Live Dealer Seminar

RSVP by September 8, 2023

Seminar Schedule:
2:00 – 2:45 | Financial Forecast
Presented by: Brandon Artigue, Director - Financial Risk Management, Truist
Jeff Messner, Managing Director, Head of Financial Risk Management, Truist

• Join Truist for an economic update with Jeff and Brandon
• Hear about key developments now that the Fed has raised rates to a 22-year high and how to navigate a higher-rate environment
• Receive insight on credit market dynamics in the current environment

2:45 – 3:30 | Driving Profitability
Presented by: Nathaniel Yost, CPA, Principal, Boyer & Ritter

• Key performance indicators (KPIs) for measuring dealership financial health
• Best practices for optimizing profitability and reducing tax liabilities
• Effective cost control measures for dealership operations
• Tips for managing financial risk and ensuring business continuity

3:30 – 4:15 | Advanced Strategies for Managing Healthcare in 2024
Presented by: Matt Scott, Senior Vice President, McGriff

• Navigating Healthcare Finance – The roadmap to flat renewals
• Self-funding with Captives – Dividends on stop loss surplus
• Transition from PPO Network to RBP – Truth be told

Case Studies
Real companies with real results; see how much employers and employees save when they implement the strategies above.

4:15 - 6:00 | Networking