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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