COO Roundtable
- Are you interested in enhancing your firm’s operations?
- Want to learn what strategies other CPA firm COOs are using to find success?
- Need help with managing your partners and holding them accountable?
Why Join Our NEW Virtual COO Roundtable?*
- Network with other COOs who are drivers of performance and leaders in their firms.
- Get best practices on firm operations from an all-star lineup of industry experts.
- Share firm challenges and benefit from the input of your peers to help solve them.
- Advance your career and performance by learning both hard and soft skills.
*Firm Administrators functioning like COOs (e.g., managing HR, IT, finance, and/or admin functions) are also welcome to join.
2024-2025 Meeting Dates
Oct. 25, 2024
Partner Accountability
Featuring: Kristen Rampe, Managing Partner, Rosenberg Associates
Dec. 13, 2024
Change Management
Featuring: Matt Rampe, ASA, PCC, Partner, Rosenberg Associates
January 24, 2025
Entrepreneurial Operating System
Featuring: Chase Carpenter, COO, H&S Companies
Feb. 28, 2025
M&A Update
Featuring: Art Kuesel, Founder and President, Kuesel Consulting
March 7, 2025
Technology Update
Featuring: Roman Kepczyk, Director of Firm Technology, Rigtworks
April 4, 2025
Rosenberg Survey & Growth
Featuring: Charles Hylan, CPA, MBA, Managing Director, The Growth Partnership
May 9, 2025
Strategic Planning
Featuring: Jeff Arnol, Former Managing Partner of Kessler Orlean Silver, Consultant at Rosenberg Associates & Matt Rampe, ASA, PCC, Partner, Rosenberg Associates
June 13, 2025
HR Update
Featuring: Amanda Lilley, CPA, SHRM-CP, PHR, Consulting Manager, Rosenberg Associates
All meetings are from 1:00-3:00 p.m. ET via Zoom.
Price
$3,300 per person for the series
Pro-rated fees are available. Email us to learn about pricing.
Includes
- Facilitated meetings with peer-to-peer sharing
- Small group cohort-based networking, paired with firms of similar sizes, for more in-depth discussion and idea exchange
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Meeting Format |
|---|---|
| 30-minutes: | Speaker presents on meeting topic |
| 30-minutes: | Q&A with speaker |
| 60-minutes: | Peer-to-peer learning and networking with COOs via small-group and full-group discussions |
Any questions or want to set up a call to discuss? Reach out to matt@rosenbergassoc.com.