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.

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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