Financial Leadership Forum

Smarter strategies, better outcomes.

• Tuesday, September 9, 2025, at The Red Oak Brewery in Whitsett, NC

• Wednesday, September 10, 2025, at Rocky Mount Convention Center in Rocky Mount, NC

Don’t Miss Out!

Join First National Bank, in conjunction with Pinion business advisors, for an informative session on what’s trending in financial business management. Join us for networking, dinner, and brief sessions that inform smart business strategy and planning. 

View agenda

Logo of First National Bank featuring two hands shaking with five white stars and red stripes forming a wing on a blue background above the bank name in blue text.
People sitting in an audience facing a panel of four speakers at the front of a conference room, with a presentation projected on the wall behind them.

Event Schedule/Agenda 

Refreshments and networking

Enjoy brief sessions during dinner from expert advisors on the topics that impact your business:

  • Economic Outlook
    Macro trends and forecasts to set the stage
  • Tariffs & Trade
    Global trade implications and planning considerations
  • Tax Updates
    Practical tips tied to current policy, trade impacts, and the OBBBA
  • Considerations of Selling Your Business to Employees
    Strategic planning for ownership and succession
  • Artificial Intelligence in Business Planning
    Tech-driven strategies and future-forward insights

Q&A and Conclusion

Exterior view of Red Oak Brewery at night, featuring large glass windows and illuminated red signage.
Rocky Mount Event Center entrance with people at the box office, blue and yellow exterior, and a sign listing facility amenities in the foreground.

Attend One of Our Sessions

Choose between the following sessions:

Tuesday, September 9, 2025, at The Red Oak Brewery in Whitsett, NC

Or

Wednesday, September 10, 2025, at Rocky Mount Convention Center in Rocky Mount, NC

Register now