CONFERENCE REGISTRATION
This website contains information about the conference and includes links to the conference booking system through which you will be able to book both your conference attendance and accommodation for the DFK USA/Canada North American Annual Conference which will take place at the Four Seasons Punta Mita, Mexico.
You should find all the information you need in the relevant tabs and you should find the site easy to navigate, but if you do not find everything you need, please contact : Rachel Green ([email protected]).
If you will attend with an accompanying person(s), you should register your accompanying person as part of your own booking by adding their details (name and dietary restrictions) at the bottom of the registration PERSONAL INFO PAGE and by using the Group booking facility under the registration booking tab GUESTS & ACTIVITIES and adding the ACCOMPANYING PERSON(S) and their activities.
ON-LINE REGISTRATION FORM
To register for the conference, you will be able click on the Book Now button on the top right-hand side of this website. After you have completed the on-line registration form, you will receive an automatic confirmation by email which you should bring with you on-site as your record of the activities you booked to attend.
You can log back into the DFK website to modify your registration, however, if you need to change anything after the registration site is closed or if you do not receive this confirmation, please contact: Rachel Green ([email protected]) who will make the necessary changes for you.
HOTEL ON-LINE BOOKING FORM
Click on the HOTEL INFO tab on this page which contains information about the hotel and the link to the on-line hotel booking form.
CONFERENCE FORMAT
Click on the PROGRAMME/ AGENDA tabs for details on the conference timing and agenda.
SOCIAL ACTIVITIES
Click on the SOCIAL ACTIVITIES tab on this page for details on the social activities.
CHANGES TO THE WAY DFK CHARGES FOR CONFERENCES
The DFK Conference is sold to delegates as a package and it will not be possible to offer refunds to delegates that opt out of the core elements, which include the Welcome Reception and Dinner; all business sessions; and the social activities and meals. Some activities are optional and are at an additional cost – this is clearly indicated where applicable.
Other than in exceptional circumstances, refunds to delegates who need to cancel will only be provided to the extent to which DFK is able to recover costs from suppliers.
All travel and hotel costs are the responsibility of delegates and guests. DFK take no liability for these costs.
Minimum numbers are applicable to some activities and if we do not reach that minimum number, we reserve the right to cancel the activity before we go on-site. In this instance, you will be pre-notified.
Click on the FEES tab for further details.
DFK EXECUTIVE OFFICE
If you need assistance on-site regarding the conference, Rachel and the team will be onsite.
Please forward the link to this conference website to the other partners in your firm as well as your spouse and other guests. If you need any further information or help please contact [email protected].
YOUR ONSITE DFK STAFF
DFK Canada Executive Officer , DFK International
DFK Canada Executive Officer , DFK International
HOTEL ACCOMMODATION
The hotel for the conference is the Four Seasons, Punta Mita, Mexico
MAKING CHANGES OR CANCELLATIONS
Please take note of the cancellation policy on your booking confirmation. If, once you have completed your reservation, you wish to modify or cancel, contact the hotel directly for assistance.
