rootworks
Rootworks, the profession’s leading firm improvement organization, announced the details of its Modern Firm Partner Forum events—presented in partnership with Wolters Kluwer and ADP. Scheduled in major cities across the country, Modern Firm Partner Forums offer firm leaders expert insight and guidance, valuable tools and resources, and a clear roadmap to help transition from a traditional practice to a highly profitable, agile and sustainable Modern Firm. This all-new premier event offers deeply authentic, true-to-firm-life content.
“The authenticity of the content we present comes from having a working CPA firm at the heart of Rootworks,” explained Darren Root, CPA, CITP, CGMA and lead presenter. “Our tested, proven strategies and best-of-breed technology recommendations are the result of working with thousands of accounting firm owners across the country. We help firms discover what’s next for a modern profession.”
Modern Firm Partner Forums run a day and a half and are optimized to offer firm partners a unique 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
- And so much more
Lead presenter, Darren Root, has been managing partner of an accounting and advisory firm for more than 30 years. He understands first-hand the ongoing challenges firms face. With a working CPA firm at the core, Root and his team vet and select technologies and establish modern strategies with best practices and marketing approaches to help firms thrive. This provides attendees with valuable, proven insight and guidance to help them transition to the Modern Firm framework.
“Our goal is to make the Modern Firm Partner Forum the profession’s go-to event,” stated Root. “It’s about keeping current with proven strategies and hearing about best-of-breed technologies from all corners of the profession. This is what makes our event unique. It’s not about a single piece of technology or one way of operating. It’s about providing firm owners with fresh, authentic content focused on their growth, success and sustainability.”
Modern Firm Partner Forums offer the opportunity to earn 10 CPE credits. Dates and locations include:
- May 14-15, 2019 – Ft. Lauderdale, FL
- June 20-21, 2019 – Chicago, IL
- July 11-12, 2019 – Boston, MA
- August 1-2, 2019 – San Diego, CA
- September 19-20, 2019 – Dallas, TX
To register for a Modern Firm Partner Forum or to access the agenda and location and hotel details, visit modernfirmpartnerforum.com.
Rootworks engaged with Wolters Kluwer and ADP to participate in the Modern Firm Partner Forums because of their commitment to advancing the profession. Wolters Kluwer is the global leader in developing cloud-based software solutions, including the 2018 Business Intelligence Group Product of the Year, CCH Axcess™, which improves efficiency in tax preparation, compliance and end-to-end workflow processes for the accounting profession. ADP helps accounting professionals offer more strategic value to their clients through payroll processing solutions and their award-winning Accountant ConnectSM platform.