Knowledge Center

The following categories of content in our Knowledge Center may be accessed without Registration:

• Succession Institute TV (Videos) (though many of our videos require registration to view)
• About Us
• SI Products and Services

The following categories of content in our Knowledge Center require you to Register to gain access:

• CPA Practice Management
  • Accountability
  • Billing
  • Change Management and Strategy
  • Partner Compensation
  • General Management
  • Strategy
  • Role of the Managing Partner
  • Role of the Partner
• Succession Management
• Competency and Skill Development
  • Assertiveness
  • Communication Skills
  • Conflict and Negotiation
  • Emotional Intelligence
• Newsletters

If you register we will keep you updated on various products and services that may be of interest to you, as well as giving you greater access to our Knowledge Center. The Knowledge Center is constantly updated with articles and videos which hopefully will provide you valuable insight as you manager your business. All that is required to grant you access is your name and email address.

Your registration on this site is confidential and your personal information (name, email address, etc.) will not be sold or distributed to any other organizations.

The documents you will find in our knowledge center include our Newsletters archives.  For years, Bill was editor and columnist for a number of CPA State Societies’ Public Practice e-newsletters.  His column was called “In the Bill-iverse” where he shared his opinion on a variety of subjects, covering management, leadership, marketing, technology, governance, operations and more.  Because of Succession Institute’s institutional knowledge about the innerworkings of CPA firms, these columns provide fairly timeless tips on how to approach and address a variety of common CPA firm problems and/or opportunities.  As well, Bill, Tommye and Dom will occasionally add to the Succession Institute archives with new articles and columns.