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Biography

Gene Marks is a CPA, business owner, keynote speaker and nationally recognized columnist whose reporting focuses on AI, automation, the economy, workplace trends, taxes, and the technology and policy issues impacting businesses today.

He writes regularly for Forbes, The Hill, The Guardian, The Philadelphia Inquirer, The Washington Times, The Chicago Daily Herald and other national publications. Gene is also host of the Paychex Thrive Podcast, where he interviews CEOs, economists, policymakers, entrepreneurs and technology leaders about the trends shaping business. As owner of The Marks Group, Gene advises hundreds of businesses across the country, giving him firsthand insight into how executives are responding to economic, technology, workforce and policy changes.

Gene speaks nationally to corporate and association audiences across manufacturing, construction, distribution, financial services, retail, technology and professional services. His presentations combine national reporting with real-world business experience and are customized to each audience, delivering practical strategies leaders can immediately apply. Prior to founding The Marks Group, Gene spent nine years with KPMG as a Senior Manager in its Entrepreneurial Services practice.

Gene Marks has written five books on business management, specifically geared towards small and medium-sized companies. His most recent is Want More Cash?: 100+ Ideas And Strategies For Increasing Your Company’s Cash Flow This Year.

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AI, Automation & The Future of Your Industry

What Leaders Need to Know Now
For more than 20 years, Gene Marks has covered business technology for Forbes, reporting regularly on the latest advances in artificial intelligence, automation and enterprise software.
In this fast-paced, practical keynote, he separates AI hype from business reality and explains what is actually impacting industries like construction, manufacturing, distribution, retail and financial services.
Drawing from his interviews with Microsoft, Google, emerging AI firms and real-world companies implementing these tools, Gene outlines where AI is delivering measurable ROI - and where businesses are wasting time and money.
This keynote focuses on:
AI risks and realities
AI agents and automation in operations
AI in sales, CRM, estimating, forecasting and finance
AI in real life in your industry
Workforce implications and leadership strategy
AI governance, risk and data management
Where to invest in 2026-2027 for competitive advantage
What to expect in the next 12-24 months
Attendee outcome: A clear, practical technology roadmap - not theory - and a better understanding of how smart leaders are using AI to protect margins and drive growth.

From Washington to Your Workplace

Economic, Workplace, Technology & Policy Trends Impacting Your Industry
As a regular contributor to Forbes, The Hill and The Guardian, Gene Marks spends every week interviewing business leaders, economists, technology executives and policymakers to understand what is really happening in today's economy - and how successful companies are responding.
Businesses across every industry continue to face rising labor costs, higher borrowing costs, insurance increases, supply-chain disruptions, rapid advances in AI and continued economic uncertainty.
Rather than focusing on politics, Gene delivers a practical business briefing filled with real-world strategies companies are using to control costs, improve productivity, increase profitability and prepare for what's next.
This keynote focuses on:
Navigating today's higher-cost business environment
Practical AI tools that improve productivity without increasing headcount
Labor shortages and workforce costs
Pricing, cash flow, financing and profitability
Tax strategies, incentives, credits and government programs
Economic and workplace trends leaders should actually pay attention to
Supply chain, trade and regulatory developments
Technology investments delivering measurable ROI
What business leaders should expect over the next 12-24 months
Important positioning: This is not a political presentation. It is a practical business briefing designed to help executives make smarter decisions regardless of who occupies the White House.
Attendee outcome: Practical strategies to improve profitability, reduce costs, increase cash flow, make smarter technology investments and take immediate action.

