DeLeon & Stang Firm Retreat
November 1, 2019

Outcomes:
Review the past year, create shared understanding of the state of the profession and the state of the firm
Review D&S Purpose, Values & enVISIONed Future, gathering insight and feedback from the team
Further develop a cohesive #FutureReady team
Have FUN!

8:30 am Welcome, Agenda & Outcomes for the day

8:45 am State of the Profession (Peter Margaritis, Rebekah Brown)
Capturing insights via cnf.io

9:15 am State of the Firm & Committees (Jeanie, Brad, Rich & Committee Leads)
Capturing insights via cnf.io

10:00am BREAK

10:15 am Review of Bold Vision (all partners)
Core Values Speech, Process, Big Rocks
Purpose, Values & enVISIONed Future one pager

10:45 am Strategy Cafe
2 Rotations
What do you like?
What would you add?

12:15 pm LUNCH

1:00 – 4:30 pm  Staying Above the Line – (Peter Margaritis and Rebeksh Brown)

Topics:

• Strengths Finder
• It is All About the Audience
• Overview of Applied Improv
• Negotiation Conversations