Here are some ideas for your retreat agenda:

• Succession Planning
  • Clients
  • Senior management
  • Leadership at all levels
• Hiring and retention
• Training
• Timely posting of hours
• Timely billings
• Billable hour standards
• Growth rate—how fast can we grow without sacrificing service quality?
• Compensation
• How much investment does growth require?
• Revenues per FTE
• Productivity
• Affording technology and marketing
• Morale
• Motivation
• The practice-group concept
• Consolidation of new practice areas
• Marketing to current clients
• Managing multiple offices
• Partner interrelationships
• How to maintain a “small firm” culture regardless of size

From Partner’s Report—the Monthly Update for CPA Firm Owners, March 2006, p. 5. For subscription information contact Institute of Management & Administration, Inc., 3 Park Avenue, 30th Floor, New York, NY 10016-5902. One-year subscription $349. 212-244-0360, [email protected].