Marc Rosenberg of Rosenberg Associates has published a new how-to guide for facilitating accounting firm partner retreats.

“Make Your Next Retreat a Game-Changer” provides advice from Rosenberg, a CPA who has led more than 100 partner retreats. The material is based on checklists and handouts that Rosenberg has provided at the retreats he has led.

The monograph examines 10 of the most common retreat topics: staff issues, partner retirements, buyouts, profitability, mergers, partner compensation, succession planning, marketing and growth, strategic planning, and firm governance and partner accountability.

The guide includes facilitator questions to stimulate spirited discussion on topics of concern to firms everywhere.

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