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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



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