2019 Fall Business Symposium
Fall Business Symposium
Renaissance-Baton Rouge, 9;30am-2:30pm (cocktail reception following)
The CYA 360 Fall Business Symposium is a half day event that provides you access to professional experts who will discuss inherent risks to businesses in the areas of tax, law, finance, investment markets, retirement plan administration, risk management and more….
Our assembled faculty of presenters will help you identify and develop strategies to navigate these risks to your business, giving you confidence and assurance that you are being proactive in protecting your biggest asset.
Are You Covered? Our half-day Fall Business Symposium addresses common threats to businesses and ways to mitigate those threats. Our line-up of topics includes: Cyber Security, Financial Planning, Business Exit Strategies, Estate Planning, Risk Management, and Fiduciary Liability.
Our Keynote Speaker is Craig Columbus, the founder and CEO of Columbus Macro, LLC, a Pittsburgh-based global asset manager serving institutions, government entities, and financial advisers. Columbus, who has been seen as a guest television contributor on networks like CNBC, will present “Investing in the Misinformation Age”.
10:00am- Developing Your “Walk Away” Financial Plan, Pete Bush Horizon Financial Group
10:30am- Practical Cybersecurity Advice for Business Owners, David Patron, Phelps Dunbar
11:00am- Business Risk Solutions, Steve Allison, BXS Insurance
11:30am- Investing in the Misinformation Age, Craig Columbus, Columbus Macro (keynote/ lunch)
1:00pm- The #1 Concern Business Owners Have About Selling Their Business, John Blackstock, B2B CFO
1:30pm- Buy – Sell Agreements: Conveying Control not Chaos, Mark Fry, Phelps Dunbar
2:00pm- Avoiding the Hidden Minefields in Your Company Retirement Plan, Melissa Terito, Sentinel Pension & Andy Bush, Horizon Financial Group
2:30pm- Closing Remarks
2:45pm-Cocktail Reception-Tallulah Bar
This event is ideal for HR professionals, CFOs, CEOs, Business Owners, Company Retirement Plan Sponsors, and other professionals.
Tickets are only $25, lunch and cocktails included.
Attendance is limited to the first 100 to register.
Each attendee will receive a complimentary copy of The Exit Strategy Handbook.
Renaissance-Baton Rouge, 7000 Bluebonnet Blvd, Baton Rouge, LA 70810
Craig Columbus is the founder and CEO of Columbus Macro, LLC, a Pittsburgh-based global asset manager serving institutions, government entities, and financial advisers. He oversees the firm’s investment decision-making and is a popular conference speaker and television guest. He is known for identifying key macro trends and distilling complex policy analysis in an accessible manner.
Mr. Columbus has held a variety of CEO roles over the last twenty years, leading Cetera’s Tower Square Investment Management, First Allied Asset Management, and the financial algorithm provider Scorelab, Inc. He previously served as a professor and department chair at Pennsylvania’s Grove City College. Mr. Columbus earned his BA in economics from Loyola University, an MBA from Penn State University, a JD from Indiana University, and an MA in Emergency Management and Homeland Security Policy from Arizona State University.
Mark Fry represents individuals and business entities in the areas of business formations, transactions, and operations. As a Louisiana Board Certified Legal Specialist in Estate Planning and Administration, he handles a full range of estate and wealth preservation planning needs as well as the administration and settlement oftrusts and successions. As a Certified Public Accountant (inactive) with a background in finance, Mark has a keen understanding of client needs in the various areas of business and individual tax planning, as well as client needs in pursuing tax efficient business formations, mergers and acquisitions. He works with private entities and tax-exempt organizations to ensure proper business succession planning, and to develop planned charitable giving strategies. Within his trusts and estates practice, Mark works with clients to implement strategies for long-term life planning for physically or mentally disabled adults and children, including the development and implementation of special needs and supplemental care trusts.
Mark also practices in the area of entertainment law and has represented a number of local, independent film makers and assisted with a variety of contract matters for directors and executive producers.
Pete Bush, CFP® is the CEO, a co-founder and Partner of Horizon Financial Group,
based in Baton Rouge, Louisiana. He has been in the financial services industry
since 1991, focusing his career on assisting successful individuals across many
walks of life with their personal financial management. His clients include
business owners and executives, medical and legal professionals, retired
couples and individuals, and professional athletes.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Registered
Principal with Cetera Advisors. For the past seven years, Pete has been one of
seven advisors selected by the Cetera Advisors, LLC President/CEO to serve as
a member of the President’s Advisory Council, a group counted on for
leadership initiatives within the company. In addition, Pete serves on several
committees for the broker dealer holding company, Cetera Financial Group.
His professional licenses and registrations include the Series 7, 24, 63, 65, 51
and Life, Health and Disability Insurance. He is a member of the Financial
Planning Association (FPA) and the Financial Services Institute. Under his
leadership, Horizon was selected as a member of the “LSU 100” in 2011 – 2019 and is recognized as one of the top 100 fasted growing Tiger owned or
managed companies in the world.*
Melissa joined Faulk & Winkler in 2009 and was promoted to Partner in 2016. She currently oversees more than 200 plans with total assets equaling more than $350 million. Providing simplicity through the integration of payroll systems and employee benefit plans is her core area of focus.
