Category Archives: Retreats

What Wyatt Earp Would Do With Cell Phones

When facilitating partner retreats or giving a speech at a conference, I ask everyone to turn off their cell phones. This request is honored by the vast majority of those in attendance but of course, there are always a select few who feel they are above the law.

How would Wyatt Earp handle cell phones? Continue reading

Posted in Commentary, Retreats | 1 Comment
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What is a Partner?

I’ve seen the following scenario unfold countless times: On the retreat agenda is a two hour block of time devoted to the creation of a paper entitled “What is a Partner?” Serving a dual purpose, the document will be used as a tool to evaluate the existing partners and circulated as part of its leadership development and mentoring efforts among the staff.

We ask people to volunteer what they think should be on the list… Continue reading

Posted in Best Practices-CPA firms, Partner Issues, Retreats | Leave a comment
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