North America

The North American region covers Canada, USA and Mexico. NA excels in sharing specialized knowledge and support with a strong infrastructure to warehouse member-submitted documents. These documents are priceless in helping other members short circuit the time in updating their procedures and policies, both technical and firm management.

NA focuses on creating strong member-to-member connections to serve clients and help members to reach their goals through growth-oriented strategies and continuing professional education programs, from first year accountants through the partner group. Members receive support in practice management, superior client service (including access to experts and specialists), technology, marketing, human resources, and profit enhancement. 

 

AGN Advance
A Professional Development Program


Focused on combining technical, professional, business development and leadership skills throughout the careers of our members, the program's cohesive offering starts at entry level and builds upon the same themes throughout senior partner, addressing and enhancing appropriate topics for each stage.

Find out more

Webinars/Roundtables



The North America Region regularly hosts webinars and virtual roundtables on a wide variety of  relevant topics, all at no added cost to our members.


To find out what's coming and register, check our Events Calendar.

Conferences



We are proud of the North America Regional Meeting, a two-day conference with multiple tracks covering a variety of areas of expertise, from Leadership and Management to technical topics to IT Solutions.

Find out more about upcoming events.

 


Member Search

Find the AGN Member and Service that you are looking for.

Our Leadership

With a history dating back to the mid-1960s, North American member firms have the benefit of long-established relationships based on common language and technical similarities. Each member commits to helping other members by sharing specialized knowledge and support. Members value collaboration, excellence, integrity, and relationships. This region is supported by Cindy Frey, Regional Director. Contact AGN here.


 EXECUTIVE COMMITTEE


 Robert Watts
   Chair
Rolfe, Benson LLP
Vancouver, BC, Canada

 Jim Rollins
   Vice Chair
Meaden & Moore, LLP
Cleveland, OH, USA

 Kevin Doyle
   Treasurer
Lanigan Ryan Malcolm & Doyle
Gaithersburg, MD, USA

 Heidi LaMarca
   Secretary 
Windham Brannon, LLC
Atlanta, GA, USA
 Lisa Hastings
   Immediate Past Chair
Faw Casson
Dover, DE, USA

Recent Media Activity

November 2021

Business Alert: Key Account Management


AGN Global Business Voice: Business Alert

Many trends have accelerated off the back of the pandemic. In particular, we talk about technology and our human capital within the business. But what about our customers? How have future needs and desires evolved, and what are we doing to find out about it?

According to Bain & Co research, a 5% increase in customer retention rates increases account profitability between 25% and 95%. Imagine the impact if you can apply this effect to your biggest, best, and most lucrative clients – or more especially to those existing clients that have the potential to become the biggest, best and most lucrative.

This GBV highlights some of the challenging paradigms which can be barriers to getting KAM off the ground.

Access the publication
November 2021
Suzanne Forbes Named One of Florida’s 500 Most Influential Business Leaders in 2021 by Florida Trend

 


Gainesville, FL (Nov. 2, 2021) – Suzanne Forbes, managing partner at James Moore & Co., P.L. (James Moore), has been named one of Florida’s 500 Most Influential Business Leaders in 2021 by Florida Trend.

Suzanne was cited by Florida trend for helping pave the way for a high level of female partnership at James Moore and the firm’s efforts in helping businesses survive through the COVID‐19 pandemic. You can read more about Suzanne’s inclusion on the Florida 500 website.

Read the Press Release
October 2021

Business Alert: Canada - A Hotbed of Opportunity


AGN Global Business Voice: Business Alert

With a mightily impressive tech sector, a global oil reach and a stable political environment, Canada is a hotbed of opportunity for foreign businesses, but with caveats. Furthermore, many companies across all industries, including banking, airlines, transit and more, have announced mandatory Covid vaccination policies for their employees and clients. As of writing this, Canada's population has the highest fully vaccinated rate in the world!

This GBV alert digs a little deeper into the schemes and incentives attracting many international businesses set on accessing the larger North American markets.

Access the publication
Specialties

AGN North American members provide traditional and non-traditional services to thousands of individuals and middle market clients throughout North America in all industries, including: 

  • Construction      
  • Manufacturing
  • Real Estate
  • Business Valuations & Litigation Support
  • Not-for-Profit
  • Governmental
  • Agri-Business
  • Employee Benefits Plan Audits

  • Health Care
  • Financial Institutions
  • Natural Resources
  • HR Advisory Services
  • Retail
  • Hospitality
  • Professional Service

Regional Meetings

AGN members regularly meet to network, share expertise and learn more about technical subjects and leadership in their firms. Our major events include one international meeting, the World Congress, which is held in various locations around the world each November.

In addition, each of the four regions holds at least one major all-region meeting a some regions hold more. The biggest North American conference, the North America Regional Meeting (NARM), is usually held in May. 

Contact

North America - Please note our NEW address

4801 Glenwood Ave.
Suite 200, PMB 354
Raleigh, NC 27612
United States

(o) +1 303.743.7880