JOIN OUR LIVE EVENT
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.
Program Overview
Agenda
September 29, 2025
Arrival & Registration
All Day
Hotel Renegade
September 29, 2025
Welcome Reception & Dinner
Experience the Boise State Blue Football Field at an exclusive dinner with networking
5:00PM — 7:00PM
Stueckle Sky Center, 1200 W University Dr, Boise, ID 83706
September 29, 2025
Documentary Premier
Join us for the unveiling of an SRA-commissioned painting by artist Robert Copple and a documentary about its creation.
7:00PM
Stueckle Sky Center, 1200 W University Dr, Boise, ID 83706
September 30, 2025
CPE Presentation
(optional) Earn 1.5 CPE Credits through NASBA
7:30am — 9:00am
Hotel Renegade
September 30, 2025
Education & Breakouts
State of SRA, Claims & Pools, 831(b) Institute, Legal Discussion and more
9:30AM — 4:00PM
Hotel Renegade
September 30, 2025
Appreciation Diner
Join us for an iconic steakhouse dinner with dueling pianos
6:00PM — 9:00PM
The Brickyard, 601 W Main St, Boise, ID 83702
October 1, 2025
Panel Discussion
9:30am — 10:50am
Hotel Renegade
October 1, 2025
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.
11:00AM — 12:30PM
Hotel Renegade
October 1, 2025
Networking Lunch
Close out the Symposium at a Classic Supper Club with Celebrity Guest Speaker, David Meltzer
12:30PM — 2:00PM
Baraboo Supper Club @ Hotel Renegade
TAlent Overview
About Our Presenters
BUSINESS PSYCHOLOGIST
Dr. Roger Hall
ENTREPRENEUR, AUTHOR, & PHILANTHROPIST
David Meltzer
FOUNDER & CEO, SRA 831(b) ADMIN
Van Carlson
TAX ATTORNEY, FRAZER RYAN GOLDBERG & ARNOLD LLP
Brandon Keim
PRESIDENT & PRINCIPAL CONSULTANT, CAPTIVES.INSURE
Nate Reznick
831(b) INSTITUTE ADVISOR
Peter Dawson
PRESIDENT, SRA 831(b) ADMIN
Dustin Carlson, CPCU
PRESIDENT, INSUREDGE GROUP
Stephanie Forbes, CIC, CPIW, AINS, AFIS
SECOND CHIEF, MODOC NATION PRESIDENT & GENERAL MANAGER, WALGA
Gina McGaughey
PRESIDENT, FORTIFY RISK MANAGEMENT
Joe Anderson, CPCU, AFSB, ARM, CBRA
FEDERAL RELATIONS VICE CHAIR, OF COUNSEL
Maggie Lazarus
VICE PRESIDENT, LS2 GROUP
Demaree Donaghu
SENIOR ACCOUNT MANAGER, LS2 GROUP
Colin Gorton
MANAGING PARTNER & DIRECTOR OF TAX STRATEGY, LINKED ACCOUNTING
Brian Van Camp
What You Can Expect