Join us for an unforgettable experience at the Charleston Marriott. Experience true southern hospitality and modern accommodations at its finest. The hotel overlooks the Ashley River, offers easy access to beautiful downtown historic Charleston, the old city market, local area beaches, The Citadel, and of course, great dining and entertainment. Network with members while enjoying the Ashley River sunset with a cocktail at one of the only roof top bars in Charleston. Elevate your knowledge and soak in the beauty of the city with us.

There is a two-step registration process:

1. Click on the Get Tickets button to register for the conference on Eventbrite.
2. Click here to book a hotel room. The group rate is $280/night if booked by Friday, April 25, 2025.

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.

WEDNESDAY, MAY 14

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

6:00 pm – 9:00 pm: Welcome Reception in the courtyard of the hotel

THURSDAY, MAY 15 

7:30 AM – 9:00 AM: Breakfast, networking with members and sponsors 

9:00 AM: Welcome to conference – Joe Tarasco 

Welcome to Charleston – Tripp Hays, Destination Services Manager at Explore Charleston  

Conference agenda – Joe Tarasco 

MGI NA Strategy and Year in Review – Jeff Vroman and Joe Tarasco 

Welcome New Member: LMHS – Kimberly Gagnon, CPA, Partner 

Tariff Engineering to Minimize Customs Duties in Today’s Uncertain Times – Robert Silverman, Esq., GDLSK

Practice Management Roundtable – The Successful Firm of The Future: The future will bring tremendous opportunities for accounting firms that are highly leveraged including offshore staff, growth oriented, with well-trained professional staff led by results focused leaders, establishing succession strategies, and using state-of-the-art technology, AI and increased efficiency methods. – Joe Tarasco

12:00 PM: Lunch

1:00 PM: Artificial Intelligence (AI): Explore how AI is automating routine tasks, enhancing data analysis, and transforming audit processes. Discussions could include the integration of AI tools to improve efficiency and accuracy in financial reporting and tax preparation and research tools for advisory services.

How AI is Automating Practice Management – Karbon

Expanding Service Offerings: Providing value-added services such as financial and business strategy, wealth management, and technology consulting to meet growing client demands – Cory Parnell and Dane J. Boeckermann, BGM

5 Minutes, 5 Cases: An Attorney’s Perspective – Capstan Tax Services

Addressing the Talent Shortage: Strategies to attract and retain skilled professionals in a competitive marketplace for quality staff and partners.

Marketing analytics, website security, speed, and search engine optimization (SEO) are more important than ever before. Your website’s performance, social media presence, and digital marketing strategies can significantly impact your ability to establish relationships, engage with clients and contacts, and generate leads. Learn how to invest in the right technology and digital marketing strategies to ensure your accounting firm stands out in the competitive digital landscape. – Nancy Damato 

Group photo

4:00 PM: Closing remarks – Joe Tarasco

4:15 PM: Sound Healing

6:00 pm: Cocktail Reception with hors d’oeuvres and libations at Harbour Club 

FRIDAY, MAY 16 

7:30 AM: Breakfast, networking with members and sponsors 

9:00 AM: MGI Member Success Story – Robert Hoberman, Hoberman & Lesser  

Common Misconceptions About Outsourcing – Miles Talent

Marketing and Growth: In the competitive accounting profession, it is essential to have a robust, contemporary online presence to attract clients, properly introduce and promote your firm, and build trust with key audiences. Your Firm’s website serves as the initial impression and the first point of contact for potential clients, recruiting staff and partner candidates, referral sources, etc. – Nancy Damato

Growing and Scaling Through Automation – Qount 

How to Launch a Wealth Management Arm – John Pastore, Integrated Partners

MGI AGM South Africa 2025

12:00 PM: Lunch 

1:00 PM: MGI Member Success Story

The Cost of Outsourcing – Unison Globus

The Smart Way to Do Business in China: Simplify, Comply, Succeed – Cathy Zhang 

2025 Tax Incentives: Maximizing Savings Through Energy Credits, R&D, and International Tax – Matt Kemp, Account Director, KBKG 

Tax and A&A Roundtables 

Team building activity 

4:00 PM: Closing remarks – Joe Tarasco 

Who can I contact about the conference? Yvonne Lee, MGI North America yvonne.lee@mgiworld.com (725) 780-8975

Who can I contact about hotel rooms or special requests? Natalie Schenk, Event Manager, Charleston Marriott Natalie.Schenk@marriott.com (843) 266-1470

How much is parking? The Charleston Marriott is pleased to offer Self and Valet Parking. The below rates offer unlimited in and out privileges and are exclusive of tax.

• Overnight Self-Parking: $15 per day
• Overnight Valet Parking: $22 per day
• Event Valet Parking (Day of only): $15 per day
• Event Self-Parking (Day of only): Complimentary