Agenda

9:30 - 10:00 a.m.
Registration Opens

10:00 - 10:15 a.m.
Welcome Remarks

Speakers: Jay Robbins, Greater Atlanta Managing Principal, Doeren Mayhew Advisors, LLC

10:15 - 11:15 a.m.
Tax Panel: Turning the One, Big, Beautiful Bill into Savings Opportunities

Speakers: Jay Robbins, Jim Leutenegger, Justin Bailey and Sarah Collins, Principals, Doeren Mayhew Advisors, LLC

The One Big Beautiful Bill Act (OBBBA) introduces several planning opportunities for businesses with certain provisions taking effect in 2026, so which ones should you consider? Gain this answer and more as our panelists break down key OBBBA provisions, highlight planning opportunities and provide actionable steps individuals and businesses can take to optimize their tax position.

11:15 - 11:30 a.m.
Morning Refreshment Break

11:30 a.m. - 12:20 p.m.
AI in Action: Insights, Demos and Automation to Drive Business Growth 

Speakers: Mike Batroff, Director, GRIFFIN Global Technologies, A Doeren Mayhew Company

Artificial Intelligence (AI) continues to drive the future of how business will operate, so what steps have you taken to adapt? In this session, we’ll explore practical ways organizations are using AI today to improve productivity, streamline workflows and support better decision-making. Walk away with tools and examples and a stronger understanding of the critical role AI can play in your overall business strategy.

12:20 - 12:30 p.m.
Break

12:30 - 1:30 p.m.
Economic Update and Lunch: Navigating Current Trends in Banking

Speakers: Alex Garrett, CRPC, Senior Vice President, Senior Portfolio Strategist, First Citizens Wealth

Alex will provide an update on the current economic and market environment, including key trends shaping growth, inflation, interest rates and Federal Reserve policy. He will also share his perspective on what these developments mean for investors, highlighting potential opportunities and risks across the markets. In addition, Alex will discuss how the upcoming midterm elections and the evolving policy landscape may influence market performance and the broader economy in the months ahead.

1:35 - 2:35 p.m.
M&A: What Buyers and Sellers Need to Know in 2026

Speakers: Daniel Walsh, Managing Director, Doeren Mayhew Capital Advisors and Mary Roberts, SVP, Business Advisory Consultant, First Citizens Wealth

M&A continues to be one of the most powerful paths for growth, succession and exit planning. In two complementary presentations, Daniel Walsh of Doeren Mayhew Capital Advisors will provide a market-focused perspective on current M&A trends, buyer expectations, deal structures and strategies for navigating the transaction process. Mary Roberts of First Citizens Wealth will then focus on the personal side of a business transition, including personal preparedness ahead of a potential sale, aligning family, lifestyle and financial goals, and implementing thoughtful wealth strategies in the next chapter.

2:35 - 2:45 p.m.
Afternoon Break

2:45 - 3:45 p.m.
Keynote: Beyond the Buzz: Turning Digital Innovation into Business Value

Speakers: Kevin Andrews, Executive and Board Advisor of AI Strategy and Transformation, Doeren Mayhew

Digital transformation is about more than implementing new technology. It requires organizations to rethink how they use data, artificial intelligence, platforms and people to improve operations and create lasting business value. Drawing on nearly three decades in HR technology experience, Kevin Andrews will share lessons from building and scaling technology businesses, integrating acquired organizations and modernizing mission-critical platforms. This session will explore how leaders can move promising ideas from experimentation to enterprise-wide adoption while balancing speed with reliability, governance and customer trust.

3:45 - 4:15 p.m.
Ask the Pros: An Interactive Town Hall

Moderator: Jay Robbins, Principal, Doeren Mayhew Advisors, LLC

A chance for Q&A and open dialogue with our speakers.

4:30 - 5:30 p.m.
Evening Networking Reception