HOTEL LOCATION
To view the hotel location please click here
HOTEL WEBSITE
Click here for the Hotel Website
Nigel Jacobs, Taylor Liebow (Committee Chair)
Jana Cinnamon, Abdo
Mike Greenwald, Friedman LLP
David Curry, Iannuzzi, Manetta & Company, PC
Manny Ramirez, RJI CPAs
Adam Klein, Bennett Thrasher
Monday, October 24 |
|
1:00 PM – 5:00 PM |
DFK/USA Executive Committee Meeting |
7:00 PM – 9:00 PM |
Early Bird Dine Arounds |
7:00 PM – 9:00 PM |
DFK USA Executive Committee Dinner |
7:00 PM – 9:00 PM |
DFK Canada Dinner |
Tuesday, October 25 |
|
Preconference meetings |
|
9:00 AM – 10:30 AM |
DFK/USA Board of Directors Meeting |
10:45 AM – 5:00 PM |
DFK Managing Partner Breakouts |
9:00 AM – 12:30 PM |
Tax Seminar |
1:30 PM – 5:00 PM |
International Tax Seminar |
9:00 AM – 5:00 PM |
DFK Canada Meeting |
After lunch |
Champions Team Building |
7:00 PM – 9:00 PM
|
Welcome Reception and Dinner |
Wednesday, October 26 |
|
9:00 AM – 12:30 PM |
General Sessions |
9:00 AM – 9:30 AM |
Cultural Speaker |
9:30 AM-9:45 AM |
DFK International Updates |
9:45 AM-11:15 AM |
Mike Platt Map Survey Update |
11:30 AM – 12:30 PM |
Charles Hylan |
1:00 PM – 5:00 PM |
Surfing in Sayulita |
1:00 – 5:00 PM |
Sayulita Tacos & Beer |
1:00 – 5:00 PM |
Shopping/Explore Sayulita |
7 PM – 10 PM |
Dine Arounds |
Thursday, October 27 |
|
8:00 AM – 1:30 PM |
Golf Tournament |
9:00 AM – 1:30 PM |
Zipline Tour |
9:00 AM – 1:30 PM |
ATV Tour |
2:30 PM – 5:30 PM |
General Sessions |
2:30 PM – 2:45 PM |
DFK Canada Update |
2:45 PM – 4:00 PM |
Clair Carver-Dias |
4:15 PM – 5:30PM |
Jermain Davis |
7:00 PM - Midnight |
Farewell Gala- Resort Elegant |
Friday, October 28 |
|
9:00 AM – NOON |
General Sessions |
9:00 AM- 9:15 AM |
DFK USA Update |
9:15 AM – 10:15 AM |
DiAndria "Dee" Green & Ben Miller |
10:30 AM – Noon |
John Bacon |
Post Conference Sunset Tour |
|
Name | Company |
---|---|
Daniel A. Ciampino | Staff Ciampino & Company PC |
Managing Partner Ronald Amen | Lauterbach & Amen, LLP |
Steve Amigone | BRC |
Mr Warren Baker | Wilson Wright LLP |
Streett Baldwin | Ellin & Tucker |
Ms Kathryn Bankowski | Buckberger Baerg & Partners LLP |
Mrs Victoria Barry | Bennett Thrasher |
Richard Bartolanzo | Bennett Thrasher LLP |
Fred Berk | Marcum |
Mr. Patrick Braley | Bennett Thrasher LLP |
Mr. Ashley Buckberger | Buckberger Baerg & Partners LLP |
Christian Burgos | Friedman LLP |
Mr Stephen Bushell | DFK Gooding Partners (Perth, Australia) |
Mr. Jeff Call | Bennett Thrasher LLP |
Allen Carroll, Jr | Wilkins Miller |
Jeffrey Chase | HKG, LLP |
Mr Sam Chou | Fruitman Kates LLP |
Mr. Johnny Colonna | LEVY PILOTTE |
Scott Crane | Reynolds Rowella LLP |
Stacy Cummings | Wilkins Miller, LLC |
David Curry | Iannuzzi Manetta & Company, PC |
Phillip Dalrymple | R & A CPAs, P.C. |
Mr Robin Davis | Carter Backer Winter LLP |
Rita De La Torre | Swalling & Associates, P.C. |
Shawn Duffy | Geffen Mesher |
Will Eckerson | DFK |
Steve Edwards | EEPB |
David Emmerman | |
Managing Director Wayne Eski | Swalling & Associates PC |
Director/COO Aileen Eskildsen | Ellin & Tucker |
Mr Paul Fiumara | DFK Hirn Newey Pty Ltd |
Ms. Jennifer Funk | Buckberger Baerg & Partners LLP |
Mr Dario Gamba | dfk nugents |
Rachel Green | DFK USA INC |
Harriet Greenberg | Marcum |
Michael Greenwald | Marcum |
Eric (Tony) Gronroos | HKG, LLP |
Bean Counter Matt Grosvenor | Bennett Thrasher |
Partner Michael Hall | Clarke Snow and Riley |
Mr Robert Hampstead | Landin Wilcock & Co |
DIRECTOR Tracy Hartung | Swalling & Associates, PC |
Carter Hatton | McCarthy Rose & Mills LLP |
Mrs. Donna Ho-Faloon | GGFL LLP |
Mr. David Howe | Noseworthy Chapman |
Partner Christopher Iannuzzi | Iannuzzi Manetta & Co. |
Adnan Islam | Marcum LLP |
Richard J. Rumpler | Mellott & Mellott, P.L.L. |
Nigel Jacobs | Taylor Leibow LLP |
Fernando Jimenez | RJI CPAS |
Dorothy Keating | Noseworthy Chapman |
