Succession Institute has launched the SI Practice Management Resource Center. We also have successfully undergone the NASBA registration process. We already have online self-study courses available through our SI Practice Management Resource Center and we are continuing to routinely populate the site with more classes for CPAs, with a number of computer-based training and all-video courses available for CPE credit.

Here are some of the courses that are available: 

Advisory and Consulting Services:

• Most Trusted Business Advisor—What, Why and How
• The CPA as Most Trusted Business Advisor: An Introduction

Organization and Performance

• Getting Ready for Succession—First Steps First (Ch. 1-3)
• How to Pass the Torch without Getting Burned (Ch. 1-3, 8-9)
• Making Your Way Through the Merger/Sale Maze (Ch. 4 & 5)
• Strategies for Developing Leaders to Take Over the Firm (Ch. 6)
• Retirement Issues and Strategies (Ch. 7 & 8)
• Show me the Money—Determining the Value of Your Firm (Ch. 9)
• Succession Planning from A to Z (Ch. 1-9)
• Introduction to the Eat What You Kill (EWYK) and Building a Village (BAV) Models of Operations
• Moving from an EWYK to a BAV Model of Operations
• Managing for Accountability
• Managing Client Satisfaction
• Managing Your Business Development Efforts
• Managing Your Workload
• Managing Your Firm by the Numbers

Owner Agreements:

• Shareholder/Partner Agreement Framework Built on a Standard Operating Procedure Approach

People and Skills Development:

• Leadership Assessment

We are excited about the launching of our new SI Practice Management Resource Center. Each course contains video and provides CPE credit as well.  Courses run from 1 hour to 17 hours of CPE credit in length. You will also be able to bundle courses together to improve your pricing.

Please click on the following link to access the SI Practice Management Resource Center.  Thank you for your interest.

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