Accountants Resource Group
About ARG
Our members are committed to keeping clients’ needs at the center of everything we do—while supporting each other’s growth through genuine connection and strategic insight.
Long-Term Relationships
Meaningful partnerships that extend beyond a single project.
Strategic Introductions
Connecting members to create deeper, mutually beneficial business opportunities.
1-on-1 Collaboration
Focused time dedicated to strategy, planning, and growth.
HOW IT WORKS
Membership
Membership is carefully vetted to ensure alignment in values, professionalism, and purpose. At ARG, we understand that not everyone is for everyone.
Membership Resources
Members Only
Virtual & In-Person Meetings
New York City, NY,
Long Island, NY
Tampa FL,
Palm Beach, FL,
Phoenix, AZ,
Early Access to CPE Courses
Education with Impact
ARG manages CPE credit documentation and certificates.
CPE-approved programs that address current challenges — FREE for CPAs!
Members Only
Networking & Education
Facilitated Professional Introductions
Member-Only Dashboard with Direct Messaging
Members Only
1-on-1 Time with Leading Industry Experts
Tools and resources that translate to better client outcomes
Access historical meeting videos for learning.
Who We Are
Bruce Libman
Bruce Libman is an innovative marketer, networking strategist, and author recognized for his “Clients for Life” philosophy—an approach that has become the guiding principle of his work and the foundation of his organization. A firm believer in a “Give vs. Get” mindset, Bruce helps professionals create meaningful, long-term relationships that drive both personal and business success.
He is the author of Total Networking, It’s Just Breakfast, and Networking A–Z—three practical guides for individuals and professionals looking to elevate their networking effectiveness.
Before founding his own firm, Bruce served as Director of Operations for a 100+ location national retail chain until 1986, when he transitioned into the financial services industry with MetLife. There, he earned perennial membership in the prestigious Million Dollar Round Table. Later, as a consultant to Principal Mutual Insurance Company and The Guardian Life Insurance Company, he specialized in sales training and marketing strategies for accounting and law professionals.
Bruce’s leadership and community commitment have earned him multiple honors, including Man of the Year awards from the Childcare Council (2004), Special Olympics (2014), and ACLD (Adults and Children with Learning and Developmental Disabilities) in 2016. His career continues to reflect his passion for helping people connect, collaborate, and achieve lasting success.
Lisa Rosenthal
Lisa is a visionary leader and community builder whose career has been defined by her ability to connect people, ideas, and opportunities that drive growth. With a passion for strengthening communities—whether within corporations, entrepreneurial ventures, or local nonprofits—she is known for fostering collaboration, trust, and purpose in every organization she touches.
In 2011, Lisa partnered with Bruce Libman and joined ARG (Accountants Resource Group), where she now serves as Chief Operating Officer. At ARG, she plays a pivotal role in expanding the organization’s reach and impact, helping business owners, professional service firms, and executives build meaningful, strategic relationships. Her leadership has been instrumental in developing programs and events that unite high-level professionals, promote thought leadership, and inspire long-term collaboration.
A fearless strategist, Lisa helps founders and organizations plan and execute initiatives that achieve lasting success. Before joining ARG, she built and sold her first internet company, Thinking Health, and later founded WellBeyond55, which provided online and in-person resources, including a magazine, serving communities across New York and Florida.
Lisa also facilitated the Long Island’s Chapter of Women Presidents Organization (WPO), bringing together accomplished women leaders to collaborate and grow. Known for her integrity, mentorship, and forward-thinking vision, she continues to empower others to see what’s possible and to build communities where everyone thrives.
Member Testimonials
ARG made professional development feel valuable again—serious learning with zero sales pressure. The Expert Seminars deliver actionable insights every month, and the CPE paperwork is handled end-to-end.
James L.
No lead quotas, no awkward breakfasts—just a high-level curriculum that maps to real advisory work. The online courses are polished, easy to track, and the evaluation-to-certificate flow saves our team hours.
Len B.
This is a curated community where conversations start around content, not selling. The Expert Seminars kept us ahead of regulatory updates, and our team earned credits while building genuine relationship
Owen C.
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ARG Events
November 2025
- 8th - 12-12:45 (Virtual) Meeting
- 18th - 12-2p Lunch @ Seasons 52 - Networking / Education / Speakers
- 19th - 11-1p NYC - Friendsgiving Bring a Friend
- 17th - Women Leading the Way Dinner
December 2025
- 2nd - 8a-9a (Virtual Meeting) Speaker: Anna Murray
- 9th Time (NY) Opus One - Cocktails & Sushi
Recent Networking Events
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Fishing
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Sunset Yacht Event
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Networking Lunch
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Holocaust Museum
Member Spotlight
Ultimate Client Strategy Podcast
Dedicated to helping professionals and entrepreneurs master the art of relationship-driven business growth. Each episode features powerful conversations with industry leaders who share real-world strategies, client success stories, and lessons on building trust and lasting partnerships. Whether you’re scaling your business or refining your client approach, this show helps you turn everyday interactions into lifelong connections.
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The #1 Mistake Founders Make When Exiting Their Companies
Watch NowMost business owners spend years building something they’re proud of.
But when it comes time to sell, too many leave value on the table.
That’s where Sam Curcio comes in. -
The Role of Communication in Leadership
Watch NowSelf-awareness is one of the most underrated leadership and life skills — yet it shapes every relationship we have. In this video, we explore how understanding who we are and how we affect others can transform the way we communicate, connect, and lead.
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Building Relationships Beyond Business
Watch NowWe explore how to build client relationships that go beyond business — the kind that create loyalty, referrals, and long-term success. Discover proven strategies for earning trust, improving communication, and turning one-time clients into lifelong partners. Whether you’re an entrepreneur, consultant, or service provider, this conversation will help you strengthen connections that drive real business growth.
Contact us
Nominate or Apply for a Membership
If you’d like to learn more about us and our products, contact us!