Building A Winning Business Strategy
Thank you for joining us for Gray, Gray & Gray’s Year End Planning Seminar!
What will it take to thrive in 2023? Learn about the latest tax updates and how mid-term elections could impact the tax landscape. Discover more about the complex new Lease Accounting requirements and how to prepare now to meet them. Uncover technology to assist you with building organizational efficiencies while keeping a pulse on key metrics. Learn more about the importance of cybersecurity in an increasingly connected world. Get a preview of what to expect in M&A and the equity markets in the coming year. Plus, find out how a renewed emphasis on strategic business planning can help keep your organization on the right path – straight from clients who have planned for success in their own companies.
INFORMATIONAL SESSIONS
TAX AND AUDIT UPDATE
What will be the impact of the mid-term elections on tax policy?
How to manage the complex new lease accounting requirements.
Kelly A. Berardi
JD, LL.M.
Partner
Gray, Gray & Gray
Bradford G. Carlson
Partner
Gray, Gray & Gray
Derek B. Rawls
CPA, MST
Partner
Gray, Gray & Gray
Richard A. Hirschen
CPA, CGMA
Partner
Gray, Gray & Gray
TECHNOLOGY AND CYBERSECURITY
Using the right tools to build efficiencies and track key metrics for making better-informed business decisions.
How to protect your business against growing cyber threats.
Bill Constantopoulos
Director
Gray, Gray & Gray
Nathaniel Gravel
CISA, CISM, CRISC
Cybersecurity Expert
Gray, Gray & Gray
STRATEGIC BUSINESS PLANNING PANEL
How planning can help you meet business challenges, optimize business results, and adapt to labor, supply chain and inflation issues. Featuring Client Panelists.
TRENDS IN M&A AND EQUITY MARKETS
What to expect in M&A for 2023.
Making effective buy side/sell side preparations.
Implications of the new economy and changing equity markets.
James A. DeLeo
MBA, CPA/MST
Leading Partner
Gray, Gray & Gray
Richard Frizzell
CPA, MSA
Director
Gray, Gray & Gray
Justin Klunder
CFA
Partner & Chief Investment Officer
Gray Private Wealth
Personal wealth services are provided by Gray Private Wealth.