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Agenda

Monday, October 21st  (pre-conference meetings)

1:00pm-3:30pm DFK USA Executive Committee Meeting*

3:30pm-5:30pm DFK USA Board of Directors Meeting*

7:00pm-9:00pm Early-Bird Dinner**, DFK Canada Dinner* & DFK USA Executive Committee Dinner*

 

Tuesday, October 22nd 

8:30am-12:30pm Domestic Tax Seminar**

9:00am-5:00pm DFK Canada Board of Directors Meeting*

1:30pm-5:30pm International Tax Seminar*, DFK USA Firm Level Breakouts*

7:00pm-9:00pm Welcome Reception and Dinner

 

Wednesday, October 23rd 

8:30am-12:30pm General Session Day 1

DFK Mexico/Latain American Update (Salvador Llarena Menard)

MAP Survey Update (Charles Hylan)

DFK USA Update and New Firm Introductions (Will Eckerson) 

         Navigating Succession: Beyond Transactions to Transfomrative Conversations (Wendy Sage-Hayward)

1:00pm-5:00pm Underground River Tour, ATV Jungle Trail and Extreme Ziplining Tour**

1:30pm-3:30pm Pickleball Clinic-Learn to Play**

7:00pm-9:00pm Dine Arounds**

 

Thursday, October 24th 

8:30am-12:00pm General Session Day 2

            DFK Canada Update and New Firm Introduction (Scott Timson)

           Build, Develop and Grow an Advisory and Consulting Services Practice (Panel: Steve Amigone, Leah Davis and Tim Allen)

           Teamwork and Mental Resilience (Natalia Cohen)

           Industry AI Update  (Peter Scavuzzo)

12:30pm-6:00pm Annual Golf Tournament**

1:00pm-3:00pm Cooking Class**

1:30pm-4:30pm Annual Pickleball Tournament**

7:00pm-11:00pm Farewell Gala

 

Friday, October 25th 

8:30am-12:30pm General Session Day 3

            DFK International Update (Bill Wright/Stephen Bushell)

            What Your Clients Aren’t Telling You (Traci Brown)

           Transforming Transactions: Unleashing Unreasonable Hospitality in Accounting (Jana Cinnamon & Keith Wrage)

           Rock Star Customer Service (Steve Jones)

12:30pm Conference adjourns

1:00pm-7:00pm Tour Tulum and Dinner (Post Conference Activity)**

2:00pm-6:00pm Catamaran Cruise (Post Conference Activity))**

 

*Invited guests only

** Pre-Registration required