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May 7, 2014

As a result of the significant role that mergers and acquisitions play in corporate growth strategy, the function of the CFO has greatly expanded. This dynamic environment demands that the CFO play a strategic role in providing forward-looking financial perspective, building partnerships, and working closely with chief executives and board members. In the context of the CFO's perspective and role in the process, our CFO/Controller Conference will cover:

  • Updates on capital markets
  • Factors that influence valuation
  • The diligence process on the buy-side
  • The preparedness aspects on the sell-side
  • Tax structuring and considerations

The half-day 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. Click here to view further event details, including a list of speakers and topics to be covered.




November 19, 2013

The Memphis office held their bi-annual CFO/Controller Conference November 13th at the University of Memphis Fogelman Center.

One hundred financial leaders in the Mid-South attended the half-day event where they gained insight into the current challenges in the industry including the ever-changing issue of healthcare reform. The first of four presentations given by PeopleCap Principals, Howard Cleveland and Andy Nix, spotlighted the importance of having a people strategy both in the process of hiring and in the management of current employees. Their long-term picture of employee engagement outweighing any benefits a company may offer served as a launching pad for Steve Dunavant and David Gearhardt's topic of the current financial environment of which CFOs are having to navigate.

The Affordable Care Act, though continuously changing, is putting an added burden on both CFO and HR professionals in the area of employee health benefits. Perhaps the most frustrating is the absence of much control over the impeding requirements.

Jenny Kiesewetter, Founding Member at Kiesewetter Law Firm PLLC, recognizes the shift of risk management from the collective "House Money, House Rules" way of thinking to placing more responsibility on the employee. The transfer of risk leaves many individuals with the choice to leverage private exchanges within the marketplace. Kieswetter clearly recognized this "industry trend" during her presentation on "The Future of Employer-Provided Healthcare."

The conference came full-circle with the final Q & A portion presented by a selected panel of CFO and HR professionals in the Memphis area. A common theme throughout this session was the growing partnership between the financial and human resources department at companies across the Mid-South. The panel represented some of the most well-respected companies and professionals in the local community: Perkins & Marie Callender's, nexAir, Bryce Corporation and Fred's. Though healthcare plans and benefits varied across the stage of businesses, all agreed that they are keeping a close eye on the healthcare reform and its effects on their employees.

Marcia Vargas, Sr. Vice President of Human Resources at Fred's, said it best, "We can no longer rely on benefits as the lever for employee satisfaction and recruitment. We are going to have to identify other ways to create employee engagement."

Healthcare is certainly changing the way employees view their employer. If our conference has any one takeaway, it is that Memphis businesses deeply care for their employees and their health.




November 8, 2013

It's no surprise to today's CFOs and HR Directors that the ever-changing dynamics of healthcare legislation are presenting new challenges in day-to-day business operations. From the benefits perspective, HR and finance professionals are having to work closer together now than they ever have in the past.

These ideas will feed into our Q & A portion of our CFO/Controller Conference on Wednesday, November 13th. Our own CBIZ representatives and moderators, Linda Lauer of the Memphis office and Karen Fenaroli of EFL Associates, Inc., will help lead a panel of experts in discussion over healthcare reform and business strategy. Panelists will include:

  • Barbara Anderson, Sr. Director/Benefits & Compensation, Perkins & Marie Callender's
  • Milton Lovell, CFO & General Counsel, nexAir
  • Ramon Marus, CFO, Bryce Corporation
  • Marcia Vargas, Sr. Vice President/Human Resources, Fred's
These influential Memphis leaders will share their own experiences, best practices, and lessons they have learned so far in dealing with new legislation in healthcare, including the Affordable Care Act. Though the panelists will be taking questions from the audience, if you already know of something you'd like discussed during this presentation, please feel free to send your questions over Twitter using #CFOConf @CBIZCFOConf or leave a comment below. Quick! Seats are running out fast. Pre-register for the event here.



October 15, 2013

The Memphis office of CBIZ MHM will host the 3rd seminar in our CFO/Controller Conference Series on November 13, 2013. Pre-registration is required, and attendees can register now online for a fee of $50, which includes the cost of breakfast and lunch.

