Workshops & Retreats

All Workshops are held at the Rootworks Learning Center in downtown Indianapolis, Indiana. Our environment is tailored to supporting our membership and providing the platform members use to learn, plan, and improve their firms.

Events for New and Non-Members:

QuickBooks Online Ecosystem Event - September 2 (SOLD OUT) and
September 3 (REGISTER NOW) - Indianapolis Learning Center

The expectations of today’s young, tech-savvy, mobile-engaged entrepreneurs require accounting firms to change the way they provide services. This all-new, one-day Rootworks event will give you the blueprints to deploy QBO with ancillary technologies to design a progressive, cloud-based solution to serve today’s most desirable clients and grow high-value relationships with the new generation of business owners. Content includes instruction on these technologies:

  • Intuit—QuickBooks
  • Bill.com—A/R and A/P
  • TSheets—Employee time tracking
  • Tallie—Expense tracking and reporting
  • Receipt Bank—OCR/data entry automation

See the Details and Register >>

Next Generation Accounting Firm® Workshops

NGAF Workshops serve as the foundation of the Rootworks method. They are designed to help firm principals and staff ramp-up quickly, with a comprehensive overview of the vision and business model behind your Next Generation Accounting Firm®.

Interested in becoming a Next Generation Accounting Firm? See Details & Register Here >>


Events for Current Members:

Executive 2-Day Partner Retreat

Learn and discuss the components of a defined business model along with supporting technologies and leadership principles. Participants will also learn to use Rootworks tools to identify and evaluate the most important tasks and projects they need to move their firms forward in their effort to realize the vision they have for their firms. Participants will work with each other, sharing accomplishments and discussing issues and solutions. Workshops are designed for firm owners and decision makers.

  • August 25-26, 2015

Executive Partner Retreat

Participants will learn to use Rootworks tools to identify and evaluate the most important tasks and projects they need to move their firms forward in their effort to realize the vision they have for their firms. Participants will work with each other in small groups, sharing accomplishments and discussing issues and solutions. Planning workshops are designed for firm owners and decision makers.

  • October 7, 2015

Advantage 2-Day Partner Retreat

Learn and discuss the components of a defined business model along with supporting technologies and leadership principles. They will learn to use Rootworks tools to identify and evaluate the most important tasks and projects they need to move their firms forward in their effort to realize the vision they have for their firms. Participants will work with each other, sharing accomplishments and discussing issues and solutions. Workshops are designed for firm owners and decision makers.

  • July 21-22, 2015
  • August 11-12, 2015

Advantage Partner Retreat

Participants will learn to use Rootworks tools to identify and evaluate the most important tasks and projects they need to move their firms forward in their effort to realize the vision they have for their firms. Participants will work with each other in small groups, sharing accomplishments and discussing issues and solutions. Planning workshops are designed for firm owners and decision makers.

  • June 18, 2015
  • October 6, 2015

Academy Partner Retreat

Participants will learn to use Rootworks tools to identify and evaluate the most important tasks and projects they need to move their firms forward in their effort to realize the vision they have for their firms. Participants will work with each other in small groups, sharing accomplishments and discussing issues and solutions. Planning workshops are designed for firm owners and decision makers.

  • June 16, 2015
  • August 13, 2015
  • October 1, 2015

Rootworks, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.learningmarket.org. For more information regarding refund, complaint and program cancellation policies, please contact our offices at 877-259-9256.

Please note that Rootworks is not accredited with the IRS to deliver CE to enrolled agents or enrolled retirement plan agents.