You will be able to validate your attendance (Check-In to sessions) using your personal schedule.
Friday September 4, 2026 1:00pm - 2:00pm EDT
Speakers 
Business Access Advisor, U.S. Bank
Norlynn Story, is a seasoned banking professional with over 20 years of experience, having advanced from a teller position to become a trusted expert in the financial industry. Over the years, she has navigated the evolving landscape of banking with dedication and passion, continuously learning...
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Owner & Principal Consultant, Ascend Financial Consulting
Partner, Coleman, Trillow & Associates
Primarily helping business owners, sales professionals and consultants, Josh’s practice centers on the implementation of comprehensive, strategic financial planning with a focus on tax strategies, risk management and optimized wealth accumulation. Outside of the office, you can...
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Owner, Savvy Girl Tax
AShira Nelson, CPA, is the owner of Savvy Girl Tax and a 15-year veteran of tax and accounting, with a passion for helping small business owners build on a strong financial foundation.
