2026 CONFERENCE
CONFERENCE SCHEDULE
The conference combines featured speakers, concurrent educational sessions, meals, refreshments, and dedicated networking opportunities.
Attendees can select from multiple breakout sessions throughout the day based on their professional interests.
Tuesday,
October 27, 2026
7:00 AM–6:00 PM
Westbank
Convention Center
Up to 7
CE Credit Hours
PLAN YOUR DAY
A Full Day of Education and Connection
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The Idaho Professional Roundtable brings together keynote presentations, accredited continuing education, breakout sessions, and dedicated networking opportunities in one thoughtfully designed day. Attendees can choose from multiple learning sessions throughout the conference, connect with fellow trusted advisors, and gain practical insights they can apply in their work and client relationships.
CONFERENCE AGENDA
7:30 - 8:30 AM | Registration & Morning Refreshments
Conference registration in the foyer with coffee, tea, water, and light refreshments.
7:30 - 8:45 AM | Vendor Visits
Connect with participating vendors and service providers offering resources, solutions, and expertise relevant to Idaho’s trusted advisor community. This is an opportunity to explore new partnerships, ask questions, and discover services that can support your clients and your practice.
8:45 - 8:59 AM | Welcome Intro - Senator Mike Crapo
Senator Mike Crapo will welcome attendees to the Idaho Professional Roundtable and share a brief video message highlighting the importance of informed professional leadership, continued education, and the role Idaho’s trusted advisors play in supporting businesses, families, and communities across the state.
9:00 - 10:00 AM | Opening Keynote - Joshua Reams
Navigating the Maze: Advanced Strategies for Medicaid, Elder Law & Long-Term Care Planning
Sessions
Financial Planning
Attorney
CPA
10:05 - 11:05 AM
Steve Sabol - Pacific Life
Beyond the Barn: Succession Planning for Farmers & Ranchers
Josh Searle - Searle Hart and Associates
The One Big Beautiful Bill Act: Key Highlights and Takeaways
Robert Couch - Parsons, Behle & Latimer
Corporate Best Practices: Common Mistakes Closely Held Businesses Make
11:10 - 12:10 PM
Trent Yost - Red Cedar Wealth Advisors
Social Security and Retirement Planning
Dan Packard - Cooper Norman
Secure 1.0 & Secure 2.0
John Osai - Idaho Trust Company
Estate Planning Insights
12:10 - 12:30 PM | Lunch
Enjoy a casual lunch. A comfortable midday break designed to refuel, relax, and continue conversations with fellow attendees.
12:30 - 1:30 PM | Lunch Keynote - Robert Spendlove
Robert Spendlove, Senior Economist for Zions Bank, will provide a clear and practical overview of current economic conditions, financial markets, demographic trends, and public policy developments. Known for making complex economic issues easy to understand, Robert will help attendees better interpret the forces shaping Idaho’s business environment and the broader economy.
Sessions
Financial Planning
Attorney
CPA
1:35 - 2:35 PM
Ben Fuhriman - Teton Crest Wealth
Behavioral Finance: The Psychology Behind Financial Decisions
Recognizing Bias, Managing Emotions, Helping Clients Make Better Choices
Dave Bagley - Raceen Olsen
Tax & Estate Planning
Robert Couch - Parsons, Behle & Latimer
Corporate Best Practices: Common Mistakes Closely Held Businesses Make
2:40 - 2:55 PM | Vendor Visits & Networking
Take time to connect with participating vendors, explore valuable products and professional services, and continue conversations with fellow attendees. This dedicated networking period is designed to encourage new relationships, resource sharing, and potential partnerships across Idaho’s trusted advisor community.
Sessions
Financial Planning
Attorney
CPA
3:00 - 4:00 PM
Steve Sabol - Pacific Life
Beyond the Barn: Succession Planning for Farmers & Ranchers
Dan Packard - Cooper Norman
Secure 1.0 & Secure 2.0
John Osai - Idaho Trust Company
Estate Planning Insights
4:05 - 5:05 PM
Ben Fuhriman - Teton Crest Wealth
Behavioral Finance: The Psychology Behind Financial Decisions
Recognizing Bias, Managing Emotions, Helping Clients Make Better Choices
Josh Searle - Searle Hart and Associates
The One Big Beautiful Bill Act: Key Highlights and Takeaways
Dave Bagley - Raceen Olsen
Tax & Estate Planning
5:10 - 6:10 PM
Round Table
Trent Yost, Dave Bagley, Dan Packard
Professional Collaboration & Using A.I. in Your Business
Round Table
Trent Yost, Dave Bagley, Dan Packard
6:10 - 6:30 PM | Vendor Visits & Networking
Take time to connect with participating vendors, explore valuable products and professional services, and continue conversations with fellow attendees. This dedicated networking period is designed to encourage new relationships, resource sharing, and potential partnerships across Idaho’s trusted advisor community.
EDUCATIONAL TOPICS
Relevant Issues for Today's Trusted Advisors
Explore timely legal, financial, insurance, technology, and business topics selected to provide practical value across multiple professional disciplines.
Estate Planning
Taxes & Donations
Economic Outlook
Annuities & Insurance
Trust Law
Investments
Elder Law Planning
Taxation
Farm Legacy Planning
Senior Care Planning
AI in Your Practice
Power of Networking
Explore timely legal, financial, insurance, technology, and business topics selected to provide practical value across multiple professional disciplines.
Reserve Your Place at the Idaho Professional Roundtable
Join Idaho’s trusted advisors for a full day of accredited continuing education, practical insights, and meaningful professional connection.
