Events

2024 Annual MGI North America Conference: San Diego, California - May 15-17, 2024

2024 Annual MGI North America Conference


We are excited to announce that based on Members’ survey results the 2024 Annual MGI North America Conference will be held in San Diego, California. 

Join us for an unforgettable experience at the Hilton San Diego Bayfront, where innovation meets elegance against the stunning backdrop of San Diego’s picturesque waterfront. Nestled at 1 Park Blvd, this iconic venue offers a perfect blend of world-class amenities, breathtaking views, and convenient accessibility, making it the ideal location for our upcoming conference. Immerse yourself in a dynamic learning environment while indulging in the luxurious comfort and hospitality of the Hilton. Discover the allure of San Diego’s vibrant culture and enjoy the convenience of exploring the city’s top attractions right outside the conference doors. Don’t miss this opportunity to elevate your knowledge, network with industry leaders, and soak in the beauty of San Diego.

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 Wednesday, April 24, 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 February 19, 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: Practice Management Roundtables and member success stories – Joe Tarasco

11:30am: Gold Sponsor

12:00: pm: Lunch

1:00: pm Gold Sponsor

1:30 pm: Women Who Lead panel discussion moderated by Nancy Damato and Maxine Brock

2:15 pm: Group photo

2:30 pm: Silver Sponsor

2:45 pm: MGI International Strategy and AGM – Chris Borneman, CEO of MGI Worldwide & Maxine Brock, CMO of MGI Worldwide

3:15 pm: Break

3:30 pm: Silver sponsor

3:45 pm: Committee Updates

4:15 pm: Recruiting Initiatives – Jeff Vroman and Yvonne Lee

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

8:30 am: Member Success Story

9:40 am: Gold Sponsor

10:10am: Marketing Update- Nancy Damato, NA Marketing Director, and Maxine Brock, MGI Worldwide Marketing Director

10:45 am: Break

11:00 am: Sponsors

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

12:00 pm: Lunch

12:00 pm: Women Who Lead lunch – Nancy Damato, NA Marketing Director, and Maxine Brock, MGI Worldwide Marketing Director

1:00 pm: Tax and A&A Roundtable

2:30pm: Sponsors

3:15 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.

When

Date: Wednesday, May 15 – Friday, May 17, 2024

Where

Hilton San Diego Bayfront Hotel, 1 Park Blvd, San Diego, CA 92101 (map)

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

Inquire About Sponsoring
© Copyright MGI World 2003-2024. All rights reserved.

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.