Learning Management System
Succession Institute has partnered with the TSCPA and CalCPA to develop a state-of-the-art online education “machine” to meet the needs of today’s CPAs.  Working closely with these two societies, we have created The Succession Institute Learning Management System (LMS).  This revolutionary system provides CPAs with 24/7 online access to best-in-class practice management solutions.  Take a look at the current courses we have to offer and are already in the development process (Link) and the video introduction we provided to the Texas Society of CPAs to introduce this offering (Link).

Today’s CPAs need accurate, practical, just-in-time information and resources to effectively run their practice.  The Succession Institute’s LMS delivers high quality self-study programs that provide in-depth education on a comprehensive set of practice management and business advisory skills.  All this best-in-class content is presented in a convenient, easy-to-use online format. 

Based on “real world” experience combined with over 30 years of consulting to CPA firms, CPA Associations and family businesses of all sizes, The Succession Institute’s LMS is built around their own materials and is designed to fit the professional development needs of today’s public accounting leaders.


QUALITY. CONVENIENCE. VALUE.

By partnering with The Succession Institute, your members have access to an unparalleled suite of self-study management training tools – all through your branded website.

Our Learning Management System offers state societies:
  • Branded practice management resources
  • NASBA QAS and Registry self-study courses
  • Difficult to find coverage on important Practice Management topics
  • Administrative controls for your society staff
  • We offer the most comprehensive set of practice management topics with courses on Succession and Partner Agreements, as well as courses in development on Most Trusted Business Advisor, Managing Your Practice and more
  • Revenue sharing arrangements for your society (generally 20% of the sales price of the course, rising to 30% when total purchases annually exceed $10,000)
The Learning Management System provides you with a high-value, new product that will add to your bottom line.  Call or email us to learn more.