2025 Events

Unlocking Artificial Intelligence - From Curiosity to Capability

We hosted a guest speaker, Gerardo Kerik, who assists business leaders in confidently adopting AI and leveraging emerging technology for a competitive edge. His insights have been featured in Forbes, and he speaks at institutions like Emory University to educate executives on effective AI use. With over 20 years of leadership experience at Fortune 100 companies such as Disney and Warner Media, he provides a business-focused approach to AI consulting, advising private equity firms, M&A advisors, mid-market companies, and nonprofits on achieving tangible operational impact beyond AI hype.

Connections In The Outfield 2025

Each year, we host an annual Braves event at Truist Park Stadium on the Back Porch. This exclusive setting allows us to enjoy an excellent view of the game while mingling among clients and peers. The event provides a unique opportunity to strengthen professional relationships in a relaxed atmosphere, combining the excitement of baseball with meaningful networking. It has become a valued tradition that enhances our community connections and shared appreciation for sports.

Building Bridges To Generational Wealth

Chairman of Balentine, a premier wealth management firm in the Southeast, and author of First Generation Wealth: Three Enduring Principles for Wealth, Family, and Legacy. Robert has built a history of excellence in financial services. Under his leadership, Balentine has earned over 20 accolades from Forbes, Barron's, and The Financial Times for its sophisticated wealth management solutions. Recognized as the #1 Financial Advisor in Georgia and the Southeast, Robert was inducted into the Barron’s Hall of Fame. His distinguished career includes leadership roles at Merrill Lynch, Wilmington Trust, and Balentine LLC.