Annual Commercial Summit | 2026
Anticipate change. Strengthen decisions. Accelerate growth.
Thursday, December 3 | 9:00 am - 3:00 pm ET
Agenda at a glance
Here's an overview of what's happening at the event!
Thursday, December 3rd
- Economic update: Navigating market shifts and planning for growth9:00 am - 9:40 amErik Olson, Director of Transaction Advisory Services | .5 Specialized Knowledge CPE Credit
- Planning through change: Federal and state tax considerations9:50 - 10:40 amJon Ireland, Principal and Josh Bellomo, Tax Manager | 1 Tax CPE Credit
- Making your data work for you: Better reporting, smarter decisions10:50 - 11:40 amJeff Stoddard, Senior Manager | 1 Specialized Knowledge CPE Credit
- Preparing for financial reporting changes and strengthening your internal control environment11:50 am - 12:40 pmRobert Leonard, Principal and Jocelyn Bednarski, Senior Audit Manager | 1 Accounting CPE Credit
- Lunch break12:40 - 1:10 pm
- Managing AI oversight: Building confidence through governance and controls1:10 - 2:00 pmChris Ellingwood, Principal and Clare Lizotte, Risk Officer & Senior Corporate Counsel | 1 Specialized Knowledge CPE Credit
- Beyond premiums: Understanding health benefit costs and cost drivers2:10 - 3:00 pmShanna Janovsky, Senior Manager and Tina Shields, Senior Consulting Actuary | 1 Specialized Knowledge CPE Credit
Have questions?
Feel free to reach out with your questions via email.
Continuing Professional Education (CPE)
CPE credit is available for this course. BerryDunn is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through NASBA's website.