2024 Fall Symposium Agenda
Schedule at a Glance
Thurs., Sept. 12, 2024
8:30 a.m. - 9:30 a.m.
Registration Opens/Continental Breakfast
9:30 a.m. - 9:40 a.m.
Welcome Remarks
Welcome and Introductions
Speakers: Chris Masters (Doeren Mayhew) and Johnathan Edgeller (JPMorgan Chase)
9:40 a.m. - 10:40 a.m.
General Session
U.S. Economic Update and Future Outlook
Speakers: Charlie Schwartzel (JPMorgan Chase) and Fernando Vizcaino (JPMorgan Chase)
Kicking off the symposium are two leading economists from JPMorgan Chase who will discuss the state of the U.S. economy, what to expect as we inch closer to Election Day and its potential outcome impact. Plus, they’ll cover the latest market trends and key insights for privately held businesses to be aware of as they plan ahead.
10:40 a.m. - 10:50 a.m.
Break
10:50 a.m. - 11:50 a.m.
Breakout Sessions
Leveraging Artificial Intelligence to Boost Your Business Growth
Speaker: Diego Medone (Consulting IQ)
Artificial intelligence (AI) continues to emerge as a leading tool for growth in businesses today. This session will explore the key dynamics of AI today, including common AI myths, the importance of creating a culture of evolution within your organization, how AI can help streamline your business processes and drive profitability, and much more.
A Business Owner’s Guide to Growth via Private Equity
Speakers: Jennifer Mailhes (Doeren Mayhew Capital Advisors) and Ian Walsh (JPMorgan Chase)
Business owners are always looking for ways to grow their business, and private equity has increasingly become a savvy investment strategy to consider. In this session, we’ll break down how private equity can be used to finance your growth objectives, its pros and cons, current private equity trends and much more.
11:50 a.m. - 12:00 p.m.
Break
12:00 p.m. - 1:00 p.m.
Lunch/Keynote Speaker
Sparking a Culture of Innovation
Speaker: Terry Williams
During this lunch session, attendees will hear from our keynote speaker, Terry Williams. Terry is a motivational speaker, coach and business owner who works closely with organizations to inspire and empower their teams toward optimal performance and growth. He is a regular speaker and motivational coach for the NBA World Champions Boston Celtics, Lululemon and many more notable organizations. A business owner himself, Terry understands the value of a motivated team and the critical role they play in driving business success.
1:00 p.m. - 1:15 pm.
Break
1:15 p.m. - 2:15 p.m.
General Session
Tax Jeopardy – Key Tax Insights and Strategies to Consider Before Year-End
Speakers: Chris Masters (Doeren Mayhew), Chris Haas (Doeren Mayhew), Elizabeth Potocki (Doeren Mayhew), Jim Hruzek (Doeren Mayhew), Rolando Garcia (Doeren Mayhew)
With an election on the horizon and several tax provisions expected to sunset the end of 2025, there is a lot to consider when it comes to tax planning for you and your business. During this session, Doeren Mayhew’s tax experts will turn into tax Jeopardy contestants for our attendees to answer the tax questions most on top of mind from our audience!
2:15 p.m. - 2:25 p.m.
Break
2:25 p.m. - 3:25 p.m.
Breakout Sessions
Preparing for the Great Estate and Gift Tax Sunset
Speakers: Robert Weylandt (JPMorgan Chase) and Clay McKenna (JPMorgan Chase)
With the current estate and gift tax exemption quickly approaching its 2025 sunset, the next year is essential for taxpayers to ensure a strategic estate plan is in place. Gain insight from estate planning experts who will unveil key strategies to keep in mind and ensure your estate is preserved and protected for future generations to come.
What’s Shaping the Future of Energy in Houston
Speaker: Greg Determann (JPMorgan Chase) and Eric Cohen (JPMorgan Chase)
The evolving environment surrounding energy today continues to shape the future of how its supporting businesses will operate. In this session, attendees will hear about the state of the energy sector, how technology is shaping the space and what businesses can expect as they look ahead.
3:25 p.m. - 5:00 p.m.
Cocktail Reception & Networking