CBIZ Presents:

The Manufacturing & Distribution Economic Series – Boston

Navigating Economic Trends and Opportunities

Thank you for your interest. Registrations for this event are now closed.

 

Date: October 29, 2024
Time: 8:00 - 10:30 a.m. ET
Location: Brae Burn Country Club (326 Fuller St, Newton, MA 02465)

EVENT SCHEDULE

8:00 a.m.  Breakfast and Networking

9:00 a.m.  Introductions – Howard Hoff, National Manufacturing & Distribution Industry Practice Leader, CBIZ

9:05 a.m.  A panel discussion on succession planning and wealth transfer considering sunsetting estate tax exemptions featuring:

  • Anne Long, President, CBIZ Individual Insurance Solutions
  • Joanna Powell, Tax Managing Director, CBIZ New England

9:25 a.m.  Data Transformation, Analysis and Planning – John Shoemaker, Managing Director, CBIZ Audit & Assurance

9:35 a.m.  Supplier Risk Management Trends – Jeff Dehart, Managing Director, CBIZ Risk Advisory Services

9:50 a.m.  Economic Update – Anna Rathbun, Chief Investment Officer, CBIZ Investment Advisory Services

SPEAKERS


Anna Rathbun

Chief Investment Officer
CBIZ Investment Advisory Services


Anne Long

President
CBIZ Individual Insurance Solutions


Howard Hoff

National Manufacturing and Distribution Industry Practice Leader
CBIZ


Jeff Dehart

Managing Director
CBIZ Risk Advisory Services

Joanna Powell

Tax Managing Director
CBIZ New England

John Shoemaker

Managing Director
CBIZ Audit & Assurance


Todd Mitchell

Managing Director
CBIZ Valuation Services

What to Expect

  • Economic Updates: Gain a comprehensive understanding of the current economic climate and its implications for manufacturing and distribution businesses, led by Anna Rathbun, Chief Investment Officer of CBIZ Investment Advisory Services.
     
  • Tax Cuts and Jobs Act (TCJA) Panel: Understand the implications of the Tax Cuts and Jobs Act sunsetting, with a focus on how the changes may impact estate taxes and gifting strategies, highlighting key considerations for business owners’ wealth transfer and succession planning.
     
  • Supplier Risk Management: Learn about the latest trends and strategies in logistics and supply chain optimization with expert advice from Jeff Dehart, Managing Director of at CBIZ Risk Advisory Services.
     
  • Data Transformation, Analysis and Planning: Explore the intersection of technology and data management with John Shoemaker, Managing Director of at CBIZ Audit & Assurance. John will give a real-time demonstration of how to leverage data for better decision-making in your supply chain.