NextGen Roundtable
Connect with partners and partner candidates representing firms across the country in our virtual partner roundtable. Gain insights from expert speakers while accelerating your ability to solve problems, respond to challenges, lead, and grow a profitable practice. This roundtable is CPE credit eligible.
Topics, Meeting Dates, and Speakers
Sept. 20, 2023
Sept. 22, 2023
11:30 a.m.-1:30 p.m. ET
Benchmarking and MAP Survey Results Review
Featuring: Art Kuesel
Nov. 2, 2023
1:00-3:30 p.m. ET
Subscription Pricing and Concierge Services
Featuring: Ed Kless, Sage
Dec. 13, 2023
Dec. 8, 2023
11:30 a.m.-1:30 p.m. ET
Practice Automation Using AI
Speaker from Aiwyn
Jan. 17, 2024
1:00-3:30 p.m. ET
M&A Landscape
Featuring: Gary Thomson, Thomson Consulting
Feb. 14, 2024
1:00-3:30 p.m. ET
Building a Culture of Resilience
Featuring: Kathie Rotz, Unity Consulting Inc.
(abbreviated meeting)
May 3, 2024
1:00-3:30 p.m. ET
Busy Season Debrief
Featuring: Art Kuesel & Kristen Rampe, CPA, Rosenberg Associates
June 12, 2023
June 5, 2024
11:30 a.m.-1:30 p.m. ET
Buy-In Models/Bringing in New Partners
Featuring: Kristen Rampe, CPA, Rosenberg Associates
July 17, 2024
1:00-3:30 p.m. ET
Tactics & Strategies in Employee Benefits: Survey Results
Featuring: Art Kuesel & Kristen Rampe, CPA, Rosenberg Associates
All meetings are via Zoom.
Please note: dates are tentative while finalizing the speaker lineup.
Price
$2,300 per partner, payable in advance for the entire year
CPE Credits
Full participation earns 21.6 CPE Credits.
Member Benefits
Your hosts and facilitators, Art Kuesel and Kristen Rampe, CPA, draw upon best practices learned in practice, consulting, and as hosts to nearly 10 active CPA roundtables. Your membership includes eight virtual meetings a year and an assignment to a smaller cohort group for peer relationship development and idea exchange. Membership will be limited to enable engagement and interaction.
Any questions or want to set up a call to discuss? Reach out to kristen@rosenbergassoc.com or art@kueselconsulting.com.
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