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Modern Firm® Partner Forums run a day and a half and were developed exclusively for firm partners and decision makers. Over the course of the event, attendees receive expert insight and guidance from seasoned tax and accounting professionals; valuable tools and resources; and a clear, actionable roadmap to support them in building a profitable, agile and sustainable Modern Firm.
Modern Firm Partner Forums are optimized to offer attendees an unparalleled, interactive learning experience across key areas of firm transformation, including:
- Defining a clear vision
- Productizing service offerings
- Cashing in on business advisory services
- Utilizing the right products to support a rich client and staff experience
- Leveraging leading cloud platforms to power the Modern Firm
- Delivering lucrative payroll services with ease
- Building a winning culture
These events are highly unique based on the deep authenticity of content—the result of having a working CPA firm at the heart of every component of the Modern firm model.
Modern Firm Partner Forums provide the most authentic, true-to-firm-life content than any other event developed for the accounting profession. The authenticity of content presented is the result of having a working firm at the center of everything we develop.
The session schedule, complete with detailed descriptions is located here.
And you can find more information on the speakers at each forum here.
The dates and locations are:
- May 14-15, 2019 in Ft. Lauderdale, FL
- June 20-21, 2019 in Chicago, IL
- July 11-12, 2019 in Boston, MA
- August 1-2, 2019 in San Diego, CA
- September 19-20, 2019 in Dallas, TX
You can learn more about the locations here.
“I was very frustrated coming into the event. And I could see that my frustration was rubbing off on my staff. This weighed heavy on my mind. Within the first day of listening to Darren and his team, I was inspired to turn things around.”
Jeremy St. Clair, Principal JSC Advisers
Why Modern Firm Partner Forums are the must-attend event for the profession:
- Inspiring presenters—Led by Darren Root, CPA and 30-year firm owner, you’ll hear from a panel of seasoned speakers who have helped thousands of accounting professionals transform their practices into thriving businesses. Seize the opportunity to hear proven strategies and get real-world, true-to-firm-life insight directly from Darren on how he transformed his own firm for the modern era.
- Authentic content—Get the real story behind transforming your firm with deeply authentic content. Hear about best-of-breed technologies from all corners of the profession and how to leverage the right solutions and adopt proven strategies to power the Modern Firm.
- Exclusive experience—Join our exclusive tribe of progressive thinkers and be inspired to learn from your peers while being guided down the Modern Firm path by Rootworks’ expert panel of speakers.
10 CPE hours will be available to attendees and a discounted price will be available to people who register before April 30, 2019.
Modern Firm Partner Forums are sponsored by Wolters Kluwer and ADP in partnership with Rootworks.
You are reading one of Insightful Accountant's new sponsored features called, "Insightful Accountant's LIVE EVENT REPORT 2019." In this series, you can expect to learn about various live events (in person and online) where you can gain in-depth knowledge about products/software, various applications, practice management skills and CPE. We will also provide discount codes, giveaways and more where we can. So make sure to check it out when you see this feature it in Insightful Accountant.