Webinars & Events

  • Joe Tarasco will be presenting a webinar for MGI North America on Tuesday, August 29, from 1:00 - 3:00 PM ET, about Strategies for Large Firms. Register for this webinar by visiting this link and to learn more about the topics to be discussed.


Previous Accounting Industry Speaking Engagements & Appearances

  • Joe Tarasco, presented a webinar for CPA Leadership on Monday June 5th, 2023 about Private Equity vs. M&A in Public Accounting: Strategies & Insights to Help Partners Weigh Options and Make Informed Decisions.

  • Joe Tarasco presented “An Adaptive CPA Firm Business Model” to CTCPA members - November 15, 2018.

  • Joe Tarasco presented “A New Business Model for 3 to 10 Partner Firms— A Model You Can Implement” via webinar to CPA Leadership Institute - November 14, 2018.

  • Nancy Damato attended MJBizCon in Las Vegas November 14 – 16, 2018. Read her guest blog on the conference — “Observations from MJBizCon – An Interview with the Bridge West Team.

  • Nancy Damato attended the Inaugural New Jersey Cannabis Summit, “Growing a Sustainable Industry in the Garden State” — a summit highlighting the opportunities and obstacles in this multi-billion-dollar industry in the Garden State. - Oct 24, 2018

  • Joe Tarasco and Nancy Damato attended the MGI Global AGM in San Francisco on October 17-19. The meeting was attended by representatives from 32 countries from across MGI’s global accounting network.

  • Joe Tarasco presented “Overcoming the CPA Profession’s Perfect Storm” for Surgent FutureCast Series subscribers. - August 14, 2018

  • Joe Tarasco presented “Brave New Accounting World” or Surgent FutureCast Series subscribers. - July 16, 2018

  • Joe Tarasco presented “Avoiding Risk in CPA Firm Mergers” for Surgent FutureCast Series subscribers. - June 13, 2018

  • Joe Tarasco presented “Avoiding Risk in CPA Firm Mergers” to the Florida State Society of CPAs - May 31, 2018.

  • Joe Tarasco presented “Overcoming the Perfect Storm (Challenges) in the Accounting Industry” to the Connecticut Society of CPAs - May 23, 2018.

  • Joe Tarasco presented “Firm Culture and Managing Change” for Surgent FutureCast Series subscribers. - May 10, 2018

  • Joe Tarasco and Nancy Damato presented “The Future of the Accounting Firm Marketplace and the Impact on Strategy” to the NJCPA Morris/Sussex Chapter - September 18, 2017.

  • Joe Tarasco and Nancy Damato were the keynote speakers at the HLB North American conference in Maui, Hawaii - May 22, 2017.

  • Joe Tarasco and Nancy Damato presented at the MGI North American conference on marketing, growth initiatives and practice management topics, in Scottsdale, Arizona - May 18-19, 2017.

  • Joe Tarasco presented “Avoiding Risks in CPA Firm Mergers” via webinar to the members of The Association of Accounting Administrators - May 15, 2017.

  • Joseph Tarasco presented “Avoiding Risk in CPA Firm Mergers” via webinar - January 18, 2017.