Testimonials
The program was really well designed and effectively delivered. Bill and Tommye were both highly engaging and delivered the course in a thought provoking manner. Moshe Gruber, Tax Manager, Mazars USA, New York, NY
Situational Leadership training program was great because it gave me a proven model that I can intentionally follow to help become a more effective leader/manager. Cristian Campos, Senior Accountant, Kickstarter PBC, New York, NY
High impact two days for our team. Thanks Bill and Tommye! Myron Fisher, Member, Baldwin CPAs, Richhmond, KY
I thought the instructors made the workshop fun and everyone seemed engaged. Sarah Grayson, Baldwin CPAs, Richmond, KY
Situational Leadership is a great approach for any organization ... but if you're a CPA firm, these are the trainers you need! David Prewitt, Baldwin CPAs, Richmond, KY
Very informative course on the right way to manage people. Rania Roshdi, Baldwin CPAs, Richmond, KY
The Situational Leadership workshop provides very practical knowledge and skillset. I really appreciate it! Hirotatsu Ochiai, CPA, Partner, Manning Elliott, Vancouver (British Columbia), Canada
Impactful instructions for emerging leaders, this leadership training has provided practical and effective leadership recommendations. Samuel Becherer, CPA, Risk Advisory Senior Manager, Schneider Downs, Pittsburg, PA
Eye-opening - fundamental tools to help become a better manager/supervisor. Chris Noyes, CPA, CGMA, Senior Manager, James Moore & Co., Daytona Beach, FL
Situational Leadership with the Succession Institute was an eye opening experience packed full of great ideas that become easily applied in real world scenarios. I would highly recommend this course to any interested. Ben Clark, Senior Manager, James Moore & Co., Tallahassee, FL
I feel I will be a much more effective leader and developer of talent after completing the course. Bryan Adams, Talent Acquisition Manager, James Moore & Co., Gainesville, FL
The excitement our trainers provided, along with the content and knowledge, was suburb! They got us all excited about our next steps as a company and utilizing what we learned in our processes to increase our effectiveness and efficiency. We are all looking forward to our progress in the next few years and believe this will be a game changer for our company. Kelly Borrowman, Training and Development Specialist, James Moore & Co., Daytona Beach, FL
My biggest take-away was that I'm currently operating on whether I perceive someone as capable and expecting them to live up to my perception; moving forward I'm excited to apply the "able" factor as defined by this team to better support my team. Carrie Boynton, Director, James Moore & Co, Daytona Beach, FL
This course was spot on and in line with my goals as a coach and a mentor. Catherine Dwan, Senior Manager of Operations and Administration, Edelstein & Company LLP, Boston, MA
I enjoyed the presentation and strongly feel that the shared information is valuable for any firm. Sanndy Balseca, Tax Resource Senior Manager, Edelstein & Company LLP, New York, NY
Tommye and Bill are very dynamic speakers, making this learning experience unlike any other CPE I have ever taken. The opportunity to have discussions with other CPA's in similar situations is very helpful. Becky Beard, Williams, Pitts & Beard CPAs, Hernando, MS
Bill and Tommye do a great job of presenting management ideas and techniques in an engaging, fun manner. Definitely a great class! Alesia Knutsen, Managing Director, Conry-Taylor & Company CPAs PC, Knoxville, TN
Bill & Tommye are great presenters and I thoroughly enjoyed the workshops. They use real life examples to help us use their tools in our business. I highly recommend this program for Managers and Principals. Tammy Guelfo, Shareholder, HLB Gross Collins PC, Kennesaw, GA
Amazing engagement, insights to things I thought I knew after being in the industry for many years. Really eye opening and critical step to being more in tune to all facets of leadership. Laura Madajewski, Principal, HLB Gross Collins PC, Atlanta, GA
This was a very helpful training program focusing on business development and communication skills. Brandon Mayes, CPA, ABV, Partner, Jones, Nale & Mattingly PLC, Louisville, KY
Excellent curriculum and instructors. Through this hands-on approach with our instructors and fellow professionals in my cohort, I've been able to better apply the material to my past experiences and setting a better path for the future. Jocelyn Potter, CPA, Partner, Lance, Soll & Lunghard LLP, Brea, CA
