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The Importance of Team Retreats

Published by Summit Marketing Team on Dec 23, 2020 6:00:00 AM

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.



The Importance of Team Retreats


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Episode 30 - The Importance of Team Retreats with Zach Montroy and Lillian Hocevar 👉 https://ctt.ec/bepHL+


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