Guidelines For Strategic Planning Meetings
I facilitate a lot of partner retreats. Yes, it is often like herding cats. I find that some firms are disciplined about their retreats. They have 100% …
Partner Retreat Facilitation Process
Hopefully, you have your partner retreat date and place already reserved. I also hope that you have secured your experienced retreat facilitator. When I was …
Managing Partner Job Description – Keep It Simple
During my many years in the role of managing partner of a growing, progressive CPA firm, I had many variations relating to my position description. As part of …
Is Your Boat Spinning?
I will first give Bill Reeb due credit for the metaphor. Bill used a slide at a partner retreat that has stuck with me for a number of years. The slide showed …