AGN NA Newsletter #41 
I October 2022 

In the U.S., October is recognized as Long-Term Care Planning and Financial Planning Month. These are great ‘excuses’ for AGN members to reach out to their clients and explore additional services that can be provided. AGN North America will use this month to give a post-busy season reboot to our educational content and member connections with the fall instances of Staff Training and the Fall Symposium. We hope to see you soon!


October Events   Resource Partner Spotlight

October 5: Marketing Sharegroup Virtual Book Discussion and Roundtable

October 17-20: AGN ADVANCE Foundational Skills for Staff Level 2 Training

October 19-20: Partner Study Groups 2022

October 20-21: 2022 North American Fall Symposium

October 20: Ethics for Professionals: The Fundamentals

October 25: Critical Decisions with the New Lease Standard

October 27: AGN Website Overview

October 31: AGN ADVANCE Foundational Skills for Staff Level 3 Training

Please visit the AGN Events Calendar to explore all events, including multiple training webinars, virtual meetings, in-person events, and more.

Doc.It by IRIS provides powerful document management, workflow and web portal solutions for accounting firms to improve efficiency and consolidate multiple applications.

Doc.It also includes a PDF Editor that can replace Adobe costs and is currently used by 16,000 accountants daily to help gather, process, store and deliver documents.

AGN members get a special rate of
50% off training!

To find out more, please contact Kevin Sharma at 
[email protected] or visit us online at

Member Benefits

Last call for North American Board Meeting and Fall Symposium attendees!

Register by this Friday, October 7th to connect with your AGN colleagues in Scottsdale, AZ!

After a group lunch on Thursday, October 20, the event will feature the Cultivate Your Own Dream Team Workshop and AGN’s NEW Tax 20 Groups. After the NA Board Meeting on Friday morning, there will be an interactive session with industry favorite Carl George, who will focus on the Latest Trends in M&A and the continuation of the Tax 20 group roundtable. Save your spot today!

The event venue, The Scottsdale Plaza, is sold out for some of the room nights during the event. There is always a chance that rooms have opened up, so we recommend you call 1-800-832-2025 to check availability at The Scottsdale Plaza. 

We have made alternative arrangements at The McCormick Scottsdale. Visit the website, enter your dates of stay and the group code: 221919AGNI. Make your reservations no later than Friday, October 7th, to take advantage of the group rate. We apologize for any inconvenience this may cause.

Insider Knowledge

What is the Metaverse?

You can find the answer to this question and the implications in the most recent AGN Global Business Voice publications. Co-brand and share these thought leadership whitepapers with your clients.

Metaverse Part 1 – The Real Reality? 

What is the metaverse and why it might 

mean radical change for business?

Metaverse Part 2 - The Business Implications 

What are the practical implications of the
metaverse for business owners?

Check out all the publications from AGN and our member firms on the Insights tab at

Be well,

[email protected]

Harness the power of social media

Follow these three steps to leverage your firm's e-footprint:

1. Click on the icons below to like or follow AGN.
2. Promote your firm's international credibility by using the @ symbol followed by AGN.
(Note: The AGN logo will appear from a drop-down list to ensure you link to the correct page).
3. Share your firm's success stories with Jodie to reach a wider audience. 


AGN International Ltd is a company limited by guarantee registered in England & Wales, number 3132548, registered office 3 More London Riverside, London SE1 2RE, United Kingdom. AGN International Ltd (and its regional affiliates; together "AGN") is a not-for-profit worldwide membership association of separate and independent accounting and advisory businesses. AGN does not provide services to the clients of its members, which are provided by Members alone. AGN and its Members are not in partnership together, they are neither agents of nor obligate one another, and they are not responsible or liable for each other's services, actions or inactions.