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PRODID:-//ChamberMaster//Event Calendar 2.0//EN
METHOD:PUBLISH
X-PUBLISHED-TTL:P3D
REFRESH-INTERVAL:P3D
CALSCALE:GREGORIAN
BEGIN:VEVENT
DTSTART:20251021T140000Z
DTEND:20251021T190000Z
X-MICROSOFT-CDO-ALLDAYEVENT:FALSE
SUMMARY:Finance in Construction Summit (10.21.25)
DESCRIPTION:Stay ahead of a shifting economy in a focused\, half-day summit built for construction companies. Get what you need now and what's coming next with classes on short-term tactics and resources as well as long-term strategies and evolving issues across construction finance.\n\nPresenters: Aldrich CPAs + Advisors LLP\; CLA (CliftonLarsonAllen LLP)\; Corporate Capital Inc.\; CUI Wealth Management\; Eide Bailly\; Granite Canyon Wealth\; Larson CPA\; Northwestern Mutual\; WSRP\n\n	\n		\n			Session 1\n			Leveraging Retirement Plans to Solve Labor Challenges\n		\n		\n			CUI Wealth Management\n		\n		\n			Michael Sayre\n		\n		\n			AI 101: A Practical Introduction to Artificial Intelligence in Construction\n		\n		\n			Eide Bailly\n		\n		\n			Nick Mortensen\, MISM\n		\n		\n			Building Wealth in a New Era: Navigating OBBBA\, M&A and Tax Strategies for Contractors\n		\n		\n			CLA (CliftonLarsonAllen LLP)\n		\n		\n			Brendan Sullivan\; Matt Bartholomew\; Jeff Walker\; Rich Haubrich\, CPA\; Brian Bevan\, CFPA\; Byron DeStigter\, CPA\n		\n		\n			Update on the One Big Beautiful Bill\n		\n		\n			WSRP\n		\n		\n			Bruce Gulso\, CPA\, CVA\n		\n		\n			 \n			 \n		\n		\n			Session 2\n			Elevating Your Employees Financial Understanding Is an Investment Worth Making\n		\n		\n			Granite Canyon Wealth\n		\n		\n			Megan Palazzo\n		\n		\n			Retirement Group Benefits & Key Employee Planning\n		\n		\n			Northwestern Mutual (High country Wealth Management Team)\n		\n		\n			Casey Smoot\; Skyler Burton\n		\n		\n			Nailing Down the Numbers: Constructions Guide to the One Big Beautiful Tax Act\n		\n		\n			Aldrich CPAs + Advisors LLP\n		\n		\n			Jeremy McAdams\n		\n		\n			Taxes\, Business Protections and the New "Big and Beautiful Bill"\n		\n		\n			Corporate Capital Inc.\n		\n		\n			Brent Carlson\; Derk Kapp\n		\n		\n			 \n			 \n		\n		\n			Session 3\n			How the 2008 Financial Crisis\, Covid Policy\, Wall Street\, and the Tech Industry Are Impacting Utah Contractors Today and How to Take Advantage of the Opportunity\n		\n		\n			Granite Canyon Wealth\n		\n		\n			Megan Palazzo\n		\n		\n			High country Horizons: Business Continuity and Estate Tax Mitigation\n		\n		\n			Northwestern Mutual (High country Wealth Management Team)\n		\n		\n			Casey Smoot\; Skyler Burton\n		\n		\n			Before the Fall: How to Spot and Stop Financial Failure in Construction\n		\n		\n			Aldrich CPAs + Advisors LLP\n		\n		\n			Jeremy McAdams\n		\n		\n			Everything You Need to Know: One Big Beautiful Bill Act\n		\n		\n			Larson CPA\n		\n		\n			Craig Swindlehurst\, CPA
X-ALT-DESC;FMTTYPE=text/html:<span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Stay ahead of a shifting economy in a focused\, half-day summit built for construction companies. Get what you need now and what&rsquo\;s coming next with classes on short-term tactics and resources as well as long-term strategies and evolving issues across construction finance.</span></span></span><br />\n<span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Presenters: Aldrich CPAs + Advisors LLP\; CLA (CliftonLarsonAllen LLP)\; Corporate Capital Inc.\; CUI Wealth Management\; Eide Bailly\; Granite Canyon Wealth\; Larson CPA\; Northwestern Mutual\; WSRP</span></span></span>\n<table border="0" cellpadding="0" cellspacing="0" style="width:599px\;border-collapse:collapse\;box-sizing:border-box\;border-spacing:0px\;" width="599">\n	<tbody>\n		<tr style="height:15px\;">\n			<td nowrap="nowrap" rowspan="12" style="width:64px\;border:solid windowtext 1.0pt\;border-bottom:solid black 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:15px\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Session 1</span></span></span></td>\n			<td style="width:535px\;border-top:solid windowtext 1.0pt\;border-left:none\;border-bottom:none\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:15px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Leveraging Retirement Plans to Solve Labor Challenges</span></span></span></td>\n		</tr>\n		<tr style="height:20px\;">\n			<td style="width:535px\;border:none\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:20px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">CUI Wealth Management</span></span></span></td>\n		</tr>\n		<tr style="height:21px\;">\n			<td style="width:535px\;border-top:none\;border-left:none\;border-bottom:solid windowtext 1.0pt\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:21px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Michael Sayre</span></span></span></td>\n		</tr>\n		<tr style="height:20px\;">\n			<td style="width:535px\;border:none\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:20px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">AI 101: A Practical Introduction to Artificial Intelligence in Construction</span></span></span></td>\n		</tr>\n		<tr style="height:20px\;">\n			<td