Local Office Blogs

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September 1, 2015

The Memphis Office of CBIZ MHM hosted a lunch seminar on "How DOL Enforcement and Recent Litigation is Impacting Your Employee Benefit Plan."

Co-Presenters for the seminar included Linda Lauer, Co-Attest Practice Leader and Lead Managing Director, and Jennifer Kiesewetter, Attorney and Managing Partner of Kiesewetter Law Firm, PLLC.

Linda and Jennifer reviewed the recent Department of Labor (DOL) enforcement actions and court cases to help benefit plan sponsors develop best practices in plan administration.  In addition, the presentation looked at how the DOL’s inspection of audit firms has impacted plan sponsors. According to a recent EBP Audit Quality Study published by the DOL, nearly 4 in 10 EBP audits in the 2011 plan filing year contained major deficiencies and failed to meet regulatory standards making it even more important for companies to conduct thorough due diligence when selecting an auditor for their plan.

For more information on recent DOL activity and how it impacts your employee benefit plan, contact Linda at 901.685.5575 or llauer@cbiz.com.

August 27, 2015

Moira House, Director of Operations for the Memphis office, has been named a finalist for Human Resource Practitioner of the Year.  Sponsored by the Memphis Chapter of the Society for Human Resource Management (SHRM), this award is given to an individual that has demonstrated significant impact to the Human Resource function- specifically recognizing examples of strategy implementation that have directly contributed to firm achievements, innovation and unique approaches to addressing key business issues, and quantifiable contributions to overall business strategy.

Eustis Corrigan, Senior Managing Director, commented "Moira has brought a more intensified focus to our office on diversity and other human resources issues. She is clearly an expert in her field and has a great way of communicating with others. Her creative thinking in terms of performance management and goal-setting has set a new gold standard for our office that other practices within the firm are following."

In her role for the Memphis Office, Moira partners with key practice leaders to increase growth, profitability, efficiency and effectiveness. Further, she adds strength to our risk management focus to ensure an effective plan is in place to mitigate all areas of possible risk to our employees, business information, physical assets and finances. Moira oversees Human Resources as well as direct the workflow of administrative services to our internal and external clients.

To attend the HR Excellence Awards on September 9, visit the SHRM website for more details.

August 25, 2015

The Memphis office of CBIZ MHM partnered with the Memphis Business Journal for the fourth annual Super Women in Business Pre-Event Party on August 18th.  Linda Lauer, Lead Managing Director & Co-Attest Practice Leader, welcomed the crowd to the event and gave her personal support for the Awards, as well as the recognition it gives to the Mid-South's leading women decision makers. The 2012-2014 classes of honorees were also invited to mingle and network over drinks and hors d'oeurvres.

This year, the event was held at Sissy’s Log Cabin, a fine jeweler new to Memphis. More than 60 professionals enjoyed the luxurious jewelry and watches on display throughout the venue. Sissy’s jewelry experts were also available to provide insight into the quality and craftsmanship of their selection.  To make the event even more fun, this year’s Super Women were able to pick out any jewelry to wear and have their professional portraits taken.
Lauer, Executive Board member for CBIZ Women's Advantage, offered her insight: “It’s always great having a chance to interact with these amazing women at an event like this. This environment allows us to step away from the big awards and have the opportunity to socialize and network in a more personal setting. This is one of my favorite Memphis Business Journal events, and I look forward to hearing from these successful Super Women at the awards luncheon on Friday.”

It was certainly a glamorous night, and 60 of the Mid-South's most influential business women shined. To view this year's list of Super Women in Business click here. If you'd like more information on the CBIZ Women's Advantage, please contact Linda Lauer at llauer@cbiz.com.

August 20, 2015

You Know We Train. You Know We Tough. Bow Up.

The Memphis Kroc Center’s Challenge Center served as the perfect spot for our bi-annual office meeting.  To kick off the meeting, all of our employees met in the facility’s Grand Hall for a presentation from our Senior Managing Director, Eustis Corrigan, and other committee representatives. Our staff had the opportunity to welcome new employees, congratulate promoted individuals, discuss internal activities, and hear some motivating words.  Also, our Community Involvement had a special announcement.

After ending the meeting portion, it was time to solve some puzzles.  The energetic coaches from the Kroc Center had quite the experience planned.  We separated into eleven teams and focused on creating team names, chants, and an intro video.  Then, we joined together as one large group for some loud, boisterous fun to get everyone ready to go for the team challenge activities.

