Succession and Transition

Courses in the “Succession and Transition” category include the following:

Effectively Transition Clients

Effectively Transition Clients CPA firms across the country are preparing for the retirement of thousands of talented Baby Boomer CPAs. Many elements of succession need attention, but one of the most important areas to address is effective client transition. Attend this session to discuss answers to the four most common client transition concerns retirees – […]
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Effectively Transitioning Responsibility from One Generation to Another

Effectively Transitioning Responsibility from One Generation to Another Organizations across the country are preparing for (or are already facilitating) the retirement of thousands of talented Baby Boomer CPAs. Many elements of succession need attention, but one of the most important areas to address is effective transition of responsibility. Transition affects far more than the retiree […]
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Helping Your Clients Retire with Grace: Understanding the Psychology of Letting Go

Helping Your Clients Retire with Grace: Understanding the Psychology of Letting Go For many, it can be very difficult to give up their life’s work and transition into retirement. This session is designed to help you guide those nearing retirement to develop an all-new possibility for life after retirement. We’ll explore: Overcoming the psychological barriers […]
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Mentoring Your NextGen Leaders

Mentoring Your NextGen Leaders Building a team of NextGen leaders is a challenge most organizations face today. NextGen leaders are clearly different from current leaders, including their use of technology, collaborative approach to projects, and their feedback expectations and communication approaches. Motivating and supporting NextGen leaders requires a shift in our approach to mentoring and […]
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Strategies to Develop Your Rising Stars

Strategies to Develop Your Rising Stars With the impending change in our leadership teams over the next decade, it’s imperative to identify your future partners and understand their hopes and dreams and ready them for leadership. Doing so will allow you to create a development track for their path to leadership and ensure they’re prepared […]
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The Twelve Questions Rising Stars Ask About the Path to Partner

The Twelve Questions Rising Stars Ask About the Path to Partner Are you engaging the entrepreneurial, energetic young leaders in your firm? These up-and-comers are passionate about their careers and their firms, and they want to know: What can I expect on the path to partner? Failure to answer these questions raises the risk of […]
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