The PRIME Symposium – November 5-7, Indianapolis


November 5-7, 2019

The PRIME Symposium is an invitation-only, hands-on, three-day event for MPs, CEOs, CFOs, high-level partners, next generation leaders and firm administrators. Based on the best management practices of IPA’s Best of the Best firms, The PRIME offers candid discussions with the brightest minds in the profession. The workshop and keynotes are first class and allow guests to gain deep knowledge on cultivating innovation and executing change within their firms.

Don’t miss the chance to participate in this must-attend event.
Register for the 2019 PRIME Symposium. 


The 2019 PRIME Symposium

Workshop: Introduction to Advanced Pricing Methods with Michelle Golden
November 5, 11 a.m. – 5 p.m.

The PRIME Symposium: Reshaping Mindsets, Skillsets and Toolsets
November 6, 8 a.m. – 5 p.m.
November 7, 8 a.m. – 12 p.m.

The 2019 PRIME Presenters

Michelle Golden

Workshop: Advanced Pricing Methods

Curious about how to price your projects based on their worth, not on your hours? Want to elevate your win rate and improve scope creep, while simultaneously deepening client relationships and building a business advisor culture?

In Michelle’s full-day Advanced Pricing MethodsSM Workshop, attendees will have the opportunity to discuss and brainstorm. You’ll learn, hands-on, how to develop a 3-tiered option approach that gives buyers more control of their purchase, and better clarifies scope expectations on both sides. Take away core concepts and how-tos so that you can more confidently price work up-front. Discover how to establish results-based worth and, best of all, how to offer richer solutions that span your firm’s services by packaging work from multiple practice areas. Move your firm from “just a vendor” to a key business advisor from the start of each new relationship. And learn how and WHEN to use these methods with current clients.


Don Rheem

“Thrive By Design: The Neuroscience Behind High Performing Teams”

Don Rheem is a nationally-recognized TEDx speaker, author, and CEO. As a former White House correspondent, science advisor to Congress, broadcast reporter, and Washington, D.C. bureau chief, he brings a unique, science-based approach to his thought leadership on workplace engagement and as CEO of E3 Solutions.

At E3, Don and his team provide culture metrics and leadership interventions that increase employee engagement up to 30% year-over-year in client companies — resulting in higher productivity, profitability, and staff retention.

Don’s book, Thrive By Design: The Neuroscience that Drives High-Performance Cultures, introduces readers to the triggers of exemplary workplace behavior at a neurological level and serves as a “how to” guide for leaders at every level of an organization. E3 also curates a science-based online platform dedicated to helping managers improve their leadership skills.


Kristen Berman

Psychology of Positioning: How Small Changes in Your Firm Can Make a Big Impact 

Renowned behavioral scientist and co-founder of Irrational Labs, Kristen Berman explains how our Irrational behavior often interferes when it comes to managing our business and our finances.

Kristen will review how our clients are irrational with their money choices and the implications this has on our business model.  She’ll explore how people assign value to products and services and how we can position and price our services in a way that increases that value.  These case studies and lessons from behavioral science and her research will be compelling and memorable insights that attendees can bring directly back into their company..


Register for the PRIME

Download a registration form. Return it to

Book your hotel. 

Conrad Indianapolis
50 W. Washington Street
Indianapolis, IN 46204




The PRIME Symposium does not have a vendor hall, nor do we open the event up to the general public. We therefore rely on our invited guests and sponsoring firms to assist in keeping the PRIME small and open for candid, valuable discussions. Would you be able to sponsor a breakfast, a lunch or break this year? Contact Chelsea Summers for information.



CGA_IPA created logo






2016 PRIME_CPE Credit_NASBA InformationCPE Information

The PRIME Symposium qualifies for up to 18 CPE credits in the Business Management & Organization and Personal Development categories. INSIDE Public Accounting is sponsoring The PRIME Symposium as a continuing professional education activity. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50‐minute hour. There are no prerequisites or advanced preparation needed for this intermediate level program. The delivery method of the PRIME Symposium is a group‐live event.

The Platt Group / INSIDE Public Accounting is registered with the National Association of State Board 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:

The Platt Group retains, for a five‐year period, all documentation pertaining to the CPE courses it sponsors. This documentation includes complete records of attendance, including earned CPE credit, and documentation of the course itself. Course documentation includes: title, instructor, date, location, number of CPE credits, and a summary of the evaluation scores.

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 317-733-1920 or


PRIME Cancellation Policy

In the event you or other guests from your firm are unable to attend, a full refund will be given, less a $350 cancellation fee. All refund requests must be in writing and received in our office no later than October 10, 2019. After October 10, no refund will be given. If a guest(s) is a no show, no refund will be credited. You may substitute another member from your firm, if you are unable to attend. Please contact our office for more details. Contact us at 317-733-1920 or in writing at