Americas Regional Conference Building on Success Mandarin Oriental Miami, Florida, USA 21 – 24 May 2016

Delegate Agenda Location Friday, 20 May Lobby M-Bar

08.00 - 19.00

Registration

09.00 - 17.00

SALT Committee meeting (members only) Chaired by Byron Largen, Mountjoy Chilton Medley, USA

09.00 - 17.00

IT Committee meeting (members only) Chaired by Allen Smith, Baker Tilly, USA

14.00 - 17.00

Latin American Regional Audit & Accounting Committee (non members welcome) Chaired by Raul Ynarra, Baker Tilly, Argentina

Hong Kong A

08.00 – 17.30

Registration

Lobby-M Bar

09.00 – 17.00

North American GRC meeting (open to Latin America firms) Chaired by Alyssa Martin, Weaver, USA Lunch in Salon 3

Hong Kong B

09.00 - 17.00

IT Committee meeting (members only) Chaired by Allen Smith, Baker Tilly, USA Lunch in Salon 3

09.00 - 17.00

SALT Committee meeting (members only) Chaired by Byron Largen, Mountjoy Chilton Medley, USA Lunch in Salon 3

Kahala

09.00 – 17.00

Latin America Regional Advisory Council / Managing Partners meeting (members only) Chaired by Gonzalo Hordeñana, Baker Tilly Uruguay and Donny Donosso, Baker Tilly International Lunch in Salon 3

Boardroom

Kahala

Himalayan

Saturday, 21 May

Himalayan

09.00 – 17.00

North American Audit & Accounting Committee (members only) Chaired by Phil Santarelli, Baker Tilly, USA Lunch in Salon 3

10.00 – 12.00

KSG Private Equity and Due Diligence Committee Chaired by: Scott Moss, Cherry Bekaert, USA

13.30 – 17.00

North American International Contact Partners’ meeting Chaired by John Sinclair, Collins Barrow, Canada

14.00 – 17.00

Caribbean Firms meeting Chaired by Eric Vesseur, Baker Tilly Curacao

12.00 – 17.00

International Board of Directors meeting (with lunch in Bangok B)

18.30 - 20.30

Welcome reception and BBQ

Singapore

Brickell Key

Everglades Conference Room, MBAF office Hong Kong A

Bangkok A

Private beach area, Mandarin Oriental Miami

Sunday, 22 May Lobby-M Bar

08.00 - 17.30

Registration

08.00 – 09.00

Breakfast for delegates and guests

09.30 – 14.30

Optional tour of the Everglades (meet in hotel lobby at 09.20)

09.00 – 12.30

North American Managing Partners meeting Chaired by Carl Johnson, BlumShapiro, USA

Kahala

15.00 – 17.00

Offshoring group meeting (open to all) Chaired by John Sinclair, Collins Barrow, Canada

Salon 1

14.30 – 17.00

Workshop for Latin America firms on developing business opportunities (separate registration required) - Jeff Jorge, Baker Tilly, USA - Donny Donosso and Jake Luskin, Baker Tilly International Content and objectives: - Understand how to identify business opportunities to benefit a number of firms, with a focus on Turnkey services - Gain insights into what capabilities are required to deliver this service - Identify capability gaps - Understand how to build those capabilities in relation to your firm and economy

18.30

Meet in hotel lobby

19.00 – 22.00

Networking dinner at the Rusty Pelican

Salon 1 / Ballroom Terrace

Bangkok

Monday, 23 May 08.00 - 09.00

Breakfast for delegates and guests

08.00 - 18.00

Conference help desk

09.00 – 09.10

Welcome from the regional directors - Jake Luskin and Donny Donosso, Baker Tilly International

09.10 - 09.20

Welcome from host firm Antonio L. Argiz, Morrison, Brown, Argiz & Farra

09.20 - 10.10

The future of the network and the value proposition - Geoff Barnes and Ted Verkade, Baker Tilly International

10.10 – 11.00

Remaining relevant in a rapidly changing world - Tim Christen, chairman of the American Institute of CPAs (AICPA) and CEO and chairman of Baker Tilly, USA

11.00 – 11.30

Morning break

11.30 - 12.10

Projects being developed for the regions - Engagement in the Accounting Industry – Fred Kostecki, RubinBrown, USA - Caribbean Sub-Regional Strategic Plan – Eric Vesseur, Baker Tilly Curacao

