Leave Your Retreat With a To Do List

Businessman writing to do listBONUS CHECKLISTS: 11 criteria for selecting a retreat facilitator, plus a sample summary of retreat goals.

By Marc Rosenberg
CPA Firm Retreats

Sometimes an outsider brings a fresh outlook, and asks questions that wouldn’t occur to an insider who knows “how it’s always been done.” If you’re considering an outside facilitator for your retreat, keep these criteria in mind:

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1. Vast experience consulting to CPA firms. Your firm can derive great benefit from the experiences of the consultant. Your firm needs to learn about the best practices that the consultant has observed over many years, working with many firms.