After shouting chants in the arena, we split into teams for the individual challenges.  We participated in various team building activities that strengthened our abilities to communicate effectively, actively listen, collaborate with diverse minds, and build trust among our peers.  We were able to utilize our critical thinking skills to solve puzzles, strategically maneuver objects, and resolve scenarios in hopes of becoming the winning team.

July's Office Meeting was a memorable experience that provided our staff a unique way to come together for office updates, community involvement, and team building activities.  We thank the Kroc Center staff for providing an energetic atmosphere for stepping out of our comfort zones.

August 18, 2015

Inspired by our friend, Carson Head, the
Memphis office committed the first half of 2015 to raising money for another wish child with a life-threatening medical condition through Make-A-Wish® Mid-South.

At our bi-annual office meeting at the Kroc Center, we granted our wish-child, Sheronda, her wish to go to Disney World. Employees dressed up in Disney character costumes and greeted Sheronda with Disney apparel. Sheronda was taken on a scavenger hunt, collecting clues that eventually led to the big reveal. She and her entire family will be flying to Orlando, FL soon to visit Walt Disney World.

In only five months time, our efforts allowed us to raise enough money to grant Sheronda’s wish. Some activities and internal office events made this goal possible:

Star Program: This program was a special way to recognize someone else in the office whether it was an intern, associate, manager, or managing director. All staff had a chance to buy a “Wish star” for another person’s good job that week in the office or out in the field.

March Madness Brackets: Interested employees participated in a firm-wide bracket during the March Madness games. For each entrant’s contribution to the pool, half of the money donated was put toward our Make-A-Wish funds.

Online Fundraising: Through an online fundraising site set-up for our office, employees, their families, and friends could donate directly to our cause.

Thank you to Make-A-Wish® Mid-South for allowing our office to participate in this wonderful program and congratulations to Wish Volunteer and our team leader, Sherry Hodgson, and the entire community involvement committee for inspiring our office and making this wish possible.

August 14, 2015

Established in 1974, the Distinguished Alumnus Award is the highest award presented by the Christian Brothers University Alumni Association.  The recipient for this year’s prestigious award is our own Steve Dunavant.  This award recognizes Steve for his notable level of success in life, significant contributions to his profession, support of CBU efforts, and contribution to society through public service and church activities.

Steve Dunavant has more than 30 years of public accounting experience and currently serves as a Managing Director for the Memphis office of CBIZ MHM, LLC.  Steve was one of the founding members of the predecessor firm, Thompson Dunavant PLC.  Steve provides guidance on a variety of financial and taxation matters involving: pass through entities, acquisitions/divestitures, utilization of tax incentives, and healthcare reform.  His clients include "high net worth" individuals/family offices, private equity funds, and closely-held businesses.

Outside of the office, Steve has contributed time to many committees and Boards.  Currently, he serves on the Board of Trustees at Christian Brothers University and the Americana Music Association.  Formerly, Steve was Chairman of the Board at Visible Music College, and on the Board of Directors at Triumph Bank.

To see the full press release on Steve’s award recognition from CBU, click here.

August 12, 2015

Linda Lauer has been appointed to the Mayer Hoffman McCann P.C. (MHM) Board of Directors.  Linda serves as the Co-Attest Practice Leader of the Memphis office.  She has been with MHM for four years since joining by acquisition in 2011.  Linda has more than 25 years of industry experience in public accounting as well as Fortune 500 companies.

 “I am proud to see Linda join the MHM Board of Directors as a representative of Memphis and one of the first women to serve on the board,” comments Eustis Corrigan, Senior Managing Director, CBIZ MHM Memphis. “The Board will provide Linda with a unique opportunity to be at the forefront of change and development within our Firm on a national level and will offer her a chance to share insight and feedback from our local office.”

In addition to serving as Co-Attest Practice Leader, Linda leads the office’s employee benefit plan audit practice. Outside of the office, Linda also contributes her time to several committees and Boards including the National CBIZ Women’s Advantage Executive Board, the Leadership Memphis Board, and the Page Robbins Adult Day Care Center Board. 

To see the full press release on Linda’s appointment to the MHM Board, click here.

August 5, 2015

Memphians may have traveled into Mississippi or Arkansas this past weekend to take advantage of tax-free shopping. However, all Tennesseans will be able to enjoy the state’s sales tax holiday, beginning at 12:01 a.m. on Friday, August 7 through Sunday, August 9 at 11:59 p.m. A full list of qualified items can be found on the TN Department of Revenue’s website.  Sonya Daniels, Tax Manager in the Sales and Use Tax department at CBIZ MHM Memphis, offers insight into the holiday for Memphis Business Journal’s “Expert weighs in: How to tackle Tennessee’s tax-free weekend,” and explains what exemptions exist and why some items do not qualify for exemption. 

