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November 18, 2016

The Tampa Bay Business Journal is now accepting nominations for the 2017 CFO of the Year awards, sponsored by CBIZ MHM, Shumaker, and Advantica. The CFO of the Year program recognizes Chief Financial Officers or Heads of Finance in the Tampa Bay area.

Award categories include the following:

  • Public Company
  • Small Private Company
  • Medium Private Company
  • Large Private Company
  • Nonprofit
  • Government

Information about last year’s honorees can be found here.

Nominations are now open until December 26, and the awards program is February 2. Fill out your nomination form here: http://bit.ly/2f4LNgO



November 8, 2016

CBIZ MHM Tampa Bay participated in the Making Strides Against Breast Cancer 5k walk at Amalie Arena earlier this month.

The Beta Alpha Psi Delta Gamma Chapter at The University of South Florida and the Beta Alpha Psi Lambda Beta Chapter at the University of Tampa joined Team CBIZ Tampa Bay to support the cause by participating in the 5k walk and by donating online.

Hosted throughout the nation, these walks help the American Cancer Society to continue to accelerate progress in breast cancer research and keep people with breast cancer healthy while we work towards a cure. Over 500 teams participated in this event, raising $464,377 for Making Strides of Hillsborough. This year the Tampa Bay office raised $2,715!

To see pictures from the event, follow @TampaStrides on Twitter and search the hashtags #TampaStrides and #TeamCBIZ.

If you’d like to support Making Strides and the American Cancer Society, you can donate by clicking here. Thanks to everyone for their support of this great cause!





November 2, 2016

More than 50 CFOs, CEOs, Business Owners, and Financial Executives are gearing up for CBIZ & MHM’s Post-Election Tax & Business Update Roundtable to be held later this month at the Tampa Club

Four Tampa Bay executives are slated to wrap up the seminar with a Q&A session and give insight on key races and the expected impact on businesses post-election day.

Oscar Horton of Sun State International Trucks LLC

Oscar is the President & CEO of Sun State International Trucks LLC since 2000. With more than 25 years of experience at International Truck & Engine Corporation, Oscar has a proven record of managing organizational change and improving business efficiencies.


Steve Knopik of Beall’s, Inc.

Steve joined Beall’s, Inc. in 1984 as the Director of Finance and grew with the Company over the ensuing 22 years and advanced through a number of leadership roles before being promoted to Chief Executive Officer in 2006.




Steve Raymund of Tech Data Corporation

Steve has served Tech Data as a Director since 1986, Chairman of the Board since 1991, and CEO from 1986 through 2006. Steve is also a director of Jabil, Inc., where he is Chair of the Audit Committee, and a director of WESCO International, Inc., where he serves on the Audit and Executive Committees. Steve has substantial experience, knowledge, and relationships within the IT distribution channel that allow him to provide value related to finance, management, supplier and customer relationships, operations, and risk.

Kris Wiebeck of Baldwin Risk Partners

 

Kris joined Baldwin Risk Partners (BRP) in 2015 as Chief Financial Officer. He oversees finance, mergers and acquisitions, accounting and legal for all four BRP brands. Kris works with BRP leadership to continue delivering best-in-class insurance and risk management services, optimizing operating results and leading external growth opportunities.


 For more information and to register:
http://www.cbiz.com/postelectiontampa




October 26, 2016

In step five, it is important that a clear definition of the ideal buyer and the type of offer wanted exists. The final step of the Five Steps to Selling Your Business, co-authored by Dave Enick, is about being nimble to act efficiently to move the transaction from the initial offer to close. This step requires conducting sell-side due diligence, keeping the lines of communication open between the buyer and the seller, and being prepared to respond to the questions that arise during the deal process.

Consider the Market and Revisit Your Objectives

It is important to understand current market conditions as the close approaches and adjust for it proactively rather than in drawn out final negotiations.

Conduct Sell-Side Due Diligence

Sell-side diligence by a reputable firm will help speed up the buying process, especially with buyers who are used to seeing diligence reports.

Execute with Precision

Once the ideal buyer has been identified, meet with the team to discuss what they want to see in the letter of intent and what items are critical to the success of the transaction.

Complete the Sale

Planning for the entire sales process, from maximizing the value of the business through the post-deal transition can help execute a business deal that meets objectives.

For more information about the five steps to selling your business, contact Dave Enick at denick@cbiz.com or 727.572.1400.



October 20, 2016

CBIZ MHM is pleased to announce the appointment of Nathan Smith to CBIZ’s National Tax Office (NTO), the central resource for the CBIZ MHM tax practice.  The NTO provides technical training, updates on new and changing legislation, consulting on complex matters, and oversight of the practices’ quality assurance measures. Through these activities, the NTO takes a leading role in generating tangible planning ideas and solutions and producing thought leadership materials to assist our clients in achieving their desired goals.

Prior to joining the NTO, Nathan spent more than 13 years as a Tax Senior Manager for the Tampa Bay office focusing on tax consulting and compliance for large corporations and partnerships. Nathan will be returning as a NTO Director and will have a wide variety of responsibilities including the following:

  • Researching and analyzing industry and Federal tax developments
  • Leading the development of practice aids and tactical approaches to responding to industry and Federal tax developments in a variety of subject matter areas
  • Strategizing with Managing Directors regarding tax planning in connection with existing client service plans, including facilitating client service teams in the client opportunity planning process
  • Leading data mining initiatives to identify segments of the client base that are ideal candidates
For questions regarding how the NTO helps our firm and can assist your business, please contact Nathan Smith at Nate.Smith@CBIZ.com.



