Agenda

7:30 A.M.

Registration/Continental Breakfast

8:30 - 9:30 A.M.

Welcome/General Session: Trump's Tax Bill: Key Changes and Strategic Considerations

Speakers: Barbara Ashorn, Chris Masters, Elizabeth Potocki and Rolando Garcia (Doeren Mayhew)

Driven by his ongoing campaign promise, President Trump intends to make a significant legislation overhaul, which was dubbed the “The One, Big, Beautiful Bill.” In this session, our tax pros will break down key elements of the budget bill impacting mid-sized business and individuals, plus highlight state and local tax considerations to be aware of for interstate activities.

9:30 - 9:40 A.M.

Break

9:40 - 10:40 A.M.

Breakout Sessions

C-Suite Roundtable: Driving Growth in Today's Business Landscape

Speakers: Juan Carlos De Aldecoa (Maven Coffee and Cocktails), Juan Padilla (Doeren Mayhew), John Thomas (SelecTransportation Resources, LLC), Lenin Juárez II (Action Gypsum Supply) and Will Rosell (Pieper-Houston Electric, L.P.)

Global trade, inflation and market volatility are just some areas on top of mind for many C-suites today. Hear firsthand from C-suite executives across various industries on how they’re adapting to today’s market, overcoming challenges and identifying opportunities to continue to drive business growth.

Building Your Tech Stack Without Comprising Cybersecurity

Speakers: Brad Atkin (Doeren Mayhew) and Christina Powers (West Monroe)

Innovation continues to quickly evolve, and so does the risk for cyber threats. This session brings together cybersecurity and technology leaders to explore how to build scalable, high-performing tech stacks and critical areas to keep in mind within your organization to mitigate your cybersecurity exposure.

10:40 - 10:50 A.M.

Break

10:50 - 11:50 A.M.

Breakout Sessions

Scale to Sell: Building Value Before the Deal

Speakers: Jennifer Mailhes (Doeren Mayhew Capital Advisors), Gokul Anil (Doeren Mayhew Capital Advisors), Chris Masters (Doeren Mayhew)

In the world of mergers and acquisitions, the most successful deals are the result of strategic scaling long before a transaction happens. In this session, our investment bankers and transaction advisory pros will highlight how to scale your business with purpose and build a strategy that will attract suitable buyers, offer strong valuations and ensure a smooth exit.

Navigating Trade and Supply Chain Disruption

Speakers: Diana Urelius (Mitsubishi Logisnext Americas), Hector Escobar (PNC), John Hark (Berling Logistics) and Kashmira Sutaria (Vinmar)

Global trade dynamics and supply chain volatility are rewriting the rules for how businesses operate and grow. This panel discussion will bring trade and supply chain experts together to explore how companies are adapting to new trade regulations and revisiting supply chains for resilience and agility, plus offer insights on how to stay competitive in today’s evolving market landscape.

11:50 - 12:00 P.M.

Break

12:00 - 1:00 P.M.

Lunch/General Session: Houston's Economic Outlook

Speaker: Craig Rhodes (Greater Houston Partnership)

Leading this session is Senior Vice President of Economic Development Craig Rhodes, CEcD, from the Greater Houston Partnership. Craig will take a deep dive into the key drivers impacting our local economy, including population and job growth, leading industry sectors and more. He’ll also provide insights into global and domestic market trends, plus what’s on the horizon for regional growth.

1:00 P.M.

Closing Remarks/Event Concludes

Securities offered through Doeren Mayhew Capital Advisors, LLC. Member FINRA & SIPC. Doeren Mayhew Capital Advisors and Doeren Mayhew have common ownership.

“Doeren Mayhew" is the brand name under which Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC and its subsidiary entities provide professional services. Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Doeren Mayhew Assurance is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Doeren Mayhew Advisors, LLC, DM Payroll Solutions, Doeren Mayhew Capital Advisors and their subsidiary entities are not licensed CPA firms.