Join us for William Vaughan Company’s fifth-annual Manufacturing Forum featuring two, exclusive sessions dedicated to exploring the manufacturing landscape in 2025 and beyond. Our diverse group of presenters will provide invaluable market insights and actionable steps to harness the power of emerging opportunities. Don't miss this opportunity to stay ahead of the curve and earn CPE.
Session #1: Navigating U.S. Tariffs and Customs for Manufacturers

Under President Trump’s administration, businesses face the pressing challenge of adapting to shifting trade policies and tariffs. Join us for an insightful session that will provide an overview of the latest developments and equip your business with the knowledge to navigate these changes and manage the cost.

Key Takeaways:

  • Practical insights into recent trade policy updates.
  • Understanding of proposed and implemented tariffs.
  • Identify customs cost drivers and risk that affect your bottom line.
  • Explore actionable customs strategies for cost reduction.

Presenter:
Tyler Potter, LCB | Customs & International Trade Senior Manager, BDO USA

Session #2: Financial Market Updates & Considerations for Manufacturers

Manufacturers are navigating a complex and uncertain economic landscape driven by factors such as escalating costs, evolving trade policies, and ongoing supply chain disruptions. In the wake of recent US and global elections, these challenges are more pronounced, but they also present opportunities for innovation and growth. Discover how to enhance efficiency, bolster resilience, and gear up for potential industry expansion with new strategies and tools. Join TFO Wealth Partners for an in-depth exploration of current financial market trends, actionable strategies, and essential risk management considerations for the coming months.

Key Takeaways:

  • Understand the current state of the financial market, including inflation, interest rates, and potential opportunities for treasury management.
  • Learn about the changing landscape in the employer-sponsored retirement plan industry and ways to mitigate risk through process and plan design options

Presenters:
Grant Sims, CFP, CKA | Family Wealth Strategist, TFO Wealth Partners
Chris Winters, CRPS®, CPFA | Director of Retirement Plan Services, TFO Wealth Partners

EVENT DETAILS

Date

Thursday, August 7

Time

1:30PM - 5:00PM

Location

WVC Maumee Office - 145 Chesterfield Lane

Agenda

1:30PM – 1:40PM Welcome
1:40PM – 2:30PM Session #1: Tariffs
2:30PM – 2:40PM Break
2:40PM – 3:30PM Session #2: Financial Market Updates
3:30PM – 5:00PM Networking & Appetizers

REGISTRATION

Speakers

Untitled design (2)
Tyler Potter, LCB
Customs & International Trade Senior Manager
BDO USA
Untitled design
Grant Sims, CFP®
Family Wealth Strategist
TFO Wealth Partners
Untitled design (1)
Chris Winters, CRPS™
Director of Retirement Plan Services
Retirement Plan Strategist
TFO Wealth Partners

MAP