High-Performance Leadership - The 6th Annual World Conference for Abacus Members - October 18-20, 2018 Royal Sonesta Hotel New Orleans, LA, USA ...
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High-Performance Leadership The 6th Annual World Conference for Abacus Members October 18-20, 2018 Royal Sonesta Hotel 2018 World Conference New Orleans, LA, USA
From the CEO
This year our World Conference is headed to “The Big Easy”, New Orleans, Louisiana! Join
us as we prepare to celebrate our sixth annual world conference in this multi-cultural, jazz-
loving, gumbo-cooking city. Our annual conference has become a true driver for our
organization’s growth. As our flagship event, members from across the globe unite at our
conferences to network, share knowledge and enjoy some time with old and new friends.
This year we have developed an educational program that will focus on partner leadership
and practice management, titled: “High-Performance Leadership”. Our practice management
round-tables continue to be one of our most highly rated sessions and as in past years, we
will offer plenty of time for benchmarking and sharing of best practices with discussion Sincerely,
revolving around technology and AI as well. We are truly looking forward to celebrating the
annual conference and expect an excellent turnout to the event. We have chosen the Royal
Sonesta Hotel as the hotel venue, with an excellent location in the heart of the French Quarter Julio Gabay
President & CEO
right off the world-famous Bourbon Street with easy access to the city and its many offerings.
Abacus Worldwide
We encourage each of our members to bring more than one partner to the conference as
we are certain you and your firm will reap benefits from attending this year’s conference. Please also remember
that each member’s 2018 dues include one pre-paid delegate registration for this conference regardless of
participation, so please register to attend and have your firm represented in New Orleans. As usual, I would like
to personally thank our Advisory Board members for supporting and assisting in the development of the program,
as well as our sponsors, and each of the guest speakers contributing to the educational agenda. I look forward to
seeing you all in New Orleans!
Don’t forget to use our hashtag: #AbacusNOLA2018
THANK YOU TO OUR SPONSORS
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Social Program Highlights
Join us Thursday evening as we kick off the 6th Annual World Conference
in NOLA. Delegates and accompanying Spouses and Guests will enjoy
a welcome cocktail reception at the Royal Sonesta Hotel. We will meet
at the Lobby Bar where we will enjoy a privately hosted reception
including Hors D'oeuvres and Cocktails while networking with colleagues
and friends. At the conclusion of the reception, delegates and guests
are free to enjoy the remainder of their evening at one of the many
venues in NOLA. While dinner will be at your leisure, we would like to
recommend a few restaurants within a short walk from the hotel:
The menu at Restaurant R’evolution boasts not Inspired by the cooking of South
only the chefs’ interpretations of New America, Spain, and the Gulf Coast,
Orleans classics such as gumbo, jambalaya, Chefs Donald Link, Stephen Stryjewski
shrimp and grits and beignets, but also new and Ryan Prewitt designed Pêche
creations utilizing ingredients from what Chef Seafood Grill. Focused on working with
Folse refers to as “the swamp floor pantry” of Louisiana. Classical New local fishermen and farmers who harvest sustainably, Pêche serves simply
Orleans ingredients such as Gulf shrimp and oysters, andouille sausage and prepared contemporary dishes, rustic creations cooked on an open hearth,
catfish appear alongside alligator, frog, crawfish, kumquats, sassafras and as well as fresh oysters and Gulf fish. Located at: 800 Magazine St, New
persimmons, indigenous ingredients that have defined Louisiana cooking for Orleans, LA 70130– a short 10-minute walk from hotel. Tel: +1 504 522
centuries. Located at: 777 Bienville St, New Orleans, LA 70130 – inside the 1744
Royal Sonesta Hotel Tel: +1 504 553 2277
Defying definition or simple August is located in a
classification, Susan Spicer's team historic 19th century
creates food that moves across a French-Creole building
spectrum of styles and influence. in New Orleans’
Using the freshest local ingredients to Central Business District. The interior is rich with original architectural details,
craft flavorful, balanced yet complex gleaming hardwood floors, soaring columns, mahogany paneling and antique
dishes is Bayona’s specialty. With mirrors. The main dining area caters to the most unique dining experience
inspiration from the Mediterranean, Asia, North Africa, France, Spain, Italy, and is comprised of three breath taking rooms: the elegant main dining room
and all around the United States, you will always find something new and with its signature crystal chandeliers, the two-story wine room and the
innovative on our daily specials. Located at: 430 Dauphine St, New Orleans, intimate Gravier room. Located at: 301 Tchoupitoulas St., New Orleans, LA
LA 70112 – a short 5-minute walk from hotel Tel: +1 504 525 4455 70130 – a short 10-minute walk from hotel Tel: +1 504 299 9777
In addition, you may view the 10 most booked restaurants in NOLA on the following link: Open Table Top 10
On Friday morning, for accompanying Spouses and
Guests only, we will organize a walking tour of the
Garden District followed by lunch. On Friday
afternoon and evening, Delegates and
accompanying Spouses and Guests, are invited to
a sightseeing tour of New Orleans followed by a
Networking Dinner at Arnaud’s – In 1918, a colorful, French wine salesman named
Arnaud Cazenave opened the grand New Orleans restaurant that bears his name with a commitment to serving
quality Creole cuisine. Arnaud believed, quite simply, that the pursuit of the pleasures of the table is as worthy as
anything else one chooses to pursue in life.
