Around 40 global accounting firms attended the BKR International Americas Regional Meeting, May 20-23, at the InterContinental Presidente Hotel in Mexico City, Mexico. For more than 30 years, BKR has connected members and their clients with global experts and resources, including host member firm CPC Rangel, S.C. in Mexico City.
With this year’s theme, “What Will Your Legacy Be?,” the Americas conference focused on the state of the industry, creating your legacy, the future of accounting, maximizing advisory services, and much more.
Illinois CPA Society CEO, Todd Shapiro, kicked off the meeting with an update on the “State of the Profession.” The remainder of the day featured separate learning tracks for managing partners and team members. Managing partners enjoyed several presentations, including “Executive Member Firm Analysis” and “Managing Partner Roundtable Deep Dive and Survey Analysis,” which provided beneficial insights on how BKR members manage their firms, by Kristen Rampe of Rosenberg Associates; “Creating Your Legacy and Building the Trust Equation” by David Herrera of Korn Ferry; and “Merger & Acquisitions Deep Dive for Firm Leaders” by Bob and Doug Lewis from The Visionary Group.
Participants on the team track enjoyed “Selling with a SPIN: An Overview of the SPIN Business Development Methodology” and “Get Your Net-Working” by Patrick Patterson of The Growth Partnership, and “Critical Thinking for Teams” by Will Hill of Will Hill Consults, LLC.
All attendees reunited on the second day of the meeting to hear “What Will Your Legacy Be?” by Keynote Speaker Jeremy Wortman of HRD Initiatives, “The Future of Accounting” by David Bergstein of Bergstein CPA, “The Economics of Mexico and LATAM” by Roberto Salinas Leon of the Mexico Business Forum, and “Maximizing Advisory Services” by Bob and Doug Lewis. The sessions ended with a “Transformational Leadership Panel” led by David Herrera, featuring BKR’s Worldwide Chair Marycris Oplas (Manila), EMEA Regional Chair Rui Pinho (Porto), Asia-Pacific Regional Chair Carine Tan (Kuala Lumpur), and Americas Regional Chair Jeremy Vokt (Omaha).