NextGen Roundtable

Next Gen 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

Art Kuesel

Sept. 20, 2023

Sept. 22, 2023

11:30 a.m.-1:30 p.m. ET

Benchmarking and MAP Survey Results Review

Featuring: Art Kuesel

Ed Kless

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

Gary Thomson Headshot

Jan. 17, 2024

1:00-3:30 p.m. ET

M&A Landscape

Featuring: Gary Thomson, Thomson Consulting


Kathie Rotz Headshot

Feb. 14, 2024

1:00-3:30 p.m. ET

Building a Culture of Resilience

Featuring: Kathie Rotz, Unity Consulting Inc.

(abbreviated meeting)

Art Kuesel and Kristen Rampe headshots

May 3, 2024

1:00-3:30 p.m. ET

Busy Season Debrief

Featuring: Art Kuesel & Kristen Rampe, CPA, Rosenberg Associates


Kristen Rampe headshot

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

Art Kuesel and Kristen Rampe headshots

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.



$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 or


Register Below


Name (Participant 1)(Required)

Additional Participant Contact Information (Optional)

Complete only if you are registering a second partner from your firm.
Name (Participant 2)
Maximum of two participants per firm.

General Information

Business Address(Required)
Metro location(s) of your client base.
Include everyone from partners to admin.
Is your firm a member of an association? If so, which one?