Conference Agenda

Times listed are Eastern Standard Time

Friday October 22          

9:00 – 9:30am                   Conference Welcome & Global Report – Brian Hunter and Jeff Taraboulos

9:30 – 10:25am                 Roy M. Hartman, Esquire – Avoiding Litigation Risks and Potential Professional Malpractice Claims

10:30 – 11:00am              Break

11:00 – 11:55am              David Lebovitz, JP Morgan

11:55 – 12:30pm              New Member Presentations:

Quality Partners, St. Petersburg, Russia

PROSERVACE & Co.,  Taipei, Taiwan

SIMA Accounting, Rio de Janeiro, Brazil

12:30 – 1:30                      Lunch

1:30 – 2:30                         Roger Grimes, KnowBe4 - Cybersecurity

2:30 – 3:15                         Kevin Fine, KSDT – Developing an Advisory Mindset and Culture 

3:15 – 3:45                         Break

3:45 – 4:30                         Ilene Rosenberg, KSDT – Recruiting & Retention with Breakout Session

4:30 – 4:45                         Mark Saunders – Greetings from our COO

4:45 – 5:00                         Brian Hunter – Closing Remarks

Saturday October 23

9:00 – 9:15am                   Opening Remarks – Jorge Aldecoa & Jeff Taraboulos

9:15 – 9:30am                   Global Elections and Financials – Brian Hunter, Britta Kotteritzsch, Mark Saunders

9:30 – 10:00am                 Richard Weiss, KSDT – Transfer Pricing

10:15 – 10:45am              Break

10:45 – 11:15am              Integra Referrals & T-Shirts

11:15 – 12:00pm              FBI Forensic Accountant –Follow the Money – Our mystery guest is also a CPA! 

12:00 – 12:45pm              Jeff Taraboulos, KSDT – Mergers & Acquisitions

12:45 – 1:00pm                Mark Saunders - Future Conferences

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