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9:00 - 9:50 am |
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2025 Economic, Market, and M&A Outlook
Presenter: Erik Olson; Senior Manager
The first session of the day will cover insights into the 2025 economic and market outlook. It will address post-election implications and their effects on GDP growth, inflation, interest rates, and market demand. It will also explore shifts in emerging markets, the merger and acquisition landscape, and technological advancements.
CPE Credits: .5 Specialized Knowledge
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9:50 - 10:00 am |
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10-minute break
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10:00 - 10:50 am |
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Employee Benefits and Credits Update: Adapting to Secure 2.0 and State Mandates
Presenters: William G. Enck, Principal | CPA, CPC, APA
Kristin Courtemanche, Senior Manager | CPA
Attendees will learn about updates to employee benefit plans resulting from Secure 2.0 and evolving state mandates. Key topics include catch-up contribution provisions, Maine's new mandatory retirement plan, alternatives for smaller companies, employer contributions to Roth accounts, and the increasing complexity of state-level paid family leave programs.
CPE Credits: 1 Personal/HR
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10:50 - 11:00 am |
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10-minute break
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11:00 am - 12:00 pm |
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Unlocking AI's Potential: Boost Efficiency and Maintain Competitiveness
Presenters: Chris Mouradian, Principal | CPA
Tucker Cutter, Principal | COBIT, ITIL, PMP®, Prosci® CCP
Samuel Thomas, Manager | CPA, MBA
The team will demonstrate how businesses can leverage AI to enhance operations, improve efficiency, and maintain a competitive edge. Real-world use cases and live demos will provide a practical understanding of AI’s impact across various functions. Key risks and considerations will be addressed to ensure balanced implementation, with tailored takeaways on where to start or expand AI initiatives.
CPE Credits: 1 Specialized Knowlege
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12:00 - 12:40 pm |
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40-minute lunch break
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12:40 - 1:30 pm |
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Leveraging Enterprise Risk Management to Drive Strategic Growth
Presenter: Tina Bode, Senior Manager | CISA, COBIT, CRISC, Prosci® CCP
Risk management, often viewed as a hurdle, can support strategic growth when integrated into business planning. This session will cover enterprise risk management basics, its role in success, and how to use risk-based thinking to enhance strategic planning while equipping leadership teams with the necessary tools.
CPE Credits: 1 Business Management & Organization
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1:30 - 1:40 pm |
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10-minute break
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1:40 - 2:30 pm |
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Navigate Sunsetting Tax Laws and Post-Election Impacts
Presenter: Jesse Marshik, Manager | CPA
The final session of the day will delve into the impacts of sunsetting tax laws and post-election implications for businesses and their owners. Attendees will gain insights into how legislative changes affect tax planning and financial strategies, and learn practical approaches to navigate the shifting landscape.
CPE Credits: 1 Taxes
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