BONUSES: 15-item checklist to help set an agenda. And a participant questionnaire to learn what they believe should be discussed.
By Marc Rosenberg
CPA Firm Retreats
Most firms spend their time at retreats planning for the future, forming goals and addressing pressing issues and problem areas.
Ideally the discussions won’t concern day-to-day issues such as purchasing a new copy machine or revising the policy on sick days.
RELATED: Why Do CPA Firms Conduct Retreats?
The topics considered are strategic: morale issues, recruiting problems, profitability, etc. Here are 15 specific examples:
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