Session 1 – Cystal Creekmore (SYM Financial) presents “Crossroads of Compliance and Operations”

Session 2 – Taryn McCauley (First Pacific) presents “Talent Management in Today’s COVID World“

Session 3 – Vib Arya (Shufro Rose) presents “Guiding Principles for Creating Workflows“

Session 4 – Kristie Clayton (BCR Wealth Strategies) presents “Running Your Business using the Practical Methods of the Entrepreneurial Operating System” including a panel with Kara Armstrong (CapSouth Wealth Management); Melissa Bushman (AltruVista); and Nicole Parsons (Hawkins Wealth Management).