Lory Kelley | BRC |
Tariq Khan | R & A CPAs |
Mr. Joseph Khouri | Levy Pilotte |
Adam Klein | Bennett Thrasher |
Mr. Chad Knippel | Kingston Ross Pasnak LLP |
Mr. Gary Krausz | Gursey Schneider LLP |
Mr. Kenny Kyle | Teed Saunders Doyle |
Mr. John Landry | Teed Saunders Doyle |
Partner Brian Lawyer | MRM CPAs and Advisors |
Joy Leagjeld | EEPB |
Mr. Sheldon LeBlanc | Teed Saunders Doyle |
Landon Leclair | Kingston Ross Pasnak |
Peter Logan | Teed Saunders Doyle & Co |
Douglas Louk | EEPB |
Douglas Lovett | Geffen Mesher |
Brett Mach | EEPB |
Gordon MacLean | RJI CPAs |
Chris MacPhee | MRSB Chartered Professional Accountants Inc. |
Greg Manuel | EEPB InnovaTax |
Marc Martel | Dallaire Forest Kirouac, CPA S.E.N.C.R.L. |
Gisele Mascio | EEPB InnovaTax LLC |
Managing partner Steven McDonald | Abdo |
Ms Jessica McLellan | Wilson Wright |
Mr DON MELLOTT | Mellott & Mellott |
Ben Miller | Bennett Thrasher LLP |
Gina Miller | Bennett Thrasher |
Partner Lane Miller | Johnson Lambert LLP |
Managing Partner Brett Mills | MRM CPAs and Wealth Managers |
Michael Moore | Ridout, Barrett & Co., P.C. |
Lynn Morrovat | DFK Canada |
Alana Mueller | Bennett Thrasher |
Mr Edward Murphy | Crowleys DFK |
Andrew Murrell | EEPB Innovatax, LLC |
Natalie Murvin | Gursey Schneider LLP |
Curt Natham | HKG, LLP |
Mr James O’Connor | Crowleys DFK |
Paul Panabaker | Davis Martindale |
Steve Parkhill | eepb company |
Mr. Gregory Pepin | Reynolds & Rowella, LLP |
Partner Ben Pitzer | HKG LLP |
Beth Porter | Noseworthy Chapman |
Mr. John Prescott | Johnson Lambert LLP |
John R. Grummett | Taylor Leibow LLP |
Kimberly Ripberger | Bernard Robinson & Company, L.L.P. |
Michael Rompa | Geffen Mesher |
Martin Rouillard | Dallaire Forest Kirouac, Comptables professionnels agréés S.E.N.C.R.L. |
Michael Sacco | Marcum |
Chad Saikaley | GGFL LLP |
Jeff Saunders | Teed Saunders Doyle |
Jackie Slattery | |
Terry Soloman | MRSB CPA's |
Mark Spitzen | Fruitman Kates LLP |
Patrick Stern | |
Partner Rick Suid | Bennett Thrasher LLP |
Jonathan Swartz | Bennett Thrasher LLP |
partner Lindsey Sykes | 02/2007 |
Adam Sylte | MRM |
Scott Timson | Kenway Mack Slusarchuk Stewart LLP |
Vijay Vaswani | Bennett Thrasher LLP |
Michael Wagner | eepb |
Steve Wasserman | Gursey Schneider |
Partner Angie Wilson | HKG LLP |
Mr Peter Winter | Carter Backer Winter LLP |
Bill Wright | |
Matt Wright | Geffen Mesher |
Partner, Bennett Thrasher
Ben Miller is a Partner and leader of Bennett Thrasher’s Transfer Pricing practice. He works with clients to design, implement and maintain transfer pricing policies that align strategic business objectives with local and foreign transfer pricing rules and regulations. Ben’s experience includes evaluating the transfer prices of tangible goods, intangible property, services and loans for various purposes, including planning, compliance, international supply chain and debt restructuring, Advance Pricing Agreements, audit defense and due diligence for mergers and acquisitions. His industry experience is broad based, with recent focus in manufacturing and distribution, technology, professional services and real estate. Ben is currently the Vice Chair, Transfer Pricing of the International Tax Committee of DFK International. Ben also serves as the Bennett Thrasher DEI Partner Champion where he oversees and supports firmwide strategy and initiatives that create a diverse and inclusive environment and help all associates to reach their full potential. In addition to his efforts at Bennett Thrasher in this arena, Ben’s passion for DEI is evidenced through his active leadership in several high-impact Atlanta area non-profits that support issues ranging from employment for individuals with differing abilities, to equitable access and participation in arts and education.
The Growth Partnership
