Strategic Planning Summit

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Format:     Remote

Program Capacity:     Maximum of 8 firms with up to 10 participants from each firm

Who Should Participate:     CPA and Consulting firms or CPA or Consulting service lines or industry groups with $3M - $10M in annual revenue

Date:     November 18, 2020 from 7:30am-3:30pm PT/8:30am-4:30pm MT/9:30am-5:30pm CT/10:30am-6:30pm ET (the Summit will be held in three sessions with breaks in between)


Strategic Planning Summit (SPS)


The pandemic has caused us all to shift our day-to-day operations and client service approach. But how does what you’re doing in urgency mode tie to your firm’s overall strategic plan? Are you lacking clarity about where to focus your efforts to progress key initiatives?

Firms must evaluate their strategies to determine where to shift and where to hold steady in these extraordinary market conditions. Our Remote Strategic Planning Summit (SPS) will help your firm, service line or industry group identify short-term strategies and changes to preserve your profitability and better serve your clients while progressing towards your longer-range vision.

The SPS is a unique and completely remote strategic planning format where firms or practice groups survey team members and then engage in small group discussions with key leaders within their firm or group as well as with other leaders from other participating firms or groups. The outcome is that you leave with specific strategies to focus on that are unique to your firm’s or group’s needs, goals, and vision.

Prior to the event, pre-work in the form of a survey of your team members is conducted. The survey helps you and us uncover the collective opinion of your firm’s top strengths, opportunities, challenges, threats and more. This allows us to apply the conditions in today’s market and help you evaluate where your plans may need to shift to ensure sustained success. That way, you can help your clients do the same. The summary results for your firm or group and some pre-reading material will be provided to you for review ahead of the summit.

During the SPS, we’ll encourage the use of webcams for each participant so that the participating firms may get to know one another better in large group sessions and work together in breakout rooms for small group discussion with your firm or group members only. Our facilitators will work with each firm or group throughout the summit to provide guidance and insights, leading the group as a whole to craft short- (immediate) and long-term (12 months) strategic objectives that account for impacts and opportunities arising from COVID-19 and an uncertain economy. We will also explore the need for flexibility, nimbleness, and contingency plans to address the continuous change and disruption happening in our world and marketplace.

The SPS is perfect for firms or practice groups whose current budgets cannot support a dedicated retreat facilitator and offers a cost-sharing model for those who participate. The fee to participate in the summit is $3,495 per firm or practice group for up to 10 of your team members.

Questions? Please contact us to schedule a call with one of our team members or for a copy of our SPS FAQ.


Fall 2020 Strategic Planning Summit
Fee: $3,495.00
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Refund Policy: Because the summit is open to a limited number of firms or practice groups and we begin preparation internally as soon as a firm signs up to participate, the cost to participate in the summit is nonrefundable. In the event that the required minimum number of participating firms isn’t met, and we need to cancel the summit, all registered firms will receive a full refund or we can transfer your fees to a future date.


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