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June 1, 2016

Saturday, May 21, 2016 was CPA Day of Service statewide across Florida hosted by the Florida Institute of Certified Public Accountants (FICPA). Ten employees from our Tampa Bay practice volunteered to give back to the community by participating in two home builds for Habitat for Humanity in Pinellas County.

Altogether, more than 190 CPAs with their family members and friends gathered to give back to 14 different Florida communities on the 2016 CPA Day of Service. “CPA Day of Service is a great way for CPAs to unite for the greater good of a community,” said Jessi Levine, 2015-16 Young CPA Committee Chair and Manager at CBIZ MHM Tampa Bay. “We could not have done it without the many volunteers who showed up with smiles and ready hands to make Florida a better place to live and work!”

For more coverage of the event, search#CPADayofService on Twitter. For more information about community involvement in our Tampa Bay practice, visit our website.



May 26, 2016

The CBIZ MHM Tampa Bay Career Academy Program was held May 9th and 10th at the Hilton in downtown St. Petersburg. The two-day program is designed specifically for accounting students to help them identify the skills they have, how to identify and work with the skills of teammates, and how to further develop the skills needed as they embark on their careers.

Tampa Bay experts lead sessions focused on learning how to work collaboratively in a professional setting. Highlights from this year’s program included a LinkedIn seminar, The Go Game team building exercise, networking best practices, and a career management group project. The students were also taken on a client tour at Great Bay Distributors.

For more information about our Career Academy and how to join our Tampa Bay team, visit our Campus Recruiting page.





May 24, 2016

100 participants wrapped up the CFO & Controller Conference May 11th at USF Health, CAMLS with a better understanding of the CFO’s role in mergers and acquisitions.

The morning kicked off with experts discussing buy-side, sell-side, and transaction advisory expectations of a CFO when dealing with mergers and acquisitions. For a full lineup of speakers, click here.

The program closed with a panel of local CFOs discussing best practices in mergers and acquisitions. This panel included Andy Demott of Superior Uniform Group, Doug O’Dowd of Xcelience, Steve Torres of Vology, and Kris Wiebeck of Baldwin Risk Partners. This session was moderated by Dave Enick, Managing Director of CBIZ MHM Tampa Bay. Margie Manning, Finance Editor of the Tampa Bay Business Journal, covered the panel and perspectives from each of the CFO’s on what it’s like to buy a company, what it’s like to be acquired and how to prepare for being on either side of a deal. To read the full article, click here.

For more information regarding this Conference, search #CFOConf on Twitter.



May 19, 2016

On June 2nd the Kansas City CFO group will host their second quarter breakfast event, featuring retiring Burns & McDonnell CEO, Greg Graves.

During this interactive discussion, Greg will focus on the explosive growth Burns & McDonnell has experienced over the last 12 years, the finance role and how it plays into leadership and growth, and much more!

For more information and to register, click here.




May 12, 2016

On Thursday May 12th, the Kansas City Construction Practice kicked off their summer breakfast event series with a discussion focused on Key Employee Incentive and Retention Plans – Creating a Motivated Management Team.

Key employees can be hard to find and even harder to keep. High-caliber employees drive the generation of profit and enterprise value, and can be a vital piece in a successful ownership transition. As a business owner, identifying these employees, understanding what motivates them to remain loyal, and encouraging them to stay the course, is critical to your company’s future, your financial independence and your personal legacy.

 While higher pay seems like the best answer, it doesn’t stop competitors from offering even higher pay or better opportunities, it doesn’t encourage the leadership mentality and it doesn’t invoke loyalty – in many cases an incentive or retention plan may be the best solution.  It is important to first understand what motivates your high-caliber employees and then design an effective plan that will benefit both the employer and employee. During our discussion today, Joyce Farris outlined a variety of different plan options and decisions to weigh as you go down this path.  To summarize, no matter what type of plan you institute, the plan should: 

  • Motivate key employees to attains goals and as they do, the company value should increase;
  • “Handcuff” the key employee to the company;  
  • Outline meaningful and realistic objectives that are well-communicated;
  • Provide substantial benefits and should be a win for both the employer and employee; and 
  • Provide specific guidelines on how to achieve the benefit (s).

