by marc rosenberg
cpa firm retreats
when you have a retreat, someone needs to lead it. this goes beyond organizing the logistics of the retreat. in this context, i’m referring to the person who runs the sessions, keeps everyone on task, gets participation from attendees, changes topics, monitors the time schedule for breaks, lunch, etc.
more on retreats: retreats are no place for clowns | who should participate in a retreat? | retreat logistics: how long, what kind? | what should cpa firms discuss at retreats? | why do cpa firms conduct retreats?
the person who leads the retreat should function as a facilitator, not as a boss. a facilitator is someone who makes it easy and convenient for the participants to communicate with one another and address the issues raised. a good facilitator doesn’t “manage” the retreat, arbitrate disputes or engage in too much lecturing.