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98.7%*  confirm MPB is the best investment they’ve made in their leadership skills

MPB is a masterclass that shapes already established organizational leaders into leaders of exceptional ability.

Our mission is for attendees to come away with a skill set that enables them to design a firm not simply manage it as problems arise. What most Managing Partners learn through trial and error over ten years or more, you’ll learn at MPB accelerating your competencies and the trajectory of your organization.

Our Alumni

Managing Partner Bootcamp has created a movement.

We’ve welcomed leaders from all over the world, as far away as Hong Kong and Australia.

Revenues of participating firms have varied from $5M to $9B and the size has ranged from 25 to 80,000 employees.

Our “recruits” have included leaders in the accounting, legal, insurance, investment, and nonprofit industries.

We’ve graduated eighty-seven leaders, providing them with the skills and confidence to create measurable change in their organizations.

MPB-referrals

Nearly a third of our alumni have been so satisfied with their experience, they’ve sent other leaders from their firm.

Lead with confidence. Grow with certainty.

A proven approach

Managing Partner Bootcamp (MPB) is a comprehensive opportunity to take your firm management skills to the next level. It is not another practice management conference - it is a “managing-a-practice” seminar. In every benchmarking survey with past cohorts, our alumni have indicated that:

  • MPB has changed the way they lead their firms for the better.
  • They have achieved measurable improvements within their firms as a direct outcome of their experience at MPB.
  • They continue to leverage the peer relationships they built during their time with us.

Become a better executive
and decision maker

MPB will sharpen your skills, help you to confront and overcome shortcomings, and deepen your ability to perform more confidently. Cohort groups are kept intentionally small (classes limited to 12 seats each) to encourage peer-to-peer learning, candor, and confidentiality. Impactful courses will elevate your capabilities, challenging and changing the way you look at, think about, and perform your role.

The ultimate goal is for you, the firm’s managing partner, to make better decisions in running your firm. Participants will receive an amazing return on their investment.

Rigorous, real-world curriculum

This rigorous, intense training is spread over two three-day sessions: one in the fall, and one in the following spring. Managing Partner Bootcamp will change the way you lead, guide you to make better decisions, improve your effectiveness, and give you the knowledge and confidence to run your firm more effectively and profitably. Industry expert Gary Shamis conceived of and designed Managing Partner Bootcamp with the experience he gained in his four-decades long career building and growing one of the nation’s largest and most respected independent accounting and consulting firms, SS&G, Inc. In this program, he will share with you what nobody else has about running a firm – the challenges, opportunities, surprises, successes – and give you the skills necessary to help you confidently elevate your firm leadership.

Gain a long-term competitive advantage

MPB will enable you to develop leadership competencies that will have you functioning at an elite level. It will maximize your management potential by honing in on your strengths and identifying and improving  your weaknesses. It will guide you toward long-term, viable firm leadership. Very few seminars are available to managing partners looking to successfully enhance the way they manage people and lead firms. This opportunity is only for those managing partners serious about wanting to get to the next level.

Attend Managing Partner Bootcamp

*Each Cohort Group Limited to 12 Attendees*

Cohort 15 | Chicago

May 22 - 24, 2023
&

October 23 - 25, 2023 

Cohort 16 | Chicago

October 23 - 25, 2023 

&

May 20-22, 2024

What our alumni are saying...

This was the best practice management course I have ever taken. Gary Shamis and his stellar team brought their collective "A" game, never a dull moment.

Charles F. (Chuck) Mullen, CPA, CMA, MTax, CGMA
Chairman, Apple Growth Partners

Well thought out. You could tell every detail was discussed beforehand. Professional staff are excellent and very helpful and caring.

Joseph Saka, CPA, CFS
CEO, Berkowitz Pollack Brant

MPB is a terrific option for this when you need to step up and understand how to run any type of professional firm. The camaraderie, setting, and quality of the presenters and topics makes this one of the most impactful personal experiences anyone, who is rising to the level of managing partner or equivalent, can have.

