World Conference Building on Success Belmond Copacabana Palace Hotel Rio de Janeiro

Delegate Agenda

Location

Friday, 28 October 09.00-12.00

Asia Pacific Regional Advisory Council meeting (council members only) Chaired by: Daw Ching Foong, Baker Tilly TFW, Indonesia

10.00-18.00

Latin America Regional Advisory Council/Managing partners meeting (members only) Chaired by Gonzalo Hordeñana, Baker Tilly Uruguay

12.00-15.00

North American Regional Advisory Council/Managing Partners meeting (members only) Chaired by: Fred Kostecki, RubinBrown, USA

19.30

Meet in hotel lobby to depart for dinner venue

20.00

Informal dinner at a Brazilian Restaurant

Rio de Janeiro

Yellow

Blue

Fogo de Chão

Saturday, 29 October 08.00-17.00

Conference registration

10.00-12.30

Latin American Business Development Workshop (in Spanish) Jeff Jorge, Baker Tilly, USA and Donny Donosso, Baker Tilly International Content and objectives: Creation (not receiving) of cross-border engagements Rendering new lines of service: for example, how has Baker Tilly USA done this? Managing the sales and marketing structures inside each firm

10.00-17.00

Audit and Accounting Forum (registration required)

09.00-12.00

EMEA Regional Advisory Council meeting (council members only) Chaired by: Bruno Piazza, Baker Tilly Revisa, Italy

11.00-13.30

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

12.00-17.00

International Board of Directors meeting (includes lunch - members only) Please contact the meeting chair for further information.

Library Room, Tower Wing

Golden TBC Carioca

Blue

Rio de Janeiro

13.30-17.30

Global Governance Risk Compliance Committee meeting (members only) Chaired by: Alyssa Martin, Weaver, USA

Carioca

13.30-15.30

International Desk meeting Chaired by Adam Grinde, Baker Tilly, USA

Red

14.00-17.00

Global Resources Group meeting (non-members welcome) Chaired by: Ben Lloyd, Baker Tilly International and John Sinclair, Collins Barrow, Canada

Blue

14.00-17.00

Forensic / fraud experts meeting (by invitation only) Chaired by: Dieter John, Baker Tilly Roelfs, Germany, and Jim O’Brien, Baker Tilly, USA

17.00-18.00

Audit and Accounting Reception (only open to Forum attendees)

19.00-22.00

Welcome reception

Yellow

Golden TBC Copacabana Palace Hotel: Terrace & Balcony

Sunday, 30 October 07.00-09.00

Breakfast for delegates and guests

07.00-08.30

EMEA International Contact Partners’ breakfast meeting

08.00-16.00

Conference registration and help desk

09.00-09.10

Welcome - Jim Castellano, chairman, Baker Tilly International

09.10-09.20

Welcome from the host firm

09.20-10.30

Past, present and future - Ted Verkade, CEO and President, Baker Tilly International

10.30-11.00

Coffee

11.00-11.20

AGM - Jim Castellano, chairman, Baker Tilly International

11.20-12.20

Client satisfaction – the case for use of Net Promoter Score - Alan Whitman, Baker Tilly, USA - Kip Plowman, Cherry Bekaert, USA Content and objectives: - Why choose NPS? - The impact of implementation on the firm and on clients - What impact has it had in building reputation in the market place?

12.20-13.00

Global Opportunities (involving Tax) - Jim Alajbegu, Baker Tilly, USA - Chris Danes, Baker Tilly International

13.00-14.30

Lunch

13.30-16.00

Networks in the network meeting (non-members welcome) Chaired by: Adam Grainger, Baker Tilly International

13.30-15.30

Offshoring Group meeting (non-members welcome) Chaired by: John Sinclair, Collins Barrow, Canada

Golden & Noble Blue

Crystal

Front Rooms (Reading, Drawing and Visitors)

Palm

Please contact the meeting chair for further information.

