Planning a Partner Retreat for Real Results

And why the best firms make them regular events.

by Marc Rosenberg, CPA
Author of Guide to Planning the Firm Retreat

Retreats are critically important to a firm’s success.

A retreat provides an opportunity for key people to meet off premises to plan for the future, devise strategies, form goals and address problem areas. Another objective of a retreat is less tangible, but equally as important: To enhance the quality of the relationships among co-workers and improve communications between them.