June Conference

The MGI Worldwide with CPAAI North America Conference will take place on Thursday, June 3 and Friday, June 4, 2021. It will be virtual over Zoom. The conference connects partners, senior managers and staff from across the United States and Canada. The cost to attend is $250 per person.

What to Expect

  • Connect and reconnect with fellow members from across North America
  • Explore cross referral and new business opportunities
  • Insights from industry experts and service specialists
  • Breakout Sessions in small groups on specific technical and practice management topics
  • Coffee Rooms for one-on-one networking
  • Update on NA activities and strategy for the future


Thursday, June 3, 2021
12:00 PM – 5:00 PM ET

12:00 PM: MGI-CPAAI Overview
12:30 PM: Keynote Speaker – Johnny Quinn, Former U.S. Olympian & NFL Player
1:40 PM: Leadership Speaker – Margaret Graziano, Keen Alignment
2:00 PM: Teams Presentation – BJ Wilson
2:30 PM: Mackrell Presentation – Nigel Rowley, Managing Partner of Mackrell
3:00 PM: Practice Management CPE Session and Breakout Session
4:00 PM: Progressive Happy Hour: revolving breakout sessions

Friday, June 4, 2021
12:00 PM – 5:00 PM ET

12:00 PM: Choose to attend a 3-hour Technical Session on Tax or A&A for CPE credit:

Tax Technical Session
Presentation #1: Hot Topics in International Tax with Brian Schwam, Principal, National Managing Director in Charge of International Tax Services, WTP Advisors
Presentation #2: Transfer Pricing with Guy Sanschagrin, Principal in Charge of Transfer Pricing and Valuation Services, WTP Advisors
Presentation #3: VAT with Florian Hanslik, Partner, PrimeTax AG
Presentation #4: Biden Tax Plan with Susan Smith, Surgent

A&A Technical Session
Presentation #1: New SASs for 2021 Year-end Audits with Marci Thomas, CPA, Surgent
Presentation #2: Navigating the Path to Efficiency with Julie Wiese, AuditWatch
3:00 PM: Technical Session Roundtables
4:00 PM – 5:00 PM: Advisory Session – Robert Sher, Founder CEO to CEO, Improving Strategic & Operational Planning for Your Clients

8 CPE credits will be earned for attending the conference on both days.

June North America Conference 2021


Date: June 3-4, 2021 

Time: 12:00 PM – 5:00 PM ET both days


Link to Zoom provided after registration

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MGI Worldwide is the brand name under which certain member firms of Mint Alliance operate as a network of independent audit, tax, accounting and consulting firms. Mint Alliance is an alliance of independent audit, tax, accounting and consulting firms. MGI Worldwide and Mint Alliance do not themselves provide any services and their member firms are not an international partnership. Each member firm is a separate entity and neither MGI Worldwide, Mint Alliance nor any member firm, accepts responsibility for the activities, work, opinions or services of any other member firm. Mint Alliance is a private company limited by guarantee incorporated in the Isle of Man with company number 0132238V.