Join us at the 2023 Firm Management Roundtable in San Diego

In just a few short weeks, we’ll be gathering for the 2023 Firm Management Roundtable (FMR) at the historic US Grant hotel in San Diego!

This is a such special meeting because it allows firm managers and human resources professionals to spend meaningful time together sharing best practices and engaging in deep conversation within an incredible venue.

This year’s agenda is nothing short of spectacular. Our keynote speaker is the legendary Horst Schulze, founding president and former COO of Ritz-Carlton. His opening session, Service Matters, reminds us that it’s one thing to provide service – it’s another to be able to recognize it. Schulze believes an internal measurement system is an invaluable tool to assess the performance results of your service delivery system. He’ll show us how to determine appropriate standards and create reliable systems to measure the impact of your service.

The list of engaging speakers continues throughout our meeting with these industry leaders.

• State of the Profession - Tom Hood, EVP, AICPA

• Retention Based on Neuroscience - Don Rheem, CEO, E3 Solutions

• Recruiting During the Great Resignation and Performance Management Through the Employee Lifecycle - Kelly Simants, SHRM-SCP

• NextGen Panel and New KPIs & Metrics - Charles Hylan, The Growth Partnership

• Technology Update - Jim Bourke, Partner, withum+

FMR offers plenty of member sharing opportunities, including the popular Anything Goes session. There’s a session to discuss Compensation Practices as well as breakout sessions specific to HR and Firm Administration topics. Attendees will be surveyed before the meeting to determine exactly what they want to discuss during the Member Sharing sessions.

Our FMR Book Club session is back! Make sure to read The Success Principles: How to Get from Where You Are to Where You Want to Be, by Jack Canfield. We’re looking forward to discussing this classic bestseller with our facilitator, Hank Wolfson, COO, Gray Gray & Gray, LLP.

If you’ve been to a CPAmerica event, you know that we like you to have fun! This year’s FMR social events are no different. We’ll kick things off at our Welcome Reception at the US Grant on Tuesday evening. On Wednesday evening, we’ll be glamorously cruising the San Diego Bay on the Adventure Hornblower, a 150’ mega yacht offering magnificent skyline views from the sun deck. The next night we’ll celebrate together at the unique Venue 808. This is a one-of-a-kind venue housed within the historic 1933 TR Produce warehouse, located directly across from Petco Park in San Diego’s East Village neighborhood.

Make sure to invite your significant other to join you in San Diego because we’ve got an amazing guest agenda to keep them entertained while you’re in meetings. They’ll enjoy their own networking while discovering hidden culinary gems on a “Secret Food Tour of San Diego” on Wednesday, followed by an “Inside Look” tour of the San Diego Zoo on Thursday. Of course, your guests have the option to join you on our mega yacht adventure and at Venue 808.

If you’re a first-time attendee, we’ve got you covered. Our Mentor/Mentee program matches newcomers with members who have previously attended FMR. You’ll connect with each other well before the meeting to ask questions and get to know each other. Mentors also help break the ice on the first evening by introducing you to fellow members at Tuesday night’s Welcome Reception.

Special thank you to our 2023 FMR Co-Chairs David Beir, COO, Anglin Reichmann Armstrong, P.C.; and Suzzone Fletcher, HR Director, Gollob Morgan Peddy, P.C. They worked together with CPAmerica staff and your fellow members to create this enticing member-driven agenda.

Register today and book your hotel before the group rate deadline on Friday, August 25. We look forward to seeing you in sunny San Diego!