1. business and industrial

PrimeGlobal
2014 World Conference
Building Global Vision
November 8-11, 2014
Grand Hyatt
New York, NY, USA
CONFERENCE
REGISTRATION
AVAILABLE
ONLINE!
https://www.regonline.com/PGWorld2014
HOTEL
REGISTRATION
DETAILS
ONLINE AND
ON PAGE 12
Watch for updates via email, your
regional PrimeGlobal GATEWAY, and on
PrimeGlobal.net
FROM THE WORLD CHAIRMAN
Dear Colleagues:
As the Chairman of the PrimeGlobal World Board of Directors, I am pleased to invite you to join us this
November for the PrimeGlobal World Conference in New York City, NY, USA. The PrimeGlobal staff and
members of the Conference Committee are doing a great job planning a memorable event for us in
“the city that never sleeps”! As in past years, this conference will be an excellent opportunity to make
new business contacts, search for referral sources, and learn more about the opportunities your fellow
member firms can provide to your clients.
I’m pleased to report that we’ve listened to your suggestions following our last World Conference and
have significantly increased the roundtable and networking opportunities, as well as sourcing worldclass keynote speakers and memorable social events. Also, for the first time, we are now offering online
registration to help streamline your sign-up experience. Though registration is easier than ever, we ask
you to pay close attention to the registration deadlines, and we especially encourage you to book your
hotel as soon as possible. November is the start of a heavy travel season for New York and hotel space
is in high demand.
To register, use the links to the PrimeGlobal online registration system in this brochure. If you have
questions regarding the conference program or any details related to the conference agendas, please
direct them to Kevin Mead at kmead@primeglobal.net or (+) 1-678-417-7730, ext. 31 or Michelle Arnold
at marnold@primeglobal.net or (+) 1-678-417-7730, ext. 37.
I look forward to welcoming you to New York!
Best regards,
Peter Davies
Chairman, PrimeGlobal World Board of Directors
Partner, CK Chartered Accountants (West Midlands, UK)
About New York
ABOUT NEW YORK
New York defies description. You can say anything about this great city and always be right; if you listen
New York defies description. You can say anything about this great city and always be right; if you listen
to different people talking about it, they could each be describing a different place. For some, it’s a center
to different people talking about it, they could each be describing a different place. For some, it’s a center
of art, music, and theater. For others, it’s a city of finance and politics. For still others, it’s the nerve
of art, music, and theater. For others, it’s a city of finance and politics. For still others, it’s the nerve
center of fashion and culture, or the place where you’ll find the greatest nightlife and clubs in the world.
center of fashion and culture, or the place where you’ll find the greatest nightlife and clubs in the world.
And don’t forget the fascinating history you’ll experience both in the museums and on the streets! An
And don’t forget the fascinating history you’ll experience both in the museums and on the streets! An
attempt to highlight just the city’s most famous attractions would take an encyclopedia. The best plan
attempt to highlight just the city’s most famous attractions would take an encyclopedia. The best plan for
for exploring New York is to think about YOUR interests – whatever you like to do or want to see, it’s
exploring New York is to think about YOUR interests – whatever you like to do or want to see, it’s certain
certain that the “city that never sleeps” will have the perfect adventure waiting just a block or two away
that the “city that never sleeps” will have the perfect adventure waiting just a block or two away from
from your hotel door. To find out more about the thousands of things to do, see, buy, and experience in
your hotel door. To find out more about the thousands of things to do, see, buy, and experience in New
New York, visit http://www.nycgo.com.
York, visit http://www.nycgo.com/.
CONFERENCE HIGHLIGHTS
SOCIAL PROGRAM
Welcome Dinner Cruise on New York Harbor
Dine and dance the night away with your PrimeGlobal friends
aboard Hornblower Infinity, a spectacular new 210-foot yacht that
virtually changes the landscape of New York. Remodeled with
a bold design, this vessel matches the uniqueness of New York
City. In addition to the open bow, covered sky deck, and oversized windows which provide endless opportunities to enjoy the
countless sights in New York Harbor, the yacht also features three
climate controlled decks, custom LED lighting, a state-of-the-art
sound system, flat-screen monitors, four fully stocked bars, and
five dance floors. Hornblower Infinity is a vessel that is sure to
impress, and the perfect stage for an opening night to remember!
See pictures at http://www.hornblower.com/port/yacht/ny+41/gallery.
Big Apple City Scavenger Hunt
Spend a day touring the Big Apple and enjoying the company of
friends, with the friendly competitiveness of a scavenger hunt thrown
in! And not just ANY scavenger hunt – The Big City Apple Hunt is
the ultimate technology-driven scavenger hunt. You’ll experience
the cool interactive features of the SmartHunts App, which delivers
text, audio and video to your team on iPads and tablets during the
hunt. This challenging and fun event encourages you and your team
to think SMART as you use tablets to find landmarks, solve clues,
answer trivia, search for items, perform tasks, complete challenges,
and take photographs and video to remember your day together.
“An Evening in NYC Dinner” at Tribeca 360
Experience the best views in New York alongside a dining experience
you’ll never forget. Tribeca 360 features uninterrupted 360 views of
Manhattan with panoramic views of the Hudson River, The Empire State Building, fashionable SoHo, and
downtown Tribeca. With a magnificent 65-foot skylight and mezzanine balcony, Tribeca’s sophisticated
industrial design allows the versatility to create a highly personalized atmosphere and celebration. And
celebrate we will, in PrimeGlobal style!
CONFERENCE HIGHLIGHTS
TECHNICAL SESSIONS
Leveraging Branding to Build Trust
In this high-powered presentation, branding pioneer John Gerzema will
speak to the value of a brand and what it can offer you in competing at
all levels in your marketplace. He’ll give a comprehensive look at trends in
the B2B brand landscape that you can harness to provide greater customer
centricity and growth to your business. Then, he’ll directly address how to
amplify and effectively use your firm’s brand, as well as the PrimeGlobal
brand, to make an indelible impression on the marketplace and positively
influence the clients and potential clients you most want to attract and
retain.
