Local Office Blogs

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November 18, 2015

It is that time of the year again for the CBIZ National Food Drive.  In the spirit of the Star Wars Saga, the theme for this year’s food drive was:  HUNGER WARS:  EPISODE 2015.  The food drive ran nationally from November 2-13. CBIZ MHM Tampa Bay donated all collections this year to St. Vincent de Paul Soup Kitchen of Upper Pinellas.

The company-wide goal was to collect 700,000 pounds of food and the challenge for each office was to increase their total by at least 10% over last year.  The Tampa Bay office of CBIZ & MHM exceeded our goal of last year’s total by 23%, with a grand total of 31,812 pounds collected!  $6,252 in monetary donations and 552 pounds of food items will be donated to the SVDP Soup Kitchen this year.

The food drive kicked off with a company-wide breakfast for a minimum donation.  There was also a bake sale silent auction and fundraising luncheon as other donation opportunities.

Thank you to all for rebelling against the “Hunger Wars” and doing our part to make sure no child, senior or family in our community goes hungry this holiday season.

For more coverage on the “Hunger Wars”, search #CBIZFoodDrive on Twitter.


November 17, 2015

Steve Dunavant, Managing Director for the Memphis Office, will present at the Emerging Trends event hosted by the Urban Land Institute of Memphis.  Highlighting one of the city's biggest real-estate development projects in decades, Steve will give attendees an inside look at Crosstown's New Market Tax Credits.  Joel Superfon, Director of Investment Management & Advisory Services at Dudley Ventures, and Gil Uhlhorn, Member at Bass, Berry & Sims, PLC., will co-present.

The breakfast will be held on Thursday, December 3rd from 8:00 am to 10:30 am at the Memphis Botanic Garden.  Check-in opens at 8:00 am with coffee and continental breakfast.  The program begins promptly at 8:30 am.

For more information or to register for the event, click here.

November 16, 2015

This year’s Florida ACG Capital Connection Conference took place November 10-12 attracting more than 400 attendees to the Diplomat Resort & Spa in Hollywood. The CBIZ Transaction Advisory Services (TAS) group was present and sponsored charging stations at the event.

Our TAS group helps clients stay connected to their goals throughout the transaction process by tailoring a full range of solutions to the unique needs and concerns related to the transaction at hand. CBIZ takes a scalable approach to every transaction to help you address the unique value drivers of your deal.

CBIZ is one of the nation’s leading accounting services providers delivering national expertise combined with highly personalized service at the local level.  We provide due diligence, transaction structuring, valuation, cash flow modeling, risk mitigation and credit risk services to potential buyers and sellers so they can make informed decisions regarding complex transactions.

Contact Dave Enick, Southeast Transaction Advisory Leader, for more information on how to make the most of your transactions.

November 12, 2015

Eric Barnes, publisher of The Daily News, opened the Nov. 5th Commercial Real Estate Seminar with a nod to the attendees, "This is our best attended seminar series, and I’m sure today’s panelists will not disappoint."

McLean Wilson of Kemmons Wilson Inc., headlined as the keynote.  Since 2011, McLean has been leading the re-development efforts of the Sears Crosstown Redevelopment Project in Memphis.  During his address, McLean spoke about the importance of the mix-use space at Crosstown Concourse and its intentional collaboration between the arts, education, and healthcare.

The overarching theme to the group of presentations was that Memphis is a city on the rise and of choice for many investors. In fact, Brian Whaley of CBRE Memphis noted that there is over one million square feet of retail space planned or currently under construction, and we continue to see investors from outside of Memphis bring new life to the community.

In addition to Wilson and Whaley, other event panelists included Tim Mashburn of Colliers International, Jimmy Ringel of Makowsky Ringel Greenberg, and Kemp Conrad of Cushman & Wakefield | Commercial Advisors LLC.

A crowd of over 250 gathered for the #MEMCRE event at the Brooks Museum.  To read further coverage of this event, visit the Memphis Daily News website.

November 12, 2015

Bill Tapp, CBIZ MHM Tampa Bay Senior Managing Director, was awarded with the Good Help Award last week at the Graceful Art of Senior Care Gala. Bill received the Good Help award for his work and passion in serving the Tampa Bay community.

The Gala celebrates Bon Secours St. Petersburg Health System and the individuals who have provided “good help” to our community. The mission of Bon Secours Health System is to provide good help and healing to those in need – in body, mind, and spirit. The event hosted a sell-out crowd of more than 200 attendees including hospital & healthcare leadership, local community leaders, and donors.

The funds raised at the Gala help to support the work of their ministry and the difference they make in the lives of seniors and their families.

For more information on Bon Secours, visit their website.


November 10, 2015

Josh Finfrock, Director of the Memphis Office recently authored an article covering the Base Erosion and Profit Sharing (BEPS) recommendations.

On October 5, 2015, the Organisation for Economic Co-operation and Development (OECD) presented final recommendations relating to the BEPS project to the G20 Finance Ministers. The recommendations represent a multi-year focus on international tax policy aimed at curbing tax avoidance by multinational enterprises (MNEs) and include more than 1,600 pages covering 15 action points.

