AGN-NA
proudly announces the fourth class of Advanced
Partner Training. This annual CPE-approved
training program is aimed at helping YOU — an experienced
partner — continue to "build your balance sheet" in
areas most critical to improving and sustaining your personal
competitive advantage and your firm's growth and long-term
viability.
SCHEDULE OF EVENTS |
 TUESDAY, MAY 20
|
6:30 - 9:30 p.m. |
Private Dinner Cruise with NARM'08 attendees; meet in hotel lobby at 6:15 p.m. for transportation |
| WEDNESDAY, MAY 21 |
7 - 8 a.m. |
Continental Breakfast - Leonesa III, 1st Floor |
8 a.m. - Noon |
(Blewett Suite - 7th Floor)
Advanced Partner Training - Class of 2008 - General Session
Modules to be covered:
 Why Leadership Training is Important for Your Firm
Retaining Your Best and Brightest Employees |
10 - 10:15 a.m. |
Refreshment Break - Princessa Foyer, 1st Floor |
10:15 a.m. - Noon |
General Session continues |
12 - 1:00 p.m. |
Lunch - Princessa Foyer, 1st Floor |
1:00 - 3:00 p.m. |
General Session continues
Modules to be covered:
Developing a Culture of Accountability
Improving Client Relations |
3 - 3:15 p.m. |
Refreshment Break - Princessa Foyer, 1st Floor |
3:15 - 5:00 p.m. |
General Session continues |
5 - 6:30 p.m. |
Rest & Relaxation |
6:30 p.m. |
Group Dinner |
| THURSDAY, MAY 22 |
7 - 8 a.m. |
Continental Breakfast - Leonesa III, 1st Floor |
8 a.m. - Noon |
(Blewett Suite - 7th Floor)
Advanced Partner Training - Class of 2008 - General Session
Modules to be covered:
Delegating Effectively
Coaching for Improved Performance |
10 - 10:15 a.m. |
Refreshment Break - Princessa Foyer, 1st Floor |
10:15 a.m. - Noon |
General Session continues |
12 - 1:00 p.m. |
Lunch - Washington, 7th Floor |
1:00 - 3:00 p.m. |
General Session continues
Module to be covered:
Asking Clients for Additional Business |
3 - 10:15 p.m. |
Refreshment Break - Princessa Foyer, 1st Floor |
3:15 - 5:00 p.m. |
Study Groups break out into individual sessions |
The fourth class of the Advanced
Partner Training program (APT) will
be held May 21 and 22,
following the North American
Regional Meeting in
Seattle! Approximately
30 AGN-NA member firm partners will gather for 1-1/2 days
of learning and networking designed to strengthen and enhance
their skills. And this year we have added a section for senior managers and managers!
Cost
is free IF we
have 30 or more participants! Instructors'
fees, course materials, breakfasts, breaks & lunches
Wednesday and Thursday will be subsidized by AGN-NA. Participants
pay only for social events (Tuesday evening social event
and Wednesday evening dinner), transportation, and hotel. The session for this class runs through Thursday, May 22 at 5 p.m.
If
you'd like to be in this class, talk to your managing partner;
let him/her know you're interested in attending. All
AGN-NA partners will eventually have an opportunity to
participate in this ongoing training program. Don't
be disappointed if s/he has already invited several other
partners — you will get to attend a future session
and participate in the one-of-a-kind large and small study
group experiences!
 Find more details about this training program
Tuesday Evening Private Dinner Cruise (May 20; 6:15 - 9:30 p.m.)
 Sleek and luxuriously appointed, the 105 foot Emerald Star yacht is the ideal venue for the NARM's closing event. Featuring two expansive decks, the Emerald Star can accommodate up to 200 guests for buffet service between their upper and lower levels. Amenities include large picture windows, a state-of-the-art sound system, multiple bars and open air decks.
This cruise features spectacular glimpses of Seattle's unique inner-city shoreline. In Lake Union, view sailboats and the famous houseboat from Sleepless in Seattle. Million dollar mansions can also be viewed from the water including Bill Gates', Kenny G's, and the Nordstrom family.
Buffet style dining with food stations located on both levels will keep everyone well-fed and enjoying the views!
Meet in the hotel lobby at 6:15 p.m. for transportation.
Estimated cost: $181 per person
In
our continuing effort to keep costs in check, each person will
receive two drink tickets, and then it's cash bar.