Agenda
Thursday October 18th
6:00PM–8:00PM Welcome Cocktail Reception – Kick-off the conference with ample time to network
with members. Delegates and accompanying Spouses and Guests will meet at the
Lobby Bar for a private Welcome Reception including light Hors D'oeuvres. (Dinner at
your leisure)
Attire: Smart Casual
Friday October 19th
7:30AM–8:45AM Breakfast – Continental outside the meeting room
9:00AM–9:45AM Welcome & Abacus Worldwide Annual Update – this presentation will give members
a look at our year 6 development and future focus – Presented by Julio Gabay,
President & CEO of Abacus Worldwide
9:45AM–10:30AM Firm Introductions – New Members only
10:30AM–11:00AM Networking Coffee Break
11:00AM–12:30PM “Mindset Matters: How High-Performance Thinking has become the new Competitive
Advantage" – Keynote Presentation Presented by Sergio Tigera, Executive Director of The
Pacific Institute – In today's world of accelerating change and increasing demands, unless
you change the way you think, you are locked into yesterday's performance. The Pacific
Institute® specializes in creating mindsets for high performance.
12:30PM–2:00PM Lunch
2:00PM–3:30PM Practice Management/Partner Leadership/Staffing – Round-table Session – Session
moderated by David Bergstein – members will discuss current firm management
hurdles, and fresh ideas for managing a professional service firm.
3:30PM–3:45PM Networking Coffee Break
3:45PM–4:30PM Navigating US Trade Sanctions – We will hear from Galloway Johnson our NOLA
member firm on the current scope of US sanctions, including the applicability of
secondary sanctions, and how firms can advise their clients on strategies to avoid
violation.
5:00PM–7:00PM Networking Tour – Delegates and accompanying Spouses and Guests are invited to a
sightseeing tour of New Orleans – we will depart the hotel lobby at 5:00PM sharp
8:00PM–10:30PM Networking Dinner at Arnaud’s – Delegates and accompanying Spouses and Guests are
invited to dinner. Arnaud's has defined New Orleans fine dining for the past 100 years
and counting. Come experience Traditional New Orleans Cuisine you'll never forget.
Attire: Business Casual
Saturday October 20th
7:30AM–8:45AM Breakfast – Continental outside the meeting room
9:00AM–10:00AM Cyber Liability – Presented by XPan Law Group and Novak Francella
10:00AM–10:30AM Networking Coffee Break
10:30AM–11:30AM Technology (AI Blockchain) – Round-table Session – Session moderated by David
Bergstein – members will discuss technology trends, hurdles and opportunities
11:30AM–12:30PM Firm Growth – Round-table Session – Session moderated by David Bergstein –
members will discuss ways to grow a practice, marketing and business development
12:30PM–12:45PM Closing Remarks – The way forward – Julio Gabay
12:45PM–2:00PM Closing Lunch – accompanying Spouses and Guests are invited to lunch with
Delegates
Attire: Business Casual
CPE Information
Annual World Conference Speakers from industry, the profession, and academia will present new ideas
and invaluable information on firm leadership. With sessions on Marketing, Technology and Firm Management, your
organization will want to be represented as participants deal with the current issues in firm management.
At this conference, participants will: REGISTRATION
To register, please complete the attached registration
• Communicate the global developments and form and return via email to
activities in place within Abacus Worldwide. info@abacusworldwide.org.
