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September 30, 2016

CBIZ MHM Memphis would like to congratulate the 2016 Memphis Business Journal CFO of the year finalists! The nominees will be honored at an awards breakfast at the University of Memphis Holiday Inn on Friday, October 21st. The Memphis office has sponsored these awards since their inception in 2010.

The Memphis Business Journal has divided the finalists into the following categories:

Private Company (Less than $50 million annual revenue):

  • Michael Johnson, executive vice president, ALCO Management, Inc.
  • David Selberg, CFO, Poag Shopping Centers
  • Margie McClung, CFO, Shoemaker Financial

Private Company (More than $50 million annual revenue):

  • Alan Waxler, CFO, Centro Inc.
  • Robert McIntire, CFO, Creative Co-Op
  • Carolyn Stafford, CFO, NovaCopy, Inc.

Nonprofit Company (Less than $20 million annual revenue):

  • Monica Morgan, CFO, Common Table Health Alliance
  • Bob Wenner, CFO, The Wolf River Conservancy
  • Doug McDonald, CFO, Mid-South Food Bank
  • Donald Selheimer, CFO, The Village at Germantown

Nonprofit Company (More than $20 million annual revenue):

  • Leanne Smith, vice president of Financial Services, Baptist College of Health Sciences
  • Paul Makris, CFO, Christ Community Health Services
  • Dawn Wade, CFO, Trezevant Manor

CBIZ MHM Memphis would like to congratulate all of the finalists on their nominations. For more coverage on the 2016 CFO of the Year event, search #MBJCFO on Twitter.

August 17, 2016

The Memphis Business Journal announced the finalists for the 2016 Super Women in Business Awards. CBIZ MHM Memphis is honored to have sponsored these awards since their inception. The 25 finalists will be honored at the 2016 Super Women in Business Awards luncheon on September 9th at the Holiday Inn at the University of Memphis.

The program honors influential women in the city of Memphis in different industries who have displayed a great amount of leadership and who continuously strive for success in both business endeavors and community involvement.

The 25 Finalists include the following:

  • Melanie Berry- Vice President of Special Events, Varsity Spirit LLC
  • Toni Boland- NIKE
  • Emily Brackstone- Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
  • Roquita Coleman Williams= Manager, Canadian National (CN) Railway
  • Rebecca Conrad- Partner, ANF Architects
  • Sheila Jordan Cunningham- Executive Director, Blight Authority of Memphis
  • Angela Hall- Vice President, Radians, Inc.
  • Sue Harpole- ALSAC/St. Jude Children's Research Hospital
  • Susan Hunsberger- Chief Human Resources Officer, ServiceMaster
  • Cindy Klatt- Vice President, Strategic Client Relations, Kemmons Wilson Insurance Group
  • Susan Lattimore- Senior Manager, The Marston Group, PLC
  • Sherry McAlpin- Owner/President, Transportation Resources Inc.
  • Daphene McFerren- Director, The Benjamin L. Hooks Institute for Social Change at the University of Memphis
  • Susan Mealer- Owner/CEO, Answering Advantage, LLC.
  • Kate Oliver- Vice President, Customer Care and Administration, TruGreen
  • Kathryn Perry- Vice President, Raymond James
  • Jennie N. Robbins= Senior Director, Finance and Performance, Church Health Center
  • Jennifer Sims- CEO, Power & Telephone Supply Company
  • Annette Smith- Head of School, Hutchison School
  • Brenda Solomito=Basar- Solomito Land Planning
  • Susan Springfield- First Horizon National Corporation
  • Gretchen Stroud= Vice President, Global Learning & Talent
  • Dotty Summerfield- Owner, Summerfield Associates, Inc.
  • Elizabeth Tate- Chairman/CEO, Signet, Inc.
  • Karen Weddle-West, PhD- Provost, Chief Academic Officer, University of Memphis

If you would like further information regarding the involvement of CBIZ Women's Advantage in Memphis, please contact Linda Lauer at llauer@cbiz.com or 901.685.5575

April 1, 2016

CBIZ & MHM Memphis
will host its annual full-day CFO & Controller Conference on Tuesday, May 17, 2016.  This year’s conference is focused on “The New CFO” and will highlight topics geared towards the ever-changing business role of the CFO.

