This five-session program, designed by industry experts, fosters strategic thinking and practical insight. In addition to presentations offering guidance, it will feature a panel sharing real-world responses to economic uncertainty. While not exhaustive, this event aims to equip you with actionable perspectives to navigate change and uncover strategic value in compliance.
11 a.m.-12 p.m.
Navigating Change in Washington: Tariffs, Trade, and the “One Big Beautiful Bill Act”
Iris Laws, Knowledge Transfer Strategist, Washington National Tax Office, Forvis Mazars
Michael Cornett, Managing Director, Washington National Tax Office, Forvis Mazars
Explore how activity in DC could impact your business – from tax strategies resulting from the One Big Beautiful Bill Act (OBBBA), to navigating the evolving landscape of US tariff policies.
Understand the latest tax legislation changes, including the reinstatement of 100% bonus depreciation, the deductibility of domestic R&E expenses and the increased Section 163(j) limitation. This knowledge will enable businesses to make informed decisions about their tax strategies, adjust their financial planning and ensure compliance with new regulations. Additionally, you’ll gain insight into recent changes in U.S. tariff policy and some considerations for mitigating the related impacts.
12-12:30 p.m.
AI-Driven ERP Modernization: Tailored Transformation for Foundational, Emerging and Evolving Organizations
Jonathan Stomberger, Partner, CFO & Business Consulting, ERP Modernization, Forvis Mazars
James Lewis, Senior Manager, CFO & Business Consulting, ERP Modernization, Forvis Mazars
Brett Johnson, Manager, CFO & Business Consulting, ERP Modernization, Forvis Mazars
As AI becomes more prevalent, businesses must clearly define their business goals and vision for the future. Learn to enhance operational efficiency, decision-making and adaptability by integrating AI into ERP systems and discover tailored strategies for your organization, whether you’re still exploring which ERP system to select, have just implemented a new ERP system or are fully integrated and ready to run.
Gain insights into current trends in ERP modernization, discover the ERP strategy best suited for your organization and deepen your understanding of essential compliance features in AI-driven ERP strategies. This information will help empower you to make informed decisions, optimize operational efficiency and position your organization for future success.
12:30-1 p.m.
Forecasting in a Fog: Budgeting Amid Policy Shifts
Clarissa Daulton, Director, CFO & Business Consulting, Forvis Mazars
John Rowe, Director, CFO & Business Consulting, Forvis Mazars
Discover how adaptive budgeting techniques, rolling forecasts, and AI-powered financial planning are transforming organizations’ ability to navigate change and drive growth. This session will showcase practical strategies and innovative tools to elevate your FP&A function for clarity, resilience and data-driven decision-making.
Receive recommendations for how your organization might be able to enhance agility and responsiveness, improve decision making, yield greater forecast accuracy, create stronger a stronger collaboration environment, boost operational efficiency and future-proof skills.
1-1:30 p.m.
Tax Transformation: From Compliance to Strategic Value
Kelly Necessary, Partner, Federal Tax Specialty, Forvis Mazars
Explore how tax transformation can be a strategic lever for navigating organizational change and uncertainty. Receive insights about aligning tax functions with broader transformation initiatives to drive resilience, agility and long-term value.
1:30-2 p.m.
Details about this session will be published soon.