Events & Webcasts
Executive Forum 2024
Webcast Series
Register
Event type:
WEBCAST SERIES
Event location:
Online
Recommended CPE Credits:
7
Event audience:
CFOs, controllers, tax executives, and other accounting and finance executives
Event contact details:
Event description
Join us for Grant Thornton’s Virtual Executive CPE Forum, a series of webcasts designed to help you achieve your business goals and enhance your competitive edge. Over three weeks in November, you’ll gain up to 7 hours of CPE credit while exploring essential strategies for growth, modernization, and resilience. The program will cover a range of timely topics, including tailored industry sessions, post-election and public policy updates, buying and selling energy credits, growth strategies, and year-end technical accounting updates
Webcast series details
Executive Forum 2024: Unlocking growth potential — key strategies for success
In today’s dynamic business environment, growth remains a top priority for both public and private companies. This panel discussion will explore the critical levers that leaders can pull to drive organizational growth for a holistic growth strategy. The discussion will cover organic growth strategies, inorganic growth strategies and tax optimization as a growth lever.
Date and time
Thursday, November 07, 2024
1:00 PM ET - 2:00 PM ET
Recommended CPE credits
1
Learning objectives
- Cite methods and best practices for achieving sustainable organic growth, including market expansion, portfolio optimization, customer acquisition, and retention strategies.
- Identify strategic considerations and processes involved in pursuing growth through M&A opportunities, including identifying potential acquisition targets, due diligence, integration planning, and maximizing value from M&A activities.
- Define how effective tax planning and structuring can significantly impact a company’s growth trajectory, including tax-efficient structuring, state and local tax considerations, leveraging credits and incentives, international tax planning, and the tax implications of M&A transactions.
Grant Thornton speakers:
Elliot Findlay
National Managing Principal, Transaction Advisory Services
Grant Thornton Advisors LLC
Elliot Findlay is the National Managing Partner of Grant Thornton’s M&A practice. Based in Chicago, Elliot spends time advising Companies and business leaders on all aspects of the transaction lifecycle including growth and strategy initiatives.
Chicago, Illinois
Industries
- Retail & consumer brands
- Manufacturing, Transportation & Distribution
- Technology, media & telecommunications
Service Experience
- Advisory
- Transaction advisory
David Koppy
Principal, Growth Advisory Services
Grant Thornton Advisors LLC
David Koppy is a Principal within the Grant Thornton strategy practice focused on growth strategies.
Bellevue, WA
Industries
- Banking
- Manufacturing, Transportation & Distribution
- Media & entertainment
- Not-for-profit & higher education
- Private equity
- Services
- Retail & consumer brands
- Technology, media & telecommunications
Service Experience
- Advisory
- Operations and performance
- Strategy
- Technology alliances
- Technology modernization
Dana Lance
National Managing Principal, SALT Solutions
Grant Thornton Advisors LLC
Dana Lance is the Tax Practice Leader for the Greater Bay Area and the SALT Practice Leader for the West Region. Dana is based in San Jose, California.
San Jose, California
Industries
- Manufacturing, Transportation & Distribution
- Technology, media & telecommunications
- Transportation & distribution
Service Experience
- Tax
- State & Local Tax
Recommend field of study
Finance
Program level
Overview
Prerequisite
N/A
Delivery method
Group - Internet
Executive Forum 2024: Navigating growth in the tech industry — organic and inorganic strategies for success in 2025
The technology industry is undergoing rapid transformation, with growth becoming more critical—and more complex—than ever before. Tech executives and boards must now navigate a challenging landscape where both organic and inorganic strategies play vital roles in achieving sustainable success.
Date and time
Thursday, November 07, 2024
2:00 PM ET - 3:00 PM ET
Recommended CPE credits
1
Learning objectives
- Recognize the impact of industry disruptions and how tech companies can adapt growth strategies to stay competitive in a rapidly changing landscape.
- Identify key trends shaping growth strategies in the technology industry, including both M&A and organic innovation.
- Explain key valuation trends in the technology industry, including specific examples from the software, IT services, semiconductor, and hardware sectors.
Grant Thornton speakers:
Andrea Schulz
National Managing Partner, Technology Industry
Partner, Audit Services, Grant Thornton LLP
Principal, Grant Thornton Advisors LLC
Andrea Schulz serves as Grant Thornton’s national managing partner for Technology. In this role, she oversees the growth and operations of the firm’s Technology industry practice, which encompasses a full range of audit, tax and advisory services.