Charles Hylan joined The Growth Partnership as a Shareholder after dedicating 12 years consulting with, and working in, accounting firms ranging from sole-practitioners to National and Big 5 firms. During this time, Charles spent more than eight years working at Price Waterhouse and Arthur Andersen where he began his career as an auditor before transitioning into a strategic planning and marketing role. Charles entered the accounting consulting industry in 1999 as a Vice President in the Consulting Services division of Waugh & Co. As a shareholder, Charles’ passion is to help each client succeed as a business owner. To this end, he is a trusted advisor to clients within several areas of TGP’s service offerings, including marketing, strategic planning, partner compensation, partner buy-in/out, partner succession and leadership development.
Charles works closely with TGP clients to create high-impact marketing plans focused on implementation. As a practice management consultant, he draws upon his practical, “can-do” approach to help firms create and execute long-term plans, effective compensation systems and realistic succession strategies. On the leadership development side of TGP, Charles facilitates several different training offerings that equip partners and future partners with the skills needed to successfully manage and lead their firm. Finally, Charles leads the efforts on bringing The Rosenberg Survey, a benchmark report comparing over 100 metrics across nearly 400 firms, to the accounting marketplace. No matter what service Charles is providing, his passion is to help TGP clients succeed as business owners. Charles is an inspiration to clients due to his unique ability to focus on implementation…the only true way to bring about change. Charles has been recognized as one of the Top 100 Most Influential People in the accounting profession by Accounting Today and has written articles featured in various accounting publications and has spoken at many accounting firms, associations and other industry meetings and conferences.
Partner, Bennett Thrasher
DiAndria “Dee” Green is a Senior Manager in Bennett Thrasher’s State and Local Tax (SALT) consulting practice, where she focuses on providing state income/franchise tax consulting, sales/use tax consulting, and other state tax services to clients of varying sizes and legal entity types. In this role, she assists clients in reducing their tax liability and effective state tax rates. Additionally, Dee leads the SMART Compliance practice, which assists clients with meeting state sales tax compliance requirements and implementing and managing an automated sales tax software solution.
Clearday Communications
Claire Carver-Dias’ professional life has straddled the worlds of sport, business and academia. A PhD specializing in English and Communications and a Cornell MBA, Claire has also won medals in synchronized swimming at the Olympic, Pan American, World Championship and Commonwealth Games. In 2003, she launched Clearday, her own executive coaching consultancy, combining her appreciation of effective business coaching techniques, and keen understanding of teaming, goal-setting, performance management, and communications, to help corporate leaders achieve their full potential. Since 2007, Claire has run presentation skills group coaching sessions for Olympians and corporate teams. In the past, Claire worked as the Practice Leader for Impact-Coaches, a top-tier executive coaching firm. Formerly, Claire was a Director on the board of the Coaching Association of Canada, and President of AthletesCAN. Currently, she is a Director on the board of Commonwealth Games Canada, and served as Chef de Mission for Team Canada at the 2018 Commonwealth Games. She holds a coaching certification from the International Coaching Federation, and is certified in administering several psychometric assessments.
