Join Us for the 2025 SRA Symposium

September 29th - October 1st, 2025

Hotel Renegade, 1110 W Grove St, Boise, ID 83702

Join us at the 2025 SRA Symposium

The recent years have demonstrated the critical importance of 831(b) Plans, paving the way for their adoption as a business standard.

We are thrilled to host The 2025 SRA SYMPOSIUM in Boise, Idaho. This exclusive, three-day, invitation-only event is tailored for trusted business advisors eager to explore SRA’s expertise in administering 831(b) Plans. All event expenses are covered by SRA, including lodging, meals, and activities. Attendees are responsible only for their travel to and from Boise.

This year, we’re elevating the experience with 1.5 Continuing Professional Education (CPE) credits through NASBA, reaffirming our commitment to professional growth.

First-time attendees are given priority access, but returning partners are welcome as well. Space is limited, don’t miss this opportunity to deepen your understanding of 831(b) Plans. Complete the registration form below to request your invitation now.

JOIN US

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AGENDA
1
September 29, 2025
ARRIVAL & REGISTRATION
All DayHotel Renegade
WELCOME RECEPTION & DINNER
Experience the Boise State Blue Football Field at an exclusive dinner with networking5 - 7 pmStueckle Sky Center, 1200 W University Dr, Boise, ID 83706
DOCUMENTARY PREMIERE
Join us for the unveiling of an SRA-commissioned painting by artist Robert Copple and a documentary about its creation.7 pmStueckle Sky Center, 1200 W University Dr, Boise, ID 83706
2
September 30, 2025
CPE PRESENTATION
(optional) Earn 1.5 CPE Credits through NASBA7:30 am - 9:00 amHotel Renegade
EDUCATION & BREAKOUTS
State of SRA, Claims & Pools, 831(b) Institute, Legal Discussion and more9:30 am - 4:00 pmHotel Renegade
APPRECIATION DINNER
Join us for an iconic steakhouse dinner with dueling pianos6:00 - 9:00 pmThe Brickyard, 601 W Main St, Boise, ID 83702
3
October 1, 2025
PANEL DISCUSSION
9:30 - 10:50 amHotel Renegade
GUEST SPEAKER DR. ROGER HALL
Dr. Roger Hall is a licensed psychologist, executive coach, and author who helps leaders and organizations improve performance by transforming their thinking. With a Ph.D. in Psychology from The Ohio State University, he has coached entrepreneurs, Fortune 20 executives, and professionals in high-trust industries for over two decades. Through speaking, writing, and coaching, Dr. Hall uses his gift for communication to influence lives and create lasting impact.11:00 am - 12:30 pmHotel Renegade
NETWORKING LUNCH
Close out the Symposium at a Classic Supper Club with Celebrity Guest Speaker, David Meltzer12:30 pm - 2:00 pmBaraboo Supper Club @ Hotel Renegade

AGENDA

1

September 29, 2025

ARRIVAL & REGISTRATION

All Day

Hotel Renegade

WELCOME RECEPTION & DINNER

Experience the Boise State Blue Football Field at an exclusive dinner with networking

5 - 7 pm

Stueckle Sky Center, 1200 W University Dr, Boise, ID 83706

DOCUMENTARY PREMIERE

Join us for the unveiling of an SRA-commissioned painting by artist Robert Copple and a documentary about its creation.

7 pm

Stueckle Sky Center, 1200 W University Dr, Boise, ID 83706

2

September 30, 2025

CPE PRESENTATION

(optional) Earn 1.5 CPE Credits through NASBA

7:30 am - 9:00 am

Hotel Renegade

EDUCATION & BREAKOUTS

State of SRA, Claims & Pools, 831(b) Institute, Legal Discussion and more

9:30 am - 4:00 pm

Hotel Renegade

APPRECIATION DINNER

Join us for an iconic steakhouse dinner with dueling pianos

6:00 - 9:00 pm

The Brickyard, 601 W Main St, Boise, ID 83702

3

October 1, 2025

PANEL DISCUSSION

9:30 - 10:50 am

Hotel Renegade

GUEST SPEAKER DR. ROGER HALL

Dr. Roger Hall is a licensed psychologist, executive coach, and author who helps leaders and organizations improve performance by transforming their thinking. With a Ph.D. in Psychology from The Ohio State University, he has coached entrepreneurs, Fortune 20 executives, and professionals in high-trust industries for over two decades. Through speaking, writing, and coaching, Dr. Hall uses his gift for communication to influence lives and create lasting impact.

11:00 am - 12:30 pm

Hotel Renegade

NETWORKING LUNCH

Close out the Symposium at a Classic Supper Club with Celebrity Guest Speaker, David Meltzer

12:30 pm - 2:00 pm

Baraboo Supper Club @ Hotel Renegade

About our Presenters

presenter0

DR. ROGER HALL

BUSINESS PSYCHOLOGIST

presenter1

DAVID MELTZER

ENTREPRENEUR, AUTHOR, & PHILANTHROPIST

presenter2

VAN CARLSON

FOUNDER & CEO, SRA 831(b) ADMIN

presenter3

BRANDON KEIM

TAX ATTORNEY, FRAZER RYAN GOLDBERG & ARNOLD LLP

presenter4

NATE REZNICEK

PRESIDENT & PRINCIPAL CONSULTANT, CAPTIVES.INSURE

presenter5

PETER DAWSON

831(b) INSTITUTE ADVISOR

presenter6

DUSTIN CARLSON, CPCU

PRESIDENT, SRA 831(b) ADMIN

presenter7

STEPHANIE FORBES, CIC, CPIW, AINS, AFIS

PRESIDENT, INSUREDGE GROUP

presenter8

GINA MCGUAGHEY

SECOND CHIEF, MODOC NATION PRESIDENT & GENERAL MANAGER, WALGA

presenter9

JOE ANDERSON, CPCU, AFSB, ARM, CBRA

PRESIDENT, FORTIFY RISK MANAGEMENT

presenter10

MAGGI LAZARUS

FEDERAL RELATIONS VICE CHAIR, OF COUNSEL

presenter11

DEMAREE DONAGHU

VICE PRESIDENT, LS2 GROUP

presenter12

COLIN GORTON

SENIOR ACCOUNT MANAGER, LS2 GROUP

presenter13

BRIAN VAN CAMP

MANAGING PARTNER & DIRECTOR OF TAX STRATEGY, LINKED ACCOUNTING

WHAT YOU CAN EXPECT....

Don't take our word for it. Hear & see why past attendees feel the SRA Symposium is such an important event.

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All Rights Reserved