GreerWalker hosts Second Bi-Annual Firm Retreat

July 21, 2023

Article, Company News

Authored By GreerWalker

GreerWalker hosted its second bi-annual firm retreat in Asheville, North Carolina on May 3-5, 2023. Against the stunning backdrop of the historic Biltmore Estate, the firm’s partners, managers, and staff came together for an eventful gathering that encompassed a community involvement project, team building, professional development, and the successful conclusion of the firm’s Innovation Challenge.

The retreat focused on GreerWalker’s commitment to community involvement. Mrs. Laura Yates Clark, President and CEO of United Way of Greater Charlotte, spoke on behalf of the organization. She shared United Way’s mission to provide outreach and grassroots support for local organizations, to have a deeper impact on individuals throughout the Charlotte area and expressed her appreciation for GreerWalker’s continued partnership with United Way of Greater Charlotte.

Several partners shared a reignited vision for GreerWalker’s commitment to community, that included empowering the next generation of partners, managers, and staff by providing them with the tools, resources, and opportunities to help their local communities. As part of this vision, the firm launched the GreerWalker Community Impact Fund in conjunction with the Foundation for the Carolinas. This new philanthropic endeavor aims to streamline the firm’s charitable efforts and amplify its social impact.

Building upon the momentum of these presentations, the firm then participated in a charitable team-building challenge, answering trivia, and building children’s bikes for donation.

The event also marked the culmination of the firm’s Innovation Challenge. The challenge encouraged employees from various departments to collaborate and propose innovative ideas that would enhance the firm’s services and client experience.

GreerWalker’s retreat at the Biltmore Estate was filled with excitement, inspiration, and a renewed sense of purpose for all who attended.

About GreerWalker

GreerWalker LLP provides tax, accounting, and advisory services focused on the needs of privately held middle-market companies and their owners throughout the US and around the globe.

Our affiliate GreerWalker Corporate Finance LLC offers exit planning and merger and acquisition services to provide a complete, integrated solution for middle market companies and their owners.

Customized wealth planning for every stage of life is offered through our strategic partner, Choreo, LLC. Choreo, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training of the adviser or its representatives.

With over 135 associates, we are one of the ten largest CPA firms in our region and among the top 200 CPA firms in the United States. We have repeatedly been recognized as one of the nation’s “Best of the Best” accounting firms by Inside Public Accounting based on our overall superior financial and operational performance.

GreerWalker is a proud member of RSM US Alliance, a premier affiliation of independent accounting and consulting firms in the United States. RSM US Alliance provides our firm with access to resources of RSM US LLP, the leading provider of audit, tax and consulting services focused on the middle market. RSM US LLP is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in over 120 countries. Our membership in RSM US Alliance has elevated our capabilities in the marketplace, helping to differentiate our firm from the competition while allowing us to maintain our independence and entrepreneurial culture. We have access to a valuable peer network of like-sized firms as well as a broad range of tools, expertise, and technical resources. For more information on how GreerWalker can assist you, please call (704) 377-0239.

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