{"id":43087,"date":"2015-09-28t05:00:44","date_gmt":"2015-09-28t09:00:44","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=43087"},"modified":"2017-01-30t13:16:49","modified_gmt":"2017-01-30t18:16:49","slug":"who-should-participate-in-a-retreat","status":"publish","type":"post","link":"\/\/www.g005e.com\/2015\/09\/28\/who-should-participate-in-a-retreat\/","title":{"rendered":"who should participate in a retreat?"},"content":{"rendered":"

\"overhead<\/a>include the relevant folks \u2013 but no more than 15 unless you plan on breakout groups.<\/strong><\/p>\n

by marc rosenberg<\/span><\/i>
\ncpa firm retreats<\/a><\/span><\/i><\/p>\n

what to discuss at a retreat is important, but so is who will be doing that discussing.<\/p>\n

firms naturally tend to limit participation to key people \u2013 the partners, plus professional staff such as the coo, firm administrator, marketing director and hr director \u2013 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.<\/p>\n

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more on retreats:\u00a0retreat logistics: how long, what kind?<\/span><\/a> | <\/span>what should cpa firms discuss at retreats?<\/span><\/a> | <\/span>why do cpa firms conduct retreats?<\/span><\/a><\/p>\n<\/blockquote>\n

on the other hand, there are benefits to involving others in the firm beyond the key people… if the objectives include five key items:
\n read more →<\/a><\/p>\n