Launching International Company Operations in
the USA and New York City
Taking a company overseas is never an easy feat. Bringing a company to
the USA – and especially to New York – provides both amazing opportunities
and special challenges. In this one-of-a-kind session, Aaron Brickman of
the US Department of Commerce’s SelectUSA will give an overview of
Foreign Direct Investment trends and talk in detail about why the USA is
an excellent destination for investment. Then, Elizabeth Rose Daly of the
New York Mayor’s Office for International Affairs will facilitate a discussion
with a handful of CEOs who successfully brought businesses into New York
and leveraged the City’s opportunities to deliver excellent growth.
How Well Do You Know PrimeGlobal?
This fast and furious interactive session will test your knowledge of
PrimeGlobal and its members, and open your mind to new ways to make the most of your association
membership. “Getting to know PrimeGlobal” means a lot of different things – knowing WHAT the range
of opportunities is to get help and build relationships worldwide; WHERE you can find resources you need
through the association; HOW to contact partners and staff with information of value to you; and WHEN
the best occasions are to make connections with smart partners at other global firms. In this fun and
lively game-based session, you’ll pit your wits against your peers and have a lot of fun and laughs while
you expand your PrimeGlobal fluency and make new friends from around the world.
CONFERENCE HIGHLIGHTS
2015 Global Trade and Investment Outlook
Internationally renowned geopolitical and economic forecaster Michael
Weidokal will highlight key issues facing the global economy in the coming
year. You’ll hear how events of the past year will impact global trade and
investment in the year ahead. In addition, Weidokal will predict new trends
that will impact the world in the coming year. Finally, he’ll look at factors
that will play a deciding role for the global economy in years to come.
Unlocking the Potential of LinkedIn
In two valuable sessions, Wayne Breitbarth will show you how to use
LinkedIn to drive sales and build credibility, both on a personal and a firm
level. You’ll learn ways to find prospects that lead to sales, drive traffic to
your profile and website, build credibility in your marketplace, and gain
competitive intelligence. You’ll see how to discover inside information
about your prospects and develop an overall strategy to accomplish your
most ambitious goals.
Process Improvement: Increase Efficiencies Through
a Leaner, More Strategic Approach to Work
Adding capacity doesn’t always have to mean adding staff. Through two
valuable case studies featuring Berntson Porter and Stone Carlie, Flowtivity’s
Dustin Hostetler will show you how improving efficiencies will allow you
to gain capacity – and, more important, will allow you to improve client
service, realization, and employee morale.
Securing the Future: Building Your Firm's Succession Plan
Stable and profitable management transitions don’t happen by accident. Bill Reeb of the
Succession Institute will draw on decades of helping firms like yours to show you how to best
facilitate a smooth transition/succession to the younger leadership within your firm.
Burning Issues in International Audit and Tax
Choose your preferred discipline – Audit or Tax – and benefit from perspectives of your peers on the
hottest issues in the profession. International Tax panels will discuss a range of topics including VAT,
transfer pricing, base erosion and profit shifting, and more. International Audit sessions will review issues
surrounding global IFRS, cross border collaboration, assurance standards, and more.
CONFERENCE HIGHLIGHTS
ABOUT THE SPEAKERS
John Gerzema is a pioneer in the use of data to identify social change and help
companies anticipate and adapt to new trends and demands. An author, speaker and
consultant, his books have appeared on the best seller lists of The New York Times ,
USA Today , Fast Company , The Washington Post, Bloomberg Business week and The
Week Magazine. John’s ‘Trend Watcher’ column for Inc. Magazine is widely read, and his
management articles were chosen among Strategy & Business “Best of the Decade”. A
frequent analyst on television and radio, he has been praised by The New York Times, Wall Street Journal,
The Washington Post, NPR, Forbes, FT, HBR, USA Today and CBS Sunday Morning News. John’s TED
talks have been viewed by hundreds of thousands people. As Executive Chairman overseeing insights for
Young & Rubicam Group and WPP’s BAV Consulting, he is the author of several books on business and
branding, including Spend Shift: How the Post-Crisis Values Revolution is Changing the Way We Buy, Sell
and Live and The Brand Bubble: The Looming Crisis in Brand Value and How to Avoid It.
Aaron Brickman is the founding Deputy Executive Director of SelectUSA within the
U.S. Department of Commerce. Established in 2011 by Executive Order of the President,
SelectUSA is a government-wide program to encourage and facilitate foreign direct
investment (FDI) and reshoring in the United States, to create jobs, spur economic growth
and promote U.S. competitiveness. As a successful entrepreneur within government,
Aaron designed, established, and now helps lead SelectUSA – responsible for staff,
budget, communications, policy development, outreach and all aspects of this Presidential priority. He
also created and led its predecessor program, Invest in America. His work has taken him to more than
50 countries. Aaron is frequently asked to comment on investment issues related to the United States;
appearing in numerous print and broadcast media including Al-Jazeera, Atlanta Journal-Constitution, BBC
Radio, CNBC, CCTV, Il Sole 24 Ore, Los Angeles Times, NHK, South China Morning Post, Süddeutsche
Zeitung, USA Today, washingtonpost.com, and Yomiuri Shimbun.
Michael Weidokal is an internationally renowned geopolitical and economic forecaster
and founder and president of ISA (International Strategic Analysis), a leading provider of
international economic and risk forecasting. Weidokal has directly advised many of the
world’s largest companies on issues and trends impacting their business in international
markets. In addition, he has supported the efforts of many national, regional, and local
governments in their efforts to promote international trade and investment. He has published
CONFERENCE HIGHLIGHTS
a wide range of reports, forecasts and research studies dealing with international macroeconomic and
geopolitical issues. Prior to founding ISA in 2003, Weidokal held a number of international management
positions at Goodyear Tire & Rubber Company and PricewaterhouseCoopers.
Wayne Breitbarth is the CEO of Power Formula LLC. He is an experienced businessman,
speaker, and author, and a nationally recognized leader in LinkedIn training and marketing.
