As we move into 2025, business leaders in your industry must strategically navigate the evolving landscape shaped by the post-2024 election environment. This session will provide a bipartisan analysis of legislative changes impacting the industry, including new compliance requirements and regulatory shifts that could affect your operations.

Gain insights into crucial economic metrics and trends, addressing ongoing inflation and rising costs that directly impact pricing and supply chain management. Delve into how AI and emerging technologies are reshaping your industry, from operational efficiencies to customer engagement, and understand the urgent need for technological investment.

Explore effective cash flow management strategies tailored for your industry, including tax optimization techniques to minimize expenses. Learn about innovative employee benefits designed to attract and retain skilled talent in a competitive market. Additionally, we’ll cover essential planning for succession and estate management to ensure the long-term sustainability and s
uccess of your business.

Join Gene Marks to equip yourself with the knowledge and strategies n
eeded to thrive in a rapidly changing environment and secure your business's future.

Inflation, labor and supply chain issues continue to create challenges for businesses. AI is taking over the world and succession planning is now a bigger challenge. What’s next for your business? What are other businesses doing to navigate their ways towards growth and profitability in 2024 and beyond? What changes are they making to their operations and cash management? How are they attracting and retaining talent? What technologies are they investing in?  How are they addressing both federal and local regulations that are impacting their businesses?

During this fast paced, entertaining and extremely valuable discussion, Gene will go over real life, feet-on-the-ground strategies and tactics that smart leaders are using to navigate their way through an uncertain economy, a changing and more divisive political environment, technological and workplace decisions so that they can position their companies for future growth.

You've likely heard about AI tools like ChatGPT, Microsoft’s Copilot, Google’s Bard/Duet, and others that are poised to revolutionize the way we work, including in your industry. As a business leader, you're likely considering how to leverage these technologies to boost productivity, streamline operations, and improve profitability. But where should you focus your investments? What should you know right now?

In this fast-moving, informative, and engaging session, Forbes Technology columnist and consultant Gene Marks will break down the biggest technology and AI trends that are set to transform your industry, both in the short and long term. This presentation will provide the insights you need to make the right technology decisions for your business.

Gene will cover key areas including:

An overview of artificial intelligence: What AI means, how it works, and its specific applications in your industry—from project management to data analysis.

How ChatGPT and similar AI systems can be used immediately: Discover practical ways to use AI for managing communication, projec
t updates, customer queries, and more in your industry.

Updates from major tech companies like Microsoft, Google, and Apple: Learn how the latest AI advancements from these tech giants will impact the tools and systems you rely on, from collaborative platforms to management software.

Improving data quality for automation: Explore how tightening your company’s data practices will enhance the use of AI and automation tools, along with the latest security measures for protecting critical business data.

AI in customer relationship management (CRM), financial, and HR platforms: Understand how AI-driven CRM, accounting, and HR tools will streamline operations, from client management to employee scheduling.

Industry-specific AI technologies to review: Get insights into AI-powered tools for your industry, whether it’s procurement, safety management, or financial forecasting.

Financial and reporting automation: Learn about the latest automation tools that will help businesses reduce administrative tasks, track costs more efficiently, and ensure accurate reporting.

And much more...

Join this session to get a comprehensive view of the AI landscape, tailored to your industry, and ensure that your business is prepared to thrive in this rapidly changing environment.

Whether you're a financial person or not, this presentation is critical for your business. Why?  Because taxes represent the biggest expense you have in your organization and personally. Minimizing your tax expense will free up capital to invest, hire, and save. Knowing the tax breaks and incentives that you can use will help you defer the costs of bringing on great people and growing your business.

The 2017 tax reform legislation is coming to an end. Many of the provisions are expiring in 2025. Which means that the clock is ticking on more than a few deductions, credits, and other benefits that can have a significant impact on your business. How do you plan for this now? What can you do before the end of 2025 to maximize your tax savings and minimize your tax expenses? What changes can be expected and how can you prepare?

Join author, columnist and CPA Gene Marks for a fast paced, entertaining but very detailed discussion of how tax reform will affect you, your company and your employees.

For the first time in recent memory, there are now more than four generations of employees sharing the workplace, all with different needs, priorities and goals. How are the best companies creating the best workplaces to attract and retain the best talent? What benefits are they adding? How are they addressing regulations? What technology tools are helping their people be the most productive? Where are they finding workers and how are they best managing them?

Join Gene Marks, workplace and business columnist for The Guardian, Forbes, The Chicago Daily Herald and other media outlets for this entertaining and fast moving session. From hundreds of interviews with some of the smartest leaders in the country, Gene will share some of the most important workplace practices that they're implementing.

Managing cash flow continues to be one of the biggest issues small business owners face. Almost two thirds of business owners are regularly stressed or have anxiety about cash flow concerns. In this challenging and uncertain economy, never has intelligent cash flow management been more important.

Join CPA, Author, and Columnist Gene Marks who will discuss some of the latest trends, technologies, best practices and strategies that smart business managers are implementing to manage their cash flow and build reserves to see them through to future growth.

The average age of the U.S. small business owner is about 53 years old, which means that many will be looking to transition from business owner to retirement in the years to come.

But what’s the best strategy for you?  What are the considerations for passing your business down to family members?  What options do you have for selling your company? How should you best prepare your company — and your finances — to best take advantage of today’s tax and business laws?

Join "The Succession Advisor" columnist for Accounting Today and CPA Gene Marks for a fast paced, entertaining and informative discussion where you will better understand the best succession actions you should be taking that benefit yourself, your family and others connected to your business.

Currently a $1.5 trillion market, the cyber-crime economy continues to grow. Is your business prepared with the security it needs to protect against a cyber-attack? In 2024, the workforce is more virtual than ever, making cybersecurity a priority for every business in the years to come.

Join national recognized technology columnist for Forbes, best-selling author, and technology consultant Gene Marks for a fast paced, entertaining, and data filled presentation where he will share with you advice, lessons and actions to position your company for security in the years to come.