Evaluation Firm Owners Retreat
Learn from the people who run firms like yours.
A small, annual gathering of independent evaluation and consulting firm owners with five or more staff who are focused on growth.
Peer-led
No keynotes or vendors. Owners share real numbers, real wins and real problems.
Topic-focused
Sessions are organized around shared topics such as growth, staffing and operations.
Kept affordable
We choose venues with budget in mind so the cost stays reasonable for small firms.
Our history
Feb 2023 · Nashville, TN
Seven firms shared an Airbnb for 2.5 days. Each owner had an hour to share what was working and one burning question for the group.
2024 · Atlanta, GA
Same format, more owners around the table.
2025 · Phoenix, AZ
A hotel to fit a larger group, and a new format organized by topic instead of by firm.
Feb 2026 · Scottsdale, AZ
It worked so well we did it again at The McCormick Scottsdale.
Hear about the next retreat first
Dates, location and registration go out to this list before anywhere else.