Breitbarth works with companies of all sizes to develop a comprehensive strategy for
using LinkedIn to increase sales, raise brand awareness, recruit employees and reduce
recruiting fees, and discover new markets for products and services. He has trained more
than 40,000 businesspeople on how to effectively use the professional networking site,
and his clients range from small businesses to Fortune 500 companies. Breitbarth has been featured in
Forbes, Inc., Wired, and American Express Open Forum, and seen on NBC and Fox Business. He is author
of the critically acclaimed book, The Power Formula for LinkedIn Success: Kick-Start Your Business,
Brand, and Job Search.
Dustin Hostetler is a Lean Six Sigma Master Black Belt and the founder and Principal
of Flowtivity, LLC. He is a nationally recognized speaker and pioneer in applying the Lean
and Six Sigma concepts to public accounting firms. Beyond Lean implementations, Dustin
also facilitates dozens of trainings each year in the Lean and Six Sigma principles, notably
CPE workshops for public accounting firms as well as the industry leading Lean Six Sigma
CPA Green Belt certification program in conjunction with The Ohio State University. Dustin
has a BSBA in Finance from The Ohio State University and earned both his Lean Six Sigma Black Belt and
Master Black Belt certifications from Kent State University.
Lynsey Sweales, CEO of SocialB, has been described as ‘frighteningly knowledgeable’
and ‘the best social media trainer ever’ by some of the worlds leading brands. With over
10 years experience, Lynsey and her team specialize in providing social media, online
marketing training and consultancy to all sizes of businesses including household names
such as Santander, Emirates, O2, The United Nations and the NHS. She is a committee
member of the Social Media Council, a position that places her amongst a group of
industry leaders including representatives from Facebook and Microsoft. Lynsey is regularly called upon
for industry insights and comment by the media including CNBC, The Guardian, BBC News & Bloomberg
as well as blogging for Microsoft.
CONFERENCE HIGHLIGHTS
Bill Reeb, CPA, CITP, CGMA, is the Co-Founder and CEO of the Succession Institute,
LLC. Bill has been consulting for three decades to all sizes of businesses, primarily in the
areas of organizational structure and processes, governance, automation, and revenue
generation. As an entrepreneur, Bill founded seven small businesses. As an award-winning
public speaker and author, Bill lectures throughout the U.S. and Canada to thousands
of executives and CPAs each year and is is internationally published with hundreds of
articles and columns to his credit. He is the author of Securing the Future: Succession Planning Basics;
Securing the Future: Taking Succession to the Next Level; Becoming A Trusted Advisor, How to Add Value,
Improve Client Loyalty, and Increase Profits; and Getting Unstuck: The Way of the Black Belt to Success
and Happiness. Bill is a member of the AICPA Board of Directors and a past commissioner on the AICPA’s
National Accreditation Commission. Accounting Today listed him as one of the Top 100 Most Influential
CPAs, CPA Magazine named him one of the Top 100 Most Influential Practitioners, and Inside Public
Accounting listed him as one of the top 10 most recommended CPA firm consultants.
Thomas R. Manisero is a partner of law firm Wilson Elser, a member of the firm’s
Executive Committee, and chair of the firm’s Accountants practice and Commercial
Services practice. Tom provides general counsel services to numerous accounting firms
and organizations, including representing accounting clients in litigation of malpractice
claims, investigation of ethics violations, disputes over restrictive covenants, litigation of
securities fraud claims, and responses to subpoenas from the Internal Revenue Service
and Securities & Exchange Commission. He also advises on the licensing process, partnership agreements,
cyber breaches, mergers and acquisitions, real estate leases and personnel issues, among other areas. A
commercial litigator by training, he has handled a wide variety of contractual and business disputes. In
addition, he has represented reinsurers and reinsureds in disputes with other insurance entities.
CONFERENCE HIGHLIGHTS
GUEST PROGRAM
Inside Broadway and Times Square Walking Tour
You’ll go behind the scenes of the “Great White Way,”
accompanied by a leading theater historian and licensed
New York City Tour Guide who will give you an extensive
look at the workings of Broadway and Times Square. Want
to know what the day-to-day life of a performer is like?
How they build and design scenery and costumes? Or what
happens when the show doesn’t go as planned? These and
other insider questions will be answered when you visit the
world of Broadway. Stops include historic theaters, landmark
locations, and an exclusive visit to the world famous Sardi’s Restaurant, the birthplace of the Tony Awards.
You might even see a star or two! This walking tour will present the rich history, lore and architecture
that make Broadway the pinnacle of the arts in the United States. So get on your (comfortable) dancing
shoes and dance your way to Broadway!
Lunch at Ellen’s Stardust Diner
Times Square, home to Broadway theatres and the biggest New
Year’s Eve party in the world, is also home to future stars of
stage and screen at Ellen’s Stardust Diner. Ellen’s is THE home of
the singing waiters and some of the best diner food in the USA.
In this authentic NYC 1950s-themed diner filled with nostalgic
memorabilia, you’ll see your favorite “Miss Subways” in a gallery
honoring beauty queens of a bygone era. You can even wave to
the conductor of the New York Central, NYC’s largest indoor choo
choo train, as it circles around the mezzanine. Sit back and relax
as you are taken back in time to a never forgotten era and enjoy
the best in classic American cuisine.
CONFERENCE HIGHLIGHTS
HOTEL REGISTRATION
ABOUT THE GRAND HYATT
With a fabulous Midtown Manhattan setting, newly renovated rooms
and friendly staff with a can-do attitude, The Grand Hyatt New York
offers convenient access to the entire Big Apple and a comfortable
respite at the end of the day. From your hotel room it’s a pleasant
stroll to Grand Central Terminal, Park Avenue, Fifth Avenue, Central
Park, Times Square, Rockefeller Center, Broadway theaters and
numerous opportunities for dining, shopping and entertainment.
With that unbeatable Manhattan location, updated surroundings and
high-tech elements, the Grand Hyatt New York is a smart choice to
get the most out of your stay in New York City. To find out more
about the hotel and things to do nearby, visit the Grand Hyatt New
York website at http://grandnewyork.hyatt.com.
