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Part 1: Planning Memorable Company Retreats

Published by Summit Marketing Team on 14 Jul 2021

The Virtual CPA Success Show: Episode 41


If there's one thing everybody looks forward to in a remote company, it's definitely the company retreat. An event where everyone is able to enjoy, hang out and talk about work, life, and random things in-person and not through virtual meeting rooms. These events are important for our company's culture and we know how such can ultimately contribute to a high-performing virtual team.

In this episode, we sit down with Jody Grunden, Zach Montroy, and Lillian Hocevar our team members who made such an unforgettable company retreat possible.






Episode quote:

"I really think what Summit has created, and Jody and Adam have created together is something unique; and also is something that should be looked at by other companies and replicated with how they treat their employees and creating that connection in a very remote working environment"

- Lillian Hocevar


The finer details of this episode:

  • Postmortem discussion of the Director's Retreat

  • When to include family members in company retreats

  • Selecting the perfect location for retreats that include family members

  • Ultimate goal of company retreats

  • What are the 6 Working Geniuses? How did Summit use this information to help teams


Episode resources:

Enjoy this episode? Subscribe to The Virtual CPA Success Show for Creative Agencies to get more tips and strategies for achieving virtual CPA firm success. We're here to be a resource in this ever-changing industry.


Available via iTunesSpotifyStitcher, and more!


You can view the transcript for this episode here.


Part 1: Planning Memorable Company Retreats for Remote Companies


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The Virtual CPA Success Show for Creative Agencies 🎙️ by @SummitCPAGroup:

Episode 41 - Part 1: Planning Memorable Company Retreats 👉 https://ctt.ec/GaaDT+


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