Josh’s article gives detailed insight into each of the 15 action points and summarizes key topics and recommendations presented by the OECD.

For questions on how these recommendations may have an impact on your company, please contact Josh Finfrock at jfinfrock@cbiz.com or 901-685-5575.  To view the full article on CBIZ’s Insights & Resources, click the button below.

November 10, 2015

The Tampa Bay office of CBIZ MHM participated in the Tampa Bay Heart Walk at Raymond James Stadium over the weekend.

Almost 90 employees participated in the 5k walk for the 2nd year in a row, as well as some who virtually completed it by donating online.  This year’s Heart Walk involved more than 35,000 participants and raised more than $3.8 million for the American Heart Association, exceeding this year’s goal of $3.5 million and making the Tampa Bay Heart Walk one of the top one or two from a fundraising and participation standpoint in the country.  This year the Tampa Bay office raised $8,025!

The American Heart Association is the largest voluntary health organization dedicated to defeating heart disease, stroke and other cardiovascular diseases.  If you’d like to support the Tampa Bay Heart Walk and help the American Heart Association, you can donate by clicking here.

For more coverage on the 2015 Tampa Bay Heart Walk, search #TBHeartWalk on Twitter.

November 5, 2015

A special thank you to Lori Gordon, COO of Association Headquarters for providing a meaningful and interactive discussion amongst such a diverse and accomplished group of women at CWA Philadelphia’s Leadership Roundtable.  As discussed amongst the group, leaders come from all facets of our life, all career levels…some will be warm and fuzzy and others will be far from it - but if we can take the various characteristic traits that encompass these individuals, we are sure to bring out the inner leaders in ourselves and serve as an influence for others. 


The topics of our roundtables are chosen based on what we hear is important to women in business. If you have an idea or topic that you would like to discuss please contact us– it might just become the next topic for the CWA Roundtable!

November 5, 2015

Together, with Husch Blackwell and UMB Bank, CBIZ MHM, LLC proudly sponsored a seminar dedicated to the Manufacturing and Distribution industry on October 29th. Held at Boulevard Brewery, the seminar focused on the cybersecurity threats facing the manufacturing and distribution industry. Attendees heard from accounting, financial and legal professionals as they discussed the industry economic forecast, data breach threats to companies in the Kansas City area, vendor security and risk management.

To wrap up the seminar, special guests Chris Lamb, FBI - Cyber Investigations, and John Cowles, Assistant US Attorney – USAO, Western District of MO, focused on the current trends in cyber investigations (locally and nationally) and prevention tips.   

The Manufacturing industry is important to CBIZ MHM and we are very pleased to have had several clients and guests attend the event to learn more about the security challenges facing this industry. Below, we have included the top ten takeaways from the seminar.  As an additional resource, the presentation is available for download here

  1. Understand the global threat – Threats to cybersecurity are increasing both in quantity and severity. From 2012 to 2013, data breaches doubled!
  2. Know the cost – From 2013 to 2014, the average cost of data breaches went up by more than 15%, making the average $3.5 million.
  3. Know your data - Know what data your company has, where it is stored and how it’s secured.
  4. Clean it out - Look for opportunities to eliminate old and unnecessary data.
  5. Use your resources – There are third party professionals who are experts in various aspects of cybersecurity, including the FBI, all of which are resources for you - use them! 
  6. Mitigate your risk - A formal risk assessment should be performed at least annually – whether done internally or by a third party specialist.
  7. Get covered – Companies should consider obtaining insurance to cover cybersecurity incidents and review policies with specialists to make sure they provide adequate coverage.
  8. Educate your employees – 93% of employees knowingly violate cyber security policies. People are the biggest cause of security breaches. Employees need to be trained and updated on cybersecurity issues.
  9. Size DOESN’T matter – In fact, the smaller the business is, the easier it is to hack!
  10. It could happen to you – The odds of a Manufacturing company being targeted for a cyber-attack are 1 in 3. No one is immune to an attack; assume you will be targeted at some point! It is important to be proactive and have a plan in place ahead of time!

Did you miss the seminar, but want to make sure you are added to future invitation lists? Contact aelliott@cbiz.com.

November 4, 2015

The sixth annual CFO of the Year Awards were held at the Holiday Inn at the University of Memphis on October 29th.  These awards recognize outstanding financial professionals in the Mid-South for exceptional performance in their roles as corporate financial stewards.

The event kicked off with a packed breakfast to honor all the finalists for the various categories.  Winners in each category were chosen from an independent panel of judges.  The winners in their respective categories are as follows:

  • Private Company Less Than $50 Million Annual Revenue:
    • Marcus Mobley, J. Strickland & Co.
  • Private Company More Than $50 Million Annual Revenue:
    • Jim McMahon, American Residential Services
  • Nonprofit Company Less Than $25 Million Annual Revenue:
    • Cecil McGee, Metropolitan Inter-Faith Association (MIFA)
  • Nonprofit Company More Than $25 Million Annual Revenue:
    • Mike Swift, Shelby County

Alan Graf, CEO of FedEx, was also honored with the Lifetime Achievement award for his service within the financial sector.

CBIZ MHM has been proud to sponsor these awards since their inception in 2010.

To see a full list of the finalists, click here.


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