Dallas Business Symposium – Fall 2024 – Dallas, TX

Welcome to the 2024 Fall Dallas Business Symposium

Join us as we discuss Data Collection regulation and Tax Law changes!

Who is this symposium for?

Middle-market ($5MM-$1BN) business owners, institutional investors, C-suite/VP professionals in the middle-market.

What to expect?

Panel presentations from the leaders in the DFW business ecosystem that will unpack some of the most difficult challenges leaders are currently facing.

Opportunity to network with business leaders from several prominent firms in the DFW area.

Panel Topics

State and Local Tax Compliance
Workforce Mobility and Employment Tax
Taxing Unrealized Gains
Increased Capital Gains Tax Rates
Data Privacy and Security
Cybersecurity Regulations
Federal Trade Commission (FTC) Actions

Visit the Dallas Business Symposium website to learn more.

Speakers:
George Bower – Founder & CEO, Axis Technologies

Damian Davis – Founder & CEO, Davis Insurance Services

Brandon Newton – State and Local Tax Senior Manager, Whitley Penn

Colin Patrick – Chief Investment Officer, Patterson Thoma Family Office

Sponsors:

Whitley Penn

Whitley Penn is a leading, full-service public accounting firm based in Texas, offering a full range of services including audit, tax, consulting, and forensic services. The firm serves a diverse client base across industries such as energy, healthcare, real estate, and financial services. The firm also provides specialized services in cybersecurity and business advisory, reflecting its commitment to addressing evolving client needs.

Carr, Riggs & Ingram

Carr, Riggs & Ingram (CRI) is a top 25 national accounting and advisory firm headquartered in Enterprise, Alabama. The firm serves clients across various industries such as healthcare, construction, real estate, government, and financial institutions.

Patterson Thoma

Patterson Thoma Family Office is a privately held family investment company founded in 1982. Their objective is to invest in established funds and management teams who can efficiently deploy capital and provide an exceptional rate of return.

TekConcierge

TekConcierge, a prominent Dallas Managed IT Services provider, offers comprehensive Managed IT Services, Network Security & Support, IT Consulting, Cybersecurity, and Cloud Solutions, delivering end-to-end technology solutions to optimize business operations.

Davis Insurance Services

Davis Insurance Services offers comprehensive insurance and risk management solutions tailored to businesses. They provide coverage options including Cyber Liability, Commercial Property, General Liability, Professional and Management Liability, and more. Their client-centric approach ensures that they understand and meet the unique needs of each business, leveraging strategic partnerships to offer robust protection.

Axis Technologies

Axis, along with their cybersecurity division, Cyber-on-Call®, serves clients of all sizes in the aerospace, defense, government, manufacturing, oil & gas, finance, healthcare, automotive and food & grocery industries. They are a growing, privately held, minority-owned company based in Plano, Texas.

Hosted by James Sackey – James Sackey Marketing

James Sackey is a fractional Chief Marketing Officer and business thought-leader, community leader, and President of the Dallas Junior Chamber of Commerce. He serves middle-market businesses in the DFW area. James’ marketing approach is unconventional in that he works to build strategic relationships on behalf of his clients and leverages content ranging from live and digital events to retention programs to position them for exponential growth.