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North America Virtual Conference

04 June, 2021 12:00 - 17:00 EDT

North America

Joe Tarasco

Regional Director


Start: 04 06 2021
End: 04 06 2021

Event category:


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The June MGI Worldwide with CPAAI North America Conference has been scheduled.

Please mark your calendars for
Thursday, June 3, 2021 and Friday, June 4, 2021

The MGI Worldwide with CPAAI North America Conference will take place on Thursday, June 3 and Friday, June 4, 2021. It will be virtual over Zoom. The conference connects partners, senior managers and staff from across the United States and Canada. The cost to attend is $250 per person.

What to Expect 

  • Connect and reconnect with fellow members from across North America
  • Explore cross referral and new business opportunities 
  • Insights from industry experts and service specialists
  • Breakout Sessions in small groups on specific technical and practice management topics
  • Coffee Rooms for one-on-one networking
  • Update on NA activities and strategy for the future


Thursday, June 3, 2021
12:00 PM - 5:00 PM ET

12:00 PM: MGI-CPAAI Overview 
12:30 PM: Keynote Speaker - Johnny Quinn, Former U.S. Olympian & NFL Player
1:40 PM: Leadership Speaker - Margaret Graziano, Keen Alignment
2:00 PM: Teams Presentation - BJ Wilson
2:30 PM: Committee Updates
3:00 PM: Practice Management CPE Session and Breakout Session
4:00 PM: Progressive Happy Hour: revolving breakout sessions

Friday, June 4, 2021
12:00 PM - 5:00 PM ET

12:00 PM: Choose to attend a 3-hour Technical Session on Tax or A&A for CPE credit:

Tax Technical Session
  • Presentation #1: Hot Topics in International Tax with Brian Schwam, Principal, National Managing Director in Charge of International Tax Services, WTP Advisors
  • Presentation #2: Transfer Pricing with Guy Sanschagrin, Principal in Charge of Transfer Pricing and Valuation Services, WTP Advisors
  • Presentation #3: VAT with Florian Hanslik, Partner, PrimeTax AG
  • Presentation #4: Biden Tax Plan with Susan Smith, Surgent
A&A Technical Session
  • Presentation #1: New SASs for 2021 Year-end Audits with Marci Thomas, CPA, Surgent
  • Presentation #2: Navigating the Path to Efficiency with Julie Wiese, AuditWatch
3:00 PM: Technical Session Roundtables
4:00 PM - 5:00 PM: Advisory Session - Robert Sher, Founder CEO to CEO, Improving Strategic & Operational Planning for Your Clients

8 CPE credits will be earned for attending the conference on both days. Hope to see you there!

For questions please contact Joe Tarasco or Barbie Gonzalez

If you do not have login details to the Member Area of the MGI Worldwide website, please contact