San Jose, California
Industries
- Technology, media & telecommunications
Service Experience
- Audit & Assurance
Vic Sandhu
Managing Director,
Transaction Advisory Services
Grant Thornton Advisors LLC
Vic’s expertise lies in leading teams to deliver operational excellence in buy-side and sell-side M&A financial diligence deals, particularly within the technology sector.
San Francisco, California
Industries
- Technology, media & telecommunications
- Private equity
- Media & entertainment
Service Experience
- Transaction advisory
- Tax Mergers & Aquisitions [M&A]
John N. Seidensticker
Principal, CFO Advisory Services
Grant Thornton Advisors LLC
John has been with the Valuation %26 Modeling Group at Grant Thornton for over sixteen years. His experience includes engagements involving the valuation of businesses, intangible assets and financial instruments for tax, financial reporting, corporate planning purposes, and litigation support purposes.
Denver, Colorado
Industries
- Technology, media & telecommunications
- Energy
- Private equity
- Hospitality & Restaurants
Service Experience
- Valuation
- Commercial and growth
- Transaction advisory
Recommend field of study
Finance
Program level
Overview
Prerequisite
None
Delivery method
Group - Internet
Executive Forum 2024: Spurring growth — energy M&A strategies and trends
Deal activity in the energy industry is expected to increase as one of the critical levers to spur growth. Join our webcast geared toward all energy sectors to understand what actions you can take to prepare your company to make acquisitions or divestitures in the energy industry. Our presenters who have deep experience supporting energy deals will share their perspectives and data from our energy finance leaders survey on these topics.
Date and time
Thursday, November 07, 2024
2:00 PM ET - 3:00 PM ET
Recommended CPE credits
1
Learning objectives
- Describe energy deal trends.
- Recognize the benefits of accessing and selling energy credits to fund deals.
- Identify energy deal-related tax structuring pitfalls.
Grant Thornton speakers:
Tracey Baird
Principal, Tax Services
Grant Thornton Advisors LLC
Tracey Baird is a Managing Director in Grant Thornton’s Strategic Federal Tax Services (SFTS) practice, a dedicated team of experienced tax professionals who focus on certain areas of federal tax law where appropriate planning can help clients achieve significant savings.
Houston, Texas
Industries
- Private equity
- Manufacturing, Transportation & Distribution
- Transportation & distribution
- Retail & consumer brands
- Healthcare
- Banking
- Energy
- Technology, media & telecommunications
Service Experience
- Tax
- Strategic federal tax
- Transaction advisory
Philip Christy
Managing Director,
Transaction Advisory Services
Grant Thornton Advisors LLC
Philip is a Managing Director in our Transaction Advisory practice.
Houston, Texas
Industries
- Private equity
- Transportation & distribution
- Energy
- Manufacturing, Transportation & Distribution
Recommend field of study
Finance
Program level
Overview
Prerequisite
None
Delivery method
Group - Internet
Executive Forum 2024: Charting a path for growth in banking — industry-specific strategies to achieve success
With the continued rise of fintechs, fluctuating interest rates and changing customer demands, banks must chart a path for continuous growth to remain competitive. Join this webcast to discover best practices from our industry leaders on driving organic and inorganic growth in the banking industry. Learn how to develop data-driven strategies and embrace M&A opportunities to acquire and retain customer and expand into new markets.
Date and time
Thursday, November 07, 2024
2:00 PM ET - 3:00 PM ET
Recommended CPE credits
1
Learning objectives
- Determine how an effective growth strategy can help mitigate numerous risks and market forces now impacting the banking industry.
- Describe the latest strategies for driving organic growth in the banking industry, including the use of data analytics to acquire new and retain existing customers.
- Recognize how mergers, acquisitions and strategic partnerships can be an effective strategy for banks to expand into new markets.
Grant Thornton speakers:
Recommend field of study
Finance
Program level
Overview
Prerequisite
None
Delivery method
Group - Internet
Executive Forum 2024: Navigating growth — organic and inorganic strategies for manufacturers
Despite ongoing uncertainties, manufacturers are focused on growth - staying competitive, innovative, and meeting evolving market demands. Join us for an insightful webcast where industry leaders delve into the dynamic world of growth strategies tailored for the manufacturing industry. This session will explore both organic and inorganic growth approaches, providing you with the knowledge and tools to drive your business forward.
