ELEVATE 2025: BerryDunn's Commercial Industry Summit

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2026 Economic Outlook

Presenters:
Erik Olson
Senior Manager | Berry, Dunn, McNeil & Parker, LLC

Gaining key insights into the 2026 economic and market outlook, highlighting emerging trends and impacts from policy shifts and the rate environment. 

.5 CPE Credit - Specialized Knowledge

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10-Minute Break

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From Policy to Practice: Preparing Your Business for the OBBBA 

Presenters: 
Jesse Marshik, CPA
Manager | Berry, Dunn, McNeil & Parker, LLC

Jeffrey A. Ring, CPA, MST
Principal | Berry, Dunn, McNeil & Parker, LLC

Stay ahead of sweeping federal and state tax changes with a practical breakdown of the OBBBA and its potential impact on your business. Jesse Marshik and Jeffrey Ring will translate complex rules into actionable insights for commercial leaders, equipping you to approach investments, financing, and operations with confidence. 

1.5CPE Credit - Tax

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10-minute break

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Private Foundations: A Strategic Approach to Business Philanthropy 

Presenters:

Melissa Magoon, CPA, MSA
Manager | Berry, Dunn, McNeil & Parker, LLC

This session explores how private foundations can be used as a strategic tool for business philanthropy. Learn how private foundations can work with businesses to align charitable giving with your company’s values, create tax efficiencies, and strengthen long term legacy. Attendees will gain practical insights into how private foundations can be used to inform ownership decisions and embed charitable goals into everyday business strategy.  

.5CPE Credit - Specialized Knowledge

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AI in the Enterprise: Critical Controls and Next Steps After Implementation

Presenters:

Christopher Ellingwood, CISA, COBIT 5
Principal | Berry, Dunn, McNeil & Parker, LLC

We’ve all been a part of the AI buzz – now that AI is here and is becoming central to commercial operations, the risks grow — from data leaks and misuse of proprietary information to model failures, bias, and regulatory exposure. In this session, Chris Ellingwood will guide business leaders through post-AI implementation responsibilities, including new risks and assessments to consider. You’ll leave with a clear understanding of how to put in place governance frameworks, access controls, monitoring, and risk assessment practices so that your AI initiatives drive value and resilience. 

1CPE Credit - Business Management & Organization

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Adapting to Change: Navigating Economic Shifts and Reporting Impacts

Presenters: 

Ryan T. Warren, CPA, MSA
Partner | BDMP Assurance, LLP
Principal | Berry, Dunn, McNeil & Parker, LLC

Jocelyn Bednarski, CPA
Manager | Berry, Dunn, McNeil & Parker, LLC

This presentation explores key forces shaping today’s business climate by examining what’s happening, how industries are responding, and the implications for financial reporting. Attendees will gain practical insights into interest rate changes, new accounting pronouncements, and the risks in a rapidly changing, digitally connected world.   

1CPE Credit - Accounting

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