THE GREAT WORKFORCE HANDOFF

How to Replace Retiring Talent, Transfer Critical Knowledge and Build the Next Generation of Your Workforce
Businesses across the country are approaching one of the biggest workforce transitions in decades. Experienced owners, executives, managers, salespeople, technicians and other key employees are retiring - and when they leave, decades of relationships, skills and institutional knowledge can leave with them.
At the same time, employers are competing for a younger generation of workers who have very different expectations about technology, career development, flexibility, communication and the workplace itself.
Business owner, CPA, author and nationally recognized business speaker Gene Marks will show business leaders how smart organizations are preparing for this "great workforce handoff" - and what they should be doing now to protect their businesses and position themselves for the next generation.
Drawing on the latest workplace trends and the hundreds of business owners and executives he speaks with each year, Gene will address some of the most pressing workforce questions facing employers today:
What happens when your most experienced people walk out the door? How organizations can identify critical institutional and tribal knowledge before it disappears - and create practical systems for transferring that knowledge to the next generation.
What does Gen Z really want from an employer? What younger employees value, where the stereotypes get it wrong, and how organizations can adapt recruiting, management and retention strategies without abandoning the culture that made them successful.
Where will the next generation of skilled workers come from? Practical ideas for expanding the talent pipeline through apprenticeships, technical schools, community colleges, industry partnerships and alternative approaches to recruiting.
How do you turn younger employees into tomorrow's leaders? Strategies for mentoring, cross-training, career development and succession planning that give high-potential employees a reason to build their careers with your organization.
Can technology help close the labor and knowledge gap? How AI, automation and digital tools can capture institutional knowledge, improve training, increase productivity and enable organizations to accomplish more in an increasingly challenging labor environment.
What should business leaders be doing right now? A practical roadmap organizations can use to prepare for retirements, strengthen talent pipelines, retain their best people and begin transferring critical knowledge before it is too late.
This is not a presentation about Millennials versus Boomers or a list of generational stereotypes. It is a business presentation about continuity, productivity, succession and growth during one of the most significant workforce transitions employers have faced in decades.
Attendee outcome: Specific, actionable ideas to protect institutional knowledge, strengthen the talent pipeline, retain top people and prepare the next generation of leaders.

Testimonials

I finally got to hear Gene speak! This was at our National meeting in Orlando. He is AMAZING! Our builders loved him and just everything he had to say. Unfortunately, I only caught the last 15 mins or so of his speech due to working at the event for the most part. But just from what I heard I was “wowed” to say the least. He is truly amazing at what he does.
– Sylvia Gonzalez, Sales & Marketing Administrator, Nucor Building Systems
Good morning, Gene, without a doubt, your presentation was the best closing session I have ever attended. I know you are doing the kickoff for Symposium and I’m sure I will be saying the same for the kickoff session. Somehow, you managed to make all the tough news entertaining. It was a master class on presenting.
– Lewis Linda Dodd, Learning Specialist, North Carolina Association of CPAs
In a word.... WOW! Gene absolutely delivered. He was spot on for our small business members. He packed a lot into 45 minutes and left everyone with something to take away. People were taking pictures of his slides during his presentation. The conversations about his keynote continued throughout the day. People said they emailed him right after he got off stage. Others mentioned that they were emailing their own accountants to find out if the advice he was giving could help them. They found out that they were entitled to tax relief or grants that would basically offset their price of attending our show. That is a tremendous value for our members. We could not be happier. He was fantastic.
– Mike Adamson, President & CEO The Aircraft Electronics Association
Gene, I would say in my 30 years of attending presentations, yours was THE MOST: valuable, relevant, properly paced, perfect amount of info; not too much, but enough, excellent humor, and perfectly executed presentation I have experienced.
– Jill Keim, VP Relationship Manager, First Merchants Bank
Gene was a huge hit again. We have never brought a speaker in back to back years. Gene certainly was worthy and delivered again!
– Kevin Gilbride, Executive Director, The Accredited Snow Contractors Association

Booksby Gene Marks

Want More Cash?

Want More Cash?

In God We Trust: Everyone Else Pays Cash

In God We Trust: Everyone Else Pays Cash

Small Business Book of Lists

Small Business Book of Lists

Successful Outsourcing

Successful Outsourcing

Outfoxing the Small Business Owner

Outfoxing the Small Business Owner

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