RATES
The PrimeGlobal World Conference rate at the Grand Hyatt New York
is USD $299 per night for single or double occupancy plus applicable
taxes.
BOOKING YOUR ROOM
To reserve your room online, visit https://aws.passkey.com/event/10856716/owner/1298/home or call
the hotel Reservations Department at (+) 1-888-421-1442.
RESERVATION POLICIES
All reservations must be made by 5:00 p.m. EDT (9:00 p.m. GMT) on October 17, 2014 to
receive the group rate. The rate can also be applied 3 days before and after the conference, based
on availability. If you plan on coming in early or extending your stay in New York, please make your
reservations as soon as possible, because November is start of the holiday season and hotel space is limited.
You may cancel your reservation 24 hours prior to your scheduled arrival date with no penalty. Check-in
time is 4:00 p.m. and check-out time is 11:00 a.m.
PLEASE REMEMBER: You must reference PrimeGlobal to receive the conference rate.
CONFERENCE HIGHLIGHTS
VISAS
A Visa Waiver Program for entering the USA is available for visitors
from Andorra, Australia, Austria, Belgium, Brunei, Czech Republic,
Denmark, Estonia, Finland, France, Germany, Greece, Hungary,
Iceland, Ireland, Italy, Japan, Latvia, Liechtenstein, Lithuania,
Luxembourg, Malta, Monaco, Netherlands, New Zealand, Norway,
Portugal, San Marino, Singapore, Slovakia, Slovenia, South Korea,
Spain, Sweden, Switzerland, Taiwan and the United Kingdom. The
visa waiver is valid for a maximum of 90 days.
In order to use the visa waiver program you will need to apply for The Electronic System for Travel
Authorization (ESTA).
Passport holders from American territories, Bermuda, and Canada may visit without a visa.
For complete Visa information, including fees, necessary documentation, and an international list of US
embassies, visit http://travel.state.gov/content/visas/english.html. Be sure to take action early – visas
from some countries can take a significant period of time to process.
OPTIONAL SIGHTS, TOURS & ATTRACTIONS
For those members who are interested in pre- or post-conference sight-seeing, we’ve put together a
myriad of “must-see” attractions, activities and tours for you (click the link below to view).
http://gatewayna.primeglobal.net/benefits-resources/events/2014-world-conference-sites-attractions/
PLEASE NOTE: These tours & activities are optional and only recommendations. These
tours & activities are not part of the PrimeGlobal World Conference agenda nor are the
costs included in the conference registration fees. All sights, tours & attractions must be
established and coordinated on an individual basis.
For more information on visiting attractions, please call the concierge at the Grand Hyatt at +1-212-883-1234. For information
on walking tours and bus tours, you can contact the tour company directly or the Grand Hyatt Concierge.
DELEGATE & GUEST
AGENDAS
DELEGATE AGENDA
2014 PRIMEGLOBAL WORLD CONFERENCE
NOVEMBER 8-11, 2014
NEW YORK, NEW YORK, USA
SATURDAY, NOVEMBER 8
12:00 - 5:00 p.m.
CHECK-IN
6:00 - 10:00 p.m.
WELCOME COCKTAIL RECEPTION & BUFFET DINNER CRUISE
» Meet on Hyatt mezzanine for 6:00 p.m. departure to New York Harbor
» Hornblower Infinity Yacht cruise begins at 7:00 p.m.
SUNDAY, NOVEMBER 9
8:00 - 9:00 a.m.
BREAKFAST AT YOUR LEISURE
9:00 a.m. - 1:30 p.m.
FREE TIME TO ENJOY NYC
1:30 - 6:00 p.m.
BIG APPLE CITY SCAVENGER HUNT
» Meet on Hyatt mezzanine at 1:30 p.m.
» Scavenger hunt begins at 2:00 p.m.
6:00
DINNER AT YOUR LEISURE
MONDAY, NOVEMBER 10
7:30 - 8:30 a.m.
ATTENDEES’ BREAKFAST & NETWORKING
8:30 - 9:30 a.m.
WELCOME AND STATE OF THE ASSOCIATION
» Peter Davies, Chairman, PrimeGlobal World Board of Directors
CK Chartered Accountants – West Midlands, UK
» Brian Mandell-Rice, Chairman, PrimeGlobal North American Board of Directors
Hein & Associates – Denver, CO, USA
» Kevin Mead, PrimeGlobal CEO
PrimeGlobal – Atlanta, GA, USA
9:30 - 10:20 a.m.
LEVERAGING BRAND TO BUILD TRUST: THE BRAND LANDSCAPE
» John Gerzema
Young & Rubicam BrandAsset Value Consulting – New York, NY, USA
DELEGATE AGENDA
2014 PRIMEGLOBAL WORLD CONFERENCE
NOVEMBER 8-11, 2014
NEW YORK, NEW YORK, USA
10:20 - 10:40 a.m.
BREAK
10:40 - 11:55 a.m.
LEVERAGING BRAND TO BUILD TRUST: MAKING THE BRAND WORK FOR YOU
» John Gerzema
Young & Rubicam BrandAsset Value Consulting – New York, NY, USA
11:55 a.m. - 1:15 p.m.
1:15 - 2:45 p.m.
ATTENDEES’ LUNCH & NETWORKING
LAUNCHING INTERNATIONAL COMPANY OPERATIONS IN THE USA
AND NEW YORK CITY
» Aaron Brickman
SelectUSA – U.S. Department of Commerce, Washington, DC, USA
» Elizabeth Rose Daly
New York Mayor’s Office for International Affairs – New York, NY, USA
2:45 - 3:15 p.m.
BREAK
3:15 - 5:00 p.m.
HOW WELL DO YOU KNOW PRIMEGLOBAL?
» Michelle Arnold, Facilitator
PrimeGlobal – Atlanta, GA, USA
» Kevin Mead, Facilitator
PrimeGlobal – Atlanta, GA, USA
7:00 p.m.
A “NYC NIGHT” DINNER AT THE GRAND HYATT
TUESDAY, NOVEMBER 11
7:30 - 8:30 a.m.
