Register Today!

Registration cost is $275 per attendee.

 

This event is open to: Firm clients, prospective businesses and corporate leaders, family business shareholders, and (by invitation only) guests. 

 

After completing this course, you will:

  • Be informed on the areas of taxation including tax compliance and tax transactions and other relevant tax updates
  • Be informed on current economic and econ-political factors affecting business
  • Understand elements of a strategic growth plan, the operating model, and growth tool kit
  • Learn how to communicate, influence, and make an impact as a strategic leader
  • Understand the life cycle of selling a business; from preparation to closing the deal
  • Have a stronger understanding of IRS structure and hierarchy, enforcement, and current compliance
  • Meet your North Carolina CPA ethics requirement for 2026

 

CPE Attendance Policy: In order to be issued the full credit hours, you must be present and register your attendance and departure using the attendance monitoring procedures provided by BRC.

 

Additional CPE Information:  Prerequisites: None / Advanced Preparation: None / Program Level: Overview / Delivery Method: Group Live

 

Program Details:

1. Learning objectives:  Stated above

2. Field of studyTaxes, Economics, Business Management & Organization, Personal Development, Finance, Behavioral Ethics (7.0 CPE credit hours)

3. Refund policy:  BRC will refund your registration charges up to 10 days prior to the event. No refunds will be issued after November 2, 2026.

4. Requests for cancellations must be submitted in writing and received by BRC ten (10) days prior to the date of the event (November 2, 2026) to receive a full refund. Refunds are not given for "no-shows" to courses.

5. Complaint policy:  BRC will refund your purchase price in certain situations. For further information regarding complaint and program cancellation policies, please contact our CPE department at beth.mannella@brccpa.com.

Agenda

What to expect at the Symposium:

*Agenda is subject to change

Morning
  • 7:30 AM - 8:30 AM
    Registration, Check-in, & Full Breakfast
  • 8:30 AM - 8:35 AM
    Welcome & Opening Remarks
    Ben Ripple, CPA, Managing Partner, BRC
  • 8:40 AM - 8:45 AM
    Community Nonprofit Connection
  • 8:45 AM - 9:35 AM
    Tax Forecast & Update: A Look at the Current Tax Landscape
    Bethany Banks, CPA, Senior Manager, & James Morrison, CPA, Senior Manager, BRC Tax Services (50 minutes)
  • 9:40 AM - 10:30 AM
    Economic Considerations
    Jason Lioon, Principal and Deputy Chief Investment Officer, Diversified Trust (50 minutes)
  • 10:30 AM - 10:45 AM
    Morning Break
    (15 minutes)
  • 10:45 AM - 11:35 AM
    AI Without the Hype: What Leaders Need to Know Now
    Aaron Bock, Managing Partner & Jeff Garrett, VP of Architecture, Opkalla (50 minutes)
  • 11:40 AM - 12:30 PM
    Rich Isn't Enough: A Modern Playbook for Legacy That Lasts
    Sarah K. Charles, CSRIC™, AIF®, Founder & Managing Principal, Sanctuary Financial Planning (50 minutes)
Afternoon
  • 12:30 PM - 1:20 PM
    Lunch
  • 1:20 PM - 2:10 PM
    Deep Focus, Fewer Fires: Protecting Attention in an Always-On Workday
    Marcey Rader, CSP, Founder & High-Performance Coach and Consultant – RaderCo (50 minutes)
  • 2:15 PM - 3:05 PM
    Mergers and Acquisitions 201 (version 2026): An Update on Current Principles and Deal Terms
    Jack Santaniello, Partner – Shumaker, Loop & Kendrick, LLP (50 minutes)
  • 3:05 PM - 3:15 PM
    Afternoon Break
    (10 minutes)
  • 3:15 PM - 4:05 PM
    Ethics in AI
    Melisa Galasso, CPA, Founder and CEO – Galasso Learning Solutions LLC (50 minutes)
  • 4:05 PM - 4:15 PM
    Wrap Up, Surveys, Thank You & Adjournment
  • 4:15 PM
    Reception & Networking
    Cocktail hour & light snacks