{"id":54786,"date":"2022-03-23t00:00:14","date_gmt":"2022-03-23t04:00:14","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?post_type=product&#038;p=54786"},"modified":"2024-03-04t06:01:33","modified_gmt":"2024-03-04t11:01:33","slug":"guide-to-planning-the-firm-retreat","status":"publish","type":"product","link":"\/\/www.g005e.com\/shop\/guide-to-planning-the-firm-retreat\/","title":{"rendered":"cpa firm retreats: the do-it-yourself guide"},"content":{"rendered":"<h6><span style=\"color: #00a160;\"><b>links to download your pdf will appear on the order confirmation screen after purchase and in your email receipt from auto-confirm@www.g005e.com.<br \/>\n<\/b><b>*<\/b> rosenberg pdfs are read-only \u2013 no printing, markup, reproduction, or further distribution. downloadable to five personal devices.<\/span><\/h6>\n<p>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 \u2013 all using rosenberg&#8217;s proprietary materials developed over decades consulting with cpa firms throughout north america.<\/p>\n<h3>topics include:<\/h3>\n<ul>\n<li>ground rules for participants<\/li>\n<li>retreat facilitators and speakers<\/li>\n<li>alternative formats.<\/li>\n<li>logistics<\/li>\n<li>agenda topics: speaker notes\/discussion questions on the 10 most common retreat topics:<\/li>\n<\/ul>\n<p style=\"padding-left: 40px;\">1. \u00a0staff issues<br \/>\n2. \u00a0partner retirement\/buyout<br \/>\n3. \u00a0profitability<br \/>\n4. \u00a0mergers<br \/>\n5. \u00a0partner comp<br \/>\n6. \u00a0succession planning<br \/>\n7.\u00a0marketing<br \/>\n8. \u00a0strategic planning<br \/>\n9. \u00a0firm governance<br \/>\n10. partner accountability<\/p>\n<ul>\n<li>taking action on retreat ideas<\/li>\n<\/ul>\n<p>one point is crucial \u2013 every partner attending the retreat should enter the meeting with the mindset that this year\u2019s retreat will be a game changer. <em>cpa firm retreats: the do-it-yourself guide<\/em> was written for firms committed to making their retreats game-changers.<\/p>\n<h3>about the author<\/h3>\n<h4><strong>marc rosenberg, cpa<\/strong><\/h4>\n<p>卡塔尔世界杯常规比赛时间 commentator marc rosenberg is a nationally known consultant, author, speaker on cpa firm management, strategy and partner issues.<\/p>\n<p>president of his own chicago-based consulting firm,\u00a0<a href=\"http:\/\/rosenbergassoc.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">the rosenberg associates<\/a>, he is founder of the most authoritative annual survey of mid-sized cpa firm performance statistics in the country,<em>\u00a0the rosenberg survey<\/em>,\u00a0<a href=\"http:\/\/baystreetgroup.com\/store\/rosenberg\/\" target=\"_blank\" rel=\"noopener noreferrer\">also available here from the 卡塔尔世界杯常规比赛时间 store<\/a>. he has consulted with more than 700 firms throughout his 20+ year consulting career.<\/p>\n<p><em>accounting today<\/em>\u00a0magazine annually acknowledges marc rosenberg as one of the 100 most influential people in the cpa profession and\u00a0<em>inside public accounting<\/em>\u00a0has repeatedly recognized him as one of the ten most recommended cpa firm consultants in the country.<\/p>\n<p><a href=\"\/\/www.g005e.com\/?s=marc+rosenberg\" target=\"_blank\" rel=\"noopener noreferrer\">click here<\/a>\u00a0to see him on 卡塔尔世界杯常规比赛时间.<\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2fshop%2fguide-to-planning-the-firm-retreat%2f&amp;t=cpa+firm+retreats%3a+the+do-it-yourself+guide'  ><img  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linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2fshop%2fguide-to-planning-the-firm-retreat%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='//www.g005e.com/store/wp-json/wp/v2/product/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20cpa%20firm%20retreats:%20the%20do-it-yourself%20guide&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/shop\/guide-to-planning-the-firm-retreat\/\" title=\"email this: cpa firm retreats: the do-it-yourself guide \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<h4><b><span style=\"color: #0056a6;\">the game-changer for your next strategic planning meeting<\/span><\/b><\/h4>\n<p><i>by marc rosenberg cpa<\/i><\/p>\n<p>the complete guide for planning successful firm management retreats, based on marc rosenberg\u2019s experiences in facilitating dozens of retreats a year for more than 20 years.<\/p>\n<p><span style=\"color: #d8232a;\"><b><i>free u.s. shipping by priority mail<\/i><\/b><\/span><\/p>\n<h3><b>you&#8217;ve got options!<\/b><\/h3>\n<h4><span style=\"color: #808080;\">choose the new <b>print+pdf upgrade <\/b>option to start benefitting immediately with the instant download <\/span><\/h4>\n","protected":false},"featured_media":89471,"template":"","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":""},"product_cat":[2859,2844,2833,2838,2841,2840],"product_tag":[2871,2870,2869,2867,2868],"class_list":["post-54786","product","type-product","status-publish","has-post-thumbnail","hentry","product_cat-digital-option","product_cat-digital-product","product_cat-leadership-strategy","product_cat-management-hr","product_cat-marc-rosenberg","product_cat-recommended","product_tag-leadership","product_tag-planning","product_tag-retreat","product_tag-stragety","product_tag-strategic-planning","member-discount","discount-restricted"],"acf":[],"yoast_head":"<!-- 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