To receive a copy of today’s presentation, for questions on this topic or for additional information, please contact Joyce Farris at 816.945.5121 or jfarris@cbiz.com

Save the Date for Part II in the Construction Breakfast Series: Employee Stock option Plans (ESOPs) in the Construction Industry, July 12th.




May 3, 2016

CBIZ MHM, LLC Kansas City will launch a three part breakfast series focused on key issues affecting the Construction Industry.

Key employees can be hard to find and even hard to keep. They drive the generation of profit and enterprise value, and can be a vital piece in a successful ownership transition. As an Owner, understanding what motivates key employees to remain loyal, is critical to your company’s future, your financial independence and your personal legacy. Join us on May 12th for the first discussion of this three part series, Exploring Key Employee Incentive/Retention Plans.

Date and Time: Thursday, May 12 | 7:00AM – 9:00AM (continental breakfast will be available and discussion will start at 8:00AM).
Cost to attend: FREE
CPE: Eligible for 1 credit
Register: https://incentiveandretention.eventbrite.com

SAVE THE DATE
Tuesday July 12th – Employee Stock Option Plans (ESOPs) in the Construction Industry
Tuesday, August 30th – Leases
Thursday, November 3rd: Joint ½ day seminar featuring a variety of topics surrounding Millennials in the workforce




May 2, 2016

More than 70 CFOs and Controllers are gearing up for the CBIZ & MHM CFO Conference to be held next week at USF Health, CAMLS in downtown Tampa. 

Four CFOs are slated to close the half-day conference with a Q&A session and give insight into what the modern CFO should be prepared to face at the deal-making table.

This conference will be the first of its kind hosted by the Tampa Bay office.  The May 11th event will focus specifically on the CFO’s role in mergers and acquisitions.

Bob Bukala of Foundation Partners

Bob is the Chief Financial and Administrative Officer of Foundation Partners since 2012. He brings over 30 years of financial and managerial expertise to his role.


Andy Demott of Superior Uniform Group

Andy is the Chief Operating Officer of Superior Uniform Group and also serves as the company’s Chief Financial Officer and Treasurer.  Andy joined Superior Uniform Group in 1998 and plays an integral role in improving overall operational performance. Andy has been key to the development and implementation of corporate strategy. During his tenure, he has managed multiple significant acquisitions.

Doug O’Dowd of Xcelience

Doug joined Xcelience in 2012 as the company’s first Chief Financial Officer.  Doug has extensive experience working with small to medium sized companies in a variety of industries, both in the US and internationally.

Steve Torres of Vology

As Vology’s COO, Steve oversees all financial, operational and HR functions, including strategic planning, accounting and reporting, taxes, mergers and acquisitions, risk management, business intelligence, purchasing and logistics management. Steve brings a wealth of strategic leadership experience to the company, including expertise in public and private capital offerings, financial and operational transformations and regulatory compliance expertise, specializing in SEC and Sarbanes-Oxley compliance.

For more information and to register:
https://tampabaycfoconference.eventbrite.com/

Can't attend the event?  Follow along with the conversation on Twitter using #CFOConf



April 29, 2016

The healthcare and educational sectors brought renewed scrutiny to nonprofits’ unrelated business income activity in recent years. High rates of noncompliance in the IRS College and University Compliance Project Final Report and renewed focus on spending in the healthcare sector have regulators taking an especially close look at the issue of unrelated business income tax (UBIT).

The changing not-for-profit operating environment is making UBIT compliance risk greater than ever before. Betty Isler, Tampa Bay Managing Director, authors an article discussing main targets of UBIT scrutiny and why one should consider how the following could have an impact on an organization.

