Utah Valley University (UVU) hosted the 2026 Business & Economic Forum on May 7, 2026.
Utah Valley University (UVU) hosted the 2026 Business & Economic Forum on May 7, 2026. The event offers practical strategies to help business owners, founders, and financial professionals navigate current challenges and achieve future success.
The annual forum is designed for business owners and founders, family-owned enterprises preparing for transition, financial advisors, CPAs, estate planners, attorneys, wealth managers, and professionals supporting business continuity, growth, or generational planning.
“UVU is committed to supporting businesses and professionals who strengthen our communities and economy,” said UVU Director of Planned Giving Vicky Hopper. “The Business & Economic Forum reflects our role as an educational and thought leadership hub, bringing together experts and practitioners to share insights that help organizations grow, adapt, and plan for the future.”
The forum features leading experts who will address key topics such as business value optimization, tax-efficient charitable strategies, succession planning, ethics, economic trends, and the evolving landscape of family-owned enterprises.
Sessions highlight key considerations for business growth, financial planning, and leadership while offering broad insights to help organizations navigate change and prepare for the future. The forum also provides opportunities for networking and collaboration with industry experts and peers.
Speakers include John Unice, CFP, HDP, CEPA, senior partner at Keeler Thomas; Casey Monsen, CFP®, MBA, CEPA®, partner at Keeler Thomas; Greg Kyte, CPA, controller/CFO at Riverwoods Medical Art Center; Phoenix Haffen, partnerships manager at UI Charitable Advisors; and Cary Wasden, CEPA®, senior partner at Keeler Thomas.
The event is made possible by the presidential sponsor, Zions Bank, and community partners Utah Valley Chamber of Commerce, Exit Planning Institute Utah Chapter, National Association of Estate Planners and Councils (NAEPC), Utah Association of CPAs (UACPA), Keeler Thomas, UVU Woodbury School of Business, and UVU Business Resource Center.
