Agenda
North American Accounting and Law Managing Partners' & Senior Leaders Meetings
Local Firm's offices
Welcome to Salt Lake City
Ballroom A | Joe Hillstead and Ray Chipman (Squire), Brian Lebrecht and Keith Woodwell (Clyde Snow)
Get to know Utah
Ballroom A | Ryan Starks (EDCUtah) & Scott Johnson (Motivosity)
Keynote: Professionalising the profession
Ballroom A | Haley Revel (Calibrate)
Panel discussion
Ballroom A | Salvatore Caroniti (Corrigan Krause CPAs and Consultants), Corey Castillo (Lagerlof LLP), Amy Goldstein (Schulman Lobel), Rebecca Goodman-Stephens (Moses Singer), Haley Revel (Calibrate)
MSI Update & Closing remarks
Ballroom A | Martin A Scott (MSI Global Alliance)
SIG: Mergers & Acquisitions
Wasatch | Gaurav Malhotra (Lucas Horsfall) & Arlene O'Neill (Gardiner Roberts)
SIG: US Tax
Ballroom A | Abby Massey & Sean Lichterman (Capstan Tax Strategies), Barry Devine (Tri-Merit), Joe Hillstead (Squire) & Martin Rothbard (Rothbard & Company LLC)
SIG: Marketing & Business Development
Sinclair | Ashtyn Blanchard (Clyde Snow), John Byrne (Gould & Ratner LLP) and Lauren Hoffman (Squire)
SIG: Private Clients & Estate Planning
Cheyenne | Joshua Driskell (Lagerlof LLP), Steve Lueker (Moses Singer), Sandra Perera (Rothbard & Company LLC) & Leslie Sobol (Lucas Horsfall)
Navigating the NIL revolution: The current state of college athletics
Ballroom A | Travis Hansen (Tesani Companies)
Showcases
Ballroom A | Raymond Chipman & Jonyce Bullock (Squire), John Byrne (Gould & Ratner LLP), Mark Allwood & Melanie Pittas (HaysMac)
Member discussion roundtables: Accounting firms
Ballroom A | Freddie Custodio (alliantgroup), Raechel Duplain (Motivosity), Salvatore Caroniti (Corrigan Krause CPAs and Consultants), Jonyce Bullock (Squire), Amy Goldstein (Schulman Lobel)
Member discussion roundtables: Law firms
Idaho | Mark Evans (Motivosity), John Byrne (Gould & Ratner LLP), Rebecca Goodman-Stephens (Moses Singer)
The suggested dress code for the conference sessions and dinners is business wear and casual for the day trip (please wear comfortable walking shoes).