12.10 – 13.00

Inclusive Leadership - Karen Rubin, managing director, Talking Talent, USA Objectives of the session: - Reinforce the business case for increasing diversity and creating a culture of inclusiveness - Improve understanding about how this will increase attraction, retention, and development of top talent throughout the pipeline - Practical tips and strategies leaders can use to effect change and get the most out of the diverse talent on their teams

13.00 – 14.15

Lunch

14.15 – 15.05

Growing business together - Jeff Jorge, Baker Tilly, USA

15.05 – 15.35

Due diligence - Scott Moss, Cherry Bekaert, USA

15.35 – 16.30

Network update - Geoff Barnes and Ted Verkade, Baker Tilly International

18.30

Meet in the hotel lobby to travel to dinner venue

19.00 – 23.00

Networking dinner with entertainment at Villa Woodbine

Salon 1 / Boardroom Terrace Lobby-M Bar Salon 2 & 3

Salon 1 / Ballroom Terrace

Tuesday, 24 May 08.00 - 09.00

Breakfast for delegates and guests

08.00 - 18.00

Conference help desk

09.00 – 09.20

Welcome from Regional chairs - Carl Johnson, BlumShapiro, USA and Gonzalo Hordeñana, Baker Tilly Uruguay

09.20 - 10.10

TBC

10.10 – 11.00

Update on Wolters Kluwer - J Heffy Provost, Executive Vice President/General Manager, Corporate and Mid/Large firm Segment, Wolters Kluwer Tax & Accounting North America

11.00 – 11.30

Morning break

11.30 - 12.20

When Referrals Aren’t Enough: Building the HighGrowth Firm - Lee Frederiksen, Hinge, USA Objectives of the session: - To learn about the most effective strategies to increase the visibility of your firm – and drive growth as a result. - To understand how to leverage both online and offline marketing tools, and how to identify the right mix of techniques for your firm. - To learn proven strategies to get in front of clients you’ve never been able to reach previously.

12.20 – 12.50

New Audit Methodology for the Network - Paul Ginman, Baker Tilly International

12.50 – 13.00

Close of the conference - Donny Donosso and Jake Luskin, regional directors, Baker Tilly International

13.00 – 14.00

Lunch

13.30 – 18.00

Federal Tax Committee meeting (members only) Chaired by Brian R. Lenart, Baker Tilly, USA

13.30 – 14.00

Global Tax Forum registration and refreshments

14.00 – 17.00

Global Tax Forum (with clients) (separate registration required) Followed by drinks reception

17.15 – 18.15

Global Tax Forum drinks reception

14.30 – 17.30

New Audit Methodology workshop (separate registration required) - Paul Ginman, Baker Tilly International

Salon 1 / Boardroom Terrace Lobby-M Bar Salon 2 & 3

Salon 1 / Ballroom Terrace Kahala

Lobby-M Bar Salon 2 & 3

Bangkok

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Anna Sellars, Global Focus Leader, Baker Tilly International - Sigifredo Garro, CaseWare, Costa Rica Content and objectives: - The main features of the new methodology, tailored to the needs of Baker Tilly International member firms - What does this mean for your member firm? - Roll out process for the network

Wednesday, 25 May 07.30 - 16.00

Conference help desk

08.00 – 14.00

International Tax Committee meeting (with lunch) Chaired by Cary Heller, Collins Barrow, Canada and Jim Alejbagu, Baker Tilly USA

09.00 – 11.00

Global Resources Group Chaired by John Sinclair, Collins Barrow, Canada

08.00 – 13.00

Optional Golf Event (separate registration required)

Lobby-M Bar Bangkok

Himalayan

For members of the American Institute of Certified Public Accountants (CPAs): In accordance with NASBA requirements, the following information is provided. Learning objective This session will provide participants with in-depth exposure to best management practices in leading regional accounting firms. CPE credit We anticipate the main conference sessions could qualify for up to 10 credit hours (based on a 50 minute credit hour). Field of Study: Specialised Knowledge and Applications, Business Management & Organisation, and Administrative Practice. Level of Knowledge: Overview. Instructional Method: Group-Live format. Prerequisite: None. Advance Preparation: None. Participants will receive a CPE certificate of completion based upon sessions completed. For information regarding our administrative policies such as complaint and refunds, please email [email protected].

Baker Tilly International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsor may be submitted to the National Registry of CPE Sponsors through its website. www.learningmarket.org.

For all other professionals recognised under other professional accountancy bodies: A certificate of attendance can be issued, based upon sessions completed, on request.