The event will take place at the FedEx Institute of Technology on the University of Memphis campus.  The conference will qualify for 7 hours of CPE credit.  Pre-registration is required, and interested attendees can register now online.

The Honorable Jim Strickland, Mayor of Memphis, will provide the keynote address. Other topics will include:

  • Executive Compensation
  • Data Automation
  • Wellness Programs
  • Trends in Tax Planning
  • And much more…

The program will close with a panel of local CFOs who play a strategic role at their respective companies and throughout their career.

We are expecting a sold out event, so RSVP today by clicking here!

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

September 14, 2015

This year's CFO of the Year finalists will be honored at an awards breakfast at the University of Memphis Holiday Inn on October 29, 2015.  CBIZ MHM Memphis has sponsored these awards since inception in 2010.


The Memphis Business Journal (MBJ) has divided the finalists into four categories:



Private Company, Small Category

    • Pete Hastings, CFO/COO BPI Packaging, LLC
    • Lance Henderson, Vice President of Operations/ CFO, Henry Turley Company
    • Chris Kolehmainen, Vice President of Finance, Lokion Interactive, LLC
    • Marcus Mobley, COO, J. Strickland & Co.

Private Company, Large Category

  • Warren Davenport, CFO, Universal Asset Management, LLC.
  • Joe Lyons, Vice President and CFO, Barr Brands International
  • Jim McMahon, Senior Vice President and CFO, American Residential Services
  • Alan Waxler, CFO, Centro, Inc

Nonprofit Company, Small Category

  • Jim Henderson, Executive Vice President of Finance, Porter- Leath
  • Tee Jones, CFO, National Civil Rights Museum
  • Cecil McGee, CFO, Metropolitan Inter-Faith Association
  • Christy Weir Krueger, Director of Finance and Operations, Make-A-Wish Mid-South

Nonprofit Company, Large Category

  • Forrest B. Artz, Vice President of Finance & Administration/CFO, Memphis Shelby County Airport Authority
  • Carolyn H. Head, VP of Finance & Administration/CFO, Christian Brothers University
  • Paul Makris, CFO, Christ Community Health Services
  • Mike Swift, CFO, Shelby County

To meet this year's CFO honorees, register for the awards event by contacting events coordinator, Meade Carlisle by phone at 901-259-1776 or by email at: mcarlisle@bizjournals.com


May 13, 2015

More than 80 CFOs and Controllers are gearing up for the CBIZ MHM CFO Conference to be held next week at the FedEx Institute of Technology on the University of Memphis campus.  Three CFOs – Todd Smith of MicroPort Orthopedics, Inc., Ann Langston of Church Health Center, and Mike Wood of EnSafe – are slated to close the full-day conference with a Q&A session, giving insight into the top concerns of CFOs.

This conference will be the fifth of its kind hosted by the Memphis office.  The May 19th event will focus specifically on the current top concerns of CFOs including economic development, succession planning, big data, cyber security, the affordable care act, and the latest tax and accounting standards. 

Todd Smith
Todd has served as VP of Finance of MicroPort Orthopedics, Inc. since its establishment in January 2014 following MicroPort Scientific’s acquisition of Wright Medical Technology, Inc.’s global OrthoRecon business. MicroPort Orthopedics currently represents MicroPort’s largest business segment specializing in the design, manufacture and marketing of reconstructive joint devices and related services. Prior to the MicroPort acquisition, Todd served in various leadership roles in Wright’s finance division and also served as VP and Controller for VisionAmerica, Inc.

Ann Langston
Ann is the Chief Strategic Officer at Church Health Center and has been with the Center since 1999. Prior to her time on staff, she served as a volunteer legal counsel and was Chair of the Board of Directors. Ann has over 20 years in the private practice of law, first in Atlanta, Georgia and last with Gerrish & McCreary, P.C. in Memphis.