October 19, 2016


As part of CBIZ & MHM’s Executive Roundtable Series, the Tampa Bay office is hosting a Post-Election Tax & Business Update roundtable. 2016 will be the 58th Presidential Election for the United States, and the only certainty is that we will have a new president for the next four years occupying the White House.

This seminar will discuss the potential impact the election results have on tax reform and other prominent business issues. Bill Smith, Managing Director for CBIZ MHM’s National Tax Office, along with a panel of local key executives will provide their opinions and insight on key races and the expected impact on businesses post-election day.

The seminar will take place November 16th at the Tampa Club and will qualify for 2 hours of CPE credit.    

For more information and to register:
http://www.cbiz.com/postelectiontampa

Stay tuned for future posts about our panelists and topics leading up to the event.



October 11, 2016

Behind every successful company or nonprofit, there’s a hard-working board of directors. CBIZ MHM Tampa Bay is proud to be a presenting sponsor for the Tampa Bay Business Journal’s 2016 Outstanding Directors Awards, celebrating the best of the boards. The second annual event recognizes four public and privately held companies and four nonprofit organizations for their vital behind-the-scenes roles in ensuring effective corporate governance that leads to success.

Join us in honoring Tampa Bay’s 2016 Outstanding Directors at their awards program on November 3rd. For more information or to register, click here.

The full list of honorees was announced on the Tampa Bay Business Journal website. Here are the Outstanding Directors for 2016:

Public company board:

Manitowoc Foodservice Inc.

WellCare Health Plans Inc.

 

Private company board:

AgileThought

Dex Imaging Inc.

 

Nonprofit board:

Central Florida Behavioral Health Network

Children’s Dream Fund

Crisis Center of Tampa Bay

Early Learning Coalition of Manatee County

 

Lifetime Achievement Award:

Richard Gonzmart, The Columbia Restaurant Group




October 5, 2016

CBIZ MHM Tampa Bay was a sponsor at the 2016 Collaborative Law Training event earlier this month. The three day training seminar was held at Loew’s Hotel in downtown Chicago. The training was geared towards lawyers, mental health professionals, and financial advisors who have participated in collaborative cases.

The seminar included presentations on managing conflicting emotions in collaborative practice, interactive presentations focusing on ethical issues, and challenges and opportunities in collaborative practice. The event concluded with Tampa Bay Managing Directors Mike Lewis and Anthony Phillips presenting on team dynamics and team dysfunctions.

Our Tampa Bay Forensic and Financial Services Group have participated in numerous collaborative divorce cases by serving as the financial neutral. To explore how to engage CBIZ MHM for your collaborative team, contact Mike Lewis at 813.594.1400 or Mlewis@cbiz.com or Anthony Phillips at 813.594.1400 or Anthony.phillips@cbiz.com.



September 20, 2016

Brad Hale, Managing Director with CBIZ & MHM Tampa Bay, will speak at the 2016 Accounting & Business Show held on September 28-30th at the Broward County Convention Center in Ft. Lauderdale.  The 2-day conference includes presentations on a variety of accounting topics, including FASB updates, Social Security for CPAs, sales & use tax trends, auditing standards board updates, R&D tax credits, data security best practices, federal tax updates, and succession planning, among others.  

Brad will be presenting on the key takeaways from implementation projects on the new revenue standard.  The presentation will focus on practical application of the new revenue recognition standard through the use of examples and stories from active implementation projects.

To register for this conference, visit the FICPA registration website here.  For more coverage of the event, search #ficpaABS and follow the FICPA on Twitter @FICPA.



September 6, 2016

CBIZ MHM Tampa Bay partnered with Hill Ward Henderson to host a roundtable focused on implementing the new overtime regulations recently released by the Department of Labor that require that most employees making under $47,476 must be made overtime-eligible (or their salary increased) by December 1, 2016.

Attracting more that 60 attendees, this seminar provided practical information about the revisions to the Fair Labor Standards Act, the ramifications to employers, potential unintended consequences and alarming long-term implications, implementation strategies, and analysis ideas.

The panel of speakers included the following:

Ed Rataj
Ed Rataj is the Managing Director of Compensation Consulting at CBIZ Human Capital Services. Since 2003 when he joined the firm, he has amassed extensive compensation experience, focusing on designing innovative executive, broad-based and sales compensation programs. His core business is compensation consulting across various industries, and he also serves as a reasonable compensation expert witness. Ed recently became the second person ever to earn the Master Certified Compensation Professional (MCCP) designation, which represents the pinnacle of the compensation and total rewards profession.

Jeffrey Wilcox
Jeff is an associate in the Hill Ward Henderson’s Litigation Group. His practice primarily focuses on employment law, including wage-hour compliance, FMLA and ADA compliance, allegations of discrimination and harassment, non-compete litigation, and handbook and policy drafting. Jeff is active in both professional and Bar-related activities. He currently serves as a Director on the Hillsborough County Bar Association, Young Lawyers Division Board, and is a member of the Employment and Labor Law Committee in the Defense Research Institute. In 2014, Jeff received the Hillsborough County Bar Association’s Outstanding Young Lawyer Award.

For more information regarding how to meet the new FLSA requirements with minimal cost, contact Ed Rataj at 314.692.5884 or erataj@cbiz.com.

To get on the invite list for future seminars in our Tampa Bay series, contact Craig Gilman at cgilman@cbiz.com or Tracey McDonald at tracey.mcdonald@cbiz.com.



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