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.
Your 2024-2025 membership in The Virtual Managing Partner
Accelerator includes 8 group meetings plus the following Accelerator Special Events:
- Fall and Spring Wellness Wednesdays (12+)
- Quarterly IT Update (4)
- Specialty Tax Spotlight (4)
Virtual Managing Partner Accelerator: 2024-2025 Calendar and Topics
Date (Time: 1pm – 3pm CT unless otherwise noted) | Topic(s) (all meetings are via Zoom) |
May 6 | Opportunity Season Recap & Top 2024 Priorities Art Kuesel |
June 12 | “Update on the Profession through the lens of 250 BDO Alliance Members” Michael Horwitz, CEO, BDO Alliance |
July 12 11am – 1pm CT | “M&A Update, Private Equity in the Profession & Valuation Trends” Gary Thomson, Thomson Consulting |
August 5 | “Building Client Trust with Automated Firm Operations” Pat Morrell, Co-Founder AIWYN |
September 30 | “2024 Rosenberg Benchmarking Survey” Art Kuesel |
November 4 | “Exploring the PE Platform Model of Ascend” David Wurtzbacher, Founder and CEO Ascend |
December 2 | “Empowering your Hybrid Workforce for Success” Jon Lokhorst, CPA, Founder, Your Best Leadership |
January 24, 2025 | TBA |
May 5, 2025 | Opportunity Season Recap & Top 2025 Priorities Art Kuesel |
Member Benefits
Membership includes a minimum of seven meetings via videoconference over 12 months and one annual fly-in meeting. 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 nearly 30 years.
CPE: up to 19 CPE Credits
Fee: $2,300 per seat/year (does not include Fly-In Registration Fee). Up to two seats allowed per firm.