2026 Houston Perspectives Conference

9:30 - 9:40 A.M.

General Session: Tax Panel: Turning the One, Big, Beautiful Bill into Savings Opportunities

Speakers: Rolando Garcia, Brian Clark, Jamie DiGulio, Daniella Fletcher, Mike Huett (Doeren Mayhew)

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 positions.

M&A Panel: Maximizing Value Ahead of the Deal

Speakers: Jennifer Mailhes (Doeren Mayhew), Gokul Anil (Doeren Mayhew Capital Advisors), Marcia Mazingo (Merrill Lynch), Nicole Shanklin (FBT Gibbons LLP)

Amid continued market uncertainty and slower deal activity, this is an opportune time to strategically position your business for a favorable future transaction. This panel brings together industry leaders in investment banking, lending and legal who will share practical insights on financial readiness, deal structuring, risk mitigation and market timing to enhance outcomes and drive seller confidence.

12:00 - 1:00 P.M.

Lunch/General Session: Economic Update: Trends, Risks and the Road Ahead

Speaker: Nestor Vicknair (Bank of America)

From persistent inflation to elevated oil prices and geopolitical uncertainty, today’s economic landscape is anything but predictable. This session dives into the current state of the U.S. economy and looks ahead to the trends that will define what’s next. Attendees will walk away with a clearer understanding of the forces shaping the forecast and insights to turn uncertainty into opportunity.

1:15 - 2:15 P.M.

General Session: Inside the C-Suite: Unlocking Perspectives to Influence Growth

Speakers: Juan Padilla (Doeren Mayhew), Eric Swanson (Pappa’s, Inc.), Alex Chacara (Green Saber Partners)

Economic pressures, competition for top talent and adoption of AI are some of the key factors driving leadership decisions 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.

Transaction Types Explained: What Works Best When

Speakers: Nestor Vicknair and Michael Magsalin (Bank of America)

Whether selling to an outside buyer, transitioning to the next generation or selling a portion to private equity, there’s an option for every business owner to consider when it comes to a transaction. The question is – which path best supports your long-term vision? In this session, we’ll explore key transaction structures and the critical factors that should guide your decision.

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

Doeren Mayhew is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

“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.

Agenda

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