Date and time
Thursday, November 07, 2024
2:00 PM ET - 3:00 PM ET
Recommended CPE credits
1
Learning objectives
- Cite innovative approaches and the latest trends driving organic growth at manufacturing companies and how companies are utilizing the resources they have to develop strategic growth strategies.
- Analyze the diverse trends in mergers, acquisitions, and strategic partnerships within manufacturing, focusing on how these approaches are being used to gain competitive advantage and adapt to evolving industry demands.
Grant Thornton speakers:
Jonathan Eaton
Principal, Growth Advisory Services
Grant Thornton Advisors LLC
Jonathan is best most recognized for his ability to help clients define their supply chain strategy in response to changing market conditions and other disruptive forces and subsequently helping
Charlotte, North Carolina
Industries
- Manufacturing, Transportation & Distribution
- Technology, media & telecommunications
- Energy
- Retail & consumer brands
Tom Libeg
Principal, Transaction Advisory Services
Grant Thornton Advisors LLC
Tom is responsible for leading buy- and sell-side transaction services at corporate and private equity clients. He has extensive experience in all aspects of due diligence, transaction structuring, deal negotiation and post transaction planning and execution.
Cleveland, Ohio
Industries
- Manufacturing, Transportation & Distribution
- Private equity
- Services
- Retail & consumer brands
Service Experience
- Advisory
- Transaction advisory
- Commercial and growth
Recommend field of study
Finance
Program level
Overview
Prerequisite
N/A
Delivery method
Group - Internet
Executive Forum 2024: Leveraging technology to drive efficiency
Join us for an insightful webcast on leveraging technology modernization to drive efficiency in your business. We’ll explore key strategies such as automating routine tasks, integrating digital systems, investing in cloud computing, enhancing data analytics, focusing on cybersecurity, and adopting agile methodologies. Learn how these technologies can streamline operations, reduce costs, and improve decision-making, ultimately driving efficiency in your organization.
Date and time
Thursday, November 14, 2024
1:00 PM ET - 2:00 PM ET
Recommended CPE credits
1
Learning objectives
- Identify key automation tools that can streamline repetitive tasks within their organization.
- Evaluate the benefits of integrating digital systems across various functions to optimize operations.
- Analyze how cloud computing solutions can provide scalability and flexibility for their business needs.
- Interpret advanced data analytics to gain valuable insights into business operations, customer behavior, and market trends.
- Implement robust cybersecurity measures to protect sensitive data and maintain customer trust.
- Apply agile methodologies to respond more quickly to changes in the market and customer needs.
Grant Thornton speakers:
Zac Taylor
Principal, Technology Modernization Services
Grant Thornton Advisors LLC
Zac Taylor is a Principal within Grant Thornton’s Organizational and Operational Transformation practice.
Dallas, Texas
Industries
- Asset management
- Banking
- Life sciences
- Technology, media & telecommunications
- Manufacturing, Transportation & Distribution
- Construction & real estate
Service Experience
- Advisory
- Operations and performance
Recommend field of study
Specialized Knowledge
Program level
Overview
Prerequisite
None
Delivery method
Group - Internet
Executive Forum 2024: Harnessing new technologies in banking — strategies for maximizing efficiency and avoiding pitfalls
Through the rise of cloud computing and AI technologies, many banks are challenged to drive efficiency into their operations by leveraging technology, data and artificial intelligence. Join this webcast in which our industry leaders explore the opportunities that technology can offer to banking institutions to streamline operations, reduce costs and risks, and improve decision-making, in addition to the pitfalls to avoid.
Date and time
Thursday, November 14, 2024
2:00 PM ET - 3:00 PM ET
Recommended CPE credits
1
Learning objectives
- Recognize how artificial intelligence and generative AI can be harnessed to improve customer experience.
- Describe how EPM and other advanced technologies can modernize financial planning, enable better decision-making.
- Identify challenges or risks in advance to avoid pitfalls.
Grant Thornton speakers:
Zac Taylor
Principal, Technology Modernization Services
Grant Thornton Advisors LLC
Zac Taylor is a Principal within Grant Thornton’s Organizational and Operational Transformation practice.
Dallas, Texas
Industries
- Asset management
- Banking
- Life sciences
- Technology, media & telecommunications
- Manufacturing, Transportation & Distribution
- Construction & real estate
Service Experience
- Advisory
- Operations and performance
Recommend field of study
Specialized Knowledge
Program level
Overview
Prerequisite
None
Delivery method
Group - Internet
Executive Forum 2024: Future-proofing your tech business — leveraging advanced technologies to maximize efficiency and growth
In today's rapidly evolving tech landscape, companies are harnessing advanced capabilities to drive transformation across various business areas. From finance transformation to tech modernization and tax technology, leading companies are integrating innovative solutions to stay competitive, streamline operations, and maximize growth.
