1st QUARTER 2016

May 22-24, 2016
Hilton San Diego Resort & Spa
San Diego, CA

It's hard to believe, but NARM is just around the corner! You won't want to miss this one - robust technical sessions, relaxing and fun social events - all held in beautiful San Diego "America's Finest City!"

Sharegroups meeting at this year's NARM are: Accounting & Auditing, Not-For-Profit, Business Valuations/Litigation Support, Human Resources, IT, and Practice Management/AGN-NA Board.

Learn from these industry leaders:

Tom Hood 
  The Future Ready Firm - Moving from Compliance to Reliance
Firm Leadership Learning Strategy: A Competitive Advantage

Dan Allison    New Approach to Earning Referrals 
Carl George    Today's Hottest Growth Strategy: the 4 Stages of CPA Firm Mergers & Aquisitions
Retiring Partner Transitions 
Stacey Painter      2016 Accounting & Auditing Updates 
Sandra Wiley    Employee Engagement 
Mike Gregory   Estate & Gift Tax Valuations and the IRS - What Business Valuers Need to Know 
Chris Rouse   Upcoming Changes to NFP Financial Statements, and Deal with This Year's Audit Risks
Internal Controls and Fraud Risk
Rebecca Lee   Practical Considerations for Transactions Unique to Not-For-Profit Organizations 
Donny Shimamoto       IT Budgeting, Strategy, & Planning
IT Risk Management


Hotel reservations deadline: April 22!
(Hotel is sold out for Saturday, May 21 only, check with downtown properties, i.e. Omni, Hard Rock, Marriott) 
Make your reservations here

So much to see and do in wonderful San Diego!



AGN-NA's longtime Executive Director / NA Regional Director, Rita Hood, is retiring on May 31, 2016. 

Back in 1986 a young marketing professional sat for an interview with the Continental Association of CPA Firms (AGN predecessor association) as she applied for their first marketing coordinator position. This young applicant, our very own Rita Hood, was hired, and a few years later became the Director of Marketing & Member Networking. She was named Executive Director in 1995. Now in 2016, Rita is celebrating her 30-year career with AGN!

We can't let this momentous occasion pass without hosting a retirement bash at the 2016 NARM! Enjoy this fun-filled evening with a presentation at 7 pm including many surprises, laughter, and love. Stay for dinner and dance the night away with Rita, and thank her for her unwavering devotion to AGN members.

More information/NARM registration


AGN-NA announces that the new NA Regional Director, Kathy Sautters, has joined the AGN team. She will lead the operations for the region upon Rita Hood's retirement at the end of May.

As part of AGN, Kathy works closely with staff and the North American Board of Directors to retain the association's high levels of member satisfaction and involvement. She is also exploring new opportunities for advancement in AGN programs.

Kathy has a wealth of experience in association management and creating cutting-edge educational programs for public accounting firms. She comes to AGN from PrimeGlobal where she was the Director of Communications.

AGN welcomes Kathy and looks forward to a long and mutually beneficial relationship.

More information in this article


Emerging Leaders Academy registration is open, find out more about the program and  register your future leaders at Registration deadline is May 15, monthly webinars begin in June. Should you register any of your new partners/soon-to-be-partners, they will be participating in monthly webinars as well as attending a face-to-face conference -- Sept 27-28 in San Antonio, where they’ll have an additional opportunity to network with other AGN-NA participants.

AGN began partnering with Upstream Academy to provide leadership development for our member firms ten years ago. There are currently 40 individuals from 12 AGN firms registered for the 3-year program and many more have completed it. Feedback from firms engaged in the program has been extremely positive.  Watch the video for more information.

Send any questions to Rita Hood.

Beginning in 2010, AGN-NA has offered members PDA* webinars in a series of three per year. We have exciting news to share about the 2016 series and will do so as soon as everything is finalized!

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

All classes will take place in Denver, CO. Both Audit and Tax will meet at the same time in the same location with separate classes, unless otherwise noted. More information to be sent after details are finalized.

June 5-7, 2016 - Level 6 (Audit & Tax together)
July 10-13, 2016 - Audit Level 2 and Tax Level 2
July 17-20, 2016 - Audit Level 3 and Tax Level 3
July 31 - August 3, 2016 - Audit Level 4 and Tax Level 4
November 13-16, 2016 - Level 5 (Audit & Tax together)

Review staff training information
Contact Courtney with any questions.

The SaLT & Tax Sharegroups have scheduled webinars in June; details to be announced when finalized.

2016 TAX & SALT CONFERENCE - Oct. 23-25, 2016
2016 NA BOARD FALL MEETING (meeting concurrently)
Las Vegas, NV (location TBA)

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.

Did you know AGN members from every region are invited to attend conferences in other regions?
See all the 2016 AGN conferences throughout the world


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.


AGN-NA has 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.

Coming soon - a video showcasing the website and where to find what you need! An announcement will be sent when this video is available!


AGN has created a new AGN International company page on LinkedIn and it already has over 9000 followers!  Recent updates are shared along with items of interest to the industry. Follow AGN today!

Use AGN's Twitter page to follow news from/about member firms. Member News was moved from the North American Update (which is published quarterly) so that these news items are published 3 or more times per week, ensuring that the information is very timely. Do follow AGN on Twitter!

AGN Team Together in the UK
AGN Team Meets in UK
The AGN global team participated in a week-long team building / training / strategizing  session February 1 - 4 at the Forest Lodge Hotel in Lyndhurst, UK, two hours south of London. Malcolm Ward, CEO, facilitated the sessions to gauge where the team stands relative to expertise and meeting challenges of the future. He is very excited to see our team is even better equipped to deliver valuable initiatives and developments to our members.

See the full article


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.)


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