• Improve and maintain profitability through
capitalizing on new opportunities. $1050 for members
• Develop priority setting and relationship $1150 for non-members
building strategies critical to taking advantage
of profit peaks; Conference participants can earn up to 8 hours in
• Understand why required roles and resources Marketing, Social Environment of Business, and
are crucial to your firm’s success. Business Management & Organization
• Identify the international tools and resources
available through the association. Additional Information
REFUND AND CANCELLATION POLICY Prerequisite: Appropriate standing in the firm
Cancellation of delegate registration must be Who should attend:
submitted in writing via email at Managing Partners
info@abacusworldwide.org and must be received on Partners
or before September 6, 2018 by 5:00PM Eastern to Managers
receive a full refund less a $75 registration cancellation
processing fee. Another registrant may be substituted Advanced preparation: Presentations and Practice
for no additional fee. No telephone cancellations will Management Survey will be sent to participants prior
be accepted. A 50% refund less a $75 registration to conference
cancellation processing fee will be granted for
cancellations submitted to Julio Gabay in writing via Program Level: Advanced/update
email from September 6 to October 2, 2018. No
refunds will be granted after October 2. Refunds will Delivery Method: Group-Live
be processed within 30 days after the conference.
Abacus Worldwide, LLC 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
Registration
Page I
DELEGATE REGISTRATION
(Please complete a separate registration form for each participant from your firm)
Delegate First Name
Delegate Last Name
Nickname for badge
Firm
Title
Address
City State Zip
Country
Email Telephone
Please List Any Dietary Restrictions
PHOTO FOR CONFERENCE DIRECTORY: Please be sure to email a current photo of yourself, in digital format (JPG,
GIF, TIFF), to Abacus Worldwide at info@abacusworldwide.org no later than September 6, 2018.
GUEST REGISTRATION
(Please complete a separate registration form for each accompanying guest participant)
Guest First Name
Guest Last Name
Nickname for badge
Dietary Restrictions:
PHOTO FOR CONFERENCE DIRECTORY: Please be sure to email a current photo of yourself, in digital format (JPG,
GIF, TIFF), to Abacus Worldwide at info@abacusworldwide.org no later than September 6, 2018.
REGISTRATIONS MUST BE RECEIVED BY ABACUS WORLDWIDE BY SEPTEMBER 6, 2018 AT 5:00PM EASTERN
Registration
Page II
Payment Form
Type Fee # of Attendees Subtotal
1st Delegate Registration PRE-PAID
(Abacus Members) X 1 0 = 00.00
2nd Delegate Registration US $1050
(Abacus Members) X =
Delegate Registration US 1150
(Non-Abacus Members) X =
Accompanying US $700
Guests/Spouse X =
TOTAL = =
Delegate Registration Fee Includes: Opening Cocktail Reception/Hors D'oeuvres; Walking Tour; Dinner at Arnaud’s;
Conference Coffee Breaks; Conference Lunches; and all Conference Sessions & Materials.
Guest/Spouse Registration Fee Includes: Opening Cocktail Reception/Hors D'oeuvres; Spouse Tour as well as Lunch and
Walking Tour; Dinner at Arnaud’s; and Closing Lunch with Delegates.
☐I will Send Payment via Check from a US Bank
☐Please Charge my Credit Card Below
Credit Card Type: ☐Visa ☐Master Card ☐Discover ☐American Express
Credit Card Number:
Credit card CID Number: Expiration:
Billing Street Address Only:
Billing Postal Code Only:
Name on Credit Card:
PAYMENT OF REGISTRATION FEES MUST ACCOMPANY REGISTRATION FORMS
To register, please fill-in this registration and payment form, click on “file”, then “save as”, then save to your
computer, and email saved form to Abacus via info@abacusworldwide.org by no later than September 6, 2018
If paying via US check, mail payment to: P.O. Box 56-1166 Miami FL 33256-1166, USA by no later than
September 6, 2018.
