News & Events

Live Dealer Seminar

Troegs Brewery
09.13.2023 | 2:00 PM - 6:00 PM

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


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