Case Study / All-Partner Retreat & Conference
Mid-size domestic US AmLaw 200 firm with marquee practice specialization.
Brought in to plan and execute agenda for biennial equity partner retreat scheduled for just weeks away–first such retreat for new managing partner succeeding predecessor with 15+ year tenure.
Comprehensive research into firm’s market perception, weaknesses and opportunities. Examined financials (P&L, balance sheet, compensation structure), key client relationships and client concentration, progress of integrating recent acquisition of a smaller firm. Interviewed knowledgeable third-party experts in the firm’s primary practice area to flesh out and enrich marketplace perspective on the firm.
At an all-day working meeting with executive committee, designed structure and timing of agenda to cover two and a half working days at the conference. At conference itself: (a) delivered keynote presentation; (b) designed, conducted, and moderated all-hands breakout sessions; (c) met informally with broad cross-section of equity partners and senior “C-suite” business professionals to glean additional qualitative insight into the firm’s dynamics. Delivered comprehensive post-retreat report, analysis, and recommendations.
Following submission of our post-retreat report, the firm’s managing partner wrote: “Your valuable advice resulted in this retreat being unanimously viewed as our best ever. Through your thinking, the retreat prep, your presentation/breakout work during the program, and now to this summary, our partners have crossed the threshold of recognition of the change imperative.”
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