Chuck Dodge
Partner
Expanding into new states creates opportunity, but also brings regulatory complexity and operational risk. This session will provide a practical roadmap for growth, helping attendees understand licensing and bonding requirements, anticipate common mistakes, and adapt to evolving state regulations. Using real-world examples and recent regulatory updates, we’ll connect compliance fundamentals with day-to-day operational planning, ensuring teams can expand with confidence while avoiding costly missteps.
Scaling Smart: Licensing and Operational Considerations for Multi-
Chuck Dodge
Hudson Cook, LLP
Scaling Smart: Licensing and Operational Considerations for Multi-
Terry Merrell
First Financial Resources
Scaling Smart: Licensing and Operational Considerations for Multi-
Christy Young Barger
Cornerstone Support, Inc.
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7037 Ridge Road, Suite 300
Hanover, Maryland 21076
