Millennial Managing Partner 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?
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.
2025-2026 Session
July 15, 2025
Business Development Strategies for Firm Owners & Managers
Featuring: Art Kuesel, Founder, Kuesel Consulting
Sept. 23, 2025
Managing Partner Guest Speaker
Featuring: Paul Oliveira, CEO, KLR
Oct. 28, 2025
EOS Firm Panel
Featuring: Gwen Nichols, President & CEO, Nichols & Company CPAs; Nick Pantaleo, CFO & Partner, Tri-Merit; Stephen Stokes, Managing Partner, Stokes and Company
Dec. 9, 2025
Managing Partner Guest Speaker
Featuring: Michael R Gillis, CPA, PFS, CGMA, Partner & Co-CEO, DMJPS CPAs & Advisors
Jan. 13, 2026
Governance & Leadership Strategy
Speaker TBD
Feb. 10, 2026
Managing Partner Guest Speaker
Speaker TBD
April 28, 2026
Busy Season Recap
Speaker TBD
May 26, 2026
Managing Partner Guest Speaker
Speaker TBD
All meetings are from 1:00-3:00 p.m. ET via Zoom (unless otherwise noted).
See what you missed in the past: 2023-2024 topics and speakers | 2024-2025 topics and speakers
Price
$3,500 per person for the series, pro-rated for mid-year joiners.
Successor MPs who will be assuming the role in 2025-2026 are welcome to join.
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 |
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| 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 kristen@rosenbergassoc.com.