Wednesday, March 11

• 3:00 – 5:00 -  Registration Opens  

• 5:30 – 7:00 –  Welcome Reception  (Second Level, May 1 Room)

• Dinner on Own

Thursday, March 12

• 7:30 –  Registration Opens   (Main Level, Board 1/2 Foyer)

• 7:30 –  Breakfast   (Main Level, Board 1/2 Porch)

• 8:15 –  Welcoming Remarks  (Main Level, Board 1/2)
• Evan Masyr, CFO, Salem Media, and MFM CFO Summit Chair
• Joe Annotti, President & CEO, MFM 

• 8:30 –  Navigating Economic Current: Insights and Forecast for Media Leaders  (Main Level, Board 1/2)
• Ben Shoesmith, Senior Economist, KPMG
• Overview:  This session will delve into the current economic landscape, analyzing the impacts of tariff policies and the broader economic forecast. Gain a deeper understanding of what these shifts mean for the media industry and how media companies can stay resilient and thrive in these uncertain times.
• NASBA CPE:  1/Economics/Overview
• Learning Objectives: 
• Analyze the current economic landscape—including tariff policies and broader economic forecasts—to understand their potential impacts on the media industry.
• Identify strategies for resilience and growth that media companies can apply to navigate economic uncertainty and emerging industry challenges.
• 9:30 –  Executive Roundtable  P1 ( industry only , no vendors/sponsors)  (Main Level/Colleton)
• A candid and off-the-record discussion designed to deliver actionable insights that drive performance help you make informed, forward-looking decisions.  

• 10:30 –  Refreshment and Networking Break   (Main Level/Colleton Foyer)  
• 10:45 –  Executive   Roundtable  P2 (industry only, no vendors/sponsors)  (Main Level/Colleton)
• 11:15 –  C-Suite Executive Panel  (Main Level, Board 1/2)
• Financial leaders will get out their crystal balls and share their views on the factors that will shape the future of the media and entertainment industry. 
• Panelists:  TBA
• 12:15 –  Networking Luncheon ( Palmetto Deck and Lawn, Main Level)
• 1:30 –  Shaping the Future: M&A Trends in the Media and Entertainment Industry  (Main Level, Board 1/2)
• John Sanders, Principal, Bond & Pecaro
• Todd Hartman, EVP, Kalil & Company
• 2:30 –  Behind the Scenes of AI-Enabled World Class FP&A Teams  (Main Level, Board 1/2)
• Rachen Patel, Principal, The Hackett Group
• Alvaro Duque-Estrada, Senior Director, The Hackett Group 
• Overview:  This session demonstrates how The Hackett Group helps customer understand how AI might be applied to automate complex workflow processes across finance and accounting. We will be covering the following key topics: Show you how Hackett’s AI XPLR helps organizations identify high-impact AI use cases tailored to your specific application technology ecosystem and rapidly build actionable AI roadmaps aligned to business priorities. Demonstrate how AI technologies -particularly Generative AI and autonomous agents - are transforming the traditionally manual and error-prone process of cash application within the Customer-to-Cash (C2C) cycle. Showcase how embedded AI/ML tools in Oracle EPM streamline financial planning process and drive efficiency across FP&A teams. Explain how AI can accelerate and streamline the reconciliation and closing processes with automated transaction matching for account recs, intelligent task management, insights and anomaly detection, and variance analysis.
• NASBA CPE:  1/Information Technology/Advance
• Learning Objectives
• Identify high‑impact AI opportunities  across finance and accounting by understanding how tools like Hackett’s AI XPLR and embedded AI/ML technologies can automate complex workflows and align AI initiatives with business priorities.
• Evaluate how advanced AI solutions —including Generative AI, autonomous agents, and automated reconciliation and planning tools—transform key processes such as cash application, financial planning, and period close to increase accuracy, reduce manual effort, and improve overall efficiency.

• 3:30 –  Refreshment and Networking Break (Board 1/2 Porch) 
• 4:00 –  Navigating the Complex Legal, Antitrust, and Regulatory Issues Facing Financial Executives in the Media Industry (Main Level, Board 1/2)
• Mandy Reeves, Managing Partner DC, Latham and Watkins
• Overview:  This will be an insightful session designed to strengthen your ability to navigate: Merger control procedures, Complex commercial transactions, Regulatory and government compliance, Government investigations and congressional inquiries, High‑stakes litigation. With deep expertise in technical legal matters and a keen understanding of the political and regulatory landscape, Mandy offers clear, practical guidance you can immediately apply. A recognized authority on the intersection of antitrust, private equity, and emerging technologies—including digital media, machine learning, and blockchain—she equips executives to defuse conflict, respond strategically, and make informed decisions in fast‑moving global markets. You’ll leave this session better prepared to confront the most challenging issues that arise in today’s complex and rapidly evolving environment.
• NASBA CPE:  1/Specialized Knowledge/Advance
• Learning Objectives
• Identify and apply effective strategies for navigating merger control procedures, complex transactions, regulatory compliance, government investigations, and high‑stakes litigation within evolving legal and political environments.
• Evaluate the intersection of antitrust, private equity, and emerging technologies—including digital media, machine learning, and blockchain—to make informed, strategic decisions in dynamic global markets.

• 5:30 – 8:30 –  Networking Reception & Dinner (Palmetto Deck and Lawn, Main Level)
• Sponsored by Mediagenix  

• 7:30 – 8:30  –  Breakfast   (Main Level, Board 1/2 Porch)   
• 8:30 – 9:30 – Mastering Risk Balance  (Main Level, Board 1/2)
• Jenna Kirkpatrick Howard, Senior Vice President, Lockton Companies
• Overview : Striking the right balance between retention, limits, and pricing on your insurance program is at the heart of effective risk management. This session highlights buying decisions based on your organization’s risk tolerance, market conditions, and financial implications. We will discuss various insurance program structures for transferring risk and the analytical tools available to safeguard assets and protect your organization.
• NASBA CPE:  1/Specialize Knowledge/Overview
• Learning Objectives:
• Evaluate insurance program structures  by understanding how retention levels, coverage limits, and pricing interact with organizational risk tolerance, market conditions, and financial considerations.
• Apply analytical tools and risk‑transfer strategies  to design insurance programs that effectively safeguard assets and strengthen organizational protection.
• 9:30 –  State and Local Tax: Where Media Companies Are Getting Surprised (Main Level, Board 1/2)
• Dan McGuire, Principal, Ryan LLC 
• Overview: State and local tax rules are evolving faster than many media finance and tax teams expect — and the consequences are showing up in audits, assessments, and cash tax costs. This session examines key legislative changes and recent court cases reshaping state income tax, with targeted insights on sales and use tax and property tax issues impacting media companies. Designed for CFOs and senior finance leaders, the discussion highlights where exposure is increasing, where planning and refund opportunities exist, and what finance leaders should be watching now to avoid surprises and protect enterprise value in an increasingly aggressive state tax environment.
• NASBA CPE:  1/Tax/Overview
• Learning Objectives:
• Identify and assess  key legislative changes and recent court rulings affecting state income, sales and use, and property taxes—and understand how these developments increase exposure and risk for media companies.
• Evaluate strategic planning and refund opportunities  that finance leaders can leverage to minimize audit findings, reduce cash tax costs, and protect enterprise value in an increasingly aggressive state tax environment.
• 10:30 –  Summit Wrap Up and Closing Discussion & Remarks   
• 11:00 –  Executive Summit Adjourns   

Resort Map