This will be a particularly special meeting as it will be the first combined MGI Worldwide with CPAAI event where colleagues from both groups will have the opportunity to get to know each other and meet for the first time in person.

Open discussion

There will be opportunity for each delegate to present an overview of their respective Firm as well as break-out groups to discuss opportunities, ideas, and issues about the combined organizations’strategic goals and objectives in NA for 2020 and beyond. The topics will focus on member collaboration, meetings, committees, marketing, public relations, new member recruiting, member retention, member value enhancement, issues, etc.

Marketing and Business Strategy

Nancy Damato, North America Director of Marketing, will give an overview of our Marketing and Business Strategy and there will be an afternoon set aside to discuss Member Best Practices. For CPA firms to continuously succeed, they need to constantly adjust their best practices in accordance with the marketplace, and their internal resources and capabilities, and “double down” on what works best and eliminate what doesn’t.

Our colleagues will share their insights and describe their experiences in identifying and implementing the best strategies and initiatives to achieve their firm’s goals and objectives in the areas of:

▪ Growth, Marketing and Lead Generation
▪ Attracting, Developing, and Retaining Professional Staff
▪ Succession Planning
▪ Mergers and Acquisitions
▪ Niche Development, and New and Innovative Services
▪ Technology in Client Service and Operations

For more information please contact Joe Tarasco at joe.tarasco@mgiworld.com