The Rootworks difference:
Targeted learning that leads you to a defined model

Three ways for you to learn with Rootworks:

On-premise learning

Get face-to-face and interact directly with thought leaders, inspirational teachers, and fellow firm owners at one of our comfortable venues.

Virtual learning

Get the benefits of expert coaching and teaching without leaving your office. Our virtual learning program includes a full calendar of strategic planning, staff training, and technology update events, all designed to make you and your team better while you are working.

Independent learning

Our advanced online learning platform lets you choose from an extensive array of courses and topics that are the most timely and impactful to your team. Take them at your own pace and repeat
them as often as you like.

Join us at one of these state-of-the art venues:

The Rootworks Learning Center

Indianapolis, Indiana

NGAF workshops
Join us at our learning center for an NGAF Workshop to get you started with a comprehensive overview of the vision and business model behind your Next Generation Accounting Firm®.

Build a Better Tax Practice
An all-new event, presented in collaboration and partnership with Thomson Reuters. Darren Root and Jordan Kleinsmith give you a blueprint to build a tax practice that works. Eliminate the pain points and discover your path to creating
a Million Dollar Firm.

Partner Retreats (members)
From the inauguration of Thomson Reuters’ Onvio, to advanced cloud accounting, client onboarding and more, this year’s retreat will give your firm solid direction to stay ahead of the game.

The Ritz Carlton

Sarasota, Florida

Annual Conferences (Advantage and Academy members)
Our year-end conferences continue to grow in popularity and scope, with renowned guest speakers and a full program of productive sessions.

Conferences are held at the Ritz Carlton in beautiful Sarasota, Florida, a venue that provides the epitome of comfort and attentive service in a setting evocative of Mediterranean charm and style. Rootworks conferences are a favorite among our members—a way to engage socially and intellectually with top entrepreneurs in the accounting profession.


Stay in the know with our virtual events

Plan your quarter

Join us as we help you navigate the high-level, strategic challenges of moving your business forward. In these online sessions, we'll tackle specific strategic planning issues, help you identify your priorities in the coming quarter, and plan the necessary activities, projects and leadership requirements to assure success. (Members)

Stay informed

Disruption is no longer the exception—it's the rule. Seismic shifts in technology and its implication in the business model are constant realities. Stay on top of it all with our technology updates.  Our thought leaders and instructional staff will keep you informed and savvy on the latest technology developments and keep you moving forward.



Train your staff

Rootworks has solved the staff training puzzle for firm owners! Our educational services team delivers expert instructional programs for your staff, saving you the time and costs of programing your own training from scratch. Our online staff training sessions are one of the most valuable benefits of a Rootworks membership. (Members)

Your learning on your time

Online learning

  • Self-paced courses

  • Clear educational and developmental paths 

  • Significant, relevant and timely course content, designed around the Rootworks model

Online resources

  • Searchable reference and educational documents and information

  • Curate a personal collection among our resources and share with your staff

  • New resources added continually