Mike Wood
Mike is the VP of Finance and Administration of EnSafe, an environmental consulting firm. He has nearly 30 years of experience in financial management and has served in senior management at EnSafe for the past 18 years.  Prior to working at EnSafe, he supervised financial services provided to various municipalities, including the cities of Bartlett, Millington, and Germantown, TN.

If you would like to attend, please click here to be directed to our registration page.

April 9, 2015

The Memphis office of CBIZ MHM will host a full-day CFO & Controller Conference focused on the top concerns of CFOs. The event will take place May 19th at the FedEx Institute of Technology at the University of Memphis.

Though the local office of CBIZ MHM has hosted several CFO & Controller Conferences in the past, this will be the first time the event will span the entire day (8 AM-4 PM). Participants are eligible to earn a total of 7 CPE Credits.

The following topics & speakers will be featured in 50 minute sessions:

Are You Leaving Money On The Table?
Economic Development In Greater Memphis

  • Mark Herbison - Senior Vice President of Economic Development, Greater Memphis Chamber

Year 2025 Succession Planning: Is Your Firm Ready?

  • Karen C. Fenaroli, CPA - Managing Director, EFL Executive Search - A CBIZ Company

Rise Of Big Data & Its Impact On The CFO

  • Ken Rohman - Principal, Chief Digital Officer, archer>malmo

Cyber Security & Brand Protection

  • Damian Caracciolo - Managing Director, CBIZ Executive Risk
  • Chris Roach - Managing DirectorNational IT Practice Leader, CBIZ Risk & Advisory Services, LLC

Affordable Care Act: What CFOs Need To Know

  • Jim O'Connor - President, Employee Benefits, CBIZ Benefits & Insurance
  • Steve Dunavant - Managing Director, CBIZ MHM, LLC

Updates On Tax Developments & Accounting Standards

A Panel Discussion with Memphis-Based CFOs

If you would like to attend, please click here to be directed to our Eventbrite registration page.

October 10, 2014

Our upcoming CFO & Controller Conference will feature various speakers and presentations on the topic of enterprise-wide risk management (ERM). Risk is an inevitable part of an operating environment. In today's world, risk management can't be seen as a simple matter of insurance protection.

The CFO and Controller must be focused on planning, leading, and controlling the activities of an organization in order to minimize the effects of risk on an organization's capital and earnings. Join us at the FedEx Institute of Technology at the University of Memphis on November 11, 2014 to hear risk experts cover the following:

ECONOMIC UPDATE: ADDRESSING MARKET RISK John Gnuschke, Professor - Department of Economics, University of Memphis SUPPLIER RISK & RELATIONSHIP MANAGEMENT Remonde Brangman, Director, CBIZ MHM, LLC HIDDEN RISKS ON YOUR BALANCE SHEET Marshal Kline, Managing Director, CBIZ MHM, LLC Josh Finfrock, Senior Manager, CBIZ MHM, LLC Craig Williams, Managing Director, CBIZ MHM, LLC FRAUD RISK ASSESSMENT AND DETECTION John Mulvaney, Director, CBIZ MHM, LLC

For more information and to register go here: http://cfoconferencenov2014.eventbrite.com

Questions? Contact Megan at 901.842.2776 or mmurdock@cbiz.com

Follow: @CBIZCFOConf on Twitter for updates and highlights of the event.

October 15, 2013

The Memphis office of CBIZ MHM will host the 3rd seminar in our CFO/Controller Conference Series on November 13, 2013. Pre-registration is required, and attendees can register now online for a fee of $50, which includes the cost of breakfast and lunch.