As Partner, Melissa’s primary role is to assist clients with the design and implementation of 401(k) plans within our pension division, Sentinel Pension, as well as to oversee the annual pension plan administration. Understanding client objectives and developing the right solutions are her principal goals.
Melissa is an LSU graduate and resides in Baton Rouge with her husband Patrick and their two dogs. They appreciate the local culture and flavor of the city, especially the culinary offerings. Away from the office, she enjoys running, reading, traveling and spending time with her adorable nephews.
David Patrón serves as the Practice Coordinator of the firm’s New Orleans Litigation Group where he manages one of the firm’s largest practice groups. With more than 20 years of legal experience, Mr. Patrón has established a solid reputation as a talented litigator who successfully represents businesses at all phases of litigation in state and federal courts throughout the Gulf South and beyond. Whether winning at trial or negotiating favorable settlements, he is a results-oriented lawyer whose legal successes have been recognized in several media outlets. For more than a decade, Mr. Patrón also has taught negotiation and advocacy as a law school adjunct faculty professor to more than a thousand law students, and he applies this experience in both courtrooms and boardrooms.
With a strong background in commercial litigation and deep experience in the energy sector, Mr. Patrón provides counsel to clients on a wide variety of complex legal issues, including antitrust and trade regulation, intellectual property, and employment law. Whether defending a breach of contract or prosecuting a breach of fiduciary duty, Mr. Patrón focuses on finding real world business solutions for his clients.
Andy has been a Financial Advisor for over 18 years. As a partner at Horizon Financial Group,Andy serves in two major capacities —Financial Advisor for a select group of individuals and families and head of our Retirement Plans Division as a Chartered Retirement Plans Specialist℠, Accredited Investment Fiduciary℠ and Professional Plan Consultant™ for businesses.
With progress and improvement in mind, Andy collaborates with business owners to identify their optimal plan design, evaluate the reasonableness of expenses, provide proactive service and monitor their fund offerings. He leads a team of advisors who work with participants to help them understand the reality of retirement and the need to actively plan and save. He was instrumental in developing the 401(k)onfidence System, Horizon’s proprietary system for providing ongoing education, guidance, communication and service to plan sponsors and their employees. The ultimate goal Andy and his team strive toward is helping plan sponsors and participants achieve greater confidence, clarity and direction with their retirement plan.
Andy is an active member of the Retirement Plans Advisory Council for Cetera Financial Group. This professional group of 12 advisors helps steer the service,offerings and education for all Cetera broker dealers and their advisors. He is active with the National Association of Plan Advisors. He was recently the only Louisiana advisor to meet with U.S. Congressmen to give insight and influence into upcoming retirement plan legislation. He was named a 2017 Top Defined Contribution Advisor by NAPA. He has been quoted locally in the Baton Rouge Business Report and nationally in Fiduciary News, National Financial Educators Council and The Street.*
John has experience as a CFO/Controller in industry, a CPA in public accounting and as an entrepreneur. His experience is very diverse within different industries encompassing many sizes and types of organizations. He has managed consolidated groups of companies, private investor groups, family offices, and closely-held organizations. He successfully managed and controlled a group of companies that had sales grow from $800 million to over $2 billion.
He has successfully developed and implemented numerous accounting and internal control systems, software installations/conversions, and tax, financial, and management reporting systems. All have had positive results in the controlling of operations, the efficient flow of timely and accurate information, improved cash management, and greater profitability. John has been involved with start-ups, reorganizations, mergers, acquisitions, and liquidations. He has vast experience overseeing cash management, banking relations, tax research, planning, and compliance, risk analysis, and staff supervision and training.
His focus is on improving profitability by
solid financial management. This includes the know how to analyze financial
information, proper planning with the use of budgets, projections, cash
management/forecasting, and controlling financial condition. He also builds
team effort through regular coaching, training, and cross-training. This
produces employee confidence and loyalty in which the workplace can be a source
of pride and satisfaction.
He is a Certified Business Transition ExpertTM, a Certified Public Accountant(CPA), Certified Information Technology Professional (CITP) and Chartered Global Management Accountant (CGMA). He is a member of the American Institute of
Certified Public Accountants (AICPA) and the Society of Louisiana
Certified Public Accountants (LCPA). John is also a member of The
Financial Executives Networking Group (FENG) and a member of the Association
for Corporate Growth (ACG).
Steve is President-Louisiana Region for BXS Insurance, Inc., with specific responsibility to manage the entire Louisiana Region. His management and oversight includes sales training , sales coaching, sales support and operational overview for the Louisiana Region. Steve’s duties also include routine business risk evaluations which include analyzing complete business operations from the hiring process thru operational purchasing as well as analysis of insured and un-insured risks and related loss exposures.
Steve is a Certified Public Accountant (CPA) and a Certified Risk Manager (CRM) and a Certified Insurance Counselor (CIC) with an extensive background in construction and manufacturing that includes more than 12 years with The Shaw Group, Inc. a large publicly traded construction company and 20 plus years with Hensel Phelps Construction and its related affiliates and subsidiaries. Experience includes public accounting, risk management, finance, divisional accounting and CFO duties, field operational management positions, and manufacturing company general management positions in pre-stressed concrete, fabricated steel, high security detentions systems and high security safe manufacturing.