Tampa Build Expo 2027 | Keynotes & Seminars

Outline:

I. Retirement Plan Marketplace Prior to the SECURE Act – 5 minutes

·       Overview of traditional retirement plan structures

·       Barriers to plan adoption for small and mid-sized employers

·       Cost, administrative complexity, and fiduciary concerns

II. Overview of the SECURE Act – 7 minutes

·       Legislative goals and background

·       Expansion of retirement plan access

·       Introduction of Multiple Employer Plans and tax incentives

III. SECURE Act 2.0: Key Enhancements and Implications – 8 minutes

·       Automatic enrollment provisions

·       Expanded tax credits and incentives

·       Increased compliance and administrative considerations

IV. Multiple Employer Plans (MEPs) – 7 minutes

·       Structure and operation of MEPs

·       Employer participation requirements

·       Fiduciary responsibilities under a MEP arrangement

V. Pooled Employer Plans (PEPs) – 7 minutes

·       Role of the Pooled Plan Provider (PPP)

·       Comparison of PEPs to traditional MEPs

·       Fiduciary delegation versus fiduciary retention

VI. Multiple Employer Aggregation Programs (MEAPs) – 6 minutes

·       Overview of Multiple Employer Aggregation Programs

·       Key differences from statutory MEPs and PEPs

·       Compliance and fiduciary considerations for participating employers

VII. Fiduciary Responsibilities of a Business Owner – 6 minutes

·       Definition of fiduciary responsibility under ERISA

·       Ongoing duties related to plan oversight and monitoring

·       Risk management and documentation best practices

VIII. Financial Advisors’ Role in Employer Retirement Plans – 4 minutes

·       Overview of advisory roles and services

·       Distinction between fiduciary and non-fiduciary functions

·       Collaboration between financial advisors and CPAs

APTing (Accentuate Positive Thinking) is a practical communication approach that helps leaders build stronger relationships, foster collaboration, and create more engaged teams. This session explores how communicating with positivity and intention increases trust, improves employee retention, and drives better business results. Participants will learn strategies for delivering clear, transparent, and empowering messages that inspire stronger performance and accountability. Drawing on leadership research and real-world examples, this course demonstrates how effective communication can increase productivity, strengthen workplace culture, and equip leaders to bring out the best in their teams.

Learning Outcomes:

• Increase team productivity through more effective communication. 
• Improve employee retention by building trust and engagement. 
• Empower employees with positive, transparent leadership communication. 
• Strengthen collaboration and create a more accountable workplace culture.

Inside this free Workshop, you'll discover:

The 4-week roadmap to become loan-ready
The 10-point Bank-Ready Scorecard
Tools to forecast cash flow & build a loan package
The exact documents banks want to see
 Insider tips from a former banker who’s approved $2B+ in loans and reviewed over 10,000 Financial Statements

– Who It's For:
  If you're a contractor who is doing $5M-$100M+...

1.      Feels the pinch on cash flow even though you are growing and profitable on paper. 

2.      Realizes that it takes capital to grow, but doesn't like to deal with lenders. 

3.      Has sacrificed their own compensation, while funneling profits back into the company to fund growth. 

Then this is for you.