This managing/executive partner level professional peer group connects you with other CPA leaders representing other ~$5-30M firms around the country.  Accelerate your ability to recognize and overcome challenges. Generate new ideas and innovations. Tap into best practices and give your firm the added advantage it needs.

Based on Marc Rosenberg’s successful model in Chicago, this selective program provides a high-value member experience to top public accounting firm leaders.

The 2020-2021 Virtual CPA Roundtable

Date (Time: 1 – 3pm CT)	Topic(s)
June 16	Marketing Director Panel Joy Long, ORBA and Pam Metzger, Porte Brown
July 14	Technology Survey & Best Practices Review
August 18	“Everything you Should know about Digital Marketing” Pam Willoughby, Founder, Relish Marketing
September 28	Benchmarking Survey: 2020 Rosenberg Survey
October 26	“Healing Leadership” Ed Kless, Sage Software
December 14	“Creating a Coaching Culture” Brian Kush, Intend2Lead
January 11, 2022	“Culture and People Development” Chris Allen, Founder, Always About People
February 8, 2022	“Partner Buyouts” Marc Rosenberg, The Rosenberg Associates
May 10, 2021	Tax Season Review

Member Benefits

Membership includes a minimum of nine meetings via videoconference over 12 months. The interactive forum will address specific challenges and obstacles as well as professional trends. Compelling guest speakers and facilitators will provide additional insights while expanding opportunities for networking and connection.  Membership is limited to 30 participants to ensure that every meeting delivers meaningful, valuable engagement, connection, and interaction.

Your hosts and facilitators

Art Kuesel and Marc Rosenberg draw upon best practices learned in practice and in consulting. The VRT format draws on the best practices model developed by Marc Rosenberg, which has generated successful results for leaders for more than 20 years.

CPE: up to 24.3 CPE Credits
Fee: $1,900 per seat/year.  Up to two seats allowed per firm.