Join Forvis Mazars for a complimentary, CPE-eligible seminar designed for finance leaders navigating an increasingly complex business environment. This year’s program will explore several of the most pressing priorities facing organizations today, including building and retaining a future-ready workforce, making effective capital allocation decisions amid economic uncertainty, and preparing for the transformative impact of artificial intelligence.
Attendees will gain insights from industry leaders and executives on how organizations are attracting and developing talent, aligning investment decisions with long-term business objectives, and leveraging emerging technologies to drive innovation and growth. Whether you are focused on workforce strategy, financial planning, operational effectiveness, or strategic leadership, this program will provide practical perspectives and actionable takeaways to help inform your organization’s future.
Learning Objectives
Upon completion of this program, participants should be able to:
- Identify key workforce trends and strategies organizations are using to attract, develop, and retain talent in a rapidly changing business environment.
- Evaluate considerations and best practices for capital allocation and strategic decision making during periods of market uncertainty.
- Assess the potential implications of advanced artificial intelligence technologies on business operations, workforce transformation, and competitive advantage.
- Recognize practical opportunities to align talent, capital, and technology investments to support long-term organizational growth and success.
Location
McNamara Alumni Center
200 Oak St. SE
Minneapolis, MN 55455 - Johnson Great Room
Program Agenda
| Thursday, October 29, 2026 | |||
|---|---|---|---|
| Length in Minutes | Start/End Times | Title/Topic | Speaker/Moderator |
| 5 | 1:00-1:05 | Opening Remarks | Rachel Dwiggins, Forvis Mazars |
| 50 | 1:05-1:55 | Building a Future-Ready Workforce | Moderator:
|
| 10 | 1:55-2:05 | Break | |
| 25 | 2:05-2:30 | Capital Allocation and Wealth Strategy in Uncertain Markets | Connor McClew, Forvis Mazars |
| 25 | 2:30-2:55 | IRS Insights: What Taxpayers Need to Know Now | Kristin Balding Gutting, Forvis Mazars |
| 10 | 2:55-3:05 | Break | |
| 50 | 3:05-3:55 | AI & Automation in Finance | Jenna Stutz & Chris Kavanaugh, Forvis Mazars |
| 5 | 3:55-4:00 | Closing Comments | Rachel Dwiggins, Forvis Mazars |
| 60 | 4:00 – 5:00 | Cocktail Reception | Drinks & Hors d’oeuvres |
CPE Information
Who’s This For
Delivery Method
Prerequisites & Advanced Preparation
None
Refund Policy
Program Level
Questions
If you have questions about this CPE program, please contact us at [email protected].
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at [email protected].
Forvis Mazars, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Presenters
