Bringing together trusted advisors every business owner needs — but rarely gets in the same room.

This symposium is about bringing enterprise-level solutions to small and medium-sized businesses. Attendees will hear from a tech advisor on building secure, scalable IT systems; a bookkeeper/controller/vCFO on strengthening financial oversight and strategic decision-making; and a direct primary care doctor on group medical options that make quality healthcare accessible and affordable for business owners and their teams. Rather than treating these as separate concerns, the symposium frames them as three interconnected pillars of a resilient, well-run business — helping owners walk away with practical next steps across all three areas.