ATTENDEES’ BREAKFAST & NETWORKING
8:30 - 9:30 a.m.
2015 GLOBAL TRADE AND INVESTMENT OUTLOOK
» Michael Wiedokal
International Strategic Analysis – Luxembourg
DELEGATE AGENDA
2014 PRIMEGLOBAL WORLD CONFERENCE
9:30 - 10:45 a.m.
NOVEMBER 8-11, 2014
NEW YORK, NEW YORK, USA
UNLOCKING THE POTENTIAL OF LINKEDIN
» Wayne Breitbarth
Power Formula LLC – Milwaukee, WI, USA
10:45 - 11:00 a.m.
BREAK
11:00 a.m. - 12:15 p.m.
BREAKOUT SESSIONS (Choose ONE of the following)
1. A Deep Dive into LinkedIn
» Wayne Breitbarth
Power Formula LLC – Milwaukee, WI, USA
2. Process Improvement: Increase Efficiencies through a Leaner,
More Strategic Approach to Work
» Dustin Hostetler
Flowtivity – Milwaukee, WI, USA
» Mike Schmidt
Berntson Porter & Company – Bellevue, WA, USA
» Rick Scarfino
Stone Carlie & Company – St. Louis, MO, USA
3. How Social Media Can Help Your Firm Grow
» Lynsey Sweales
SocialB – Cambridge, UK
4. Securing the Future: Building Your Firm's Succession Plan
» Bill Reeb
The Succession Institute – Austin, TX, USA
12:15 - 1:30 p.m.
ATTENDEES’ LUNCH & NETWORKING
1:30 - 2:20 p.m.
THE CAUTIONARY TALES: WHAT KEEPS YOU AWAKE AT NIGHT?
» Thomas R. Manisero
Wilson Elser Moskowitz Edelman & Dicker LLP – New York, NY, USA
2:20 - 3:45 p.m.
BREAKOUT SESSIONS (Choose ONE of the following)
1. International Tax: Transfer Pricing, Base Erosion, Profit Shifting,
VAT, and SALT
» Discussion Panel featuring PrimeGlobal Members from around the world
2. International Audit: Cross Border Auditing
» Discussion Panel featuring PrimeGlobal Members from around the world
DELEGATE AGENDA
2014 PRIMEGLOBAL WORLD CONFERENCE
NOVEMBER 8-11, 2014
NEW YORK, NEW YORK, USA
3:00 - 3:45 p.m.
REFRESHMENTS AVAILABLE DURING BREAKOUT SESSION
3:45 - 4:00 p.m. FAREWELL AND CLOSE OF CONFERENCE
» Peter Davies, Chairman, PrimeGlobal World Board of Directors
CK Chartered Accountants – West Midlands, UK
» Brian Mandell-Rice, Chairman, PrimeGlobal North American Board of Directors
Hein & Associates – Denver, CO, USA
6:30 - 10:00 p.m.
CLOSING DINNER IN TRIBECA (TRIBECA 360 RESTAURANT)
» Meet on Hyatt Mezzanine at 6:30 p.m. for bus ride to Tribeca
TOTAL CREDIT HOURS
13.0 CPE credit hours
CPE INFORMATION
Advanced preparation is required.
Who should attend: Supervisors, Managers, Senior Managers and Partners
Method of Presentation: Lecture and member roundtable group discussion
Recommended CPE Credit: Up to 13.0 hours
Level of Learning: Advanced/update
Prerequisite: Appropriate standing in the firm
Program Sponsor: PrimeGlobal
Instructional Method Offered: Group-Live
PrimeGlobal 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
submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
GUEST AGENDA
2014 PRIMEGLOBAL WORLD CONFERENCE
NOVEMBER 8-11, 2014
NEW YORK, NEW YORK, USA
SATURDAY, NOVEMBER 8
6:00 - 10:00 p.m.
WELCOME COCKTAIL RECEPTION & BUFFET DINNER CRUISE
» Meet on Hyatt Mezzanine for 6:00 p.m. departure to New York Harbor
» Hornblower Infinity Yacht cruise begins at 7:00 p.m.
SUNDAY, NOVEMBER 9
8:00 - 9:00 a.m.
BREAKFAST AT YOUR LEISURE
9:00 a.m. - 1:30 p.m.
FREE TIME TO ENJOY NYC
1:30 - 6:00 p.m.
BIG APPLE CITY SCAVENGER HUNT
» Meet on Hyatt Mezzanine at 1:30 p.m.
» Scavenger hunt begins at 2:00 p.m.
6:00
DINNER AT YOUR LEISURE
MONDAY, NOVEMBER 10
8:00 - 10:00 a.m.
GUESTS’ BREAKFAST AT LEISURE
10:30 a.m. - 3:00 p.m.
BROADWAY & TIMES SQUARE WALKING TOUR AND
LUNCH AT ELLEN’S STARDUST DINER
» For registered spouses/guests
» Meet on Hyatt Mezzanine at 10:30 a.m.
7:00 p.m. A “NYC NIGHT” DINNER AT THE GRAND HYATT
TUESDAY, NOVEMBER 11
8:00 - 10:00 a.m.
GUESTS’ BREAKFAST AT LEISURE
8:30 a.m. - 5:00 p.m.
FREE DAY FOR GUESTS TO EXPLORE NYC
6:30 - 10:00 p.m.
CLOSING DINNER IN TRIBECA (TRIBECA 360 RESTAURANT)
» Meet on Hyatt Mezzanine at 6:30 p.m. for bus ride to Tribeca
2014 PRIMEGLOBAL WORLD CONFERENCE
NOVEMBER 8-11, 2014
NEW YORK, NEW YORK, USA
REGISTRATION FEES,
FORMS, AND
PAYMENT INFORMATION
REGISTRATION FEES & TOTALS
NOVEMBER 8-11, 2014
NEW YORK, NEW YORK, USA
2014 PRIMEGLOBAL WORLD CONFERENCE
REGISTRATION FEES
MEMBER REGION
REGISTRANT
FEE
North America
1st Delegate
Complimentary*
Non-North America
1st Delegate
USD $1,750
All Regions
2nd and Subsequent Delegates
USD $1,750
NOTE: For special pricing for more than 4 delegates, contact
Stacey Sanchez at ssanchez@primeglobal.net
All Regions
Spouses & Guests
USD $1,195
*North America Member Firms pay a “Participation Model” fee as part of their annual dues, which includes one complimentary
registration for the conference.
