Don't just plan the future of your firm. Shape it.
Elevate Your Next Partner Retreat
What Sets Us Apart
At Winding River Consulting, we specialize in crafting transformative partner retreats for accounting firms, designed to propel your leadership team towards unparalleled success. With a legacy of over 40 years and a global footprint, our proven expertise has empowered more than 150 prestigious firms worldwide. Now, we extend our invitation to you to experience a retreat that goes beyond the ordinary.
Strategic Insights
Immerse your leadership team in sessions with a team that has deep insights into firms worldwide. Our retreats address the challenges and opportunities facing accounting firms today, equipping your team with the knowledge needed to make informed decisions.
Collaborative Solutions
Come together as one firm like never before. Our dynamic sessions are crafted to foster open dialogue and innovative problem-solving, encouraging your leadership to work together toward creative solutions that drive success. If you’re seeking unity across your firm, we know how to find it.
Planning
Witness tangible results. Our proven strategies have guided numerous firms toward unprecedented growth. Your retreat experience will be a catalyst for positive change, setting the stage for a future marked by achievement and triumph.
Why Choose Winding River for Your Partner Retreat?
Insights You Need. Experience You trust.
Navigate the complexities of the accounting industry with confidence. Our team boasts decades of hands-on, firm leadership experience, providing you with knowledge that transcends the conventional and guides your firm toward strategic excellence.
Proven Strategies from Across the Globe
Join a network that spans the globe. Our collaborative approach integrates diverse perspectives, allowing your leadership team to benefit from a rich tapestry of ideas and strategies that have been tested and proven in other firms on an international scale.
Tailored Solutions for Your Firm
Recognizing that every firm is unique, we tailor our retreats to address your specific challenges and capitalize on your distinctive strengths. Our goal is to empower your team with strategies that align seamlessly with your organizational objectives. Our approach will provide you with real, honest feedback from your partner to help you discover issues that flew under the radar, and hidden gems you can utilize for future success..
- Our Services
- Partner Retreats
Your Facilitators
Gary Shamis
Chief Executive Officer
Gary founded Winding River in 2016 after growing SS&G to the 37th largest firm in the U.S. Now, Gary is working hard to help firms stay viable and win in today's climate.
David M. Toth
Chief Growth Officer
A digital powerhouse and a champion of growth, David joined Winding River Consulting in 2019 and became a partner in 2022 after launching their digital practice two years prior.
Trisha Daho
Consultant - Culture & DEI
Trisha, a former Big 4 partner, led diverse teams, delivering billions in value for Fortune 500 companies and startups. As a rapid-growth strategist, she created thriving practices and developed leaders who achieved roles like CFOs and CEOs.
Gary Shamis
Chief Executive Officer
Gary Shamis assumed responsibility for his father’s accounting firm in 1981. Over the thirty-five years that followed, he took revenues from $225,000 to approaching $100 million and employees from a dozen to 600. He built the 37th largest independent accounting and consulting firm in the nation, before combining SS&G, Inc. with BDO USA, LLP in 2014.
Today, as principal of Winding River Consulting, a business advisory services company, Gary is a highly sought after speaker, facilitator, and consultant.
In its inaugural list of Managing Partner Elite in Accounting in 2012, Accounting Today identified Shamis as one of only ten people recognized for qualities required of a person in a firm’s leadership role.
He is the “very model of the modern managing partner, and this list is more or less unimaginable without him,” it stated, adding “he invented, codified, or popularized most of the strategies and best practices that are now taken for granted.”
David M. Toth
Chief Growth Officer
David M. Toth
Chief Growth Officer
David Toth is a distinguished consultant recognized for his strategic expertise in fostering growth and enhancing practice management within the accounting and advisory sectors. With almost two decades of leadership experience, he has become a vital strategic partner to numerous firms, specializing in digital transformation and strategic growth, leadership development, management consulting and strategic facilitation.
Recognized as one of the youngest and most forward-thinking advisors to managing partners and niche/office/practice leaders, David has earned a reputation for being a candid, dynamic strategist. His ability to bridge the gap between the broader business world and the accounting profession has led to the creation of impactful programs that set firms apart from the competition.
In his pivotal role with Winding River Consulting’s premier program, MPB | Leadership Accelerated, David enhances communication and collaboration among firm leadership, partners, and growth teams, ensuring alignment and fostering an environment conducive to shared success. Furthermore, he is the founder of the Digital Deep Dive Summit, an influential annual seminar that has successfully convened leaders from over 50 firms in the past three years to advance digital strategy through robust peer-to-peer engagement.
David’s contributions to the field have earned him numerous accolades, including being named one of CPA Practice Advisor's '20 under 40 Top Influencers' in 2022 and a 'Notable Leader in Accounting & Consulting' in 2023 by Crain's Cleveland Business.
Trisha Daho
Consultant - Culture & DEI
Trisha Daho
Culture and DEI Consultant
Trisha spent most of her career leading large, diverse teams toward the delivery of value for her clients at a Big 4 Accounting and Advisory firm, wherein she served as a partner. She has been pivotal in the discovery and sustainability of value in the billions of dollars for her clients. She has worked with executives and their teams in dozens of Fortune 500 companies in the majority of states. She has also created enormous value for entrepreneurs, high growth companies, and aspiring start-ups.
Having made partner in a Big 4 accounting firm in 9 years, Trisha was charged with building thriving practices from scratch in 4 different regions of the country. Through laser-focused strategies and the ability to scale talent and service delivery quickly, she was able to create growth businesses that have expanded exponentially. The leaders she’s cultivated have gone on to be partners, CFOs, CEOs, and much more.
With her own company, Empowered Leadership Cultivation, Trisha partners with C-suites and managing partners to think, plan, and execute strategically for the purpose of accelerated and sustainable growth, primarily in professional service firms. She also partners with larger firms to create success for women and diverse people who are entering leadership positions through a diversity and inclusion peer advisory experience focused on strategy, high-performing teams, and advocacy in leadership.
With a law degree from Case Western Reserve University and a business degree from Miami University, Trisha brings practical results-driven insights as well as leadership acumen. She regularly writes and speaks on a variety of topics, including authenticity in leadership, high impact teams, creating growth cultures, diversity and inclusion, and many more.
Trisha is married to a Frenchman named Bachir, whom she met while on vacation in Paris. They plan to travel the world together as soon as he is permanently stateside. In her spare time, Trisha fosters Labrador Retrievers, travels to faraway places, and watches lots of foreign films.