Succession Institute Practice Management Webcasts Fall 2016

Webcast Series Overview

Succession Institute Practice Management Webcasts 2016

We are presenting a four-webcast series (each two hours in duration) based on the quadrennial succession planning survey administered by the AICPA’s Private Companies Practice Section (PCPS) and Succession Institute (SI), as well as Dom’s and Bill’s 35 years of working with CPA firms of all sizes throughout North America. These webcasts will cover the CPA profession's succession planning challenges and practices. The most important steps firms must take to ensure profitability, transition of ownership and long-term sustainability in implementing a succession plan. We will also provide an advanced case study on implementing and adjusting a compensation system that supports the achievement of your firm's strategic plan. And, we will discuss how to get real traction in leadership development by helping build critical soft skills such as emotional intelligence, conflict management, assertiveness, etc. including the need to truly develop sound managerial skills.

Each webcast content stands on its own. There are no prerequisites or advanced preparation for any of these webcasts.

All registrants will be provided access to the recorded webcasts after the live webcast, but no CPE may be issued for watching the archive video only.

Webcast 1: The Succession Landscape: 2016 PCPS Succession Institute Survey Results

This webcast will cover:

  • Challenges of succession management
  • Why firms are on course for even greater workload compression in the future
  • What firms are doing that will improve their positioning for the seamless succession of their current leadership
  • Key findings from the 2016 succession planning survey, including Solo practitioners, Sole proprietors and Multi-owner firms

Webcast 2: Best Practices for Ownership Transition

This webcast will cover:

  • Effects of various business model firms on succession initiatives
  • Update on the valuation models found most commonly today and how they have changed over the past decade
  • Trends and ramifications of partners wanting to accelerate or delay their retirement date
  • Necessary policies and procedures to manage a still-working retired partner group

Webcast 3: Advanced Compensation Case Study (Moving From Eat What You Kill or Silo to Building a Village or One-Firm Models of Operations)

This webcast will cover:

  • How to establish a goal-based performance and compensation system for partners
  • How to determine metrics and measure progress
  • What steps should be taken to create greater accountability in your performance system
  • What approach is recommended to allocate shortfalls or excess profits based on performance
  • When compensation adjustments should occur and what factors to consider in making them

Webcast 4: Getting Real Traction for Your Leadership Development Investment

This webcast will cover:

  • Content to look for in a good leadership program
  • The learning process and the importance of an experiential approach
  • Role of assessments and coaching
  • What it takes from both the leadership program and inside your firm to assure your participants attain personal growth and positive change


Take advantage of Group Registration Discounts!

  First Registrant Additional Registrants
Cost of Each Webcast $249 $49

For greater discounts for groups of 6 registrants or more, for other combinations of these webcasts, or how to access archive videos of prior webcasts or online self-study courses, please contact Succession Institute at 512.338.1006, ext. 106 (Jan), ext. 100 (Melanie) or Email Us.

To receive the webcasts FREE, please open a PDF to learn about SI's CPA Firm Subscription Package.


Succession Institute, LLC is registered with the National Association of State Boards of Accountancy (NASBA) on the National Registry of CPE Sponsors and as a Quality Assurance Service (QAS) sponsor of continuing professional education. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to NASBA through its website:

Contact Us