Include the relevant folks – but no more than 15 unless you plan on breakout groups.
By Marc Rosenberg
CPA Firm Retreats
What to discuss at a retreat is important, but so is who will be doing that discussing.
Firms naturally tend to limit participation to key people – the partners, plus professional staff such as the COO, firm administrator, marketing director and HR director – so that sensitive and confidential issues are more easily discussed. Also, keeping the group small lends itself to better group participation and more fruitful discussions.
MORE ON RETREATS: Retreat Logistics: How Long, What Kind? | What Should CPA Firms Discuss at Retreats? | Why Do CPA Firms Conduct Retreats?
On the other hand, there are benefits to involving others in the firm beyond the key people… if the objectives include five key items:
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