  • Digitized Form 990s
  • Website Risks
  • Banners
  • Merchandise
  • Merchant Affiliate Programs
  • Schedule K-1s

Scrutiny on UBIT is only increasing. To avoid penalties and other compliance risks with UBIT, nonprofits need to consistently revisit their sources of revenue and their reporting functions of those revenues. Consider carefully how each source of revenue contributes to the organization’s mission, and whether that activity still fits into the long-term strategic plan of the organization.

For more information about how to manage UBIT considerations, please contact Betty Isler at 727.572.1400 or bisler@cbiz.com.



April 28, 2016

The Memphis office will host a full-day CFO & Controller Conference focused on the ever-changing role of The New CFO.

National speakers, economists, and advisors, along with a panel of local CFOs will share their insights into what the modern CFO should be prepared to face as the role of CFO attracts more business complexity.

The following topics & speakers will be featured in 50 minute sessions:

Executive Compensation in Privately-Held Companies: Best Practices in Today’s Competition
Hal Wallach – Director of Executive Compensation Consulting, CBIZ Human Capital Services

Trends in Cash Automation
Henry Siler – Senior Vice President, Bank of America Merrill Lynch

How to Positively Impact Business Outcomes Through Improved Employee Wellbeing
Emily Noll – National Director of Wellness, CBIZ MHM, LLC
Amy HowellCorporate Wellness Specialist, CBIZ Benefits & Insurance Services

Current Trends in Tax Planning
Lloyd Grissinger – Lead Managing Director & Tax Practice Leader, CBIZ MHM, LLC
Mark Baricos - Managing Director, CBIZ MHM, LLC

An Accountant, A Broker, and A Banker Discuss FASB’s New Leasing Standard 
Brad Hale – Managing Director, CBIZ MHM, LLC 
Kelly Truitt – Senior Vice President, CBRE 
Bruce Clark – Vice President, Bank of America Merrill Lynch

The program will close with a panel of local CFOs who have played a strategic role in the mergers and acquisitions process at their respective companies and throughout their career.  

The event will take place May 17th at The University of Memphis FedEx Institute of Technology.  Registration will begin with a breakfast at 7:30 a.m. and the event kicks off at 8:00 a.m., giving participants eligibility to earn a total of 7 CPE Credits throughout the full-day event.

For more information and to register:
https://cbizmhmcfoconference2016.eventbrite.com/

Can't attend the event?  Follow along with the conversation on Twitter using #CFOConf




April 27, 2016

Dave Enick, Managing Director with CBIZ & MHM Tampa Bay, will speak at the 2016 USF Accounting Circle Conference held on May 26-27th at the USF Marshall Student Center.  The 2-day conference includes presentations on a variety of accounting topics, including best practices for retirement plans, the impact of big data on the accounting profession, revenue recognition update and implementation challenges, SEC update, GAAP update, and cybersecurity.  

Dave will be presenting on the middle market M&A.  The presentation will focus on current trends from a pre-transaction, transaction, and post-transaction basis.

To register for this conference, visit the USF registration website here.  For more coverage of the event, search #ficpaUSFAC on Twitter.

Jenny Matasic, Senior Manager with CBIZ & MHM Tampa Bay, is presenting at the 2016 Not-for-Profit Organizations Accounting Conference held on May 26-27th at the Holiday Inn Westshore in Tampa.  The 2-day conference will cover board governance, single audit, grants, peer review, affordable care act, data security, fraud, new market tax credits, and 403 (b) issues.

Jenny will be presenting on Best Practices in Operating Your 403(b) Plan. This presentation will look at key requirements of operating a 403(b) plan and discuss struggles plan administrators often experience in both large and small 403(b) plans.  It will also cover trends in 403(b) plans.

To register for this conference, visit the FICPA registration website here.  Follow the FICPA on twitter @ficpa and use #ficpaNPC to tweet about this conference.



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