Seibert,
Moderator | Director of Graduate Programs & External Programs

1:30 – 3:00 | Workshops
Estate Planning for Small Business | Tyler Britton | Ballroom A
Insurance Tips for Small Business | Michelle Osborne | Ballroom C

*Lunch provided with paid registration.