Now CFO Holds Annual Corporate Retreat, With Corporate Alliance As Host

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Once a year, NOW CFO rounds-up all of its Partners and Business Development Representatives nationwide to conduct a weekend-long retreat.

Sandy, UT, January 9, 2018- Once a year, NOW CFO rounds-up all of its Partners and Business Development Representatives nationwide to conduct a weekend-long retreat to review markets, look at numbers and ultimately have some fun and games! Tyler Norton, CEO at Hero Partners, headed this years’ retreat and had great words of wisdom to share with everyone.

The weekend started with a review of all the markets, results from last year, and some forecasting for 2018. “NOW CFO has achieved 25 % growth in the year of 2017”, announced Andrew Ashurst, Corporate Controller, claiming this to be significant growth for a year time span.

Following the evaluations, mixed groups split up to draw up what their best impression of a sales funnel. Business Development Representatives play an important role in this funnel system for NOW CFO, which might have given them a home court advantage in this exercise. Tyler Norton worked with each team to patch up funnels that were missing important steps. “Has anyone had a bead leak in a tire? We need to find where your funnel has that bead leak, and patch it up”, he instructed as each group described their funnels.

Later in the day, Jennifer Wageman, a Denver Partner, introduced a new partnering sector to NOW CFO called ‘HUB’, much like the partnership with Tax Accounting Pros (TAP). She had a moment to stand side-by-side with TAP and discuss its differences, similarities and ultimately its accessibility. To finish out the day of activities, a contest called “The Pitching Game” took place where groups of two rotated, role-playing a client meeting, where they either pitched NOW CFO or played the prospect. The people voted, and two remaining groups battled it out for the grand cash prize.

The day ended with a mixer at The Gun Vault shooting range, where everyone was invited to a catered dinner, paired with some optional friendly shooting. Jim Bennett, Founder and CEO, left Friday’s meeting saying, “This only happens once a year, so people learn a lot”. NOW CFO looks forward to opportunities in the future for the company to come together, and thanks Corporate Alliance for having them this year.

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If you would like more information about this topic, visit https://nowcfo.com or please contact Jessica Howard at jhoward@nowcfo.com.

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