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Doeren Mayhew and PNC welcome you to join us at the 2022 Fall Symposium!

This complimentary conference will bring together highly-qualified experts in tax, accounting, banking, cybersecurity, supply chain management, investment banking and more to update you on the trends affecting your business, generate ideas on how to drive business success and more.

Agenda Overview

Registration: 9:30 a.m. – 11:30 a.m.

Pre-Conference Sessions: 10:20 a.m. – 11:20 a.m.

Top Cybersecurity Threats Today and How to Offset the Risk
Speaker: Brad Atkin, IT Advisory and Security Group Practice Leader, Doeren Mayhew CPAs and Advisors

With the growing trend of a hybrid workplace and leveraging cloud technology, cybersecurity has increasingly become a critical role for organization’s today. Hear about the most common cybersecurity issues impacting organizations today and ways to help keep yours protected.

How Automation Can Accelerate Your Financial Function
Speaker: Lisa Sherman, Director of Accounting Outsourced Services, Doeren Mayhew CPAs and Advisors

After more than two years of unprecedented social change and disruption, today’s financial leaders continue to explore new ways to keep their accounting and finance teams running efficiently. Learn how automation can help streamline your financial function and additional best accounting practices for your organization.

Lunch & General Session: 11:30 a.m. – 12:35 p.m.

Economic Update for Decisionmakers
Speaker: Michael Stewart, Managing Director, PNC

Hear from PNC’s Michael Stewart, where he’ll discuss current interest rate trends in light of the economics in play locally and nationally, and what to expect in the future.

Breakout Sessions: 12:45 p.m. – 1:45 p.m.

Building Your Banking Relationship
Speaker: Amy Reardon, Senior Vice President, PNC

The relationship with your banker is one of the most important business relationships you can have, especially in times like today. Hear from leading PNC executives, where they will share insight into how to cultivate a strong owner/banker relationship, ideas and tips to secure financing, and more.

Sustaining and Creating Business Value in an Uncertain Market
Jennifer Mailhes, Managing Director, Doeren Mayhew Capital Advisors
Chris Masters, Houston Managing Shareholder, Doeren Mayhew CPAs and Advisors

In the midst of economic uncertainty, how can you withstand the disruption and continue building your business value? Join industry experts as they share ideas and tips on key areas to focus on within your business in uncertain times to attract future buyers and maximize your sale price when the time is right.

General Session: 1:55 p.m. – 2:55 p.m.

Tackling Taxes: Latest Updates, What’s Sunsetting and Key Planning Considerations
Barbara Ashorn, Tax Shareholder, Doeren Mayhew CPAs and Advisors
Mike Whelen, Tax Director, Doeren Mayhew CPAs and Advisors
Marci Gietl, Senior Tax Manager, Doeren Mayhew CPAs and Advisors

With tax reform on hold and pandemic-related tax rules sunsetting at the end of 2022, what are key tax considerations businesses should be aware of? Doeren Mayhew will lead a tax roundtable to share insight into these areas and offer tax-planning tips for businesses to consider before year-end.

Breakout Sessions: 3:05 p.m. – 4:05 p.m.

CFO Roundtable: Leading Through Inflation
Debbie Clark, CFO, Girl Scouts of San Jacinto Council
Rich Young, CFO, Action Gypsum Supply
Juan Padilla, Shareholder, Doeren Mayhew CPAs and Advisors

Supply chain issues, rising inflation and continued economic uncertainty are top of mind for many CFOs and management teams today. Join our CFO roundtable, where our panelists will share how they’ve managed through these business challenges, lessons learned and more.

Managing Today’s Supply Chain Headaches
Hector Escobar, International Corporate Banking, PNC
Ricardo Arias, Trade Development Manager, Port of Houston

The past two years significantly impacted global supply chain management, so what’s ahead and how can you prepare? In this session, leading industry experts will share insight into current trends and supply chain activity impacting the Houston market, strategies to consider, what’s on the horizon and much more.

Cocktail Reception & Networking: 4:05 p.m. – 5:30 p.m.

Register Today

Investment banking services are offered through Doeren Mayhew Capital Advisors. Securities offered through Doeren Mayhew Capital Advisors, LLC Member FINRA/SIPC. PNC is not affiliated with Doeren Mayhew Capital Advisors or FINRA. Doeren Mayhew Capital Advisors and Doeren Mayhew CPAs and Advisors are both owned by the same parent company.

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