PLEASE COMPLETE
1st Delegate (N. America)
FEE
# of ATTENDEES
Complimentary
x
AMOUNT DUE
_________________
=
$0
_________________
1st Delegate (Non-N. America)
US $1,750
_________________
=
$0
_________________
2nd & Subsequent Delegates (All)
US $1,750 x
_________________
=
$0
_________________
Spouses & Guests (All)
US $1,195
=
$0
_________________
x
x
REGISTRATION TOTALS
_________________
0
_________________
$0
_________________
Delegate and Guest Registration Forms continue on the following pages >>>
ONLINE REGISTRATION NOW AVAILABLE!
CLICK HERE TO
REGISTER NOW
REGISTRATIONS MUST BE RECEIVED AT PRIMEGLOBAL BY
OCTOBER 8, 2014 AT 5:00 P.M. EDT (9:00 P.M. GMT)
To register, please calculate Registration Totals above, complete a Delegate Registration form for each delegate from
your firm (and a Guest Registration form for each spouse/guest), and submit all with payment to Stacey Sanchez no
later than October 8, 2014.
Email: ssanchez@primeglobal.net
Fax: (+) 1-678-999-3959
» For more details, see “Sending Registration Forms and Payment” within the following Additional Information.
Online registration is now available!
To register for the 2014 PrimeGlobal World Conference online, go to http://www.regonline.com/PGWorld2014.
DELEGATE REGISTRATION
NOVEMBER 8-11, 2014
NEW YORK, NEW YORK, USA
2014 PRIMEGLOBAL WORLD CONFERENCE
DELEGATE REGISTRATION FORM (Complete a separate form for each delegate)
Delegate Name __________________________________
Nickname for badge _____________________________
Firm ___________________________________________________________________________________________
Address ________________________________________________________________________________________
City ____________________________________________ State/Province __________ Postal Code ____________
Country ________________________________________
Email _________________________________________
Telephone _______________________________________ Fax __________________________________________
Dietary Restrictions _______________________________________________________________________________
ALL EVENTS BELOW ARE INCLUDED IN YOUR REGISTRATION. By checking the boxes by the events you plan to
attend, you will help us design events that are comfortable, fun and conducive to networking.
I PLAN TO ATTEND:
Welcome Dinner Cruise – Saturday, November 8, 2014
Big Apple City Hunt – Sunday, November 9, 2014
“A NYC Night” Dinner at the Grand Hyatt – Monday, November 10, 2014
“An Evening in Tribeca” Closing Dinner – Tuesday, November 11, 2014
PHOTO FOR CONFERENCE DIRECTORY: Please be sure to email a current photo of yourself, in digital format (JPG, GIF,
TIFF), to Stacey Sanchez no later than October 8, 2014. For more information, see page 2 of the following Registration
Information. Please note that if we do not receive your photo by October 8, 2014 it will NOT be included in the conference
directory.
Photo ALREADY SENT on _______________(date)
WILL SEND photo on _______________(date)
REGISTRATIONS MUST BE RECEIVED AT PRIMEGLOBAL BY
OCTOBER 8, 2014 AT 5:00 P.M. EDT (9:00 P.M. GMT)
To register, please calculate Registration Totals on previous page, complete a Delegate Registration form for each
delegate from your firm (and a Guest Registration form for each spouse/guest), and submit all with payment to
Stacey Sanchez no later than October 8, 2014.
Email: ssanchez@primeglobal.net
Fax: (+) 1-678-999-3959
» For more details, see “Sending Registration Forms and Payment” within the following Additional Information.
Online registration is now available!
To register for the 2014 PrimeGlobal World Conference online, go to http://www.regonline.com/PGWorld2014.
GUEST REGISTRATION
NOVEMBER 8-11, 2014
NEW YORK, NEW YORK, USA
2014 PRIMEGLOBAL WORLD CONFERENCE
GUEST REGISTRATION FORM (Complete a separate form for each guest)
Guest Name _____________________________________
Nickname for badge _____________________________
Accompanying (Delegate Name) ____________________________________________________________________
Firm ___________________________________________________________________________________________
Dietary Restrictions _______________________________________________________________________________
ALL EVENTS BELOW ARE INCLUDED IN YOUR REGISTRATION. By checking the boxes by the events you plan to
attend, you will help us design events that are comfortable, fun and conducive to networking.
I PLAN TO ATTEND:
Welcome Dinner Cruise – Saturday, November 8, 2014
Big Apple City Hunt – Sunday, November 9, 2014
Inside Broadway Tour – Monday, November 10, 2014
“A NYC Night” Dinner at the Grand Hyatt – Monday, November 10, 2014
“An Evening in Tribeca” Closing Dinner – Tuesday, November 11, 2014
PHOTO FOR CONFERENCE DIRECTORY: Please be sure to email a current photo of your guest, in digital format (JPG,
GIF, TIFF), to Stacey Sanchez no later than October 8, 2014. Please note that if we do not receive your photo by October
8, 2014, it will NOT be included in the conference directory.
Photo ALREADY SENT on _______________(date)
WILL SEND photo on _______________(date)
REGISTRATIONS MUST BE RECEIVED AT PRIMEGLOBAL BY
OCTOBER 8, 2014 AT 5:00 P.M. EDT (9:00 P.M. GMT)
To register, please calculate Registration Totals on previous page, complete a Delegate Registration form for each
delegate from your firm (and a Guest Registration form for each spouse/guest), and submit all with payment to
Stacey Sanchez no later than October 8, 2014.
Email: ssanchez@primeglobal.net
Fax: (+) 1-678-999-3959
» For more details, see “Sending Registration Forms and Payment” within the following Additional Information.
Online registration is now available!
