2026 Business & Economic Forum

May 7, 2026

Early Bird Price

$100

Ends April 17

Regular Price

$125

April 18 – May 7

About the Forum

The 2026 UVU Business & Economic Forum is an annual premier gathering for Utah’s business and financial advisor community — a full day designed to help owners, founders, and financial professionals navigate today’s challenges and build tomorrow’s success.

This year’s lineup features leading experts in business value optimization, tax-efficient charitable strategies, succession planning, ethics, economic trends, and the evolving landscape of family-owned enterprises. Whether you’re an owner seeking clarity and control or an advisor guiding clients through complex decisions, the Forum delivers actionable insights you can put to work immediately.

Forum Speakers

Presentations and Speakers

John Unice

Senior Partner,
Keeler Thomas

Casey Monsen

Partner,
Keeler Thomas

Greg Kyte

Controller/CFO,
Riverwoods Medical Art Center

Phoenix Haffen

Partnerships Manager,
UI Charitable Advisors

Cary Wasden

Senior Partner,
Keeler Thomas

Why Attend This Business & Continuing Education Conference?

Who Should Attend

Business owners and founders
Family-owned enterprises preparing for transition
Financial advisors, CPAs, estate planners, attorneys, and wealth managers
Anyone supporting business continuity, growth, or generational planning

Why Business Owners Should Attend

Business owners will gain the tools they need to protect and grow the wealth tied up in their companies. Sessions dive into maximizing business value, preparing for both planned and unexpected transitions, avoiding common family-business pitfalls, and understanding what buyers, investors, and successors truly look for. Owners will walk away with practical frameworks, action plan, and roadmap for the next 3–5 years — ensuring they can make confident decisions about the future.

Why Financial Advisors Should Attend

The Forum offers advisors a unique opportunity to deepen expertise in business-owner planning, build stronger client relationships, and expand service offerings. Learn how to guide clients through liquidity events, value gaps, governance issues, tax strategy, charitable planning with complex assets, and the emotional realities behind business transitions. Advisors will also strengthen their professional network with owners and fellow advisors seeking collaborative support.

What You’ll Experience

Strategies for tax-optimized giving, including how donations of private or illiquid assets can dramatically improve financial outcomes.
A masterclass in maximizing the value of a family-owned business — from governance and financial clarity to operations, people, and strategic positioning.
Real-world insights on today’s headwinds for business owners, including forced exits, value and wealth gaps, and the “5 D’s” that disrupt transitions.
Ethics that actually work, with science-backed tools for strengthening decision-making and culture in any organization.
Market and economic updates that contextualize investment and planning decisions in a fast-changing financial environment.
Connection with top experts and peers, creating opportunities for collaboration, referrals, and long-term professional relationships.