These peer groups enable up-and-coming, managing, and leading partners to build meaningful relationships in the CPA community while addressing common challenges, exploring professional trends, and building meaningful, valuable relationships. Guest speakers and facilitators further extend opportunities for information, networking, and connection. Each group has a deep roster of ~25 members, enabling lively, valuable interaction at every meeting.
Each group meets eight times between May and February. The meetings alternate between in-person and virtual.
2023-2024 Chicago NextGen Roundtable: Topics and Calendar
Meeting time unless otherwise noted is 8:30 – 11:30am
All In-Person Meetings to be held at the Renaissance North Shore, 933 Skokie Blvd., Northbrook, IL 60062
| Date | Location | Topic(s) |
|---|---|---|
| May 4 | In Person at Renaissance North Shore | “Busy Season Recap“ Art Kuesel |
| June 8 | Via Zoom | “Improving Resiliency & Wellness in your Firm” Kathie Rotz/Unity Consulting |
| July 20 | In Person at Renaissance North Shore | “Ways That High Performing Firms Focus on the Employee and Client Experiences” Pat Morrell/AIWYN |
| September 21 | Via Zoom | “2023 Rosenberg Benchmarking Report” Art Kuesel |
| November 9 | In Person at Renaissance North Shore | “Latest Technology Trends” Jim Bourke/Withum |
| December 7 *8:30am – 1:30pm | In Person at Renaissance North Shore | “Subscription Pricing Workshop Part 1” Ed Kless/Verasage |
| January 11, 2024 | Via Zoom | “Effective Strategic Planning” Matt Rampe/Rosenberg Associates |
| February 8, 2024 | Via Zoom | “Busy Season Check-in” Art Kuesel |
| May 9, 2024 | In Person at Renaissance North Shore | “Busy Season Recap” Art Kuesel |
2023-2024 North Shore Roundtable: Topics and Calendar
Meeting time unless otherwise noted is 8:30 – 11:30am
All In-Person Meetings to be held at the Renaissance North Shore, 933 Skokie Blvd., Northbrook, IL 60062 unless otherwise noted
| Date | Location | Topic(s) |
|---|---|---|
| May 3 | In Person at Renaissance North Shore | “Busy Season Recap & DiSC Behavioral Styles” Art Kuesel and Chris Schulz |
| June 7 | Via Zoom | “Effective Strategic Planning” Matt Rampe/Rosenberg Associates |
| July 19 | In Person at Renaissance North Shore | “COSi Business Model” John Mautner/Cycle of Success Institute |
| September 20 | In Person at Renaissance North Shore | “2023 Rosenberg Benchmarking Report” Art Kuesel |
| November 8 | In Person at Renaissance North Shore | “ICPAS Update” Geoffrey Brown/ICPAS |
| December 6 | In Person at Renaissance North Shore | “How Practice Automation can Drive People & Processes in Accounting Firms” Pat Morrell/AIWYN |
| January 10, 2024 *8:30 – 10:30am | Via Zoom | “Subscription Pricing Workshop Part 2” Ed Kless/Verasage |
| February 7, 2024 | Via Zoom | “Busy Season Check-In “ Art Kuesel |
| May 8, 2024 | In Person at Renaissance North Shore | “Busy Season Recap” Art Kuesel |
2023-2024 Wilmette Roundtable: Topics and Calendar
Meeting time unless otherwise noted is 8:30 – 11:30am
All In-Person Meetings to be held at The Happ Inn, Private Dining Room, 305 N. Happ Road, Northfield IL 60093
| Date | Location | Topic(s) |
|---|---|---|
| May 2 | Via Zoom | “Busy Season Recap“ Art Kuesel |
| June 6 | Via Zoom | “Improving Resiliency & Wellness in your Firm” Kathie Rotz, Unity Consulting |
| July 18 | In person at The Happ Inn | “Restructuring a Business: Planning Concepts involving Defective S Elections, Corporate Inversion, Profit Interests, Section 100A and 1402(a)(13)” Charles Levun/Levun Goodman & Cohen |
| September 19 | In person at The Happ Inn | “2023 Rosenberg Benchmarking Report” Art Kuesel |
| November 7 | In person at The Happ Inn | “Key Components of Secure 2.0” Antonio (Nino) Bondi, Porte Brown |
| December 5 | In person at The Renaissance North Shore | “Annual Tax Workshop” Mark Gallegos, Porte Brown |
| January 9, 2024 | In person at The Happ Inn | “ICPAS Update” Kristin McGill, ICPAS |
| February 6, 2024 | Via Zoom | “Busy Season Check-In” Art Kuesel |
| May 7, 2024 | In person at The Happ Inn | “Busy Season Recap” Art Kuesel |
Your Facilitators:
Art Kuesel, President Kuesel Consulting, and Marc Rosenberg, CPA, President Rosenberg Associates
The Chicago Roundtables have enjoyed nearly 30 years of success and draw upon the proven best practices model first developed by Marc Rosenberg.
Fees and CPE Credits
Chicago NextGen Roundtable
For up-and-coming leaders and partners
Fees: $2300 per person, per year
CPE Credits: up to 26
Chicago North Shore Roundtable
For established leaders and managing partners
Fees: $2300 per person, per year
CPE Credits: up to 26
Chicago Wilmette Roundtable Prospectus
For established leaders and managing partners at smaller firms
Fees: $2100 per person, per year
CPE Credits: up to 26