Webcast Series

Could your society benefit from a CPE program that provides:

1. Unique, cutting-edge content vital to the future of today’s CPA?
2. Convenient online access?
3. An affordable price?

The Succession Institute's two 2011 webcast series do just that.

Our 2011 webcast series, "Moving From Eat What You Kill to Building a Village or One-Firm Concept," provides the participants with tools, tips and techniques to make their firms more profitable now and helps them understand how to operate in a manner that enhances long-term sustainability, while generating greater firm value now and in the future.  This series covers the following topics: 

  • Introduction to the Eat What You Kill and One-Firm Concept Models. 
  • How to Move from an Eat What You Kill to a One-Firm Concept Model 
  • How to Build a Partner Compensation System that Supports Accountability 
  • Pulling It All Together with a Partner/Shareholder Agreement 

The 2011 "Most Trusted Business Advisor" webcast series provides participants with tips and techniques to help them fulfill their role as their clients’ Most Trusted Business Advisor in a way that builds client loyalty, adds value and enhances the CPA firm’s profitability.  This series covers the following topics: 
  • Most Trusted Business Advisor:What, Why and How. 
  • Help Your Clients Identify, Prioritize and Quantify Their Needs
  • Pricing Your Advisory Work and Engagement Considerations 
  • Facilitating Client Meetings: Techniques and Processes
Each 2011 webcast series is made up of four 2-hour CPE credit, online events: 

To download a detailed description of each of the programs, click here (download pdf)


These innovative webcast series provide benefits from:

Real-world Experience: A curriculum developed from cutting-edge content with over 30 years of helping grow and increase the profitability of accounting firms of all sizes

Real World Solutions: Just-in-Time tools and tactics, delivered right to the desktop, that CPAs can leverage to begin to implement and immediately drive positive change.

Real World Impact: Position your society as a leader; deliver a clear, significant benefit to your members, and generate new revenue for the society


The web-based program is delivered by Succession Institute as a dual window presentation that features digital video with corresponding PowerPoint slides.

The webcast can be sold as individual units -- the price for each program is $249. We are promoting the benefits of participation in the entire four webcast sessions by offering incentive pricing:

  • 8 hours of CPE would be $ 749.
  • Single webcast pricing $ 249.

Buying all 4 programs will save your members 25%!


As your partner, Succession Institute provides complete program management services:

  • NASBA approved for live internet group training,
  • Collect all participation fees,
  • Award and distribute CPE certificates,
  • Comprehensive reporting: Deliver to each State Society a list of members / firms who participated, and
  • Send you a check within 30 days after the program for your revenue share.
Your CPA State Society will receive a 30% revenue share for those members your marketing motivates to sign up. If you are interested in participating in this offering, please call or email us to learn more.