Display event - 2023 North America Regional Meeting

2023 North America Regional Meeting

Visit https://my.agn.org/NARM2023 for more information.

Make your reservation at the Hyatt Regency Bellevue on Seattle's Eastside via this link. The group discount ended April 21, 2023.

Hyatt Regency Bellevue on Seattle's Eastside
900 Bellevue Way NE
Bellevue, Washington 98004-4272
Phone: +1 425 462 1234
Email: concierge@hyatt.com

If you find the rates at the event venue a bit high, the Hilton Garden Inn is a less expensive option within walking distance.

When

5/21/2023 - 5/24/2023

Where

900 Bellevue Way NE Bellevue, WA 98004 UNITED STATES

Username

Password

Keep me signed in

Forgot username? | Forgot password?

Select programs by

Sunday, 21 May 2023


Sunday City Tour & Lunch Time 11:15 AM - 4:00 PM 11:15 AM
Welcome Reception Category SOCIAL Time 6:30 PM - 9:30 PM 6:30 PM

Monday, 22 May 2023


Monday Breakfast Category OTHER Time 7:00 AM - 8:00 AM 7:00 AM
Welcome, Kevin Doyle Category OTHER Track PRAC MGMT US TAX US A&A NFP BV HR OAS IT CAN TECH Time 8:00 AM - 8:45 AM 8:00 AM
Opening Keynote: Leadership in a Cyber Environment Holly Hubert, GlobalSecurityIQ Category TECHNICAL Track PRAC MGMT US TAX US A&A NFP BV HR OAS IT CAN TECH Time 8:45 AM - 10:00 AM 8:45 AM
Companion Tour: Glass Blowing Excursion & Lunch Time 9:15 AM - 2:30 PM 9:15 AM
Monday Morning Break Category OTHER Time 10:00 AM - 10:30 AM 10:00 AM
2022 CAS Benchmarking Survey Results & Deep Dive Todd Cooper, CPA.com Category TECHNICAL Track OAS Time 10:30 AM - 12:10 PM 10:30 AM
Canadian CAS 315 Roundtable - Debrief of Lessons Learned Category TECHNICAL Track CAN TECH Time 10:30 AM - 12:10 PM 10:30 AM
Cyber Security Incidence Response Planning & Breach ... Kristen Spence, Hungerford Nichols Category TECHNICAL Track IT Time 10:30 AM - 11:20 AM 10:30 AM
Federal Tax Update Part 1 Joe Nicola, Sisterson & Co, LLP Category TECHNICAL Track US TAX Time 10:30 AM - 12:10 PM 10:30 AM
IPA Survey Results Charles Hylan, The Growth Partnership Category TECHNICAL Track PRAC MGMT Time 10:30 AM - 12:10 PM 10:30 AM
Minority Interest Discounts (Theory, Data Sources Used...) Kent Pummel, Clark Schaefer Hackett Category TECHNICAL Track BV Time 10:30 AM - 12:10 PM 10:30 AM
NFP/Exempt Organizations IRS Update Eve Borenstein, Eve Rose Borenstein, LLC Category TECHNICAL Track NFP US A&A Time 10:30 AM - 12:10 PM 10:30 AM
The Handling of Difficult Conversations at Work Kelly Green, James Moore Category TECHNICAL Track HR Time 10:30 AM - 12:10 PM 10:30 AM
How Practice Automation Can Drive People and Processes Ellen Choi, Aiwyn Category TECHNICAL Track IT Time 11:20 AM - 12:10 PM 11:20 AM
