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. 24, 2025

12:00-2:00 p.m. ET

2025 Rosenberg Benchmarking Survey 

Featuring:  Art Kuesel, Founder, Kuesel Consulting & Kristen Rampe, CPA, Managing Partner, Rosenberg Associates

 

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Dec. 10, 2025

12:00-2:00 p.m. ET

Private Equity Update and Overview

Featuring: Matt Rampe, ASA, PCC, Partner, Rosenberg Associates

Jan. 7, 2026

12:00-2:00 p.m. ET

What’s Your AI IQ?

Featuring: Katie Tolin, Co-Founder, XceLabs

Feb. 11, 2026

12:00-2:00 p.m. ET

Partner Development – Your Key to Succession Planning

Featuring: Art Kuesel, Founder, Kuesel Consulting & Kristen Rampe, CPA, Managing Partner, Rosenberg Associates

April 22, 2026

12:00-2:00 p.m. ET

Post-Busy Season Review

Featuring: Art Kuesel, Founder, Kuesel Consulting & Kristen Rampe, CPA, Managing Partner, Rosenberg Associates
Additional speaker TBD

May 27, 2026

12:00-2:00 p.m. ET

Social Media Networking & Personal Branding

Featuring: Tricia Katebini, CPA, MBA, Partner, GRF CPAs & Advisors

June 24, 2026

12:00-2:00 p.m. ET

Enhanced Decision Making for Firm Leaders

Featuring: Kristen Rampe, CPA, Managing Partner, Rosenberg Associates

July/August 2026 (date TBD)

12:00-2:00 p.m. ET

Managing Partner Series

Featuring: Sean Boland, Managing Partner, DSB Rock Island

All meetings are via Zoom.

Please note that dates are tentative while we finalize the speaker lineup.

View the topics and speakers you have missed: 2023-2024 & 2024-2025

Price

$4,000
We will invoice your firm directly for payment.

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. 

If you are a new member, please register below, and you will receive an invoice shortly.

If you are a returning member, we will invoice your firm directly.