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
Featuring: Kristen Rampe, CPA, Managing Partner, Rosenberg Associates
Feb. 10, 2026
Managing Partner Guest Speaker
Featuring: Glenn Miller, CPA, Managing Partner – Audit & Assurance, Wegner CPAs
April 28, 2026
Busy Season Recap
Featuring: Kristen Rampe, CPA, Managing Partner, Rosenberg Associates
May 26, 2026
Managing Partner Guest Speaker
Featuring: Chase Carpenter, CEO and Partner, H&S Companies
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
$4,000 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.