Monday Lunch Category OTHER Time 12:10 PM - 1:10 PM 12:10 PM
A Data-Driven Approach to Signing the Right OAS Clients ... Justin Pulgrano, Finagraph Category TECHNICAL Track OAS Time 1:10 PM - 2:00 PM 1:10 PM
Boundary Setting Aneta Kuzma, Ardelian Kuzma Group Category TECHNICAL Track HR Time 1:10 PM - 2:00 PM 1:10 PM
Canadian NPO Audits Ninette Bishay, Adams and Miles Category TECHNICAL Track CAN TECH Time 1:10 PM - 2:50 PM 1:10 PM
Forensic Lexicology Darrell Dorrell, Financial Forensics Category TECHNICAL Track BV Time 1:10 PM - 2:50 PM 1:10 PM
From Tactical to Strategic; How to Build Your Own ... Ilya Gilman, Makosi Category TECHNICAL Track US A&A Time 1:10 PM - 2:50 PM 1:10 PM
International Compliance, Controversy & Transfer Pricing... Jason Rauhe, McGuire Sponsel Category TECHNICAL Track US TAX Time 1:10 PM - 2:50 PM 1:10 PM
IT Roundtables Monday Category TECHNICAL Track IT Time 1:10 PM - 2:50 PM 1:10 PM
Lessons from the Trenches About What Regulators... Eve Borenstein, Eve Rose Borenstein, LLP Category TECHNICAL Track NFP Time 1:10 PM - 2:50 PM 1:10 PM
Managing Partner Roundtable Discussion Charles Hylan Category TECHNICAL Track PRAC MGMT Time 1:10 PM - 2:50 PM 1:10 PM
10 Things I Wish I Knew When We Started Our CAS Practice CL Davidson, Qbix Category TECHNICAL Track OAS Time 2:00 PM - 2:50 PM 2:00 PM
Top HR Trends: Are Your Clients Aware and Prepared? Meredith Reilly, Paychex Category TECHNICAL Track HR Time 2:00 PM - 2:50 PM 2:00 PM
Monday Afternoon Break Time 2:50 PM - 3:20 PM 2:50 PM
A&A/NFP Roundtables Monday Category TECHNICAL Track US A&A NFP Time 3:20 PM - 5:00 PM 3:20 PM
Aberrant Pattern Detection (APD) Darrell Dorrell, Financial Forensics Category TECHNICAL Track BV Time 3:20 PM - 5:00 PM 3:20 PM
Cognitive Overload Aneta Kuzma, Ardelian Kuzma Group Category TECHNICAL Track IT Time 3:20 PM - 4:10 PM 3:20 PM
Managing in a Multi-Generational Workforce Julie Kniseley, James Moore Category TECHNICAL Track HR CAN TECH Time 3:20 PM - 4:10 PM 3:20 PM
NA Board Meeting (NA Board Members Only) Category TECHNICAL Track PRAC MGMT Time 3:20 PM - 5:00 PM 3:20 PM
OAS Roundtables Monday Category TECHNICAL Track OAS Time 3:20 PM - 5:00 PM 3:20 PM
Tax Roundtables Monday Category TECHNICAL Track US TAX Time 3:20 PM - 5:00 PM 3:20 PM
Artificial Intelligence-Face Recognition-Bots & Biometrics Kristen Spence, Hungerford Nichols Category TECHNICAL Track IT Time 4:10 PM - 5:00 PM 4:10 PM
HR Roundtables Monday Category TECHNICAL Track HR CAN TECH Time 4:10 PM - 5:00 PM 4:10 PM
Social Event - Museum of Flight Category SOCIAL Time 6:30 PM - 9:30 PM 6:30 PM

