Rosenberg Associates Blog
Kristen Rampe, CPAA well-planned retreat can have real impact on your firm’s performance. A $2.4M client of ours who holds annual management retreats (sole practitioner, COO and key managers) wrote with this news when reflecting on their year over year improvements: “You would love our stats. In comparison to the prior fiscal year: We shrunk our client…
Have you thought about your next partner retreat recently? For some accounting firms, they’re enjoyable and useful, for others they’re more like an extra-long, extra-painful partner meeting. That “long-and-painful” type often shows up when the following factors haven’t been considered or well-implemented before the event. 3 Successful Retreat Factors Planned discussion topics are relevant and…
Marc Rosenberg, CPAFirms should always observe best practices for leading a retreat, regardless if it is led by the Managing Partner or an outside facilitator. Retreats are for brainstorming and addressing big and/or sensitive issues. A retreat is not a partner meeting, which is more operational and routine in nature. Whether the facilitator is the MP or…
I was recently asked: What ONE change do you recommend that firms undertake to make their firm culture more engaging and attractive to the next generation leader? My suggestion: Get everyone on the same page. Align the firm with partners AND staff who have similar values. Related to this, align the firm’s CLIENTS that allow…
I once facilitated a partner retreat of a 15 partner firm. Actually I co-facilitated it with the firm’s MP, a very dominant guy. He started off the retreat by citing the results of the last 10 year’s retreats, identifying dozens of retreat goals that had not only been implemented but had directly fueled the firm’s…
CPA firm partners are very busy people. All year long they have more to do than time permits, which forces them into a never-ending, short-term mindset of getting the work done and moving on to the next project or activity. Retreats offer a chance for the partners to “freeze time,” step away from the office,…
A retreat provides an opportunity for key firm personnel to meet off premises to plan the future, devise strategies and resolve problems, all of which are nearly impossible to do in the office with press of client work, questions from staff and phone calls/emails from clients. Another equally important objective is to create an environment…
A Partner Retreat is NOT…. Just another partner meeting. Partner meetings tend to focus on operational issues: routine matters, solving an immediate crisis. A retreat is a time for contemplation, communicating, brainstorming, going boldly where the partners have never gone before. A firm-wide event where lots of staff are invited. Most firms understand the importance…
When as many as 80% of all CPA firms never make it to the second generation, you’d expect succession planning to be a hot agenda item at partner retreats. We always advise hiring an outside retreat facilitator to moderate your discussion, but in the event you’ve opted to have one of your partners lead the…
Congratulations to thousands of CPA firm partners. The good news is there is only one week left in your tax season. After the 15th, take some time off and rest up. When you return from your break, the really good news happens: It’s time to begin the rest of year! That’s right. The peculiar cycle…
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