DFK North American Conference 2022

24 – 28 October 2022 Conference Four Seasons Punta Mita

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. 

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.

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. 

Click on the PROGRAMME/ AGENDA tabs for details on the conference timing and agenda. 

Click on the SOCIAL ACTIVITIES tab on this page for details on the social activities.

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.

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]



The hotel for the conference is the Four Seasons, Punta Mita, Mexico

Click HERE to book your stay.

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.

To view the hotel location please click here

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