Connection – North America Newsletter #52 I September 2023

A new month, a new school year, a new season begins, and so it goes for AGN too.

Please join us in welcoming April Ince to the AGN North America staff. April joined the team in August and works remotely from her hometown of Bradenton, FL. Her responsibilities will be focused on the administrative side of things – helping answer questions related to AGN invoices and payments for your firm’s accounting team, supporting AGN events, and bringing value to your organizations through management of the AGN Resource Partner program.

September Events

Resource Partner Spotlight

Member Benefits

Technology Roundtable

LAST CALL! Quarterly Technology Roundtable, exclusively for members of Global Connect International

We have been told by firms that they are looking for a place to dive into focused technology areas: sharing their challenges, learning from peers and being informed on newer developments taking place in the industry. Along with DFK and MSi, or Global Connect partners, we are excited to offer this series of facilitated sessions to fill that need in an informative and interactive format. 

Each quarterly 90-minute virtual roundtable will include an opening focused on emphasis on evolving trends and issues for that session’s topic, 60 minutes of interactive conversation on challenges and opportunities attendees are working on (or have on their radar) and will conclude with a 15-minute recap on conversation, suggested action items and recommendations on overcoming obstacles.

We recommend that two people attend per firm. Note that this does not require the same two people for each session. Firms are encouraged to send someone from their IT Team as well as an operational leader in the firm over the topic being discussed. 

The $300 registration cost covers all attendees from the firm for ALL four sessions.
Limited space available, register this week!

To register go to https://www.eventbrite.co.uk/e/quarterly-technology-roundtable-tickets-703164372567

Insider Knowledge

AGN Fall Symposium and NA Board Meeting on October 18 – 20, 2023! 

Enrich your knowledge and skills by participating in Partner Study Groups, Leadership workshops, and the Tax20 Networking Group. Peruse the simplified agenda below and click the green button for additional information and registration.

Note: Don’t forget to book your room at the InterContinental Chicago Magnificent Mile – a world-renowned destination maintaining the grandeur of the roaring twenties.

Who should attend? NA Board Members, Tax 20 and Partner Study Group participants, anyone interested in developing their leadership skills.

What’s on the agenda?

Wednesday, October 18:
1:00 – 5:00 pm: Partner Study Groups: Investing in Others’ Success: Intentionally Designed Working Relationships
7:00 – 9:00 pm: Dinner (optional)

Thursday, October 19:
8:00 am – 12:00 pm: Partner Study Groups: Breakouts
12:00 – 1:00 pm: Lunch (optional)
1:00 – 5:00 pm: The Power of Vulnerability: Leadership that Helps Others Thrive
7:00 – 9:00 pm: Social activity

Friday, October 20:
8:00 – 9:30 am: AGN NA Board Meeting (Board members/proxies only)
8:00 am – 4:00 pm: TAX20 Networking Groups
10:00 am – 12:00 pm: Capacity Expansion by Maximizing Advisory Services and Utilizing Offshoring 
12:00 – 1:00 pm: Lunch (optional)

Session Details

Investing in Others’ Success: Intentionally Designed Working Relationships
Brian Kush, Intend2Lead

Our working relationships really matter. They affect our workload, stress, and fulfillment and drive our overall success. Yet, we don’t think about how to shape and tailor them to be most effective. In this interactive session, we will ask many questions about what matters to you in your relationships, and we will challenge you to intentionally design your most important working relationships to empower all parties, including those you want to invest in the most to thrive.

The Power of Vulnerability: Leadership that Helps Others Thrive
Brian Kush, Intend2Lead

After this session, you will better understand what it means to lead from a more vulnerable and authentic place. Brian will share why psychological safety is needed now more than ever, how you can model being vulnerable for others, and some specific practices you can bring back to your teams to create real connections that inspire more effective collaboration and belonging.

Capacity Expansion By Maximizing Advisory Services and Utilizing Offshoring
Bob Lewis and Doug Lewis, The Visionary Group

So many firms are at an inflection point. In this turbulent and evolving CPA profession, firms must look at how to continue to grow without being dependent on a shrinking pool of CPAs. This session will combine two capacity expansion techniques with a focus on creating or expanding advisory services that transition into a panel on offshoring.

Save the dates for 2024 NARM/World Congress.

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.