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.
VRT Roundtable: 2023-2024 Calendar and Topics
| Date (Time: 1 – 3:30pm CT) | Topic(s) |
| June 12 2:30 – 4:30pm CT | COSi Business Operating Model John Mautner/Cycle of Success Institute |
| July 10 | Improving Resiliency & Wellness in your Firm Kathie Rotz/Unity Consulting |
| September 18 | 2023 Rosenberg Benchmarking Report Art Kuesel |
| November 15-16 FLY-IN | VRT FLY-IN Austin, Texas Featured Speaker: Kristen Rampe/Rosenberg Associates |
| December 4 | How Practice Automation Can Drive People & Process in Accounting Firms Bruce Abrams/AIWYN |
| January 8, 2023 | Building a Truly Progressive, Talent-Forward Firm Samantha Mansfield/ConvergenceCoaching |
| February 5, 2023 | Busy Season Preview Art Kuesel |
| May 6, 2023 | Busy Season Recap 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.