IN THIS ISSUE
DECEMBER 2015
BARNES ELECTED NEW CHAIR

Warren BarnesManaging Partner of Kernutt Stokes LLP in Eugene, Oregon, was elected chair of AGN International - North America, Inc. (AGN-NA), at the North American Board of Directors meeting October 27, 2015 in Vancouver, BC, held in conjunction with the AGN International, Ltd. World Congress.
             
Barnes has served on the AGN-NA Executive Committee continuously since 2006, and previously chaired the Board in 2010. He is only the third Board member in AGN's 40-year history to repeat as Board chair.

Barnes' second term occurs during an unprecedented time of change for AGN's North American region.

"The association experienced a major transition in mid-2014 when Malcolm Ward was hired as the Global CEO; our long-time Executive Director, Rita Hood, has announced her retirement effective May 31, 2016," Barnes said, adding that "I'm glad to be able to assist and support both of these transitions to assure seamless member service and collaboration in the North American region of AGN."

As AGN-NA Chair, Barnes will preside at meetings of the North American Region's Board of Directors and Executive Committee beginning January 1, 2016. He succeeds Gary Katz, Managing Partner of Logan Katz, LLP of Ottawa, Ontario, Canada, who has served as chair for the last 12 months and will become Immediate Past Chair.

Also elected to AGN-NA's 2016 Executive Committee are the following:

Carl Coburn, Vice Chair (Managing Partner, Clark Schaefer Hackett, Cincinnati, OH)
Carol Villemaire, Treasurer (Managing Partner, James Moore & Co. P.L., Gainesville, FL)
Bradley P. Lusk, Secretary (Managing Partner, Sisterson & Co., LLP, Pittsburgh, PA)

AGN-NA currently has 43 firms as members of the North American region, including 38 CPA firms in the US, 3 firms in Canada, and one firm in Mexico. It is part of AGN International, Ltd., which has 180 member firms in 86 countries, and is considered one of the leading associations of accounting firms in the world. World headquarters are in London, UK city center, and the North American headquarters are in Denver, CO.

Kernutt Stokes was founded in 1945 and joined AGN in 2004. The firm is currently one of Oregon's largest single-office accounting firms. Barnes joined the firm in 1992 after serving for five years at the national firm in its Washington, D.C. office. He holds a Bachelor's and a Master's degree from Brigham Young University.

In addition to his firm management responsibilities, Barnes leads the delivery of tax consulting, compliance and management advisory services to a number of Kernutt Stokes clients. He advises closely held corporations, partnerships and individuals on issues related to financial planning, estate and gift planning, federal and state tax compliance and tax consulting. While he has experience working with clients in a broad range of industries, he currently focuses on businesses in the transportation, retail, manufacturing, and professional services industries.

Barnes is active in his family, church, and community and also finds time to be an avid cyclist, swimmer and University of Oregon Ducks fan.


STAFF EXCHANGE PROGRAM

AGN created a Staff Exchange Program whereby AGN member firms may send their talented staff overseas for a temporary work assignment, and for AGN member firms that wish to accept such temporary staff.

Objectives:

• Foster the exchange of best practices, knowledge, and skills throughout the association
• Provide member firms with a means to develop  staff skills, expose them to new ways of working, motivate them, and ultimately assist them to reach their full potential
• Special assignments for projects requiring knowledge of local legislation and/or language of the staff person's home country
• Opportunity to attract and retain best staff (similar to opportunities available in Big 4 firms)

More information available for Members Only. Go to www.agn.org, scroll down the Members-Only home page, and click on the links in the Staff Exchange Program box. 

NEW AGN BRAND

Have you seen AGN's new website? It's a beautiful thing!

The new website is modern, forward-thinking, and unifies all regions under one AGN site; it effectively represents a globally connected organization. The contents support our  new brand and organizational commitment to high standards and great customer service.  

Do take a look around; please note that the site remains a work in progress in the Members-Only areas. We are working diligently throughout 2015 to refine and enhance our site and collateral materials.

Take this opportunity to ensure that your own use of the AGN brand is up-to-date and correct. Find the new logo and brand guidelines on the Members-Only home page.

