CBIZ Presents:

The Manufacturing & Distribution Economic Series – New York

Navigating Economic Trends and Opportunities

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

 

Date: November 7, 2024
Time: 8:00 – 10:30 a.m. ET
Location: Blender Workspace, 8th floor (135 Madison Ave, New York, NY 10016)

EVENT SCHEDULE

8:00 a.m.  Breakfast and Networking

9 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
  • Donna Palumbo, Director, CBIZ Metro New York

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

Donna Palumbo

Director
CBIZ Metro New York


Jeff Dehart

Managing Director
CBIZ Risk Advisory Services

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 CBIZ Risk Advisory Services.
     
  • Data Transformation, Analysis and planning: Explore the intersection of technology and data management with John Shoemaker, Managing Director of CBIZ Audit & Assurance. John will give a real-time demonstration of how to leverage data for better decision-making in your supply chain.