The Modern CPA Success Show: Episode 30

Today, we are joined by Zach Montroy of Navigate the Journey and Lillian Hocevar of Traveluxe Official to talk about company retreats. We reflect on Summit CPA’s recent retreat, what we got out of it, and lessons we learned that will help you organize your next company retreat.

Episode Quote

“Taking this time and investment in your team will show dividends in the future.” - Zach

The finer details of this episode

How to choose the right venues, restaurants, and activities for the group
Tips for structuring the content of your company retreat
Balancing team-building and business development activities
Choosing the right location for your retreat
The importance of working with the right team to organize your retreat
Budgeting and forecasting to cover your retreat financially

Episode resources

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View the transcript for this episode here.