the only retreat dedicated to professional services consultants
please join us October 16 - 18 in Lake Tahoe for an intimate retreat where together we will build, grow, thrive, and collaborate
Two (2) Nights Accommodations / No Resort Fees / Free Wifi
All Meals & Welcome Reception
Fire Side Chat Evening Dessert Reception
Education and Resources (8 CEUs)
Collaborative Facilitation & Partnership Opportunities
Free Parking or Discounted Airport Shuttle
SWARM RETREAT LOCATION
For almost a century, Granlibakken has been a retreat center and resort built around connection—with adventure, the land, water, and sky, with great food and one another. But, as life has grown busier, connecting has become more about getting away from the day-to-day. Because, sometimes, to reconnect with priorities, you’ve got to disconnect from distractions. At Granlibakken, that’s their specialty and the reason this is the perfect location for our retreat.
725 Granlibakken Road Tahoe City, CA 96145
register now - space limited! $1,100 ALl inclusive pricing
It’s no secret that entrepreneurs “think differently”; they ask provocative questions and approach business in a much more creative way. Successful entrepreneurs never stop learning. EDUCATION allows us to gain a competitive edge, create forward-thinking strategies, innovate and offer our clients a better experience.
Day 1 of the SWARM Retreat will be focused on EDUCATION to help you BUILD, GROW and THRIVE. Attendees will have the opportunity to learn from experts in legal, finance, accounting, taxes, business management and operations, client retention and acquisition as well as brand and personal growth. We aim to give you the strategies that will help you grow your business and enhance your daily lives.
8:30 am - 5:00 pm
LEGAL / FORMATION & PARTNERSHIPS
ACCOUNTING & TAXES
FINANCIAL FUTURE & HEALTHCARE BENEFITS
CONTRACTING & FEES
GROW YOUR BRAND
GROW YOUR BUSINESS / STRATEGIC PLANNING & WORKLOAD MGMT
GROW CLIENT RELATIONSHIP MANAGEMENT
GROW COMMUNICATING WITH CONFIDENCE
THRIVE NEXT PRACTICES
BUILD GROW THRIVE
Collaboration increases the chances of ASSOCIATIONS between ideas that result in an innovative combination. Collaborative feedback SPEEDS up necessary iterations. Collaboration results in more CONNECTIONS to people that can help push a good idea forward. Collaborative teams provide ENERGY and help overcome the expected resistance. Collaboration helps ideas reach IMPLEMENTATION.
Day 2 of the SWARM Retreat is focused on COLLABORATION. Attendees will have the opportunity to get to know each other so they can form their own hive. We will break up into small group cohorts to allow for intimate discussions, idea sharing, team building and collaboration.
THURSDAY EVENING AGENDA:
7:30 pm - 9:00 pm
FIRESIDE CHAT WITH MARION THATCH & SUSAN MURPHY
9:00 am - Noon
FORMING YOUR HIVE
Healthcare & Benefits Consultant
Group Determined Topics
Tools & Resources to Grow Your Business
Do you ever notice your best ideas happen in the shower? When we have a RELAXED state of mind, we're more likely to turn attention inwards, making insightful connections. In contrast, when we are diligently focused, our attention tends to be directed outward, toward the details of the problems we are trying to solve. While this is necessary when solving problems analytically, it prevents us from detecting the connections that lead to insights.
SWARM is a RETREAT rather than a conference. We carefully curated the SWARM experience to allow you to connect with nature, develop opportunities and make insightful connections in a beautiful location that will also inspire creativity.
FIND YOUR HIVE RECEPTION 6:00 pm
BREAKFAST 7:30 am
LUNCH - Noon
DINNER - 6:00 pm
BREAKFAST 7:30 am
LUNCH - Noon
OUTDOOR ADVENTURE - 1:00 pm - 3:00 pm
An advisor will be on site to discuss group healthcare & benefit options.
who should attend?
consultants serving: ARCHITECTURE, ENGINEERING, CONSTRUCTION, LEGAL, ACCOUNTING, technology, real estate, healthcare, insurance & other industries
Sometimes called collaboration on steroids, Intelligent Swarming is a method for aligning resources. It involves removing the tiers of support and, when appropriate, calling on the collective expertise of a “swarm” of experts. Intelligent swarming leads to skill development by dynamically creating capability and capacity. It also optimizes people’s ability to contribute and create value. Intelligent swarming also aids in improving client experience through improved problem solving, by increasing reach, relevance and diversity.
As professional services consultants, we love that we get to help firms grow their people and profits. As entrepreneurs, we found that we were missing the collaboration we desired and needed to grow ourselves and our businesses. We also recognized the importance of collaboration in being able to serve our clients well. As we talked with other consultants, we found that many of them were feeling the same way and were looking for opportunities to collaborate and create cohorts to discuss the specific challenges we face.
Out of these discussions, the SWARM Retreat was born to give consultants the opportunity to break out of their silo's and connect with others who face the same challenges. We are all better when we come together.