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2017 Leadership Retreat

Posted by Robert Dutkiewicz on July 21, 2017

Robert Dutkiewicz

A couple of weeks ago I had a chance to connect with our firm’s entire management group during an off-site event in Traverse City.  The retreat was organized around teambuilding, communication and planning for our future. (Yes, we built in some fun stuff, too!)   Like most firms, we are diligent about connecting as a team periodically to share updates about the business.  This year, however, was the first opportunity for everyone in management to spend three days outside the Clayton & McKervey walls focused exclusively on our culture and strategic planning.

In all, the experience was transformative for me – and survey results from the attendees affirm the positive impact it had on them as well. Here are my top takeaways:

  1. The younger generation’s new ideas, combined with the wisdom and experience of the older generation, resulted in revolutionary new ways of approaching issues impacting our industry.  A conversation about rapidly advancing technology, for example, launched a meaningful dialogue about time-tested customer service skills.
  2. Investing in a good facilitator really drives a group discussion and challenges old assumptions. We explored a concept called the “Question Behind the Question” (QBQ) which pushed us to think about questions that drive personal and group accountability.   This concept helps to remove barriers to success and is already being put into action.
  3. Focusing on what moves the business forward can be difficult, but it’s well worth the investment.  We planned this retreat nearly a year in advance and had complete participation, which was extraordinary.
  4. The process of imagining the firm of the future helped align our group toward shared goals, priorities and culture.  The CPA firm our next-generation of management will lead will look dramatically different than it does today.  It was informative to look back in time on how far we’ve come as we discuss the future.
  5.  Making time to have fun and connect outside of working hours fosters a visible, deeper level of engagement.  As part of our itinerary, groups participated in activities such as a sail boat ride, a bike tour, a wine tour, golf and more. The group chemistry made a powerful impact on all of us.   

With so much rich content, it can be challenging to integrate all of the information and ideas.  However, I have complete confidence in our team.  The managers, principals and shareholders of our firm possess a skill set that will allow us to evolve with the times.  I’m excited to see what’s possible!

Our team is always ready to help.

Please contact us for more information.

Robert Dutkiewicz

President

Contact Rob   |   Read Rob's bio

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2017 Leadership Retreat

Posted by Robert Dutkiewicz on July 21, 2017

Robert Dutkiewicz

A couple of weeks ago I had a chance to connect with our firm’s entire management group during an off-site event in Traverse City.  The retreat was organized around teambuilding, communication and planning for our future. (Yes, we built in some fun stuff, too!)   Like most firms, we are diligent about connecting as a team periodically to share updates about the business.  This year, however, was the first opportunity for everyone in management to spend three days outside the Clayton & McKervey walls focused exclusively on our culture and strategic planning.

In all, the experience was transformative for me – and survey results from the attendees affirm the positive impact it had on them as well. Here are my top takeaways:

  1. The younger generation’s new ideas, combined with the wisdom and experience of the older generation, resulted in revolutionary new ways of approaching issues impacting our industry.  A conversation about rapidly advancing technology, for example, launched a meaningful dialogue about time-tested customer service skills.
  2. Investing in a good facilitator really drives a group discussion and challenges old assumptions. We explored a concept called the “Question Behind the Question” (QBQ) which pushed us to think about questions that drive personal and group accountability.   This concept helps to remove barriers to success and is already being put into action.
  3. Focusing on what moves the business forward can be difficult, but it’s well worth the investment.  We planned this retreat nearly a year in advance and had complete participation, which was extraordinary.
  4. The process of imagining the firm of the future helped align our group toward shared goals, priorities and culture.  The CPA firm our next-generation of management will lead will look dramatically different than it does today.  It was informative to look back in time on how far we’ve come as we discuss the future.
  5.  Making time to have fun and connect outside of working hours fosters a visible, deeper level of engagement.  As part of our itinerary, groups participated in activities such as a sail boat ride, a bike tour, a wine tour, golf and more. The group chemistry made a powerful impact on all of us.   

With so much rich content, it can be challenging to integrate all of the information and ideas.  However, I have complete confidence in our team.  The managers, principals and shareholders of our firm possess a skill set that will allow us to evolve with the times.  I’m excited to see what’s possible!

Our team is always ready to help.

Please contact us for more information.

Robert Dutkiewicz

President

Contact Rob   |   Read Rob's bio

related news

Are Foreign-Owned or Controlled Companies Eligible for a PPP 2.0 Loan?

The persistence of the COVID-19 pandemic has created challenging business conditions in Michigan and across the U.S. The second wave of infections has forced many state and local government agencies…

Read full story

PPP Loan Round 2 – Should You Apply?

A new round of PPP loans (PPP2) was ushered in with the passage of the Economic Aid to Hard-Hit Small Businesses, Nonprofits and Venues Act (Economic Aid Act) on December…

Read full story

Understanding Transactions, Even if Your Business Isn’t for Sale

Selling your small business may not have been your focus in 2020 and may not be your focus in 2021. With an economy in flux and public health at the…

Read full story

State and Local Tax Planning: What You Need to Know

In a world that is becoming more global, many companies have focused their resources on dealing with new international markets. While important, it is also imperative businesses do not take…

Read full story

Welcome 2021

Happy New year! At the end of most years, I ask myself – where did the year go? But not so this year. The end simply couldn’t come quick enough.…

Read full story

Categories

Jump directly to the topics that matter to you most.

  • About Us
  • Advisory & Assurance
  • Business Owners
  • C&M Press Releases
  • Careers
  • China Consulting
  • Clayton & McKervey
  • Client Accounting Services
  • Consulting
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  • Data Analytics
  • Engineering & Architecture
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  • Expanding Outside the U.S.
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  • From the President
  • Industrial Automation
  • International
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  • Mexico Consulting
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Read news direct from our managers and stakeholders.

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  • Beth Butchart
  • Bryan Powrozek
  • Carlos Calderon
  • Casey Haggerty
  • Clayton & McKervey
  • David Van Damme
  • Denise Asker
  • Eric Lin
  • Jim Biehl
  • Julie Killian
  • Kevin Johns
  • Margaret Amsden
  • Miroslav Georgiev
  • Nina Wang
  • Robert Dutkiewicz
  • Ruben Ramirez
  • Sarah Russell
  • Sue Tuson
  • Tarah Ablett
  • Teresa Gordon
  • Tim Finerty
  • Tim Hilligoss
  • Wendy Reedy

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Additional news from Clayton & McKervey can be found below.

  • Subscribe to our email newsletter
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