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.
Request to Attend
AGENDA
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 PREMIER
Weather The Storm SRA Documentary Premier
7 pm
Stueckle Sky Center, 1200 W University Dr, Boise, ID 83706
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
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
12:30 pm - 2:00 pm
Baraboo @ Hotel Renegade
About our Presenters
DR. ROGER HALL
BUSINESS PSYCHOLOGIST
VAN CARLSON
FOUNDER & CEO, SRA 831(b) ADMIN
BRANDON KEIM
TAX ATTORNEY, FRAZER RYAN GOLDBERG & ARNOLD LLP
NATE REZNICEK
PRESIDENT & PRINCIPAL CONSULTANT, CAPTIVES.INSURE
PETER DAWSON
831(b) INSTITUTE ADVISOR
DUSTIN CARLSON, CPCU
PRESIDENT, SRA 831(b) ADMIN
STEPHANIE FORBES, CIC, CPIW, AINS, AFIS
PRESIDENT, INSUREDGE GROUP
GINA MCGUAGHEY
SECOND CHIEF, MODOC NATION
JOE ANDERSON, CPCU, AFSB, ARM, CBRA
FORTIFY RISK MANAGEMENT, PRESIDENT