Although I had heard great things about the California Society's Leadership Institute, it more than exceeded my expectations. Bill Reeb is a gifted teacher, and the skills I learned will continue to serve me throughout my career. Johanna Sweaney Salt, CPA, CGMA, Gray, Salt & Associates, LLP, Claremont, CA
Dominic has a unique sense of generational issues which makes his perspective creative and valuable. He tells it like it is--not how we want to hear it. His responsiveness is unparalleled in business--I always hear from him within a couple of hours of contacting him. If you need help with succession planning and other small business issues, Dominic is the man. Rick Reimann, CPA/Owner, Lenhart, Mason & Associates, Casper, WY
I have known Dom for over twenty years and he has consistently applied "big picture" thinking in his view of the accounting profession, and in particular, how CPA firms can be operated, managed and led more profitably and efficiently. He has a proven track record of helping accounting firms to become successful. Whether he is conferring one-on-one with a managing/senior partner or sharing his knowledge in a forum before a large group of practitioners, Dom simply "knows his stuff" and articulates it in an incisive and personable fashion. Steven Sacks, CPA, CGMA, ABC, Communication Strategist, Solutions to Results, LLC, New York, NY
Great program. I am usually skeptical of general leadership training because they are filled with empty platitudes and general advice that you could gather anywhere. I think Bill and Dom have put together a meaningful program and the exercises help drill in the points and the advice is spot on. Kevin Horton, Assurance Principal, Harper & Pearson Company PC, Houston, TX
As a small practice I value Bill’s ability to provide access to strategies generally available only to large firms. Brian Weber, Applied Business Concepts, Austin, TX
We are happy with both Bill and Dom. Great guys to talk things over with. Sometimes we wish they were able to tell us exactly how to implement changes but that’s probably a bit much to ask. Frankie L. Burns, CPA, Auerbach Albert & Gold, LC, Dallas, TX
Bill had great insight, especially about remote workers and how to treat them in respect to today's environment. Joseph Ellinghuysen, CPA, ABV, CVA, Tax Manager, Smith Schafer CPAs, Minneapolis, MN
I like how we aren't afraid to bring up a topic that no one wants to talk about... especially accountability. Steven Barber, Shareholder, Schneider Downs, Pittsburgh, PA
Consultant isn't an appropriate title for Bill Reeb. He is more like your most valuable employee. Ignoring the fact that the decisions made would negatively affect his personal profit, Bill continued to push forward the actions necessary to do what was best for our company and it's future. I would recommend Bill as a consultant to anyone willing to listen and act upon difficult decisions. Pam Teich, President Lammes Candies Since 1885, Inc., Austin, TX
When it comes to tough business decisions, you often know what you should do, but you get lost in the maze of “what ifs; Bill reminds you of what really works and what really matters. As Bill would say “Don’t plan for the worst case scenario, plan for the likely scenario." Darsi Casey, CPA, Managing Partner, Casey, Neilon & Associates, LLC, Carson City, NV
In succession planning the objective is to combine the past with the future and make it a present feasible plan beneficial to the entities involved. Bill Reeb accomplished this mission! Another part of the equation is completing the task from beginning to end. Bill Reeb accomplished this mission! Nik Pry, Retired Founding Partner, Pry Professional Group, Findlay, OH
Bill has a great ability to cut through the crap and get to the point, We are certainly better because of him. Ray Roberts, CPA, Managing Partner, Accounting and Consulting Group, Albuquerque, NM
Bill has an ability to cut through the politics and tell it like is without alienating the partner group. His observations are on point and his systems and insights are invaluable to any firm wishing to grow and prosper. I highly recommend Bill's organization. You won't be disappointed. Nick Magone, CPA, Couto, DeFranco and Magone, New York and New Jersey