AGN staff will ensure that all firms' websites are using the new logo and adhering to the brand guidelines.

AGN-NA UNIVERSITY


SAVE THE DATES! 
2016 NARM - May 22-24, 2016
Hilton San Diego Resort & Spa, San Diego, CA
 
As always, AGN-NA will have exciting sessions, speakers, and social events. Of special importance in 2016 is the retirement of our long-time executive director, Rita Hood. Don't miss this opportunity to wish her well and thank her for her 30 years of service! More information coming in early 2016.


2016 TAX & SALT CONFERENCE - Oct. 23-25, 2016
Las Vegas, NV (location TBA)
You won't want to miss this conference, held in one of America's favorite cities - Las Vegas! Every year, NA tax members meet to compare war stories, exchange ideas and learn from each other after "busy season." Known for timely topics and engaging speakers, this conference is a highlight of the year. More information coming in summer 2016.


2016 WORLD CONGRESS - Sept. 18-20, 2016
Intercontinental Dublin, Dublin, Ireland

This hotel is nestled on two acres of landscaped gardens in a landmark location in the city's most desirable neighborhood, combining embassies and stately homes with pubs and restaurants. AGN member firm in Dublin, Duignan Carthy O'Neill, is excited to host the Congress and welcomes AGN members from across the globe. More information coming in summer 2016.


See other 2016 AGN conferences throughout the world


EMERGING LEADERS ACADEMY
Introductory call - January 7, 2016
Have you been hearing from other AGN members about Upstream Academy's leadership development program but haven't taken the plunge to participate yet? Find out more during the ELA introductory call on January 7 @ 12 pm ET / 11 am CT / 10 am MT / 9 am PT.

AGN began partnering with Upstream Academy to provide leadership development for our member firms ten years ago. The partnership continues to be a resounding success. There are currently 40 individuals from 12 AGN firms registered for the program. Feedback from firms engaged in the program have been extremely positive.

The registration deadline for this year's ELA program is May 15, the programs begins in June.

Call 406-495-1850 or email Upstream at info@upstreamacademy.com

Register for the free Information Call on January 7 by calling 406-495-1850 or emailing Upstream at info@upstreamacademy.com.


PDA WEBINAR SERIES
For the past several years, AGN-NA has offered members PDA* webinars in a series of three per year. More information about the 2016 series will be announced in early 2016.

*PDA = Partner Development Academy and includes Emerging Leaders, PDA webinars, and Advanced Partner Training.



STAFF TRAINING

Tax Level 1 (New Accountant) - January 4-7, 2016 - Denver, CO
Dates for all other Audit and Tax levels, along with Supervisor and New Manager training sessions, to be announced.

Review staff training information
Contact Courtney with any questions.


UPCOMING WEBINARS
Several Sharegroups are scheduling webinars in January; details to be announced soon.
Events calendar

     
 
BUSINESS DEVELOPMENT


Increasing business has been a major theme of all the 2015 AGN regional meetings (NA, Europe, Asia/Pacific, Central & South America, West Asia & Africa) and the Vancouver World Congress. To that end, the AGN International office has created a Business Development section in the Members-Only area of the website: (Route: My AGN / AGN Knowledge / Business Development)Here you will find support and training to help you increase your effectiveness in proposing for new work, along with diagnostic questionnaire tools. 

A Business Opportunity Bulletin (BOB) has been created and sent out regularly to start focusing on commercial conversations among members, and provide you with materials to forward to your clients (where appropriate) showcasing your international thinking and credentials. Take a look at the series so far: (Route: My AGN /  Latest Updates box / click on the BOB of your choice).

Within each issue is a section for sharing the content of the bulletin with your clients using your own firm branding. You must include a legal disclaimer to the communication; you may use the one shown in the bulletin or your own firm's disclaimer.

VIRTUAL FIRM VISITS

Rita and Patsy have developed a virtual update which showcases AGN programs, website, tools and resources - no travel or expenses required!

These firms visits are pending:
Chiampou Travis Besaw & Kershner LLP
Dana F. Cole & Company, LLP
Horwich Coleman Levin, LLC
Sharrard, McGee & Co., P.A.

