"Carl did an excellent job of facilitating two of our Executive Board annual retreats.  The first retreat was so successful that the Board engaged Carl to do a follow-up retreat five years later to review what we accomplished and to refocus our efforts for the next 3-5 years. 


Carl’s experience in leading Clifton Gunderson through significant growth, both organic and acquisition was invaluable in guiding our discussions during these retreats.  His insights helped us focus our attention on those initiatives and priorities that would be the most effective in helping us achieve our growth goals and strategic priorities.  I would highly recommend Carl to assist with your strategic planning process and or facilitate your annual planning sessions."

Howard Kies, CEO

Cherry Bekaert, LLP

The value of firm retreats is often overlooked.  In fact, bringing the firm's thought leaders together is critical for those dynamic firms that want to stay ahead in the ever-changing environment of our profession.  Stepping back from the day-to-day routine to create the firm of the future is a valuable exercise that is best accomplished through a well-developed retreat process.


Carl George has facilitated hundreds of retreats – both for his firm, Clifton Gunderson, as well as for other firms.  Carl's personality brings fun to the process – an essential element to a free flowing exchange of ideas.  He is an expert at drawing out full participation from all attendees and obtaining buy-in, which ultimately leads to building a stronger team.

© Carl George Advisory, LLC


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Fishers, IN  46038 


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