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.
New 2026-2027 Session
July 21, 2026
Managing Partner Guest Speaker
Featuring: Steve McDonald, Managing Partner, Abdo Solutions
Sept. 22, 2026
Tech Update – Trending Apps for Your Tech Stack
Featuring: Roman Kepczyk, Director of Firm Technology Strategy, Rightworks
Oct. 27, 2026
Rosenberg Survey Data Review +
Pricing, Billing & Collection: Strategies and Process
Roundtable Discussion
Dec. 8, 2026
Utilizing AI in Your CPA Firm
Featuring: Aaron Dawson, CEO, Opsahl Dawson
Jan. 19, 2027
Managing Partner Guest Speaker
Featuring: TBD
Feb. 16, 2027
Professor Panel:
-How to Ignite Productivity from New Staff
-What the Accounting Profession Needs Most from New Professionals
Featuring: Joon Seok Moon, Professor of Accountancy, California State University, Northridge & TBD on additional professors
April 27, 2027
Busy Season Recap
Roundtable Discussion
May 25, 2027
Managing Partner Guest Speaker
Featuring: 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 | 2025-2026 topics and speakers
Price
$4,000 per person for the series, pro-rated for mid-year joiners.
Successor MPs who will be assuming the role in 2026-2027 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 the 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.