Millennial Managing Partner Roundtable

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? 

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.

2024-2025 Meeting Dates

Arty Biden

July 16, 2024

Governance Models & Change Management

Featuring: Arty Briden, Managing Partner, Seidel Schroeder

 

 


Steve CoganSept. 24, 2024

Strategy and Technology for Growth

Featuring: Steve Cogan, CPA, Managing Principal, REDW Advisors & CPAs

 

 


Kristen Rampe headshot

Oct. 29, 2024

Benchmarking and Rosenberg Survey Results Review

Featuring: Kristen Rampe, Managing Partner, Rosenberg Associates

Please note: This session takes place from 3:00-5:00 p.m.

 


Andy Presti headshot

Dec. 10, 2024

Partner Dynamics and Profitability

Featuring: Andrew Presti, Senior Partner, Presti & Naegele

 


Jeff Arnol

Jan. 14, 2025

Making Tough Decisions in the Best Interest of the Firm

Featuring: Jeff Arnol, Former Managing Partner of Kessler Orlean Silver,  Consultant at Rosenberg Associates

 

 


Pam Baker

Feb. 11, 2025

Partner Development and Succession

Featuring: Pamela Baker, Barbacane Thorton & Company

 

 


Kristen Rampe headshot

April 29, 2025

Staff Incentives – Facilitated Conversation

Featuring: Kristen Rampe, Rosenberg Associates

 

 


May 27, 2025

Topic and speaker TBD


All meetings are from 1:00-3:00 p.m. ET via Zoom (unless otherwise noted).

View the 2023-2024 topics and speakers to see what you missed!

Price

$3,300 per person for the series, pro-rated for mid-year joiners.
Successor MPs who will be assuming the role in 2024-2025 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

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 kristen@rosenbergassoc.com.

 

If you are a new member, please register below. If you are a returning member, we will invoice your firm directly.

Name(Required)
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 kristen@rosenbergassoc.com.
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