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2025 Economic, Market, and M&A Outlook
Presenter: Erik Olson; Senior Manager
The first session of the day covered insights into the 2025 economic and market outlook. It addressed post-election implications and their effects on GDP growth, inflation, interest rates, and market demand. It also explores shifts in emerging markets, the merger and acquisition landscape, and technological advancements.
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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
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.
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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 demonstrates how businesses can leverage AI to enhance operations, improve efficiency, and maintain a competitive edge. Real-world use cases and live demos provide a practical understanding of AI’s impact across various functions. Key risks and considerations are addressed to ensure balanced implementation, with tailored takeaways on where to start or expand AI initiatives.
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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 covers 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.
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Navigate Sunsetting Tax Laws and Post-Election Impacts
Presenter: Jesse Marshik, Manager | CPA
The final session of the day delved into the impacts of sunsetting tax laws and post-election implications for businesses and their owners. Insights into how legislative changes affect tax planning and financial strategies and practical approaches to navigate the shifting landscape.
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