To register for the 2014 PrimeGlobal World Conference online, go to http://www.regonline.com/PGWorld2014.
PAYMENT INFORMATION
NOVEMBER 8-11, 2014
NEW YORK, NEW YORK, USA
2014 PRIMEGLOBAL WORLD CONFERENCE
Registration forms MUST be accompanied by payment of registration fees
PAYMENT BY CHECK
Registration fees can be paid by check from U.S. banks only. Please mail check payments with a copy of your
Registration form(s) to PrimeGlobal:
PrimeGlobal
Attn: Stacey Sanchez
3235 Satellite Boulevard
Building 400, Suite 300
Duluth, GA, USA 30096
» Please also fax or email your Registration Form(s) to PrimeGlobal with a copy of the check.
PAYMENT BY WIRED FUNDS
Outside of the United States, registration fees can be paid by wiring funds in U.S. dollars. Please contact Stacey
Sanchez at ssanchez@primeglobal.net for bank details.
» Please fax or email Registration Form(s) to PrimeGlobal with notification of wire payment.
PAYMENT BY CREDIT CARD
Registration fees can be paid by credit card using the Credit Card Payment form on the following page.
» Please be sure to email or fax credit card payment and Registration form(s) together to Stacey Sanchez.
REGISTRATIONS MUST BE RECEIVED AT PRIMEGLOBAL BY
OCTOBER 8, 2014 AT 5:00 P.M. EDT (9:00 P.M. GMT)
To register, please calculate Registration Totals on previous page, complete a Delegate Registration form for each
delegate from your firm (and a Guest Registration form for each spouse/guest), and submit all with payment to
Stacey Sanchez no later than October 8, 2014.
Email: ssanchez@primeglobal.net
Fax: (+) 1-678-999-3959
» For more details, see “Sending Registration Forms and Payment” within the following Additional Information.
Online registration is now available!
To register for the 2014 PrimeGlobal World Conference online, go to http://www.regonline.com/PGWorld2014.
CREDIT CARD PAYMENT
NOVEMBER 8-11, 2014
NEW YORK, NEW YORK, USA
2014 PRIMEGLOBAL WORLD CONFERENCE
CREDIT CARD PAYMENT INFORMATION
AMOUNT IN $USD: ___________________________
CREDIT CARD NUMBER: ________________________________________________________________________
EXPIRATION: ____________________________
CARD SECURITY CODE (3-4 digits): __________
Visa/MC/Disc – Last 3 digits on back of card
AmEx – 4 digits above card number on front of card
CREDIT CARD TYPE
Corporate Card
Personal Card
CREDIT CARD BILLING ADDRESS
NAME ON CARD: _______________________________________________________________________
ADDRESS 1: ___________________________________________________________________________
ADDRESS 2: ___________________________________________________________________________
CITY: __________________________________
STATE/PROV: ____________________________
ZIP/POSTAL CODE: _______________________
COUNTRY: ______________________________
CONTACT INFORMATION
FIRM: ________________________________________________________________________________
NAME: _______________________________________________________________________________
PHONE: ________________________________
EMAIL: _________________________________
Your receipt will be emailed to you
REGISTRATIONS MUST BE RECEIVED AT PRIMEGLOBAL BY
OCTOBER 8, 2014 AT 5:00 P.M. EDT (9:00 P.M. GMT)
Online registration is now available!
To register for the 2014 PrimeGlobal World Conference online, go to http://www.regonline.com/PGWorld2014.
2014 PRIMEGLOBAL WORLD CONFERENCE
NOVEMBER 8-11, 2014
NEW YORK, NEW YORK, USA
POLICIES AND
TRAVEL INFORMATION
REGISTRATION POLICIES & TRAVEL
NOVEMBER 8-11, 2014
NEW YORK, NEW YORK, USA
2014 PRIMEGLOBAL WORLD CONFERENCE
ONLINE CONFERENCE REGISTRATION
Online registration is now available! To register for the 2014 PrimeGlobal World Conference online, go to
http://www.regonline.com/PGWorld2014.
CLICK HERE TO
REGISTER NOW
Please note that conference fees are paid during the online registration process via credit card. If your firm requires
a different payment method, or if you have questions or problems with your online registration, please contact
Stacey Sanchez at ssanchez@primeglobal.net or (+) 1-678-417-7730, ext. 38.
REGISTRATION POLICY
To be considered “on time” and thereby guaranteed full access to all conference sessions and events, conference
registrations must be received at the PrimeGlobal office by no later than 5:00 p.m. EDT (9:00 p.m. GMT) on
Wednesday, October 8, 2014.
Please note that hotel reservations are first-come, first-served and are not guaranteed under this registration policy.
Consult the “Hotel” section of this registration packet for information about hotel registration deadlines and how to
register for your hotel room.
CANCELLATION POLICY
DELEGATE AND GUEST
Cancellation of registration must be submitted in writing to Stacey Sanchez via email (ssanchez@primeglobal.net)
or fax to (+) 1-678-999-3959 and must be received on or before October 8, 2014 by 9:00 p.m. GMT to receive a full
refund less a $75 registration cancellation processing fee. Another registrant may be substituted for no additional
fee. No telephone cancellations will be accepted.
A 50% refund less a $75 registration cancellation processing fee will be granted for cancellations submitted to
Stacey Sanchez in writing via email or fax from October 9th to October 23rd. No refunds will be granted after
October 24th due to guarantees that have already been placed by PrimeGlobal. Refunds will be processed within
30 days after the conference.
For more information regarding administrative policies such as complaint and refund, please contact Stacey
Sanchez at (+) 1-678-417-7730 ext. 38.
PHOTO CONFERENCE DIRECTORY
We are producing a photo conference directory for all those attending the 2014 World Conference. This directory
will allow fellow members to easily identify each other at the conference and will be a helpful aid for future business
contacts.
