Planning and Organizing Firm Restreats and Partner Meetings to Generate Ideas

Retreats That Generate Great Ideas

Partners and staff collectively have a wealth of knowledge and insight about ways to enhance a firm's success. But organizational structure, interpersonal conflicts and other barriers to communication can make it difficult for firms to fully tap their own intellectual capital.

That's why smart firms call on Allan D. Koltin, CPA to facilitate their retreats and partner meetings. We don't just bring people together, but also encourage cooperative brainstorming, creative problem-solving and bold thinking about the firm's future.

Allan is highly skilled at:

  • Planning and conducting retreats and partner meetings
  • Conducting pre-retreat surveys to identify issues
  • Developing and managing retreat agendas
  • Building trust, participation and teamwork
  • Leading participants through brainstorming exercises
  • Drawing out ideas and suggestions
  • Resolving conflicts and addressing difficult situations
  • Turning ideas into results

Allan Koltin is the Master Jedi when it comes to CPA firm consulting. His depth, experience and ability to move a group of accountants to a higher level of understanding, awareness and action is inspiring. We gave him a standing ovation at our recent Principal's retreat. You will feel the Force and be empowered to be great!” Sandy Abalos, CPA, MA, Principal-in-Charge, Phoenix Office, REDW LLC

A Better Future

A firm retreat not only generates ideas that can guide a firm to a better future. It also can significantly increase morale, productivity and profitability.

See the difference an Allan Koltin-facilitated retreat or meeting can make for your firm.

You can reach Allan Koltin in his office at 312-662-6003, on his mobile at 312-805-0307 or toll free at 855-AKOLTIN (256-5846) ext. 6003.