As usual, you did an outstanding job facilitating the marketing strategy session for our Manufacturing Industry Group. The research you gathered prior to the session and your ability to keep us focused were extremely valuable. I now have the excitement and direction at the team level to get some big things accomplished.”

Ronald W. Benoit, CPA Partner Moss Adams LLP

Investing time out of the office on your firm will reap future dividends. A facilitator can contribute to the success of your firm’s retreat by seeing things objectively and keeping the agenda on track. A facilitator has many roles, including:

  • Clarifying the purpose of the retreat and its objectives.
  • Helping develop the agenda.
  • Establishing and enforcing the ground rules, the expectations of behavior of all participants.
  • Encouraging participation from all attendees.
  • Moving the retreat forward in a productive manner.
  • Providing solutions that may not have been considered.
  • Providing a written report including actions items for implementation.


Jean Caragher can also make a presentation(s) to support the focus of your retreat, including:

  • Proven Strategies to Grow Your CPA Firm
  • Build Your Business by Working Your Network
  • Building Your CPA Firm: The Bottom Line on Branding
  • Using the Power of Inbound Marketing to Generate Leads Online
  • Create Your Firm Marketing Plan in Just 90 Days
  • The SevenKeys CPA: Maximize firm profitability and position your firm for the future by leveraging the best practices of high-performing firms
  • Client Retention Strategies Every Firm Can Use
  • Marketing Strategies and Activities That Get Results
  • How to Refocus Your Practice Development Program to Generate New Business
  • Expressing Your Firm’s Personality through Marketing Communications

Published articles regarding retreats

April 2014 – Crucial questions – Be sure to get answers to these at your next firm retreat – Retreats are an opportunity for CPA firm partners to gather and discuss firm issues and operations. Marketing and practice development may be the focus of theme of your next retreat. Read this article for four crucial questions to ask.

February 2008 – Planning and Follow Up are Key Elements of Successful Retreats – Many CPA firms conduct annual partner retreats because they can see measurable results from investing the time. Read this article for tips on planning and following up your next retreat.

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