EVENT DETAILS

October 11, 2022
9:30 a.m. - 5:30 p.m.

Hyatt Regency Houston/Galleria
2626 Sage Road
Houston, TX 77056

Complimentary valet will be available.

AGENDA OVERVIEW

Registration: 9:30 am - 11:30 am 

Pre-Conference Sessions: 10:20 am - 11:20 am 

  • Top Cybersecurity Threats Today and How to Offset the Risk 
  • How Automation Can Accelerate Your Financial Function

Lunch & General Session: 11:30 am - 12:35 pm

  • Economic Update for Decisionmakers 

Breakout Sessions: 12:45 pm - 1:45 pm

  • Building Your Banking Relationship
  • Sustaining and Creating Business Value in an Uncertain Market

General Session: 1:55 pm - 2:55 pm 

  • Tackling Taxes: Latest Updates, What’s Sunsetting and Key Planning Considerations

Breakout Sessions: 3:05 pm - 4:05 pm 

  • CFO Roundtable: Leading Through Inflation
  • Managing Today’s Supply Chain Headaches

Cocktail Reception & Networking: 4:05 pm - 5:30 pm

CPE INFORMATION

Earn up to 5 CPE credits. No advanced preparation or prerequisites are required for CPE credits. 

Program Level: Overview/Basic
Delivery Method: Group-Live
Who Should Attend: CEOs, CFOs, CISOs, business owners and controllers
Fields of Study: Specialized Knowledge, Tax and Economics

We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program.

 

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.

SESSION TOPICS

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.

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.

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 strong owner/banker relationships, ideas and tips to secure financing, and more. 

Sustaining and Creating Business Value in an Uncertain Market
Speakers:
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. 

Tackling Taxes: Latest Updates, What's Sunsetting and Key Planning Considerations
Speakers:
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
Chris Masters, Houston Managing Shareholder, 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. 

CFO Roundtable: Leading Through Inflation
Speakers:
Debbie Clark, CFO, Girl Scouts of San Jacinto Council
Rich Young, CFO, Action Gypsum Supply
Tom Anderson, CFO, Anderson Advisors
Will Rosell, CFO, Pieper-Houston Electric
Juan Padilla, Shareholder, Doeren Mayhew CPAs and Advisors

 Supply chain issues, rising inflation and continued economic uncertainty is on 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
Speakers: 
Kashmira Sutaria, Director of Global Banking, The Vinmar Group
Jason Wilson, Director, U.S. Department of Commerce

Ricardo Arias, Trade Development Manager, Port of Houston
Debra Capko, Managing Director, Pegasus
Hector Escobar, International Corporate Banking, PNC

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.

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.