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The Boomer NextGen Leader Circle™
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A peer group for the CPA professions' next generation leaders!

The Boomer NextGen Leader CircleTM is a community of new partners and senior mangers within CPA firms. Members share knowledge, experiences and insights in order to help one another handle the ongoing management of their firms for decades to come. Members meet twice a year and also benefit from access to thought leaders and solution providers within the profession.

Member Profile

  • Managers, supervisors, new partners and C-Suite talent within CPA firms
  • Potentially 20 years left in the firm
  • Desire to truly transform their firm for the future
  • Open and willingness to share their firm’s successes and lessons learned
  • Looking to learn from other similar-sized firms in a non-competitive environment
  • Desire professional growth 

Benefits of Membership

  • Ability to collaborate with other forward thinking next generation leaders
  • Gain confidence your firm is staying on the forefront of the profession
  • Get advice from peers that have experienced, or are experiencing, similar issues
  • Member driven agendas
  • Discover new ideas and avoid common pitfalls
  • Learn from similar-sized firms
  • Set goals, plan for success and be held accountable
  • Build trusted, personal and professional relationships
  • Access top experts and solution providers

Questions to Consider

  • Does your firm want to develop the next generation of leadership?
  • Are you willing to dedicate time to a peer group of next generation leaders within the CPA profession?
  • Are you willing to share your experiences with others and to learn from their experiences?
  • Are you willing to be held accountable by your peer group as you strive to better meet firm goals?

2017 Sessions

Spring Meeting

  • April 26-27, 2017
  • New York, NY

Fall Meeting

  • September 25-26, 2017
  • Chicago, IL

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