Author and College Professor,
Before receiving the prestigious College Instructor of the Year Award, Dr. Jermaine Davis worked in corporate America for IBM, Keebler Cookies, and Frito-Lay in sales and management. Now, he’s an award-winning Professor of Communication Studies at Century College and Organizational Leadership at St. Kate’s University. Dr. Jermaine has authored 10 books including, Get Up Off Your Butt & Do It NOW, Leading with Greatness, and Leading and Working with an Inclusive Lens. Dr. Jermaine holds a BA and an MA in Speech Communications, and a Doctorate in Organizational Leadership. He specializes in helping teams and organizations develop healthy work environments so ALL employees can thrive and succeed. Dr. Jermaine helps leaders and teams increase employee morale, motivation, and engagement utilizing his popular 3 C’s Approach: Communication, Cooperation, and Collaboration. Dr. Jermaine is an international speaker, leadership, and communication coach that engages audiences with his unique style of speaking and facilitating known as – EDUTAINMENT – a fun combination of education and entertainment. Prestigious organizations regularly seek out Dr. Jermaine’s expertise in the areas of increasing team engagement, leading courageously, communicating with influence, and overcoming workplace burnout.
John U. Bacon has worked nearly three decades as a writer, a public speaker, and a college instructor, winning awards for all three. Bacon earned an honors degree in history (“pre-unemployment”) from the University of Michigan in 1986, and a Master’s in Education in1994. In 2005-06, the Knight-Wallace Journalism Fellowship named him the first recipient of the Benny Friedman Fellowship for Sports Journalism.
He started his journalism career covering high school sports for The Ann Arbor News, then wrote a light-hearted lifestyle column before becoming the Sunday sports feature writer for The Detroit News in 1995. He earned numerous state and national awards for his work, including “Notable Sports Writing” in The Best American Sports Writing in 1998 and 2000. After Bacon covered the 1998 Nagano Olympics, he moved from the sports page to the Sunday front page, roaming the Great Lakes State finding fresh features, then left the paper in 1999 to free-lance for some two dozen national publications, including stories on Formula One racing in Australia for The New York Times, on Japanese hockey for ESPN Magazine, and on Hemingway’s Michigan summer home for Time.
He has authored twelve books on sports, business, health, and history, five of which are New York Times best sellers. Bacon has also pursued his passions for radio, television, coaching and teaching. In 2007 he was invited to give weekly sports commentary on Michigan Radio every Friday morning, which he still does. He also appears weekly on WTKA Sports Talk 1050’s The Michigan Insider, Michigan Radio’s Stateside, and occasionally on National Public Radio, which awarded him the PRNDI prize for nation’s best commentary in 2014. He appears often on TV, including HBO, ESPN, Fox Business, MSNBC, and the Big Ten Network, where he is a frequent contributor to both “Icons” series. Bacon has taught at Northwestern’s Medill School of Journalism, and teaches at the University of Michigan, where the students selected him for the 2009 Golden Apple award, given annually to the University’s top teacher. Bacon is now an average hockey player, a mediocre Spanish speaker, and a poor piano player – but this has not stopped him from enjoying all three. He lives in Ann Arbor with his wife and son.
Inside Public Accounting
Mike Platt has been working with firms since 1985 as a past executive of two accounting firm associations, co-founder of AccountingWEB.com, and now principal at INSIDE Public Accounting. Mike has helped large local and regional firms across North America grow and thrive. A frequent speaker and facilitator at partner retreats, Mike specializes in practice management trends and best practices of successful firms. His passion is helping professionals reach their potential. “My goal is to help others see things differently, motivate them to do things differently, and provide ideas of how others like them have successfully overcome the obstacles that are common in professionals’ lives.”