The event will follow a half-day schedule running from 8:30 a.m. to 1:00 p.m. at the University of Memphis Fogelman Center. Presentations will focus on providing CFOs and Controllers with direction on addressing current challenges within their respective organizations. The conference will qualify for 4 hours of Continuing Professional Education (CPE) credit.  Speakers and topics will include:

  • YOUR PEOPLE STRATEGY IS AS CRITICAL AS YOUR FINANCIAL STRATEGY (Howard Cleveland, Principal, PeopleCap Advisors & Andy Nix, Principal, PeopleCap Advisors)
  • THE FUTURE OF EMPLOYER-PROVIDED HEALTHCARE (Jennifer Kiesewetter, Founding Member, Kiesewetter Law Firm, PLLC)
  • AFFORDABLE CARE ACT - WHAT CFOS NEED TO KNOW (Steve Dunavant, Senior Managing Director, CBIZ MHM, LLC & David Gearhardt, Employee Benefit Specialist, CBIZ Benefits & Insurance of TN)
  • TODAY’S CFO & HR DIRECTOR - PARTNERS IN DRIVING STRATEGY (Barbara Anderson, Sr. Director/Benefits & Compensation, Perkins & Marie Callender’s; Milton Lovell, CFO & General Counsel, nexAir; Ramon Marus, CFO, Bryce Corporation; Marcia Vargas, Sr. Vice President/Human Resources, Fred’s)

Stay tuned to our blog for future posts from our presenters leading up to the event. Participants and those who cannot attend the event can follow along with the conversation on Twitter by using #CFOConference. For more information, please contact Megan Murdock at mmurdock@cbiz.com.

May 16, 2013

A crowd of over 80 CFOs and Controllers attended the CBIZ MHM Memphis CFO/Controller Conference hosted at the Fogelman Center on the University of Memphis campus Tuesday morning.

The half-day conference focused on providing direction on how to address current challenges within their respective organizations. Topics included:

  • Business Lending: Navigating Today's Regulatory & Economic Challenges;
  • Anatomy of a Data Breach;
  • How to create 'A' Players Throughout Your Organization; and
  • An Affordable Care Act Update.

Edward Gentry, EVP & Chief Lending Officer of Triumph Bank kicked off the event, with Karen Cassella & Brenda Brigman, Executive VPs of CBIZ Security & Advisory Services LLC following. Michael Synk, Strategic Executive Coach of In-Synk, and Kim Agah, Vice President of CBIZ Benefits & Insurance Services, provided the last two presentations with lunch served during the last of the four sessions. 

Twitter Tabletop If you missed the event, you can follow along with the conversation on Twitter using #CFOController. Interested in attending one of our upcoming events? Have suggestions for future topics or speakers at our next CFO/Controller Conference? Contact Megan Murdock (mmurdock@cbiz.com) with any further questions.

April 16, 2013

CBIZ Memphis will be hosting a CFO/Controller Conference Series May 14, 2013, at the Fogelman Executive Center on the University of Memphis campus. The event will be a half-day seminar focused on providing CFOs and controllers with direction on addressing current challenges within their respective organizations including the Affordable Care Act, data security standards in the payment card industry and the current lending environment.

Registration will begin with a breakfast at 8:30 a.m. and the event kicks off at 9:00 a.m. Listen to the following speakers and their presentations to receive a total of four CPE credits (Lunch will be served during the last topic). You can REGISTER HERE.

Topics include:

Business Lending: Navigating Today's Regulatory and Economic Challenges,Edward J. Gentry, Executive Vice President & Chief Lending Officer - Triumph Bank

Data Breach - Are you Ready?,Karen Cassella, Executive Vice President - CBIZ Security & Advisory Services, LLC

Would You Enthusiastically Rehire Your Team? How to Create 'A' Players Throughout Your Organization, Michael Synk, Strategic Coach - In-Synk

Affordable Care Act Update, Kim Agah, Vice President -CBIZ Benefits & Insurance Services, Atlanta

Can't attend the event? Follow along with the conversation on Twitter using #CFOController.

Registration: 8:30 a.m.

Event runs 9:00 a.m. - 1:00 p.m.

4 CPE Credits

$50, Breakfast & Lunch Included

Will you be attending our CFO/Controller Conference Series? Have a question or topic you would like covered by one of the experts? Leave your comment below and we'll make sure to pass it along.


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