CPA Firm/Company Retreats are Productive Ways to Regroup

Remember the firm or company retreat of days gone by where everyone felt as if they had to participate or face a pink slip? Gone are the days of this mindset as companies across the globe have discovered the inherent benefits to the company retreat - a journey that mixes practical activities with long-term success.

The retreat can be held anywhere and can be kept inexpensive. From posh Caribbean resorts to something as simple as the club room at a local restaurant, the trick is to keep it manageable. Wherever it's held, be sure to prepare before the retreat rather than waiting for the meeting itself. Goals should be set on what you want to accomplish, and a realistic agenda should be crafted that mirrors the goals and expectations of the group.

Outside facilitators are nice-to-have, but not mandatory. The decision to have one should be based on how comfortable the group feels with one another in establishing a tone for the meeting and keeping the meeting on track.

What has been your experience with firm retreats? Click on the USER COMMENTS button below and share your thoughts with others.

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Upcoming CPE Webinars

Jul 24
In this presentation Excel expert David Ringstrom, CPA revisits the Excel feature you should be using, but probably aren't. The Table feature offers the ability to both boost the integrity of your spreadsheets, but reduce maintenance as well.
Jul 31
In this session Excel expert David Ringstrom helps beginners get up to speed in Microsoft Excel. However, even experienced Excel users will learn some new tricks, particularly when David discusses under-utilized aspects of Excel.
Aug 5
This webcast will focus on accounting and disclosure policies for various types of consolidations and business combinations.