Agenda

OPTIONAL Executive Leadership Workshop (ELW)
"Leading Through Relationships"
October 22, 2017, 9 a.m. - 5 p.m.
Session is optional and has an additional cost of $350 per person


This session is designed for all partners and firm leaders, regardless of their attendance at our Tax and Practice Management Conferences. Building on our first session at NARM, Clark Schaefer Hackett's Brad Self moves from exploring your personal style to assessing your relationships with those around you.  (See the Exec Leaders page for more information.)

To get the most out of the trip, Executive Leadership Workshop attendees can also opt for an extended version that includes a reception/dinner Sunday evening, breakfast on Monday and the two morning keynote presentations by Angie Grissom of Rainmaker and Wendy Nemitz of AGN.

Practice Management Conference 
Sunday, October 22:
 the Practice Management Conference opens Sunday evening with the Welcome Reception/Dinner at our host hotel, DoubleTree by Hilton Nashville-Downtown.

Monday, October 23: is all about leading growth. From Building the Vital Skills of Growth Leaders, to managing company change you will learn, share, and discuss how to prepare your team for the modern economy. Monday evening we'll have a cocktail hour at Acme Feed & Seed and George Jones Musuem before heading to the Wildhorse Saloon for dinner. Don't forget your dancing shoes/boots!

Tuesday, October 24: you'll hear about Silent Threats - Risks You May Not Know Your Firm is Taking, followed by a presentation from former AGN member Steve Kass. The conference adjourns at noon; you have the option to stay for lunch and join the Tax & SaLT Conference (held in tandem with the PM conference) for the lively Practice Management Issues & Answers session followed by the Federal Tax Update session.

Please note: you must pre-register for all sessions you wish to attend.

Please be sure to make your hotel reservations and conference registration by October 4. See the Hotel and Registration pages for more info.

SUNDAY, OCTOBER 22, 2017
 Practice MgmtUS TaxCAN Tax
9:00 AMOptional ELW - Leading Through Relationships (Sunday)Optional ELW - Leading Through Relationships (Sunday)Optional ELW - Leading Through Relationships (Sunday)
7:00 PMWelcome Reception/DinnerWelcome Reception/DinnerWelcome Reception/Dinner
 
MONDAY, OCTOBER 23, 2017
 Practice MgmtUS TaxCAN Tax
7:00 AMMonday BreakfastMonday BreakfastMonday Breakfast
8:00 AMBuilding the Vital Skills of Growth LeadersFederal Tax Update: Tax/Treasury Reform; Like-Kind Exchanges
9:40 AMMonday AM BreakMonday AM BreakMonday AM Break
10:00 AMConfidence in Chaos - Building Resilience....Hot Topics in State & Local Tax
11:40 AMMonday LunchMonday LunchMonday Lunch
12:40 PMBoard MeetingHot Topics in State & Local Tax - continues
2:20 PMMonday PM BreakMonday PM BreakMonday PM Break
2:50 PMBest Practices Roundtable DiscussionsUS & Canadian Tax PMIA Session (member sharing)
6:00 PMGroup Cocktail Receptions and Dinner at Wildhorse SaloonGroup Cocktail Receptions and Dinner at Wildhorse SaloonGroup Cocktail Receptions and Dinner at Wildhorse Saloon
 
TUESDAY, OCTOBER 24, 2017
 Practice MgmtUS TaxCAN Tax
7:00 AMTuesday BreakfastTuesday BreakfastTuesday Breakfast
8:00 AMSilent Threats - Risks You May Not Know Your Firm is TakingUS Tax Practice Mgmt Issues and AnswersUS Tax Practice Mgmt Issues and Answers
9:40 AMTuesday AM BreakTuesday AM BreakTuesday AM Break
10:00 AMAGN Case Studies; Framing Your Firm for SuccessEmployee Benefit Plan Tax & Compliance ConsiderationsHow Canadian Tax Reforms are Changing the Landscape
11:40 AMTuesday LunchTuesday LunchTuesday Lunch
12:40 PMIncome Tax Planning for Cross-Border Business InvestmentIncome Tax Planning for Cross-Border Business Investment
2:20 PMTuesday PM BreakTuesday PM BreakTuesday PM Break
2:50 PM2017 Federal Tax Update2017 Federal Tax UpdateCanadian Tax Member Sharing
6:00 PMDinner at Martin's BBQ JointDinner at Martin's BBQ JointDinner at Martin's BBQ Joint