Connect with like-minded partner level executives 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, and lead and grow a profitable practice. CPE credit eligible.
2022-2023 NextGen Partner Roundtable: Calendar and Topics
| Date (Time: 12 – 2:30 CT) | Topic(s) |
| July 18 | Employee Benefits for Retention: Member Survey & Discussion Facilitated by Art Kuesel and Kristen Rampe, CPA |
| September 19 | 2022 Rosenberg Benchmarking Survey: Key Stats, Trends and Analysis Facilitated by Kristen Rampe, CPA |
| October 24 | Cybersecurity Risks and Recent Claim Data Stan Sterna, AON |
| December 12 | HR and Leadership Update Renee Moelders, Convergence Coaching |
| January 9, 2023 | Partner Buyout Best Practices Facilitated by Kristen Rampe, CPA |
| February 6, 2023 | Adopting and Implementing EOS (Entrepreneurial Operating System) Speaker TBA |
| May 8, 2023 | “Tax/Busy Season Update” Facilitated by Art Kuesel & Kristen Rampe |
| June 12, 2023 | Marketing + Recruiting: Better Together Facilitated by Art Kuesel |
Member Benefits
NextGen Partner Roundtable membership is limited to enable the highest degree of engagement and interaction. Your membership will include eight virtual meetings a year. Each meeting also includes break-out discussions to exchange ideas and perspectives within a smaller cohort.
Your Hosts and Facilitators
Art Kuesel and Kristen Rampe, CPA draw upon best practices learned in practice, consulting, and hosting multiple active CPA roundtables.
CPE: 21.6 CPE Credits
Fee: $2,000 per participant/year
Questions? Contact Art: 312.208.8774 or art@kueselconsulting.com
or Kristen: 616.219.0375 or kristen@rosenbergassoc.com