Are you getting the most out of your partner retreat?

We believe that the true measure of success for a partner retreat is the positive, lasting changes that occur in the firm as a result of the retreat.

For an overview of our philosophy on partner retreats - and a good starting point if you are planning your own retreat, read the article on Effective Partner Retreats.

Dev Warren is an Accenture certified Lean Six Sigma Black Belt (LSS BB). Prior to joining Anderson ZurMuehlen in 2011, he worked at Blue Cross and Blue Shield of Montana developing a process improvement division and directing strategic planning. Dev has also held numerous executive positions—including chief financial officer, corporate and strategic development director, and controller—with other companies. Dev has extensive experience in financial accounting and analysis, process improvement, capital investment, mergers and acquisitions, and deal negotiation. 

Mike Tobiason, Office Vice-President of Anderson ZurMuehlen's Missoula office, has been a guiding force in the growth and development of the advisory and risk management service area for the firm and the development of the firm’s Missoula, MT practice.  As a consultant with Upstream Academy, Mike has worked closely with firms in analyzing governance models, strategic planning, succession, practice valuation and niche development.  Mike facilitates partner retreats for firms who are looking to tackle the challenges and opportunities facing them in today’s marketplace.

Tim Bartz, Chairman of Anderson ZurMuehlen & Co., has been a guiding force in the expansion that has tripled the firm’s size in the last fifteen years.  A respected consultant and energetic speaker, Tim’s passion for meaningful change is infused and tempered by the realism born of his many years as AZ’s visionary leader. Drawing on his many years of successful experience as a managing partner, Tim helps partner groups identify positive solutions, draft meaningful action plans, and hold each other accountable for change. Tim has especially strong skills and experience in partner coaching and goal-setting, maximizing individual strengths, partner compensation plans, and mergers and acquisitions.

Sam Allred is a Shareholder with Anderson ZurMuehlen & Co. and Founder and Director of Upstream Academy. Sam interacts with hundreds of CPA firms around the world every year via conferences, partner retreats, management presentations and training sessions. He speaks and writes extensively both in the U.S. and abroad. In high demand as a facilitator for CPA firm retreats, Sam energetically and creatively engages all of the partners in the discussion, using proven processes and their firm’s strengths to successfully navigate challenges the firm may face. He is viewed as one of the top strategic thinkers in the profession.