Red

Yellow

13.30-15.30

Asia Pacific Business Development Team meeting (members only) Chaired by: Ben Lloyd, Baker Tilly International

13.30-16.00

Global Tax Steering meeting (non-members welcome) Chaired by: Chris Danes, Baker Tilly International

13.30-16.00

Public Sector and Not for Profit Committee meeting (non-members welcome) Chaired by: Barry Damen, Baker Tilly Berk, Netherlands, and Chakib Hafiani, Baker Tilly France

14.00

Those delegates and guests not in meetings to meet in hotel lobby to go to the Samba School for workshops

16.30

Remaining delegates and guests to meet in lobby of hotel to go to dinner venue

17.30-23.00

Networking dinner with a Samba Carnival experience

Blue

Rio de Janeiro Carioca

Casa de Canoas

Monday, 31 October 07.00-09.00

Breakfast for delegates and guests

08.00-17.30

Conference registration and help desk

09.00-10.00

Trends and opportunities - Gordon Hewitt, independent author and speaker

10.00-11.00

Succession planning - Ana Dutra, President & CEO at The Executives' Club of Chicago

11.00-11.30

Coffee

11.30-12.20

Wolters Kluwer Presentation - Mike Gowell, Wolters Kluwer Tax and Accounting, USA

12.20-13.50

Lunch

13.30-15.30

China Collaboration Group meeting (members only) Chaired by: Ben Lloyd, Baker Tilly International

13.30-15.30

Africa firms meeting (non-members welcome, open to all who want to do business in Africa) Chaired by: Chakib Hafiani, Baker Tilly France and Adam Grainger, Baker Tilly International Content and objectives: - To learn more about the Baker Tilly International Africa network - To find out how you can develop business with Africa

13.00-14.30

International Corporate Finance Business Development Team meeting (non- members welcome – separate registration required) Chaired by: Maarten van Kampen, Baker Tilly Berk, Netherlands

14.00-17.30

Meet in the lobby for OPTIONAL VISITS to Christ the Redeemer/Sugar Loaf Mountain (separate fee payable)

13.30-16.30

Fraud forensics workshop - Dieter John, Baker Tilly Roelfs, Germany, and Jim O’Brien, Baker Tilly, USA Our network enhances the expertise of every individual office, the more experts of high end services we can provide, the more attractive we are to

Golden & Noble

Crystal

Front Rooms (Reading, Drawing and Visitors)

Palm

Please contact the meeting chair for further information.

Yellow

Rio de Janeiro

Blue

Carioca

clients. It is our obligation to get to know each other and our competencies and to increase the level of quality in our experts across network. The objectives of this workshop are to: - Understand local expertise in fraud investigations / forensic services - Improve international networking and define what our experts level should be - Think about a global strategy in this field to increase our benefit for our network and clients 18.30

Meet in hotel lobby to travel to gala dinner venue

19.00-24.00

Gala Dinner with Bossa Nova Show and access to the galleries

Museum of Modern Art

Tuesday, 1 November 07.00-09.00

Breakfast for delegates and guests

08.00-17.00

Conference help desk

09.00-10.00

Organisational development trends for leaders - Linda Sharkey, author and speaker

10.00-10.30

Audit Methodology update - Paul Ginman, Baker Tilly International

10.30-11.00

Coffee

11.00-11.45

Going to market with an industry rather than service line focus - Panel session with Rakesh Shaunak, MHA MacIntryre Hudson, UK John Mackel, Weaver, USA and Michael Sonego, Baker Tilly Pitcher Partners, Australia

11.45-12.15

Reflections and opportunities in Brazil - Donny Donosso, Baker Tilly International

12.15-12.45

Reflections and opportunities in China - Ben Lloyd, Baker Tilly International

12.45-13.00

Close of conference - Jim Castellano, Baker Tilly International

13.00-14.30

Lunch

14.00-17.00

Global Focus Board (members only) Chaired by: Paul Ginman, Baker Tilly International

14.00-19.00

Knowledge Sharing Group meeting, (members only – followed by dinner) Chaired by: Ted Verkade, Baker Tilly International

14.30-18.00

Meet in the lobby for OPTIONAL VISITS to Sugar Loaf Mountain/Christ the Redeemer (separate fee payable)

Golden & Noble

Crystal

Front Rooms (Reading, Drawing and Visitors)

Palm

Wednesday, 2 November

Please contact the meeting chair for further information.

Blue

Yellow

08.00-14.00

Optional golf event (Separate fee payable. Please note: lunch is not included).

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 XX credit hours (based on a 50 minute credit hour). Field of Study: TBC 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.

Please contact the meeting chair for further information.