Workshops

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.

Next Generation Accounting Firm® Workshops—for NEW Members!

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®.

  • July 17, 2015
  • September 22, 2015
  • November 17, 2015

Executive Business Model & Planning Workshops

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 4-5, 2015
  • August 25-26, 2015

Executive Planning Workshops

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 25, 2015
  • October 7, 2015

Advantage Business Model & Planning Workshops

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 Planning Workshops

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 Planning Workshops

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. There are no prerequisites or advance preparation required for these basic level group internet-based programs. For more information regarding refund, complaint and program cancellation policies, please contact our offices at 877-259-9256.