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REPORT OF THE CHAIRMAN 2013 Annual Worldwide Meeting The Shelbourne Hotel Dublin , Ireland October 19-22, 2013

REPORT OF THE CHAIRMAN 2013 Annual Worldwide Meeting The Shelbourne Hotel Dublin , Ireland October 19-22, 2013. WELCOME!. MY TEAM. WORLDWIDE BOARD EFFECTIVE JULY 1, 2013 10 VOTING MEMBERS 2 NON VOTING MEMBERS ASSISTED BY WW EXECUTIVE DIRECTOR

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REPORT OF THE CHAIRMAN 2013 Annual Worldwide Meeting The Shelbourne Hotel Dublin , Ireland October 19-22, 2013

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  1. REPORT OF THE CHAIRMAN 2013 Annual Worldwide Meeting The Shelbourne Hotel Dublin, Ireland October 19-22, 2013

  2. WELCOME!

  3. MY TEAM

  4. WORLDWIDE BOARD EFFECTIVE JULY 1, 2013 10 VOTING MEMBERS 2 NON VOTING MEMBERS ASSISTED BY WW EXECUTIVE DIRECTOR REGIONAL EXECUTIVE DIRECTORS IN ATTENDANCE

  5. Angelo Colombo, Chairman Milan, Italy Howard Rosen, Vice Chairman/Treasurer St. Louis, Missouri, USA Nilar Chan Hong Kong, China LourensOosthuizen Cape Town, South Africa Tim Partridge Bunbury, Australia Manuel Rangel, Jr. Mexico City, Mexico Jason Tonjes Omaha, Nebraska, USA Peter Walter Düsseldorf, Germany Danielle Winkle Chicago, Illinois, USA Shimon Yarel Tel Aviv, Israel Ray Nisivoccia(Non-Voting Member) Mt. Arlington, New Jersey, USA Bob Rothenberg (Non-Voting Member) London, United Kingdom

  6. BOARD MEMBERS TASKS Peter Walter Tax Tim PartridgeStandards Shimon Yarel Marketing DanielleWinkleRecruitment Manuel Rangel Governance Bob Rothenberg Accounting landscape

  7. SPECIAL THANKS TO: Peter Chong Kuala Lumpur Don Timmins Ottawa Stephen Roger Sydney

  8. Maureen Schwartz New York, USA Team of 4 assistants WORLDWIDE EXECUTIVE DIRECTOR

  9. TAX Lien Le Houston, Texas, USA STANDARDS Jason Croston Brisbane, Australia INTERNATIONAL COMMITTEE CHAIRS

  10. STATISTICS

  11. 2012 IAB WORLD SURVEY

  12. MEMBERSHIP • INDEPENDENCY • EXCLUSIVITY • FULL MEMBERSHIP

  13. CURRENT MEMBERSHIP 152 FIRMS IN 80 COUNTRIES

  14. MEMBERSHIP • Member in good standing/proactive • Professionallyqualified (standards) • “Trustworthy” • Culture for International business

  15. RECRUITMENT

  16. Guidelines about recruitment • New standards about applicant firms • Specialrequirementsfor candidate firms in major cities (financialcenters) of the world • Intensified recruitment in China and India, with priority to China

  17. Americas 0 Asia/Pacific 3 Europe, Middle East & Africa 3 TOTAL 6 NEW MEMBERS SINCE LAST MEETING

  18. Abou Nasr and Associates (Erbil, Iraq) ACE - AUDITANGOL CONSULTING ENTERPRISE, LDA. (Luanda, Angola) Advantage Advisors (Melbourne, Australia) GESEM Consultores (Alicante, Spain) Jinghua CPAs Company Limited (Beijing, China) Shanghai JaHwa CPAs (Shanghai, China) NEW MEMBERS

  19. Americas 65 Asia/Pacific 24 Europe, Middle East & Africa 63 TOTAL 152 CURRENT MEMBERSHIP

  20. MEMBER SERVICES

  21. MEMBER SERVICES • Increase Business Opportunities Among Members (Ongoing) • Technical and sub-regional conferences held throughout the year • Breakout groups during Worldwide and Regional Meetings • Continual improvements to website to identify expertise and facilitate communication • International tax database and country matrix • Improved methodology to track referrals • “Doing Business” brochure series for 45 countries – be sure YOURS is updated!

  22. MEMBER SERVICES • Directory Application

  23. Member Marketing and Promotion - Funding for Client Business Panels and Receptions at regional and worldwide meetings (as in New York/Chicago) - Funding to regions to increase branding and name recognition - Firm Profiles in each BKR Worldwide Bulletin - Greater visibility at industry conferences - BKR Scholarship Award Program MEMBER SERVICES

  24. Tracy Warner from the University of Illinois at Chicago accepts BKR’s Scholarship Award from Angelo Colombo, Danielle Winkle (Chicago), and BKR Executive Director Maureen Schwartz (New York).

  25. NEW SYSTEM FOR REFERRAL COLLECTION The Executive Office is now collecting referrals on a quarterly basis. Results reported are as follows (amounts in dollars):

  26. NEW WORLDWIDE EXECUTIVE OFFICE BKR Reception View of New Freedom Tower

  27. FINANCES • WW and all regions closed their accounts for FYE 2013 with positive results. • Board is reviewing the possibility of reducing dues for firms in developingcountries (effective FY 2015).

  28. 2014 San Francisco, California: October 18-21 2015 Paris, France: October TBD FUTURE WORLDWIDE MEETINGS

  29. The Worldwide Board Regional and Committee Chairs The Executive Office and Regional Staff A WORLD OF THANKS TO:

  30. WWW.BKR.COM REMINDER

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