Date and time
Thursday, November 14, 2024
2:00 PM ET - 3:00 PM ET
Recommended CPE credits
1
Learning objectives
- Understand the role of advanced technologies such as EPM, AI, and data integration in driving financial, operational, and tax transformations in tech companies.
- Identify best practices for implementing tech modernization strategies to streamline operations and enhance organizational efficiency.
- Evaluate innovative approaches to integrating tax technology and transformation tools that help optimize compliance and improve business performance.
Grant Thornton speakers:
Andrea Schulz
National Managing Partner, Technology Industry
Partner, Audit Services, Grant Thornton LLP
Principal, Grant Thornton Advisors LLC
Andrea Schulz serves as Grant Thornton’s national managing partner for Technology. In this role, she oversees the growth and operations of the firm’s Technology industry practice, which encompasses a full range of audit, tax and advisory services.
San Jose, California
Industries
- Technology, media & telecommunications
Service Experience
- Audit & Assurance
Will Whatton
Principal, Technology Modernization Services
Grant Thornton Advisors LLC
As a Principal within our Technology Modernization practice, Will leads our Enterprise Data capabilities focused on maximizing enterprise data value through data strategy, data governance, data engineering, data analytics and advanced data capabilities such as Artificial Intelligence and Data Science.
Houston, Texas
Industries
- Not-for-profit & higher education
- Healthcare
- Energy
- Life sciences
- Construction & real estate
- Manufacturing, Transportation & Distribution
- Asset management
Service Experience
- Technology modernization
Recommend field of study
Specialized Knowledge
Program level
Overview
Prerequisite
None
Delivery method
Group - Internet
Executive Forum 2024: Tech-driven efficiency and integration — energy industry use cases
In our recent energy survey, energy finance leaders highlighted technology as a crucial driver of efficiency and integration. Join our webcast – tailored for finance and technology leaders across all energy sectors – to explore real-life technology use cases and their practical implications for your energy company.
Date and time
Thursday, November 14, 2024
2:00 PM ET - 3:00 PM ET
Recommended CPE credits
1
Learning objectives
- Describe the most common technology energy companies use to drive integration and efficiency.
- Recognize technology use cases in the energy industry.
- Identify the practical implications the use cases have on your business.
Grant Thornton speakers:
Will Whatton
Principal, Technology Modernization Services
Grant Thornton Advisors LLC
As a Principal within our Technology Modernization practice, Will leads our Enterprise Data capabilities focused on maximizing enterprise data value through data strategy, data governance, data engineering, data analytics and advanced data capabilities such as Artificial Intelligence and Data Science.
Houston, Texas
Industries
- Not-for-profit & higher education
- Healthcare
- Energy
- Life sciences
- Construction & real estate
- Manufacturing, Transportation & Distribution
- Asset management
Service Experience
- Technology modernization
Recommend field of study
Specialized Knowledge
Program level
Overview
Prerequisite
None
Delivery method
Group - Internet
Executive Forum 2024: Modernizing financial planning systems in manufacturing — beyond ERP
As manufacturers face the sunset of their legacy software systems, the need for modern solutions becomes critical. This webcast will explore the transition from outdated financial planning, budgeting, and forecasting tools to advanced Enterprise Performance Management (EPM) systems.
Date and time
Thursday, November 14, 2024
2:00 PM ET - 3:00 PM ET
Recommended CPE credits
1
Learning objectives
- Identify the challenges and limitations of legacy ERP systems.
- Evaluate the costs and benefits of modern EPM solutions.
- Cite the impact of decentralized Financial Planning and Analysis (FP&A).
Grant Thornton speakers:
Greg S. Davis
Principal, Technology Modernization Services
Grant Thornton Advisors LLC
Greg Davis is a Principal within Grant Thornton’s Advisory services and a leader in the Technology Modernization practice. In addition, Greg is the global leader of the award winning JD Edwards Practice at Grant Thornton.
Kansas City, Missouri
Industries
- Construction & real estate
- Healthcare
- Manufacturing, Transportation & Distribution
- Transportation & distribution
- Energy
Service Experience
- Advisory
Sanjiv Raman
Principal, Technology Modernization Services
Grant Thornton Advisors LLC
Sanjiv is a leader of Grant Thornton's Transformation Advisory practice. He advises clients across a broad range of industries on how to enable best-in-class business connected planning capability across the organization through technology-enabled transformations.
