Greenville | Business Summit 2019

Conversations Smart Businesses Should Have Now
Agenda
Economic Update
- Dr. Scott Baier, Economics Professor | Clemson University
Accounting & Auditing Update
(breakout sessions for not-for-profit organizations as well as for-profit entities)
- Aaron Parris, Partner | Cherry Bekaert
- Roselle Bonnoitt, Director | Cherry Bekaert
Tax Update
(breakout sessions for not-for-profit organizations as well as for-profit entities)
- Mark Cooter, Partner | Cherry Bekaert
- Terri Antley, Partner | Cherry Bekaert
- Rachel Gibbons, Manager | Cherry Bekaert
Economic Development in South Carolina
- John Lummus, President/CEO | Upstate SC Alliance
Sales Tax: One Year Post-Wayfair. Where Are We Now?
- Kathleen Holston, Director | Cherry Bekaert
International Tax Reform
- William Hooker, Director | Cherry Bekaert
Operate, Acquire, Exit… Role & Risks of Information Technology
- Toby Stansell, COO | THInc.IT
Reward Employees While Maximizing Tax Benefits and Limiting Employment Taxes
- Deborah Walker, Director | Cherry Bekaert
CPE Accreditation
Prerequisites | None
Advanced Preparation | None
Hours of CPE | 6 Hours*
Deliver Method | Group Live
Program Level | Basic
CPE Category | Accounting, Auditing, Taxes, Business Management & Organization
*Cherry Bekaert 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 its website. | www.learningmarket.org
Cherry Bekaert Continuing Professional Education: Statement of Administrative Policies
Complaint Resolution Policy
Cherry Bekaert will make every effort to provide the best training courses possible. In the event participants are not completely satisfied with the training course and wish to file a complaint, please contact Cate Miller at cate.miller@cbh.com or 704.940.2661 within 10 business days of the event. Information about the course such as date, location, instructor and nature of complaint must be provided. Complaints may also be made in writing to: Cherry Bekaert LLP, 6806 Paragon Place, Suite 310, Richmond, VA 23230, ATTN: Cate Miller
Record Retention Policy
Cherry Bekaert will retain all Continuing Professional Education (CPE) documents for five years from training course date. These records will include:
- Course outline
- Course content and handouts
- Sign in sheets
- Dates and locations of training courses
- Instructor credentials
- Course evaluations
- CPE certificates stating amount of recommended CPE credit
Refund and Cancellation Policy
Cherry Bekaert reserves the right to cancel or reschedule any training courses up to 10 business days prior to the date of the event. Full refunds will be provided to registered course participants if the course is cancelled or if participants are unable to attend the rescheduled event.
Participants who must to cancel their course registration 10 or more business days in advance of the event must contact Cate Miller to receive a full refund of all fees paid. Participants who must cancel their registration within 10 business days of the event, will not receive a refund.