2026 Houston Perspectives Conference

9:40 - 10:40 A.M.

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

Speakers: Rolando Garcia, Bryan Clark, Jamie DiGulio, Daniela 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, wealth management and legal who will share practical insights on financial readiness, deal structuring, risk mitigation and market timing to enhance outcomes and drive seller confidence.

AI in Action: Insights, Demos and Automation to Drive Business Growth

Speaker: Mike Batroff (GRIFFIN Global Technologies)

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.

12:00 - 1:00 P.M.

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

Speaker: Nestor Vicknair (Merrill Lynch)

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 (Pappas Restaurants, Inc.), Alex Chacara (Green Saber Partners), Matthew Duncan (U.S. Coins & Jewelry)

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.

The Storm: Navigating Healthcare Today

Speaker: Kevin Scroggins (USI)

Today’s healthcare market is creating significant headwinds for employers as rising claims, increasing medical trends, chronic disease prevalence, growing mental health demands and escalating pharmacy costs continue to drive higher renewals year after year. This session will cover the evolving pressures impacting employer-sponsored health plans today, and offer insights and strategies to help navigate the headwinds and move toward calmer waters.

Exploring Transaction Types: Ideal Options for Middle and Lower-Middle Markets

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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