Consumers should be aware of the limitations on exemptions before making their way to the register since it varies from state to state. For instance, computers priced at $1,500 or less are included in the Tennessee sales tax holiday but in Alabama the price limit on computers is $750 or less. Businesses will likely show an uptick in consumer spending and volume of customers during this time, making the sales tax-free weekend a hit for retailers.

On the other hand, state success varies on a case by case basis. Though consumers may cross state lines to shop in states where the exemption is offered, the sales tax holidays surround items that consumers would be purchasing regardless of the holiday, such as school supplies and clothing. The exemption has even caused some states to report a loss during this period of tax revenue; Georgia reportedly lost upwards of 40 million to host this savings to consumers.  Some states, including Illinois, continuously opt-out of the holiday from year to year.  Sonya was also featured in Chicago Tribune’s “Illinois again skips back-to-school sales tax holiday.” Though there are both pros and cons involved with opting into the event, Sonya suggests Illinois give it a try for a year to test if the benefits outweigh the associated costs: “Most states vote on these on a year to year basis so having one this year doesn’t mean they have to have it the following year.”

Contact Sonya Daniels at sdaniels@cbiz.com or 901-685-5575 for any further questions regarding sales tax.

July 15, 2015

The Memphis Business Journal is now accepting nominations for the 2015 CFO of the Year Awards. Nominees must be a Chief Financial Officer or hold an equivalent position at a local company or organization that is headquartered in the Memphis or Mid-South area.

Award Categories include the following:

  • Private Company
  • Public Company
  • Nonprofit Organization
  • Lifetime Achievement Award

Click here to submit a CFO and to see the full eligibility requirements.

To view a list of the 2014 CFO of the Year finalists, click here.

July 13, 2015

The Memphis Business Journal editorial board has selected the 25 finalists who will be honored at the 2015 Super Women in Business Awards luncheon August 28th at the Hilton Memphis. Named for their leadership in business, community contribution, and influence in a variety of industries, these women will make up the fourth class of Super Women since the awards' inception.

Join us in honoring the 25 Super Women at their awards luncheon August 28th. Individual tickets and group packages are available. For more information on registration, contact Meade Carlisle at mcarlisle@bizjournals.com.

The 25 finalists include the following:

  • Rebecca AdelmanShareholder, Hagwood Adelman Tipton PC
  • Becky BridgmonVice President, Financial Advisor, Investment Management Consultant and Partner, the Bilsky Bridgmon Group at Morgan Stanley
  • Emily CallahanChief Marketing Officer, ALSAC/St. Jude Children’s Research Hospital
  • Kim CherryExecutive Vice President of Corporate Communications, First Tennessee Bank
  • Divya ChoudharyDirector, Graduate Engineering, Director, STEM Center for Women, and Diversity Associate Professor, Electrical and Computer Engineering, Christian Brothers University
  • Dorothy CleavesFirst Vice President Relationship Manager-Private Banking, Paragon Bank
  • Melissa CookstonOwner, Memphis Barbecue Co.
  • Kim Gaskill Founding Partner, Gaskill Strategies LLC
  • Jodie Gilmore CEO and Managing Director, Onyx Medical LLC
  • Briggette GreenOwner, TopCat Masonry Contractors LLC
  • Karen HarrellVice President, Porter-Leath
  • Kathleen Healy-CollierVice President, Business Line Operations and Professional Services, Regional One Health
  • Karen Field IsaacmanCo-Chairman, Armstrong Relocation and Cos.
  • Mary Ann Jackson Shareholder, Baker, Donelson, Bearman, Caldwell & Berkowitz PC
  • Paula JacobsVice President, Process Improvement and Innovation, Methodist Le Bonheur Healthcare
  • Melanie KellerPresident and CEO, Meritan Inc.
  • Deidre MalonePresident and CEO, The Carter Malone Group LLC
  • Estella H. Mayhue-GreerPresident and CEO, Mid-South Food Bank
  • Valerie MorrisPresident and CEO, Morris Marketing Group
  • Alice Roberts Vice President of Programming and Education, The Orpheum Theatre
  • Kris ShepherdExecutive Vice President, Corporate Marketing and Communications, Varsity Brands
  • Mary Tate-SmithVice President, Cigna
  • Dr. Kathy TubervilleDirector, Avron B. Fogelman Professional Development Center
  • Linda WilliamsPresident and CEO, RISE Foundation Inc.
  • Jacquelyn WilliamsExecutive Director, YWCA Greater Memphis

The full list of finalists were announced July 10th on the Memphis Business Journal website.

Click here to view the list of 2014 honorees.


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