Join CBIZ for an interactive, informal discussion of today’s evolving business landscape.

Topics include

  • Market conditions
  • Business and individual tax planning for 2026 and beyond
  • Access to capital
  • M&A markets and exit planning
  • Business and individual tax planning for 2026 and beyond
  • And much more

Attendees are encouraged to pose questions throughout the program to facilitate a fluid discussion.

In Partnership With

Agenda

3:30 PM

Guest check-in and mingling

4:15 PM

Panel Discussion

Featuring representatives from each firm, moderated with pre-prepared questions and a brief audience Q&A

5:30 PM

Networking Happy Hour