CPA Firm Retreats: The Do-It-Yourself Guide

The Game-Changer for Your Next Strategic Planning Meeting

By Marc Rosenberg CPA

The complete guide for planning successful firm management retreats, based on Marc Rosenberg’s experiences in facilitating dozens of retreats a year for more than 20 years.

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Part I covers retreat organization and logistics: Location, who should attend, timing and facilities. Part II presents background information and questions to stimulate spirited discussion on topics ranging from mergers, marketing and strategic planning to partner issues such as compensation, retirement and buyouts and accountability – all using Rosenberg’s proprietary materials developed over decades consulting with CPA firms throughout North America.


  • Ground rules for participants
  • Retreat facilitators and speakers
  • Alternative formats; logistics
  • Agenda topics: speaker notes/discussion questions on the 10 most common retreat topics:

    1.  Staff issues
    2.  Partner retirement/buyout
    3.  Profitability
    4.  Mergers
    5.  Partner Comp
    6.  Succession planning
    7. Marketing
    8.  Strategic planning
    9.  Firm governance
    10. Partner accountability

  • Taking action on retreat ideas

One point is crucial – Every partner attending the retreat should enter the meeting with the mindset that this year’s retreat will be a game changer. CPA Firm Retreats: The Do-It-Yourself Guide was written for firms committed to making their retreats game-changers.



CPA Trendlines commentator Marc Rosenberg is a nationally known consultant, author, speaker on CPA firm management, strategy and partner issues.

President of his own Chicago-based consulting firm, The Rosenberg Associates, he is founder of the most authoritative annual survey of mid-sized CPA firm performance statistics in the country, The Rosenberg Surveyalso available here from the CPA Trendlines Store. He has consulted with more than 700 firms throughout his 20+ year consulting career.

Accounting Today magazine annually acknowledges Marc Rosenberg as one of the 100 most influential people in the CPA profession and INSIDE Public Accounting has repeatedly recognized him as one of the ten most recommended CPA firm consultants in the country.

Click here to see him on CPA Trendlines.

CPA Firm Retreats: The Do-It-Yourself Guide