Hotel Reservations To reserve your discounted room at the Royal Sonesta Hotel, please click the following link: Book your group rate for the Abacus Worldwide Annual Conference The Abacus Worldwide Conference rate at the Royal Sonesta Hotel is $ 229.00 per night for single occupancy and $ 249.00 for double occupancy. Room rates DO NOT include Taxes. For booking additional nights pre or post the event dates please book using the link then contact Abacus to add additional dates under the discounted rate. To upgrade to a suite, please make requests to Abacus Worldwide and you will be directed to the hotel contact for booking. Room Type Rate How to Book Reservation Deluxe Room Single $ 229.00 Book your group rate for the Abacus Worldwide Annual Conference Deluxe Room Double $ 249.00 Book your group rate for the Abacus Worldwide Annual Conference Suite Upgrades Upon Request TBD Email Abacus Worldwide with request to be sent to hotel booking Room types are not guaranteed and are based upon availability only. Sleeping room rates are commissionable and DO NOT include taxes. Rates DO NOT include Breakfast. To receive the group rate, reservations must be made no later than September 6, 2018. Reservations requested by attendees after this date will be accepted based upon availability. Quoted sleeping rates will be offered, based on space and rate availability, to attendees 3 days before and 3 days after the conference dates of October 18 and 19. If you require additional nights pre or post the event dates, please make you booking using the link above over the conference dates (18 and 19), then contact Abacus Worldwide in order to include additional nights under the discounted rate. HOTEL DEPOSITS / CANCELLATION POLICY / CHECK-IN/OUT A deposit equal to one night’s stay is required to hold each guest’s reservation and will be charged at the time the reservation is made. Upon check-in, the deposit is applied to the first of the reserved stay. Deposits may be refunded only if the hotel receives notice of cancelation at least 72 hours prior to scheduled arrival. Check-in time is 4:00 PM and check-out time is 12:00 PM. All guests arriving before 4:00 PM will be accommodated as rooms become available.
Conference Registration Policy
FEES AND DEADLINES AT A GLANCE
Action How Cost Send Payment To Deadline Date
Register for Send above Delegate Fees: Abacus Worldwide September 6,
st
Conference form to Abacus 1 Delegate PREPAID 2018, 5:00 PM
Worldwide $1050 per additional delegate member Eastern
$1150 per non-member
$700 per accompanying guest/spouse
Book Hotel Contact the $ 229.00 single or $ 249.00 double per Royal Sonesta Hotel September 6,
Conrad London night, Tax and Breakfast NOT included. 2018
St James
Book Travel Book direct with Variable, depending on departure Airline/Transportation As soon as
preferred airline location and travel dates vendor of delegate’s possible to
or travel agent choice ensure best
airfares
DEADLINE
To be considered “on time” and thereby guaranteed full access to all conference sessions and events, conference
registrations must be received by Abacus Worldwide by no later than 5:00 PM Eastern on September 6, 2018.
Please note that hotel reservations are first-come, first-served and are not guaranteed under this registration policy.
Consult the “hotel reservations” section of this registration packet for information about hotel registration deadlines
and how to register for your hotel room.
CURRENCY
Fees listed for conference registration payable to Abacus are in USD$. Fees listed for hotel rates payable to the
hotel are in USD $.
CANCELLATION POLICY
DELEGATE: Cancellation of registration must be submitted in writing to Julio Gabay via email at
julio@abacusworldwide.org and must be received on or before September 6, 2018 by 5:00PM Eastern 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 Julio Gabay in writing via email from September 6 to
October 2, 2018. No refunds will be granted after October 2 due to guarantees that have already been placed
by Abacus Worldwide. Refunds will be processed within 30 days after the conference.
GUEST: Guest registrations can be cancelled up to October 2, 2018 for a partial refund of 50% less a $75
registration cancellation fee. No refunds will be made after October 2. All cancellations must be made in writing
and submitted to Julio Gabay via email at julio@abacusworldwide.org. No telephone cancellations will be
accepted. Refunds will be processed within 30 days after the conference.DELEGATE PHOTO CONFERENCE DIRECTORY We are producing a photo conference directory for all those attending the 2018 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. Please email a recent photo of yourself in electronic format (JPG, GIF, TIFF) to Abacus Worldwide at info@abacusworldwide.org. For inclusion in the directory, your photo and registration materials MUST be received no later than September 6, 2018. GROUND TRANSPORTATION TO HOTEL From New Orleans International Airport to the Royal Sonesta Hotel: Distance from Hotel: 16 miles Taxi Drive Time: 40 minutes Taxi Typical Minimum Charge: $36.00 Hotel Address: Royal Sonesta Hotel 300 Bourbon Street New Orleans, LA 70130 United States Tel: +1 504 586 0300 WEATHER Average temperature in New Orleans during October is High 81° to Low 62° (F) -- High 27° to Low 17° (C). OTHER ACTIVITIES WHILE IN NEW ORLEANS For more information on attractions and activities in and around New Orleans please visit: https://www.neworleans.com/. In addition, if you require further assistance or guidance with regard to your visit to NOLA, please contact Julio Gabay with Abacus Worldwide at julio@abacusworldwide.org or at +1-305-389- 9466.
Abacus Worldwide, LLC info@abacusworldwide.org +1-305-407-3088 or +1-855-800-6307 P.O. Box 56-1166, MIAMI, FL 33256-1166 USA www.abacusworldwide.org
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