Events

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

Agenda 

DAY ONE
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

DAY TWO
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


When

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

Time: 12:00 PM – 5:00 PM ET

Where

Link to Zoom provided after registration

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Sponsored by


Platinum Sponsor

Avalara

Gold Sponsor

McGowanPRO

Silver Sponsor

WTP Advisors

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

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    Milestone 3

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