CFO Retreat

October 29-30, 2015


Day One: Thursday, October 29, 2015

9:15 a.m. Continental Breakfast & Registration Welcome, Introductions & Overview of the Retreat Diane Berty, VP, TICUA

9:30 a.m. Platinum Level Sponsor and Retreat Host – Renasant Bank

9:45 a.m. State and National Legislative Update Claude Pressnell, President, TICUA

10:45 a.m. The Coalition for College Cost Savings Update Harry Goldberg, President, CCCS

11:45 a.m. Platinum Level Sponsor – BKD CPAs & Advisors

12:00 p.m. Lunch

12:45 p.m. EPA and OSHA Compliance Tad A. Goetcheus, PE, Vice President, HRP Associates, Inc.

1:15 p.m. Platinum Level Sponsor – Metz Culinary Management

1:30 p.m. Legal Update Waller Lansden Dortch & Davis Law. LLC Waverly Crenshaw, Jr. Partner & Ex Officio Member, TICUA Board of Directors

3:30 p.m. ACA Compliance: Immediate and Not too Distant Threats Gregg Conroy, Executive Director, TICUA Benefit Consortium

4:15 p.m. - 5:45 p.m. Networking Reception Renasant Bank Retreat Sponsors have been Invited to Attend

Day Two: Friday, October 30, 2015

8:00 a.m. Breakfast

8:30 a.m. Your Date with EDGAR: EDGAR Part 86 – The Drug Free Schools & Communities Act Diane Berty, VP

9:30 a.m. Platinum Level Sponsor -- LBMC Companies

9:45 a.m. Captive Insurance: The Current Climate in Tennessee Michael A. Corbett, Director, Captive Insurance Section, Department of Commerce and Insurance, State of Tennessee

10:30 a.m. Platinum Level Sponsor – TriStar Bank

10:45 a.m. OnPlanU: Proactively Managing “Pre-Collect” Student Accounts Jeff Porter and Judi Flink, OnPlan U

11:45 a.m. CFO and HR Roundtables

12:30 p.m. Wrap-Up