There is a two-step registration process:

1. Get tickets on Eventbrite.
2. Book your hotel room here. The group rate is $309/night if you book before Monday, April 29, 2024.

Members are encouraged to bring additional members from their firm. It is essential for future firm leaders to have networking skills to build long-term business relationships, grow referral networks and client bases, and further career goals.

Purchase two Member tickets and then additional Members are at a discounted rate.

TICKETS

Member: $1,850.00 – Attend the conference on Wednesday, Thursday, and Friday.

Additional Members: $1,250.00 – Purchase two Member tickets at regular price and then additional Members are a discounted rate.

Accompanying Guest: $600.00 – Bring a spouse or friend. They can attend evening events on Wednesday and Thursday. And breakfast on Thursday and Friday.

AGENDA

Last updated April 26, 2024

WEDNESDAY, MAY 15

Arrival day with free time for networking at the Hilton Bayfront lounges and pool

4:00 pm – 5:00 pm: Managing Partner Committee Meeting (Aqua 311B)

6:00 pm – 9:00 pm: Welcome Reception at Hilton Bayfront Pool Club

THURSDAY, MAY 16

6:30 am – 8:00 am: Breakfast, networking with members and sponsors

8:00 am: Welcome to conference – Joe Tarasco

8:05 am: Welcome to San Diego – AnnaMarie, San Diego Professional Tour Guide Association

8:15 am: Conference agenda – Joe Tarasco

8:30 am: MGI NA Strategy, Year in Review, and New Member introductions – Jeff Vroman and Joe Tarasco

9:30 am: Practice Management- Public Accounting trends, predictions, and opportunities for CPA Firms to take advantage of a very favorable marketplace to grow their firms and create a succession plan – Joe Tarasco

10:00 am: Break

10:15 am: Unison Globus presentation

10:20 am: Practice Management Roundtables – Joe Tarasco

11:30 am: ABGi presentation

12:00 pm: Lunch

1:00 pm Integrated Financial Partners presentation

1:45pm: alliantgroup presentation

2:30 pm: Group photo

3:00 pm: Break

3:30 pm: MGI International Strategy and AGM – Chris Borneman, CEO of MGI Worldwide & Maxine Brock, CMO of MGI Worldwide

4:00 pm: Tax Point Advisors presentation

4:15 pm: Committee Updates

5:00 pm: Day One ends

6:00 pm – 9:00pm: Cocktail reception with hors d’oeuvres and libations at the Portside Pier

FRIDAY, MAY 17

6:30 am – 8:00 am: Breakfast, networking with members and sponsors

8:00 am: Tax BOI Update – Vanessa Sola, Partner, Frierson, Solá, Simonton & Kutac, PLLC

8:15 am: Windy Street presentation

8:30 am: Member Success Story

9:00 am: Engineered Tax Services presentation

9:05 am: Marketing Update- Nancy Damato, NA Marketing Director, and Maxine Brock, MGI Worldwide Marketing Director

10:00 am: GDLSK presentation

10:20 am: Recruiting Initiatives – Jeff Vroman and Yvonne Lee

10:45 am: Break

11:00 am: SafeSend presentation 

11:15 am: Viewpoints on the Market – Chris Herb, CFA, Regional Vice President for Fidelity Wealth Services

12:00 pm: Lunch

1:00 pm: McGowanPro presentation

1:05 pm: Tax and A&A Roundtable

3:10pm: Miles Education presentation 

3:25 pm: Closing remarks – Joe Tarasco

3:30 pm: Conference ends

FAQS

1. Who can I contact about the conference? Yvonne Lee, MGI NA Marketing Manager, yvonne.lee@mgiworld.com (725) 780-8975
2. Who can I contact about hotel rooms or special requests? Hilton Reservations (619) 564-3333
3. Do you have a map of the Hilton Bayfront? Click here for the map. Scroll down to Level 3 – Aqua Level. We are in Aqua 300A and 300B.