style="width:535px\;border:none\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:20px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Eide Bailly</span></span></span></td>\n		</tr>\n		<tr style="height:21px\;">\n			<td style="width:535px\;border-top:none\;border-left:none\;border-bottom:solid windowtext 1.0pt\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:21px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Nick Mortensen\, MISM</span></span></span></td>\n		</tr>\n		<tr style="height:40px\;">\n			<td style="width:535px\;border:none\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:40px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Building Wealth in a New Era: Navigating OBBBA\, M&amp\;A and Tax Strategies for Contractors</span></span></span></td>\n		</tr>\n		<tr style="height:20px\;">\n			<td style="width:535px\;border:none\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:20px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">CLA (CliftonLarsonAllen LLP)</span></span></span></td>\n		</tr>\n		<tr style="height:41px\;">\n			<td style="width:535px\;border-top:none\;border-left:none\;border-bottom:solid windowtext 1.0pt\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:41px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Brendan Sullivan\; Matt Bartholomew\; Jeff Walker\; Rich Haubrich\, CPA\; Brian Bevan\, CFPA\; Byron DeStigter\, CPA</span></span></span></td>\n		</tr>\n		<tr style="height:20px\;">\n			<td style="width:535px\;border:none\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:20px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Update on the One Big Beautiful Bill</span></span></span></td>\n		</tr>\n		<tr style="height:20px\;">\n			<td style="width:535px\;border:none\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:20px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">WSRP</span></span></span></td>\n		</tr>\n		<tr style="height:21px\;">\n			<td style="width:535px\;border-top:none\;border-left:none\;border-bottom:solid windowtext 1.0pt\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:21px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Bruce Gulso\, CPA\, CVA</span></span></span></td>\n		</tr>\n		<tr style="height:15px\;">\n			<td nowrap="nowrap" style="width:64px\;padding:.75pt .75pt .75pt .75pt\;height:15px\;vertical-align:bottom\;">&nbsp\;</td>\n			<td style="width:535px\;padding:.75pt .75pt .75pt .75pt\;height:15px\;vertical-align:bottom\;">&nbsp\;</td>\n		</tr>\n		<tr style="height:15px\;">\n			<td nowrap="nowrap" rowspan="12" style="width:64px\;border:solid windowtext 1.0pt\;border-bottom:solid black 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:15px\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Session 2</span></span></span></td>\n			<td style="width:535px\;border-top:solid windowtext 1.0pt\;border-left:none\;border-bottom:none\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:15px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Elevating Your Employees Financial Understanding Is an Investment Worth Making</span></span></span></td>\n		</tr>\n		<tr style="height:20px\;">\n			<td style="width:535px\;border:none\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:20px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Granite Canyon Wealth</span></span></span></td>\n		</tr>\n		<tr style="height:21px\;">\n			<td style="width:535px\;border-top:none\;border-left:none\;border-bottom:solid windowtext 1.0pt\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:21px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Megan Palazzo</span></span></span></td>\n		</tr>\n		<tr style="height:20px\;">\n			<td style="width:535px\;border:none\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:20px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Retirement Group Benefits &amp\; Key Employee Planning</span></span></span></td>\n		</tr>\n		<tr style="height:20px\;">\n			<td style="width:535px\;border:none\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:20px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Northwestern Mutual (High country Wealth Management Team)</span></span></span></td>\n		</tr>\n		<tr style="height:21px\;">\n			<td style="width:535px\;border-top:none\;border-left:none\;border-bottom:solid windowtext 1.0pt\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:21px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Casey Smoot\; Skyler Burton</span></span></span></td>\n		</tr>\n		<tr style="height:20px\;">\n			<td style="width:535px\;border:none\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:20px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Nailing Down the Numbers: Constructions Guide to the One Big Beautiful Tax Act</span></span></span></td>\n		</tr>\n		<tr style="height:20px\;">\n			<td style="width:535px\;border:none\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:20px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Aldrich CPAs + Advisors LLP</span></span></span></td>\n		</tr>\n		<tr style="height:21px\;">\n			<td style="width:535px\;border-top:none\;border-left:none\;border-bottom:solid windowtext 1.0pt\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:21px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Jeremy McAdams</span></span></span></td>\n		</tr>\n		<tr style="height:20px\;">\n			<td style="width:535px\;border:none\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:20px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Taxes\, Business Protections and the New &ldquo\;Big and Beautiful Bill&rdquo\;</span></span></span></td>\n		</tr>\n		<tr style="height:20px\;">\n			<td style="width:535px\;border:none\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:20px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Corporate Capital Inc.