MGI with CPAAI North America Virtual Conference 2020

Join us on Zoom

The November MGI-CPAAI North America Conference will be virtual this year. The event will take place over two-days: Wednesday, November 11, and Thursday, November 12, 2020. Registration is free with your MGI-CPAAI membership. The link to the Zoom meeting will be provided after registration.

What to Expect

  • Connect or reconnect with fellow MGI-CPAAI members from across NA
  • Introduce and promote your Firm to NA MGI-CPAAI members
  • Explore cross referral and new business opportunities with fellow members
  • Hear from Committee Chairs about Committee activities in 2020 and plans for the future
  • Learn from fellow members how you can become active in Committees
  • Hear from industry experts and service specialists during presentations
  • Discuss specific topics, network, and socialize with colleagues during break-out sessions
  • Hear from NA Leadership regarding NA activities and strategy for the future
  • Participate in CPE sessions hosted by the NA committees on day two


Wednesday, November 11, 2020
12:00 PM – 5:00 PM ET

12:00 PM: MGI Overview by the MGI-CPAAI Management Group

  • Jim Holmes, Co-Worldwide Chairperson and Michael Parness, Worldwide COO
  • Jeff Vroman and Ed Fahey, Co-North America Chairpersons
  • Paul Rudoy and Ray Frierson, International Committee Representatives
  • NA Regional Director Update: Joe Tarasco, NA Regional Director, and Nancy Damato, NA Marketing Director

2:00 PM: COVID-19 & The Economy: Waiting for a Shot in the Arm with Katherine Judge, Economist, CIBC
3:00 PM: Committee Updates on 2020 activities and 2021 plans
4:00 PM: Progressive Happy Hour – revolving breakout groups offer a chance to connect with long-time friends and meet new ones

Thursday, November 12, 2020
12:00 PM – 5:00 PM ET

12:00 PM: Choose to attend one 2-hour Technical Session on Practice Management, Tax or A&A (for CPE credit):

  1. Practice Management: Key Takeaways from Rosenberg Survey with Joe Tarasco, Regional Director North America, MGI-CPAAI
  2. Tax:
    • Talk #1: Hot Topics in International Tax with Brian Schwam, Principal, National Managing Director in Charge of International Tax Services, WTP Advisors
    • Talk #2: Transfer Pricing with Guy Sanschagrin, Principal in Charge of Transfer Pricing and Valuation Services, WTP Advisors
  3. A&A:
    • Talk #1: Examining the New Lease Accounting Standard: More than Meets the Eye with Richard Daisley, CPA, Surgent 
    • Talk #2: Going Concern Considerations and Overview of PPP and Related A&A Treatment with Faba Daniel and Shawn O’Brien, AuditWatch

2:00 PM: Networking
2:30 PM: Automating the Sales Tax Practice in Today’s Mixed Up World with Sona Akmakjian, Sr. Partner Marketing Manager, Avalara
3:05 PM: Technical Session Roundtables
3:45 PM: A&A Risk Management with John Raspante, Director of Risk Management, McGowanPro

4:00 PM: Networking

(CPE Credit: Approximately 8 CPE hours will be allotted for attending the entire conference from 12:00 PM – 5:00 PM on both days.)

MGI-CPAAI North America Virtual Conference 2020


Date: Wednesday, November 11 & Thursday, November 12, 2020

Time: 12:00 PM – 5:00 PM ET


Link to Zoom provided after registration

Sponsored by

Platinum Sponsor


Gold Sponsor


Silver Sponsor

WTP Advisors

Interesting in sponsoring this conference? Email Joe Tarasco, Regional Director North America

Inquire About Sponsoring

  • 2016

    Milestone 1

  • 2017

    Milestone 2


  • 2018

    Milestone 3

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