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Elevate Forum: The Executive Learning Experience

October 30, 2025 Register Today

Forvis Mazars invites you to the Elevate Forum, a premier gathering for Memphis-area executive leaders. This exclusive event will feature the latest updates on tariffs and the One Big Beautiful Bill Act (OBBBA), a state-of-the-city address from industry leader Bill Dunavant, and an opportunity to earn Tennessee state-specific Ethics credits. Join us to elevate strategic conversations, gain valuable insights, and connect with peers shaping our region’s future.

Learning Objectives

  • Analyze recent economic and market trends to forecast the outlook for the remainder of the year.
  • Explain major changes in business and individual tax provisions, including bonus depreciation, Section 174 research costs, and Section 163(j) interest limitations.
  • Evaluate the implications of clean energy credit modifications and terminations for project planning and execution.
  • Assess key indicators and drivers that contribute to economic growth in the Memphis region.
  • Formulate strategic opportunities for business and community engagement in response to anticipated economic expansion.
  • Recognize CPA licensing requirements specific to Tennessee.
  • Summarize CPE requirements for Tennessee CPAs.
  • Recall the basic requirements of the peer review program and identify who must enroll.
  • Identify the core competencies required of CPAs and the rules of professional conduct.
  • Discuss what constitutes ethical behavior through case studies and examples.

Location

FedEx Events Center at Shelby Farms

415 Great View Dr E Suite 103
Memphis, TN 38134

Presenters

Headshot Image for Matt Wahl
Matt Wahl

Managing Director, Wealth Advisors

Forvis Mazars US

Bill Dunavant
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