Tuesday, 23 May 2023


Tuesday Breakfast Category OTHER Time 7:00 AM - 8:00 AM 7:00 AM
Women's PD Roundtable Breakfast Category OTHER Time 7:00 AM - 8:00 AM 7:00 AM
Cybersecurity Breakout Session Holly Hubert, GlobalSecurityIQ Category TECHNICAL Track IT Time 8:00 AM - 9:40 AM 8:00 AM
Designing Your CAS Practice Carrie Steffen Category TECHNICAL Track OAS Time 8:00 AM - 8:50 AM 8:00 AM
Federal Tax Update Part 2 Joe Nicola, Sisterson & Co, LLP Category TECHNICAL Track US TAX Time 8:00 AM - 9:40 AM 8:00 AM
Financial Due Diligence - Quality of Earnings Ben Wescott & Erin Buck, Valuscope Category TECHNICAL Track BV Time 8:00 AM - 9:40 AM 8:00 AM
Incident Response Planning and the Tabletop Exercise Gerry Gainford, 1Path Category TECHNICAL Track PRAC MGMT Time 8:00 AM - 9:40 AM 8:00 AM
New T1134 Reporting Requirement Christa Gillis, Logan Katz Category TECHNICAL Track CAN TECH Time 8:00 AM - 9:40 AM 8:00 AM
Risk Assessment Kurt Oestriecher, Oestriecher and Company Category TECHNICAL Track US A&A NFP Time 8:00 AM - 9:40 AM 8:00 AM
The Role of Diversity in Retaining Staff - A Women's Journey Category TECHNICAL Track HR Time 8:00 AM - 8:50 AM 8:00 AM
The New Learning: Development Mindset and ... Matt Thorpe, Meadows Urquhart Category TECHNICAL Track HR OAS Time 8:50 AM - 9:40 AM 8:50 AM
Tuesday Morning Break Category OTHER Time 9:40 AM - 10:00 AM 9:40 AM
A&A Roundtable Kurt Oestriecher, Oestriecher and Company Category TECHNICAL Track US A&A NFP Time 10:00 AM - 10:50 AM 10:00 AM
An Interactive Discussion on Outsourcing/Offshoring Services Facilitated by Malcolm Ward Category TECHNICAL Track PRAC MGMT OAS Time 10:00 AM - 11:40 AM 10:00 AM
Capital Gain Strips Christa Gillis, Logan Katz Category TECHNICAL Track CAN TECH Time 10:00 AM - 11:40 AM 10:00 AM
Cost of Capital Update Ted Isreal, Isreal Frey Group, LLP Category TECHNICAL Track BV Time 10:00 AM - 11:40 AM 10:00 AM
How to Keep Your Organization from Drowning in the Turnover Jon Lokhorst, Lokhorst Consulting Category TECHNICAL Track HR Time 10:00 AM - 11:40 AM 10:00 AM
IRS Compliance Campaigns, Significant Developments & ... Randy Andreozzi, Andreozzi Bluestein, LLP Category TECHNICAL Track US TAX Time 10:00 AM - 11:40 AM 10:00 AM
IT Roundtables Tuesday Category TECHNICAL Track IT Time 10:00 AM - 11:40 AM 10:00 AM
Companion Tour: Eat Seattle Tour of Pike's Place Market Time 10:15 AM - 1:30 PM 10:15 AM
Busy Season Review: How to Improve Next Year Jason Pulgrano, Finagraph Category TECHNICAL Track US A&A NFP Time 10:50 AM - 11:40 AM 10:50 AM
Tuesday Lunch Category OTHER Time 11:40 AM - 12:40 PM 11:40 AM
Choosing Your Focus: Effectively Using Your Time, Energy ... Heath Alloway, Upstream Academy Category TECHNICAL Track PRAC MGMT IT HR Time 12:40 PM - 2:20 PM 12:40 PM
Peer Review Update Fran McClintock, AICPA Category TECHNICAL Track US A&A NFP Time 12:40 PM - 2:20 PM 12:40 PM
SaLT Update David Hughes and Jordan Goodman, HMB Legal Counsel Category TECHNICAL Track US TAX Time 12:40 PM - 2:20 PM 12:40 PM
Theory and Method of Discount Rates Nathan Hoelscher, Valuescope Category TECHNICAL Track BV Time 12:40 PM - 2:20 PM 12:40 PM
What Does Advisory Mean to Your Clients? Geni Whitehouse, The Impactful Advisor Category TECHNICAL Track OAS CAN TECH Time 12:40 PM - 2:20 PM 12:40 PM
Tuesday Afternoon Break 1 Category OTHER Time 2:20 PM - 2:40 PM 2:20 PM
Addition by Subtraction: A People-first Approach to ... Carrie Steffen, The Whetstone Group, Inc. Category TECHNICAL Track PRAC MGMT OAS Time 2:40 PM - 3:30 PM 2:40 PM
Business Continuity & Disaster Recovery Planning Gerry Gainford, 1Path Category TECHNICAL Track IT Time 2:40 PM - 3:30 PM 2:40 PM
BV Roundtables Tuesday Category TECHNICAL Track BV Time 2:40 PM - 3:30 PM 2:40 PM
Canadian Best Practice Roundtables Category TECHNICAL Track CAN TECH Time 2:40 PM - 3:30 PM 2:40 PM
How the Inflation Reduction Act of 2022 Changes... David McGuire, McGuire Sponsel Category TECHNICAL Track US TAX Time 2:40 PM - 3:30 PM 2:40 PM
HR Roundtables Tuesday Category TECHNICAL Track HR Time 2:40 PM - 3:30 PM 2:40 PM
The Single Audit Kristen Hoyle, Thomas, Judy & Tucker Category TECHNICAL Track US A&A NFP Time 2:40 PM - 3:30 PM 2:40 PM
Tuesday Afternoon Break 2 Category OTHER Time 3:30 PM - 3:35 PM 3:30 PM
Closing Keynote: 17 Life Hacks to Buck Burnout Tracy LaLonde, Joychiever Category TECHNICAL Track PRAC MGMT US TAX US A&A NFP BV HR OAS IT CAN TECH Time 3:35 PM - 4:25 PM 3:35 PM
Closing Remarks: Kevin Doyle Category OTHER Track PRAC MGMT US TAX US A&A NFP BV HR OAS IT CAN TECH Time 4:25 PM - 4:30 PM 4:25 PM
Social Event - Seattle Mariners Category SOCIAL Time 5:30 PM - 9:30 PM 5:30 PM

Wednesday, 24 May 2023


Wednesday Breakfast Time 7:00 AM - 8:00 AM 7:00 AM
Partner Study Groups Session 1 Time 8:00 AM - 12:00 PM 8:00 AM
Tax20 Networking Groups Session 1 Time 8:00 AM - 12:00 PM 8:00 AM
Wednesday Lunch Time 12:00 PM - 1:00 PM 12:00 PM
Partner Study Group Session 2 Time 1:00 PM - 4:00 PM 1:00 PM
Tax20 Networking Groups Session 2 Time 1:00 PM - 4:00 PM 1:00 PM