EO Mastermind Round Tables... critical hot topics with expert experience sharing

Choose a topic and get 30 minutes of high-level information sharing from our local experts. You'll have the opportunity to visit two or three topics and hear takeaways from everyone at the end of the event. Enjoy hot appetizers and drinks during the discussions.

Topics include...

• Adrian Brett, Vice President, Commercial Relationship Manager at Bank of San Antonio
  Choosing a bank—what to consider, what to avoid, why changing banks hurts, and you should do it anyway.
  Fraud and Banking- Prevention, Protection and Privacy: The PPP of 2022 and beyond.

• Jeff Gibson, SHRM-CP, Sr. PEO Sales Executive at SWBC Professional Employer Services
  Labor force pain points—how to suffer less by doing better.

• Annette Goodson, CPA, Director at ATKG, LLP
  Employee Retention Credit - It’s not too late to file for employee retention credit refund claims. The credits can be as high as $26,000 per employee. Employers that experienced revenue reductions in 2020 and 2021 or were impacted by government orders affecting their ability to do business may be eligible

• Chris Comfort, Senior Vice President, Commercial Banker at Truist

• Chad W. Forsberg, Senior Vice President, Advice & Planning Strategist, Business Owner Planning at Truist Wealth

Every business owner will exit their company at some point: What is your plan?Strategic planning now and for the future. (life insurance, contingency risk management, acquisition, sale, etc.)