Controlling Benefit Costs & Navigating Economic Shifts

• 5 :00 - 5:45 PM : Drinks, Dinner & Networking
• 5 :45 - 6:45 PM : 7 :00 - 8:00 PM: "Did You Know You Can Control The Cost Of Benefits While Improving Retention?" Presented by Scott Reed, Financial Advisor, Northwestern Mutual
• 6 :45 - 7:00 PM : Dessert & Networking Break
• 7 :00 - 8:00 PM: "Navigating Economic Shifts: What Your Banker Should Be Doing for You" presented by Steve Watts, Senior Vice President, Summit Bank

• Street Corn Caesar Salad
• Seasonal Roasted Veggies
• Jerk Chicken
• Jerk Cauliflower (VGN)
• Churros
• Assorted Soft Drinks

In today’s fast-paced financial landscape, artificial intelligence (AI) is transforming how organizations operate, allowing teams to streamline processes, improve accuracy, and gain a competitive edge. But what does AI actually look like in practice, and how can finance professionals start integrating AI into their daily work?

Join us for an engaging session where we’ll demystify AI and show you practical ways it can boost your organization’s efficiency. Whether you're just starting to explore AI or already familiar with it, this event will offer key insights and actionable strategies that you can implement right away.

Key Takeaways:

1. Exclusive info about a new healthcare offering in Metro area with a $0 deductible that
2. will also save money for employer and employees.
3. Case studies from real employers on similar plans.
4. Details on why this matters to employers from a valuation perspective.
5. Other tools: PLO equivalent plans, 401k PEP plan options, DPC

Who Should Attend? HR professionals, business leaders, and managers responsible for employee compensation and benefits programs.

About Scott Reed:

Scott Reed is a Financial Advisor with Northwestern Mutual who helps employers solve their biggest challenges. Scott loves his amazing wife Kim, and they enjoy being outside with their kids, grandkids and two dogs as much as possible. Scott is a bit of a benefit nerd, but his superpower is making complex solutions digestible and actionable. Scott finds a lot of joy in bringing great people together and finding long-term sustainable solutions.

With evolving financial trends and potential changes in the banking sector, it's more important than ever to make sure your banker is working proactively to support your business. The CPE-eligible presentation will equip you with the knowledge and strategies to help strengthen your banking relationship and stay prepared for future shifts.

Key Takeaways:

1. Understanding current banking environment
2. Potential for a recession and what happens in the banking sector
3. What your banker should be doing now
4. What can I do to prepare and safeguard my business?

Who Should Attend? Finance professionals, business leaders, managers and anyone looking to strengthen their understanding of banking strategies.

About Steve Watts:

Steve Watts is a Senior Vice President at Summit Bank. He has over 30 years of commercial banking experience. Steve earned his B.S. in Business Administration from Oregon State University and his graduate degree from Pacific Coast Banking School. Steve is an active member and past president of the Rotary Club of Portland and the former chair of its foundation, the Portland Rotary Charitable Trust. He is also a board member of the Meals on Wheels People.

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