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Local Office Blogs

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December 13, 2016

For the second year in a row, the CBIZ Florida offices sponsored the ACG Capital Connection Conference in Amelia Island. This year’s conference, held November 15-16, attracted more than 450 attendees from 26 states to the Ritz-Carlton. The CBIZ Transaction Advisory Services (TAS) group was present and sponsored charging stations at the event.

Our CBIZ TAS professionals assist with decision-making throughout the transaction process. They stand at the ready to assist you with due diligence, quality of earnings reports or by providing financial and business services during the lifetime of your investment. With responsive service, a personalized approach and team continuity, they deliver a full suite of services to get you from deal evaluation through post-sale transition.

Contact Dave Enick, Southeast Transaction Advisory Leader, for more information on how to keep you connected to your complex transactions.




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 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



April 27, 2016

Dave Enick, Managing Director with CBIZ & MHM Tampa Bay, will speak at the 2016 USF Accounting Circle Conference held on May 26-27th at the USF Marshall Student Center.  The 2-day conference includes presentations on a variety of accounting topics, including best practices for retirement plans, the impact of big data on the accounting profession, revenue recognition update and implementation challenges, SEC update, GAAP update, and cybersecurity.  

Dave will be presenting on the middle market M&A.  The presentation will focus on current trends from a pre-transaction, transaction, and post-transaction basis.

To register for this conference, visit the USF registration website here.  For more coverage of the event, search #ficpaUSFAC on Twitter.

Jenny Matasic, Senior Manager with CBIZ & MHM Tampa Bay, is presenting at the 2016 Not-for-Profit Organizations Accounting Conference held on May 26-27th at the Holiday Inn Westshore in Tampa.  The 2-day conference will cover board governance, single audit, grants, peer review, affordable care act, data security, fraud, new market tax credits, and 403 (b) issues.

Jenny will be presenting on Best Practices in Operating Your 403(b) Plan. This presentation will look at key requirements of operating a 403(b) plan and discuss struggles plan administrators often experience in both large and small 403(b) plans.  It will also cover trends in 403(b) plans.

To register for this conference, visit the FICPA registration website here.  Follow the FICPA on twitter @ficpa and use #ficpaNPC to tweet about this conference.



March 9, 2016

CBIZ MHM Tampa Bay will host an inaugural half-day CFO & Controller Conference focused on the CFO’s role in mergers and acquisitions.  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 financial perspective, building partnerships, and working closely with chief executives and board members.

The event will take place May 11th at USF Health, Center for Advanced Medical Learning and Simulation in downtown Tampa.  The conference will qualify for 4 hours of CPE credit.  Pre-registration is required, and attendees can register now online for a fee of $50, which includes the cost of the conference, breakfast, lunch, and parking. 

For more information and to register:
https://tampabaycfoconference.eventbrite.com/

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



November 4, 2015
Three CBIZ MHM Tampa Bay experts spoke at the 2015 USF Accounting Conference last week. The 2-day conference included presentations on a variety of accounting topics, including economic updates, auditing cyber security, identity theft, affordable care act, and retirement planning.

Brad Hale, Managing Director, presented on revenue recognition, walking attendees through a practical approach to adoption of the new revenue recognition standard including a high-level overview of the technical guidance and the most recent discussions of the Transition Resource Group.



Paul Dunham
, Managing Director, presented a federal tax update where he reviewed fiscal year 2016 budget proposals, the 2015 transportation act, tax rates and general planning, and status of extenders.




Dave Enick
, Managing Director, presented on accounting for M&A, which covered pre- and post-transaction accounting considerations related to M&A activity, from consideration of historical accounting policies and procedures to the technical nuances associated with business combinations and changing capital structures.

For more coverage of the event, search #ficpaUSFAC on Twitter.




May 15, 2015

CBIZ MHM, LLC announced the merging of their two Clearwater offices into one office at our Feather Sound location. The new address is 13577 Feather Sound Drive, Suite 400, Clearwater, FL 33762.

For more information about the one Clearwater location, visit www.cbiz.com/tampabay.




September 16, 2014

Dave Enick of CBIZ MHM Tampa Bay is featured in CBIZ's most recent Biz Tips video on YouTube, "Ensuring a Strategic Fit in Today's M&A Market." Do you have a plan in place for selecting your strategic partner for your M&A transaction? Learn more about best practices by watching this video:

To those who attended our CFO Conference highlighting mergers & acquistions, you may remember Dave as a presenter covering Transaction Diligence during the first half of our event. If you enjoyed our last seminar, our next CFO Conference is November 11, 2014 at the FedEx Institute of Technology at the University of Memphis. Continue to follow our blog for more information regarding this event.




June 10, 2014

The Memphis office of CBIZ MHM hosted our bi-annual CFO Conference on Tuesday, June 3 at the FedEx Institute of Technology on the University of Memphis campus.

We have hosted these half-day conferences since the Fall of 2012 in hopes to both further the professional education of CPAs as well as to offer thought leadership to the financial leaders in the Memphis community.

Tuesday's event focused on the CFO's role in mergers and acquisitions.

"The interest of the Memphis financial community is of the greatest importance to us as we plan for our future CFO Conferences. We noted the high-level of concentration surrounding the M&A process in our past evaluations, particularly in the role of the chief financial officer," comments Megan Murdock, Practice Development Manager.

As a result, the event highlighted the M&A transaction process with presentations from Atlanta-based Doug Hubert of De NES Partners, LLC, Tampa-based Dave Enick of CBIZ MHM, and our own Steve Dunavant, Managing Director.

The program closed with a panel of local CFOs including Steve Martin of TruckPro, David Dunavant of Monogram Food Solutions, and Joe Lyons of Barr Brands International. This session was moderated by Eustis Corrigan, Senior Managing Director of CBIZ MHM Memphis.

Perhaps he said it best in his closing remarks, "I think the key takeaway we can share with our respective organizations is that the CFO is a trusted advisor on both sides of the deal."

We are already planning for the next CFO Conference to take place on November 11th. For more information regarding this conference as well as our past conferences, follow @CBIZCFOConf on Twitter and use #CFOConf.




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