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 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.


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.


Last updated May 15, 2024


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


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 – 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: Optimizing Partnerships: Effective Strategies for Managing Third-Party Relationships – ABGi

12:00 pm: Lunch

1:00 pm: Creating an Elite Partnership – Integrated Financial Partners

1:30pm: Member Success Story – Cory Parnell, CEO, BGM

1:45pm: How is your company going to change with AI? – alliantgroup

2:30 pm: Group photo

3:00 pm: Break

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

4:00 pm: Tax Point Advisors presentation

4:15 pm: Day One ends

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


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: Benefits of Outsourcing – Windy Street 

8:30 am: BGM presentation

9:10 am: Engineered Tax Services presentation

9:15 am: Marketing Update- Nancy Damato, NA Marketing Director, and Maxine Brock, MGI Worldwide Marketing Director

10:10 am: GDLSK presentation

10:30 am: Member Success Story – Kieran O’Dea, Managing Partner, H2R CPA

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 Talent Hub presentation 

3:25 pm: Closing remarks – Joe Tarasco

3:30 pm: Conference ends


  1. Who can I contact about the conference? Yvonne Lee, MGI NA Marketing Manager, (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.


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


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

Sponsored by

Engineered Tax Services

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

Inquire About Sponsoring
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