Making your hotel reservation does not automatically register you for the conference (and vice versa). Please do both! |
DEADLINES |
Fairmont Reservations: |
Friday, APRIL 18, 2008 |
Grand Hyatt Reservations:
|
Room block is full; you may try an online source or phone the hotel directly at (206) 774-1234. |
Conference Registration:
|
Wednesday, APRIL 30, 2008 |
Make your hotel reservation by clicking on the Location, Hotel Info & Reservations button to the upper left. Registering for the North American Regional Meeting and/or Advanced Partner Training does not include sleeping accommodations; hotel reservations must be made separately.
|
Transportation
to Grand Hyatt Seattle or Fairmont Olympic Hotel
| APT CONFERENCE REGISTRATION |
AGN website login credentials
are required to register for these conferences. Don't
know your login credentials? You
can reset your password to something easier to remember, right
online! At the Member Login page, click
on Reset My Password and
follow the instructions on your screen. If you encounter any problems with this procedure, please contact Courtney Hudzik at 1-303-743-7880 x.105 or
email her at chudzik@agn.org.
You can register someone else in your firm by using your own login credentials. Just follow the instructions on the registration page.
Take me to APT conference registration!
|
| CONFERENCE MATERIALS |
All conference materials, including registration
packet, will be distributed on site. Name badges for all attendees
(and guests, if applicable) will be included in the registration
packet. Name badges must be worn to all events.
|
| RECOMMENDED ATTIRE |
Business casual (and comfortable shoes) will
be appropriate attire for all conference events. Please remember
that hotel air conditioning systems are prone to fluctuation.
You may wish to bring a jacket or sweater to the sessions to
ensure your comfort.
|
| SPOUSES / GUESTS |
Continental Breakfast is open to all AGN attendees and their guests Monday - Thursday from 7 - 9 a.m. This is a wonderful opportunity for your spouse/guest to get to know other AGN guests, welcome new members' guests, and see dear friends. A Monday spouse/guest tour is planned (see Social Program), with Tuesday and Wednesday as free time so all guests may do whatever they wish.
|
| CANCELLATION OF A COMPANION EVENT |
If you must cancel a registration for any social or companion event for you and/or your companion, please do so by MAY 9, 2008. We must guarantee numbers to our vendors in advance. These numbers can be raised, but not lowered. Therefore, if you cancel onsite your firm will be billed as if you and/or your companion had attended.
|
| CONFERENCE CANCELLATION POLICY |
Written cancellations received before 5:00 pm US Mountain Time on FRIDAY, MAY 9, 2008 will not incur a cancellation fee. Cancellations received after that time will result in a cancellation fee of costs incurred by AGN-NA.
|
| WEATHER IN SEATTLE |
Seattle's weather in May averages a daytime high of 65 degrees Fahrenheit and an average nighttime low of 48 degrees Fahrenheit, with an average monthly precipitation of 1.51 inches.
Current weather conditions
|
| COMING IN EARLY OR STAYING OVER? |
Find things to doDining GuideLocal AttractionsNightlifeShopping
|
 CPE INFORMATION
|
Learning
Objectives: |
The overall program’s objective is to provide organizational learning processes that are collaborative and iterative so as to expand participants’ knowledge in the critical technical areas of accounting, auditing and tax, as well as enhancing their leadership skills in teaching, interacting and developing their staff and future firm leaders. |
Prerequisites: |
Must be a firm partner or manager and have staff supervision responsibilities. |
Program
Level: |
Intermediate |
Advanced
Prep: |
None |
Delivery
Method: |
Group
- Live |
CPE
Credit/Field of Study: |
Varies
by module |
Registration: |
Online
at www.agn-na.org |
Cancellation
Policy: |
Written
cancellations received before 5:00 pm MT on
Friday, May 9, 2008 will not incur a cancellation
fee. Cancellations received after that time will result
in a cancellation fee of costs incurred by AGN-NA. |
Refund
Policy: |
Refunds
are determined on a case-by-case basis |
Record
Retention Policy: |
All
CPE records are maintained in the AGN database for
a minimum of five years. |
Compliance
Resolution: |
Contact
Rita Hood, Executive Director, AGN International-North
America at rhood@agn.org
or 1-800-782-2272. |
|
AGN
International - North America, Inc. is registered with
the National Association of State Boards of Accountancy
(NASBA), as a sponsor of continuing professional education
on the National Registry of CPE Sponsors. State boards
of accountancy have final authority on the acceptance
of individual courses for CPE credit. Complaints regarding
registered sponsors may be addressed to the National
Registry of CPE Sponsors, 150 Fourth Avenue North,
Suite 700, Nashville, TN, 37219-2417 or by visiting
the website: www.nasba.org. |
|
