Here to Help
CPA’s Guide
To Surety Bonding
Speakers: Terry Thompson & Hal Averette
Date: 12/02/2026
Time: 8:00 AM – 8:30AM Registration, 8:30 AM – 11:00AM Discussion
Location: Raleigh Country Club
Topics:
- Surety Fundamentals vs Insurance
- Types of Contract & Commercial Bonds
- Underwriting & the Prequalification Process
- Financial Analysis & Key Ratios
- Work in Progress (WIP) Diagnostics
- Navigating Tax Minimization vs. Bond Capacity
- Bond Life Cycle & Claims Handling
Protecting Your Mission
Policies, Leadership & Succession Planning
Speakers: James Forrest & Andy Andrews
Date: 12/9/2026
Time: 8:00 AM – 8:30AM Registration, 8:30 AM – 10:00AM Discussion
Location: Raleigh Country Club
Topics:
- Children’s Policies & Crisis Management Plan
- Employee Handbooks
- Conflict of Interest Policies
- Board Roles & Responsibilities
- Succession Planning
More Events Coming Soon…
We strive to host monthly roundtables on topics of interest to business owners utilizing outside experts. Roundtables are typically held on the 2nd or 3rd Thursday of the month, but dates/times may vary depending on outside expert availability. The prior are known, upcoming events – but others are often in the works. If there is a topic that interests you, please let us know. If you would like to be notified of future events, please send us an email with that request.
Suggestions Welcome!
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