Southeast Sub-Regional Meeting – Spring 2025
Sub-regional meetings give firms an opportunity to get together to discuss some of the biggest issues they are facing and develop solutions through facilitated group discussions. The topics for this meeting are:
- Recruiting and Retention
- Business Dev & Marketing
- Project Management
Learning Objectives
- Work through problems in a facilitated group discussion setting to come up with new solutions
- Learn what comparable firms are doing to address these issues
- Discover new tools for streamlining processes
- Review benchmarks and best practices for recruiting and retention
AGENDA
Monday, May 5
| 11:00a – 12:00p | Registration/Lunch |
| 12:00 – 4:30p | Meeting |
| ~6:00p | Braves Game (transportation, ticket, and concession voucher included) |
Tuesday, May 6
| 8:00a – 12:00p | Meeting |
| 12:00 – 1:00p | Lunch |
| 1:00 – 3:00p | Meeting |
| 3:00p | Adjourn |
HOTEL INFORMATION
AC Hotel Atlanta Buckhead at Phipps Plaza
3600 Wieuca Road NE
Atlanta, GA 30326
Room rate: $174/night (This rate is good for arrivals up to 3 days before the event and departures 3 days after the event.)
Reserve by: April 19
RESERVE YOUR ROOM
PROGRAM INFORMATION
Registration Fee: $850/person
Note: This includes CPE, ticket to Braves game, concession voucher, transportation to/from game, lunches
CPE: This program will qualify for up to 11 hours of CPE credit
Field of Study: Personal Development
Clark Schaefer Strategic HR
| Mary is a Senior Human Resources Business Advisor with Clark Schaefer Strategic HR. Leveraging her HR leadership experiences in for-profit, non-profit, and government organizations, she excels in providing a wide range of HR support from daily human resources activities to the strategic. She is passionate about building and nurturing inclusive company cultures while maintaining efficient and compliant HR processes. Mary has 15 years of HR management experience serving small, mid-sized, and large organizations spanning a variety of industries including financial services, healthcare, manufacturing, government, and retail. Throughout the course of her career, she has specialized in being a Strategic HR partner to clients while providing day-to-day assistance with employee-related tasks. |  |
ValueScope
Ben Westcott performs advanced financial analysis and business appraisals, prepares written reports, presentations, and provides expert opinions for clients. During his time with ValueScope, Mr. Westcott has specialized in business valuations, advanced financial modeling, Monte Carlo simulation, analysis of distressed debt, derivative valuation using option pricing methodologies, and advising companies on mergers and acquisitions and strategic partnership opportunities. Prior to joining ValueScope, Mr. Westcott received his MBA from Texas Christian University where he served as the head of the William C. Conner Investment Fund. Mr. Westcott has significant experience within the hospitality, food and beverage, and retail industries. Mr. Westcott also spent time with a local endowment fund where he worked with numerous private equity, hedge fund, debt, and venture capital fund managers. |  |
Note: This event is open to firms in the Southeast Sub-Region. For more information or questions about sub-regional meetings, email Misean Reed.
AGN 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.nasbaregistry.org.