</span></span></span></td>\n		</tr>\n		<tr style="height:21px\;">\n			<td style="width:535px\;border-top:none\;border-left:none\;border-bottom:solid windowtext 1.0pt\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:21px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Brent Carlson\; Derk Kapp</span></span></span></td>\n		</tr>\n		<tr style="height:15px\;">\n			<td nowrap="nowrap" style="width:64px\;padding:.75pt .75pt .75pt .75pt\;height:15px\;vertical-align:bottom\;">&nbsp\;</td>\n			<td style="width:535px\;padding:.75pt .75pt .75pt .75pt\;height:15px\;vertical-align:bottom\;">&nbsp\;</td>\n		</tr>\n		<tr style="height:30px\;">\n			<td nowrap="nowrap" rowspan="12" style="width:64px\;border:solid windowtext 1.0pt\;border-bottom:solid black 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:30px\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Session 3</span></span></span></td>\n			<td style="width:535px\;border-top:solid windowtext 1.0pt\;border-left:none\;border-bottom:none\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:30px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">How the 2008 Financial Crisis\, Covid Policy\, Wall Street\, and the Tech Industry Are Impacting Utah Contractors Today and How to Take Advantage of the Opportunity</span></span></span></td>\n		</tr>\n		<tr style="height:20px\;">\n			<td style="width:535px\;border:none\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:20px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Granite Canyon Wealth</span></span></span></td>\n		</tr>\n		<tr style="height:21px\;">\n			<td style="width:535px\;border-top:none\;border-left:none\;border-bottom:solid windowtext 1.0pt\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:21px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Megan Palazzo</span></span></span></td>\n		</tr>\n		<tr style="height:20px\;">\n			<td style="width:535px\;border:none\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:20px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">High country Horizons: Business Continuity and Estate Tax Mitigation</span></span></span></td>\n		</tr>\n		<tr style="height:20px\;">\n			<td style="width:535px\;border:none\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:20px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Northwestern Mutual (High country Wealth Management Team)</span></span></span></td>\n		</tr>\n		<tr style="height:21px\;">\n			<td style="width:535px\;border-top:none\;border-left:none\;border-bottom:solid windowtext 1.0pt\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:21px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Casey Smoot\; Skyler Burton</span></span></span></td>\n		</tr>\n		<tr style="height:20px\;">\n			<td style="width:535px\;border:none\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:20px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Before the Fall: How to Spot and Stop Financial Failure in Construction</span></span></span></td>\n		</tr>\n		<tr style="height:20px\;">\n			<td style="width:535px\;border:none\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:20px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Aldrich CPAs + Advisors LLP</span></span></span></td>\n		</tr>\n		<tr style="height:21px\;">\n			<td style="width:535px\;border-top:none\;border-left:none\;border-bottom:solid windowtext 1.0pt\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:21px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Jeremy McAdams</span></span></span></td>\n		</tr>\n		<tr style="height:20px\;">\n			<td style="width:535px\;border:none\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:20px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Everything You Need to Know: One Big Beautiful Bill Act</span></span></span></td>\n		</tr>\n		<tr style="height:20px\;">\n			<td style="width:535px\;border:none\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:20px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Larson CPA</span></span></span></td>\n		</tr>\n		<tr style="height:21px\;">\n			<td style="width:535px\;border-top:none\;border-left:none\;border-bottom:solid windowtext 1.0pt\;border-right:solid windowtext 1.0pt\;padding:.75pt .75pt .75pt .75pt\;height:21px\;vertical-align:bottom\;"><span style="color:black\;"><span style="font-family:century gothic\,sans-serif\;"><span style="font-size:11.0pt\;">Craig Swindlehurst\, CPA</span></span></span></td>\n		</tr>\n	</tbody>\n</table>\n
LOCATION:AGC Training Center Auditorium 2229 South 1070 West Salt Lake City UT 84119
UID:e.3104.15166
SEQUENCE:3
DTSTAMP:20260519T112052Z
URL:https://members.agc-utah.org/events/details/finance-in-construction-summit-10-21-25-15166
END:VEVENT

END:VCALENDAR