The event will follow a half-day schedule running from 8:30 a.m. to 1:00 p.m. at the University of Memphis Fogelman Center. Presentations will focus on providing CFOs and Controllers with direction on addressing current challenges within their respective organizations. The conference will qualify for 4 hours of Continuing Professional Education (CPE) credit.  Speakers and topics will include:

  • YOUR PEOPLE STRATEGY IS AS CRITICAL AS YOUR FINANCIAL STRATEGY (Howard Cleveland, Principal, PeopleCap Advisors & Andy Nix, Principal, PeopleCap Advisors)
  • THE FUTURE OF EMPLOYER-PROVIDED HEALTHCARE (Jennifer Kiesewetter, Founding Member, Kiesewetter Law Firm, PLLC)
  • AFFORDABLE CARE ACT - WHAT CFOS NEED TO KNOW (Steve Dunavant, Senior Managing Director, CBIZ MHM, LLC & David Gearhardt, Employee Benefit Specialist, CBIZ Benefits & Insurance of TN)
  • TODAY’S CFO & HR DIRECTOR - PARTNERS IN DRIVING STRATEGY (Barbara Anderson, Sr. Director/Benefits & Compensation, Perkins & Marie Callender’s; Milton Lovell, CFO & General Counsel, nexAir; Ramon Marus, CFO, Bryce Corporation; Marcia Vargas, Sr. Vice President/Human Resources, Fred’s)

Stay tuned to our blog for future posts from our presenters leading up to the event. Participants and those who cannot attend the event can follow along with the conversation on Twitter by using #CFOConference. For more information, please contact Megan Murdock at mmurdock@cbiz.com.




October 3, 2013

Our blog has been up and running since early spring (our first blog post was published March 26, 2013), bringing you tax and accounting news, industry updates, expert insight, and a small glimpse into our company culture. Hopefully, through all the heavy subject matter, you've learned we like to have fun both inside and outside of the office.

As we move into the Fall season, though the weather still needs to catch up, we'd like to share our list of the Top 5 Most Popular Blog Posts as a refresher on all that's good at CBIZ MHM Memphis:

1.   The Health Insurance Marketplace: Model Notice to Employees

2.   Top 10 Reasons to Work at CBIZ MHM Memphis

3.   CBIZ Memphis to Host CFO/Controller Conference Series (watch out for similar posts featuring the speakers of our upcoming November 2013 CFO/Controller Conference)

4.  An Overview: Verizon 2013 Data Breach Investigations Report

5.   Is Employee Satisfaction Enough? Time to Rethink Employee Enagagement Strategies

Have a topic you would like to see covered on our blog? Click "Leave a reply" to post a question or concern.




May 16, 2013

A crowd of over 80 CFOs and Controllers attended the CBIZ MHM Memphis CFO/Controller Conference hosted at the Fogelman Center on the University of Memphis campus Tuesday morning.

The half-day conference focused on providing direction on how to address current challenges within their respective organizations. Topics included:

  • Business Lending: Navigating Today's Regulatory & Economic Challenges;
  • Anatomy of a Data Breach;
  • How to create 'A' Players Throughout Your Organization; and
  • An Affordable Care Act Update.

Edward Gentry, EVP & Chief Lending Officer of Triumph Bank kicked off the event, with Karen Cassella & Brenda Brigman, Executive VPs of CBIZ Security & Advisory Services LLC following. Michael Synk, Strategic Executive Coach of In-Synk, and Kim Agah, Vice President of CBIZ Benefits & Insurance Services, provided the last two presentations with lunch served during the last of the four sessions. 

Twitter Tabletop If you missed the event, you can follow along with the conversation on Twitter using #CFOController. Interested in attending one of our upcoming events? Have suggestions for future topics or speakers at our next CFO/Controller Conference? Contact Megan Murdock (mmurdock@cbiz.com) with any further questions.




April 16, 2013

CBIZ Memphis will be hosting a CFO/Controller Conference Series May 14, 2013, at the Fogelman Executive Center on the University of Memphis campus. The event will be a half-day seminar focused on providing CFOs and controllers with direction on addressing current challenges within their respective organizations including the Affordable Care Act, data security standards in the payment card industry and the current lending environment.

Registration will begin with a breakfast at 8:30 a.m. and the event kicks off at 9:00 a.m. Listen to the following speakers and their presentations to receive a total of four CPE credits (Lunch will be served during the last topic). You can REGISTER HERE.

Topics include:

Business Lending: Navigating Today's Regulatory and Economic Challenges,Edward J. Gentry, Executive Vice President & Chief Lending Officer - Triumph Bank

Data Breach - Are you Ready?,Karen Cassella, Executive Vice President - CBIZ Security & Advisory Services, LLC

Would You Enthusiastically Rehire Your Team? How to Create 'A' Players Throughout Your Organization, Michael Synk, Strategic Coach - In-Synk

Affordable Care Act Update, Kim Agah, Vice President -CBIZ Benefits & Insurance Services, Atlanta

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

Registration: 8:30 a.m.

Event runs 9:00 a.m. - 1:00 p.m.

4 CPE Credits

$50, Breakfast & Lunch Included

Will you be attending our CFO/Controller Conference Series? Have a question or topic you would like covered by one of the experts? Leave your comment below and we'll make sure to pass it along.




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