Dream Team Week 2022

The dedicated employees of Next Level Now met in Portsmouth, NH from September 12-16th for the company’s annual “Dream Team Week”. Dream Team Week is a company meet-up for both work and play. The team got together in Portsmouth, NH for 4 days to partake in intensive workshops, expert guest speakers, team dinners and fun outings. The whole week was all about team building, learning, and honing their skills to better serve the clients.

The event kicked off on Monday with a welcome dinner at Jumpin’ Jays Fish Café, which really got the morale going and laid the groundwork for the week. Each day started with client work, and the afternoons consisted of several different guest speakers and workshops.

Tuesday

After lunch on Tuesday, our team members went through a Fathom training session. Following a quick break, Laura Caton hosted a Predictive Index speaker workshop. The rest of the evening was a free night for our team members to do whatever they pleased.

Wednesday

On Wednesday, Paul Cissel, CEO of Growth Caddie spoke on the State of the IT/MSP Industry. Our team left with a refreshed understanding of how the IT/MSP landscape has changed in recent years.

Wednesday also featured a presentation from one of our valued partners, SLIQ. The fun did not stop there, as we had a CashFlow Model and Projection Model workshops right after lunch. After a brief 2-hour nap, we packed our bags and boarded the shuttle bus and headed to Throwback Brewery for some lawn games, dinner, tour of the brewery and an obligatory tasting. It was a great way to end the day after a jam-packed morning of workshops, speeches, and presentations.

Thursday

After morning client work on Thursday, we held a client relationship/communication workshop which gave our team an opportunity to discuss effective communicative habits and tips for nurturing client relationships.

After lunch, we dove into another beneficial team workshop about client transactions. Once the hard work of the day was over, our team hopped on the shuttles again and ventured into the back channels of Sagamore Creek for a scenic kayak outing during sunset.

Friday

We had another productive morning of Power Query and Time Management workshops on Friday. Later that afternoon, we were graced by “Rusty” Godwin’s presence for a CPA Firm Interface speaker workshop.

Rusty specializes in accountant services for individuals and small businesses. Established in 1996, Rusty’s years of accounting experience have led him to become highly recognized for his insightful advice and broad range of knowledge on all aspects of tax preparation and accounting. Rusty’s goal is to use his knowledge to help his clients meet their long-term financial goals, ensuring both business and financial success.

Our team took a quick break followed by the final workshop which involved an IMA Framework Assessment.

The weekend concluded with a team farewell dinner at The District to tie a ribbon on another memorable and productive Dream Team Week.