Philadelphia, Pennsylvania
Industries
- Manufacturing, Transportation & Distribution
- Energy
- Retail & consumer brands
Service Experience
- Advisory
Recommend field of study
Specialized Knowledge
Program level
Overview
Prerequisite
None
Delivery method
Group - Internet
Executive Forum 2024: Post-election impact on the business landscape and tax policy
The 2024 election will have a profound impact on policy and could affect your business in important ways, including tax planning. Join us for a post-election webcast moderated by the leader of Grant Thornton’s tax practice and public policy team. Joining the panel will be Grant Thornton’s leader of tax legislative affairs and a political expert with the Brumidi Group to discuss what the results mean for the business landscape.
Date and time
Thursday, November 21, 2024
1:00 PM ET - 2:00 PM ET
Recommended CPE credits
1
Learning objectives
- Analyze the potential policy and regulatory shifts that may occur as a result of the 2024 election.
- Define the implications of the election results on federal tax laws.
- Identify the impact of the election on key industries and sectors.
- Cite the importance of proactive planning and risk mitigation in response to the election outcomes.
- Identify valuable insights for business leaders and tax professionals on navigating the post-election landscape.
Grant Thornton speakers:
Mark A. Margulies
National Managing Principal, Tax Services,
Grant Thornton Advisors LLC
Mark Margulies is the national managing principal of Tax Services at Grant Thornton and a member of the Executive Committee at Grant Thornton Advisors LLC.
Fort Lauderdale, Florida
Industries
- Construction & real estate
- Manufacturing, Transportation & Distribution
- Technology, media & telecommunications
- Private equity
Service Experience
- Strategic federal tax
- Tax
- International Tax
- Corporate Tax
Recommend field of study
Taxes
Program level
Overview
Prerequisite
N/A
Delivery method
Group - Internet
Executive Forum 2024: Navigating the new landscape — understanding transferability of federal tax credits under the Inflation Reduction Act
The Inflation Reduction Act (IRA) has significantly expanded the types of organizations that may benefit from Energy Tax Credits by introducing new transferability provisions for certain federal tax credits. This webcast is designed to provide companies with an understanding of the transferability rules and considerations for buyers and sellers while providing key insights on the developing transferability market.
Date and time
Thursday, November 21, 2024
2:00 PM ET - 3:00 PM ET
Recommended CPE credits
1
Learning objectives
- Cite the basic principles of credit transferability under the Inflation Reduction Act (IRA)
- Identify the key differences between the Investment Tax Credit (ITC) and the Production Tax Credit (PTC).
- Define the final regulations governing the buying and selling of federal tax credits.
- Recognize critical considerations and potential risk areas for buyers and sellers in the transferability market.
- Define insights into the developing market dynamics for federal tax credits.
Grant Thornton speaker:
Recommend field of study
Taxes
Program level
Overview
Prerequisite
N/A
Delivery method
Group - Internet
Executive Forum 2024: Financial reporting update
Join Grant Thornton’s Audit Quality and Risk team for our webcast that will bring you up to date on what you need to know for financial reporting in 2024, including an update on activity from standard setters and regulators, including FASB and SEC, discussion of implementation of new standards and regulations, and an overview of current practice issues in financial reporting.
Date and time
Thursday, November 21, 2024
3:00 PM ET - 4:00 PM ET
Recommended CPE credits
1
Learning objectives
- Analyze recent activity from standard setters and regulators.
- Evaluate activity related to implementation of new accounting standards.
- Identify current practice issues in financial reporting.
Grant Thornton speakers:
Graham Dyer
Partner, Accounting Principles Group, Grant Thornton LLP
Principal, Grant Thornton Advisors LLC
Graham Dyer serves as Grant Thornton LLP’s Chief Accountant. In this role, he leads the firm’s national Accounting Principles Group, which is responsible for Grant Thornton’s interpretation of accounting matters in both US Generally Accepted Accounting Principles (US GAAP) and International Financial Reporting Standards (IFRS).
Dallas, Texas
Industries
- Asset management
- Banking
- Not-for-profit & higher education
- Private equity
- Construction & real estate
Service Experience
- Audit & Assurance
Recommend field of study
Accounting
Program level
Overview
Prerequisite
None
Delivery method
Group - Internet
Additional notes
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