Millennial Managing Partner Roundtable 2023-2024

Millennial MP Roundtable









  • Are you interested in growing faster or building a cutting-edge practice?
  • Have you implemented new strategies, found success, and want more?
  • Need to build a team and retain top talent to remain independent? 

Register Now

Why Join Our Virtual Millennial MP Roundtable?

  • Network with other Millennial MPs who are exploring new, modern solutions to industry problems.
  • Get answers to your firm leadership questions from an all-star lineup of long-term MPs at successful firms.
  • Learn from your peers and experienced Millennial MPs about their best forward-thinking practices with practical advice for implementation to achieve your business goals faster.
  • Identify innovative practices that can benefit your firm and improve profitability.

Topics, Meeting Dates, and Speakers

Bonus meeting for early joiners: June 13, 2023 – Bringing in New Partners


Kyle Parks Headshot

July 18, 2023

Culture & Benefits for Staff Retention and Engagement

Featuring: Kyle Parks, Leading Partner, Maxwell, Locke & Ritter


John Kirsch headshot

Sept. 19, 2023

Profitability and Succession Planning

Featuring: John Kirsch, Managing Partner, Kirsch CPAs


Oct. 17, 2023

Topic & Speaker TBD – Managing Capacity / Smoothing Busy Season 

David Wurtzbacher

Dec. 12, 2023

Private Equity Overview

Featuring: David Wurtzbacher, CEO, Ascend Together


Jan. 16, 2024

Learning and Development Plans/Approaches

Featuring: Shonda Tucker, Director of Talent,  KHA Accountants


Roman Kepczyk Headshot

Feb. 13, 2024

Technology Trends for CPA Firms

Featuring: Roman Kepczyk, Director of Firm Technology Strategy, Right Networks


May 14, 2024

Topic & Speaker TBD – Using EOS/Alternative Leadership and Management Structures

June 11, 2024

Topic & Speaker TBD

All meetings are from 1:00-3:00 p.m. ET via Zoom.


$3,000 per person for the series, pro-rated for mid-year joiners.
Successor MPs who will be assuming the role in 2023-2024 are welcome to join. 



  • 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
  • Exclusive access to a private social/chat group to continue conversations, ask questions, and share resources outside scheduled meetings

Meeting Format

30-minutes: Speaker shares background, leadership accomplishments, and initiatives aligned with our meeting topic
30-minutes: Q&A with speaker
60-minutes: Peer-to-peer learning and networking with Millennial MPs via small-group and full-group discussions 

Any questions or want to set up a call to discuss? Reach out to


Register Here for the Millennial Managing Partner Roundtable:

Millenial Status(Required)
To keep true (enough) to our name, it's important that members of this group are in the Millennial generation or near to it. If your age is outside these ranges and you wish to be considered please email