These firms have completed their visits:
BPE&H; DeJoy, Knauf & Blood, LLP; Edelstein & Company; Evers and Company, CPAs, L.L.C.; GKG CPAs, LLP; Hungerford Nichols CPAs + Advisors; James Moore & Co. P.L.; Kernutt Stokes LLP; Lanigan, Ryan, Malcolm & Doyle, P.C.; Meaden & Moore; Shechtman Marks Devor PC; Sisterson & Co. LLP; Stegman and Company; and Windham Brannon, P.C.

What about you?! If you'd like a one hour update for new and/or existing staff, please contact Patsy to schedule.
MEMBER NEWS

  In December Accounting Today published their annual Best Firms to Work For in 2015. AGN firms on these lists are:
Small Firms (15-49 employees): 
Lanigan, Ryan, Malcolm & Doyle (Gaithersburg, MD) ranked 46th

Midsized Firms (50-249 employees): 
James Moore & Co. P.L. (3 offices in FL) ranked 26th; Daszkal Bolton LLP (3 offices in FL) ranked 29th

Congratulations to everyone at these firms!

 
 
Bederson LLP, with two offices in NJ, has a very nice Facebook page - check it out for the latest news going on at the firm.

 
      Clark Schaefer Hackett, with six offices in OH and one in KY, was recently featured in two videos produced by the Ohio Society of CPAs highlighting the firm's initiatives designed to develop and retain high-performing employees. One video centers on CSH's onboarding and training programs, while another highlights how CSH strives to provide practical work-life balance for its employees. More information/videos here 

Find other firm news here

 
      Daszkal Bolton, with three offices in South FL, proudly announces that managing partner, Michael Daszkal, has been recognized with a Community Service Award by The George Snow Scholarship Fund. Each year the Fund presents this award to an individual who has shown an ongoing commitment toward improving the quality of life in the community.  Read all about it

 
      Stegman & Company, Baltimore, MD, has moved. Their new address is 809 Glen Eagles Court, Suite 220, Baltimore, MD 21286. Phone and fax numbers remain the same: (P) 410-823-8000, (F) 410-296-4815.  See article in Baltimore City Biz List.

 
      Windham Brannon, P.C. (Atlanta, GA) is pleased to announce that tax partner Charles McGimsey, CPA, CFE, CFF is featured in videos on the AICPA's website. Videos include: A New Approach to Forensic Investigations; Who to Interview - and When - in Fraud Investigations; Cues to Watch for in Fraud Interviews; and Common Interviewing Mistakes and How to Fix Them.  

 
NEWS FROM THE AGN TEAM

CELEBRATING 25 YEARS WITH AGN!

The AGN-NA staff celebrated Patsy Bowen's 25th anniversary by taking her to the Lumber Baron Mystery Mansion for an evening of fun on December 12, 2015. The evening began with an hour of "casino" fun and playing blackjack or Texas Hold'em. Patsy learned a bit about Texas Hold'em and even won a few hands. Too bad it was only play money!

Then guests made their way to the third floor for the interactive dinner theater "Let's Kill the Whistleblower." Several staff members were pulled from the audience to participate on stage: Mark Pigg was the spokesperson for our table in deciding "who done it" and solving the murder. Courtney Mino was cast as a Board member of Charity Action Saving & Helping (CASH). Rita Hood assisted the magician, and Steve Radel (Nathalie Champagne's husband) was called upon to play the Fat B****** character from Austin Powers. Patsy was one of the backup singers for a rewritten version of the song All About That Bass. A fun time was had by all!

         

OBTAIN ACCESS TO THE MEMBERS-ONLY SECTION OF THE WEBSITE

Contact your AGN-NA REGIONAL OFFICE and they will assign you an individual username and password.

In addition, you will receive email newsletters and other communications from AGN (international and regional updates, announcements about AGN conferences, webinars, teleconferences, etc.)

 

AGN International -North America, Inc., 2851 S. Parker Road, Suite 850
Aurora, CO 80014, USA

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AGN International Ltd is a company limited by guarantee registered in England & Wales, number 3132548, registered office at 24 Greville Street, London EC1N 8SS, 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.

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