REGISTRATION POLICIES & TRAVEL
2014 PRIMEGLOBAL WORLD CONFERENCE
NOVEMBER 8-11, 2014
NEW YORK, NEW YORK, USA
Please be sure to upload a recent photo of yourself during your online registration (you may also email a
recent photo of yourself to Stacey Sanchez at ssanchez@primeglobal.net). For inclusion in the directory, your
photo and registrations MUST be received by October 8, 2014.
HOTEL RESERVATIONS
RATE
The PrimeGlobal World Conference rate at the Grand Hyatt New York is USD $299 per night for single or double
occupancy plus applicable taxes.
BOOKING YOUR ROOM
To reserve your room online, visit https://aws.passkey.com/event/10856716/owner/1298/home or call the hotel
Reservations Department at (+) 1-888-421-1442.
RESERVATION POLICIES
All reservations must be made by 5:00 p.m. EDT (9:00 p.m. GMT) on October 17, 2014 to receive the
group rate. The rate can also be applied 3 days before and after the conference, based on availability. If you
plan on coming in early or extending your stay in New York, please make your reservations as soon as possible,
because November is start of the holiday season and hotel space is limited.
You may cancel your reservation 24 hours prior to your scheduled arrival date with no penalty. Check-in time is 4:00
p.m. and check-out time is 11:00 a.m.
PLEASE REMEMBER: You must reference PrimeGlobal to receive the conference rate.
GROUND TRANSPORTATION
FROM JOHN F. KENNEDY (JFK) INTERNATIONAL AIRPORT TO GRAND HYATT
The distance from JFK to the Grand Hyatt is approximately one hour depending on the time of day. Please visit
http://airport-jfk.com/Transportation.cfm for a complete listing of transportation options available at JFK:
Taxi
New York City’s yellow cabs, licensed by the New York City Taxi & Limousine Commission, offer a flat rate service
of $45 from JFK airport to Manhattan, excluding tips and tolls. For all other taxi providers, fares are between $60-65.
Shuttle Service
NYC Airporter is the official airport bus operator of the DOT & The Port Authority of New York & New Jersey. Fare is
$13 one way. For more information, please visit http://www.NYCAirporter.com or call (+) 1-718-777-5111.
FROM LAGUARDIA INTERNATIONAL AIRPORT TO GRAND HYATT
The distance from LaGuardia Airport to the Grand Hyatt is approximately 45 minutes depending on traffic. Please
visit http://airport-laguardia.com/Transportation.cfm for a complete listing of transportation options available at
LaGuardia:
Taxi
Fare from LaGuardia is between $50-55.
REGISTRATION POLICIES & TRAVEL
2014 PRIMEGLOBAL WORLD CONFERENCE
NOVEMBER 8-11, 2014
NEW YORK, NEW YORK, USA
Shuttle Service
NYC Airporter is the official airport bus operator of the DOT & The Port Authority of New York & New Jersey. Fare is
$13 one way. For more information, please visit http://www.NYCAirporter.com or call (+) 1-718-777-5111.
FROM NEWARK LIBERTY INTERNATIONAL AIRPORT TO GRAND HYATT
The distance from Newark Liberty International Airport (located in New Jersey) to the Grand Hyatt is between 45-60
minutes depending on traffic. Please visit http://www.airport-ewr.com/Transportation.cfm for more information on
ground transportation at Newark Liberty.
Taxi
Fare from Newark Liberty is approximately $80.
Shuttle Service
Newark Airport Express provides transfers to Manhattan and departs from the airport every 15 minutes.
Fare is $16 one way; $28 roundtrip. For more information, please visit http://coachusa1.reachlocal.net/olympia/
ss.newarkairport.asp or call (+) 1-888-701-5346.
PRIVATE TRANSPORTATION
To arrange for a private car service from the airport to the Grand Hyatt, please call Paris Limousine at (+) 1-718396-1100. You can also call the Grand Hyatt at (+) 1-212-883-1234 and ask to be connected to the Paris Limousine.
You can make a reservation by providing a credit card or you can request direct billing to your Grand Hyatt hotel
room once you’ve made your hotel reservation and received a confirmation number.
Fares for a private car (sedan) up to 3 passengers:
» From John F. Kennedy – $161.00 one way
» From LaGuardia Airport – $136.00 one way
» From Newark Liberty – $171.00 one way
For more information, please visit http://plsnyc.com/.
VISAS
A Visa Waiver Program for entering the USA is available for visitors from Andorra, Australia, Austria, Belgium, Brunei,
Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Japan,
Latvia, Liechtenstein, Lithuania, Luxembourg, Malta, Monaco, Netherlands, New Zealand, Norway, Portugal, San
Marino, Singapore, Slovakia, Slovenia, South Korea, Spain, Sweden, Switzerland, Taiwan and the United Kingdom.
The visa waiver is valid for a maximum of 90 days.
In order to use the visa waiver program you will need to apply for The Electronic System for Travel Authorization
(ESTA).
REGISTRATION POLICIES & TRAVEL
2014 PRIMEGLOBAL WORLD CONFERENCE
NOVEMBER 8-11, 2014
NEW YORK, NEW YORK, USA
Passport holders from American territories, Bermuda, and Canada may visit without a visa.
For complete Visa information, including fees, necessary documentation, and an international list of US
embassies, visit http://travel.state.gov/content/visas/english.html. Be sure to take action early – visas from
some countries can take a significant period of time to process.
WEATHER
Average temperature range in New York City during November is High 52°F / 11°C to Low 38°F / 3°C.
OPTIONAL SIGHTS, TOURS & ATTRACTIONS
For those members who are interested in pre- or post-conference sight-seeing, we’ve put together a myriad
of “must-see” attractions, activities and tours for you (click the link below to view).
http://gatewayna.primeglobal.net/benefits-resources/events/2014-world-conference-sites-attractions/
PLEASE NOTE: These tours & activities are optional and only recommendations. These tours &
activities are not part of the PrimeGlobal World Conference agenda nor are the costs included
in the conference registration fees. All sights, tours & attractions must be established and
coordinated on an individual basis.
For more information on visiting attractions, please call the concierge at the Grand Hyatt at +1-212-883-1234. For
information on walking tours and bus tours, you can contact the tour company directly or the Grand Hyatt Concierge.