Robert Gialamas, FPC
VP of Operations, CBIZ Paytime

I highly recommend the program. You will not leave the Bootcamp without learning more about yourself and how to lead others. From top to bottom, the program is first rate. I plan on sending one of my firm's future leaders to next year's program.

Robert Blackham, JD
Chairman, Shareholder, Roetzel

I get the most value from hearing real-life examples from the trenches, and how it can be applied to our practice. I'm excited to share what I learned and find ways that I can help our firm grow.

David Jewell, CPA
Principle, Yeo and Yeo

A good resource to assist in developing our advancing "soft" skills for leaders. Will help take your organization to the next level.

Alicia Greer, CPA
Partner, Berndt CPA

Certainly gained a deeper insight into how other firms operate. It's also helpful to share ideas and bring them back home to help our firm.

Solid instructors with real-world knowledge. Course helps generate new ideas that will benefit your firm.

Rob Gunther, CPA
Partner and Head of Tax Department, Frost PLLC

The class afforded me the opportunity to sit with like-minded individuals, who all brought a wealth of knowledge to further benefit each attendee. The class is well put together and prepared. The presenters are all at the top of their profession and field. I now have more tools to bring back to my firm.

Chris Lovell
Director of Implementation, CBIZ

By keeping the attendee list small, we had the opportunity to ask questions and share our thoughts and issues we faced. It also allowed us to learn how other firms function. Having the full focus of the expertise of the presenters we were offered tips and knowledge gained from years of their success and in some cases failures, condensed into a reasonable two-sessions of three days.

Brenda Hood 
Chief Compliance Officer, Dakota Wealth Management (formerly Springside Partners)

You have done a great job in developing this bootcamp and the content. I did not know what to expect. I attended many programs and thought this would be another one that I might come out gaining "something." However, I came away with much more. I really enjoyed it.

Richard Crabtree, CPA, PFS
Managing Partner, Whalen & Company, CPAs

The entire program was outstanding. Really appreciate the effort that went into developing a curriculum and recruiting expert instructors. At most conferences, there are usually a few high points with a lot of "filler," but this program was solid throughout.

Chris Meshginpoosh, CPA, CGMA
Managing Director, Kreisher Miller

Great discussions on ways to better communicate with employees and foster a learning/positive culture in your firm.

Carol Smith, CPA
Executive Committee Member, Partner, Frost PLLC

The peer group is one of the most valuable tools. One thing that I love is that you move our seats every day. Forces us to interact with different people every day.

Chris Lutes, CPA, CGMA
Managing Shareholder, BeachFleischman

Is Managing Partner Bootcamp for you or other leaders in your firm?

MPB is designed specifically for accounting firm leaders.

MPB works with accounting firm managing partners who are ready to take their firm management skills to the next level.

This program was created for managing partners, regional leaders, emerging leaders, service-area partners, and c-suite professionals.

MPB is for firms ready to invest in their people.

This is a unique and measurable opportunity for incoming and newer managing partners to gain immediate knowledge and confidence,  seasoned managing partners to hone their skills, and other leaders within the firm who seek confidents in managing teams and clients. One day follow-up seminars are hosted to reunite classmates and discuss contemporary issues.  

Investment is $12,000.

Our Facilitators

Our Managing Partner Bootcamp faculty is a curated group of experienced industry leaders and subject-matter experts who each bring their own style and varied aptitudes to the table.

What You'll Learn

SKILLS

What's Expected of a Leader?

Tips & Tricks

Executive Communications

Advanced Negotiation Skills

Crisis Management

Self-care & Energy Management

Executive Presence

Case Studies

HUMAN CAPITAL

Contemporary Issues: DE&I, Performance Management, Professional Development, and Hybrid Teaming

Culture

PRACTICE MANAGEMENT

Strategy & Execution

What's on Your List?

Risk Management

Organizational Development & Governance

Developing the Bench

GROWTH

Traditional Growth

The Latest Strategies in M&A

3 Elements of Effective Practice Growth

Winding River Consulting 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

*National Registry of CPE Sponsors Number 148112

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