Bill Reeb has helped us change our firm - and more importantly my life! We used to work like crazy, sweat the small stuff, and not make that much money for a tremendous amount of effort. Now we work no overtime, treasure our employees, make a great living, and really enjoy helping our clients! How does he do it - Call him or more importantly call me I will share with you how vital Bill has been to our firm. Eric Rigby, CPA/PFS, Rigby Financial Group, New Orleans, LA
A few weeks after graduating from college, I substituted for my father's attendance at a seminar since he was struggling w/ diabetic complications and couldn't attend. The seminar was led by Bill Reeb. I was blown away. When my father later died the following year and my family's (now) third-generation firm almost collapsed, I bought and read from cover to cover Bill's book Start Consulting: How To Walk The Talk & used the principles therein to formulate a strategic approach to resurrecting the firm and servicing its clients. Whether he'll admit it or not, Bill has played a critical role in my success throughout my career. Matthew Roger, CPA, Managing Partner, Roger and Keith, CPAs, New Orleans, LA
Bill Reeb is one of the best speakers I have ever heard. Audiences love him because he is both knowledgeable and entertaining. He provides practical and valuable insight into how organizations can improve and achieve success. John M. Sharbaugh, CAE, CEO, Texas Society of CPAs
Bill Reeb is a sure-bet. CPAs love him because he brings real, useable content to the table. Jane Egan, Executive Director, Montana Society of CPAs
What began before engaging Bill for an Information Technology project was redirected and expanded with Bill's leadership and practical approach to become a dynamic process improvement initiative and strategy. This endeavor ultimately resulted in the redesign and automation of all processes supporting operations while stimulating a cooperative cross-functional process likely never experienced in the 100+ year history of our organization. Bill became a director of strategy, cultural change agent, project leader and personal mentor which helped to transform and dramatically strengthen our Company for the future. He is clearly the best consultant I've worked with in my 30+-year professional career. John Gordon, CPA, CITP, Former Vice President-Finance and Chief Financial Officer, National Lime & Stone Co., Findlay, OH
I have known Dominic Cingoranelli for 10 years. The advice and focus Dominic provides his customers is forthright, timely, and useful. Dominic provides plans and solutions for the long-term success of his clients. He is not a typical consultant where a client spends a lot of money and is left with a stale ‘business plan.’ His persistence and dedication to his clients' success is remarkable. Because of Dom’s reputation and track-record we have long recommended Dominic to various clients over the years. Donald Appleby, Vice President, HRH of Colorado, Denver, CO
Dom Cingoranelli made our family aware of succession topics in a very convincing way. Without meeting with Dom, our family would never have been jump started into getting the third-generation family member installed as company president. Larry Hollar, Chairman, Hollar Seeds, Rocky Ford, CO
Dom Cingoranelli has been my accountant/business consultant for over 25 years. He has helped me through many business changes, including relationships with a partnership, financial planning, start-up (and closing later) a new corporation, and approaches to business problems over the years. His business acumen is exemplary. He is easy to work with, understanding, but definite in his recommendations. All my experiences with Dom have been good ones, and I certainly recommend him. Paul Radway, MD, Pueblo, CO
Dom Cingoranelli has helped Gobins Inc. with succession planning and management training. I have been involved in many Succession Planning and Management Training Seminars but the advice and training that we received from Dom was the best. Bob Gobin, President, Gobins Inc., Pueblo, CO
My professional experience with Dom Cingoranelli has always been positive. He is a resourceful, creative and practical advice giver on all levels. Don Banner, Attorney at Law, Pueblo, CO
Bill Reeb's Leadership Course has been an overwhelming success for CalCPA. It seems like everywhere you turn, behind the leadership in the Society, in firms, and in industry is a graduate of Bill's course. For many of us, the experience has been a life and career focusing event. I highly recommend this course for any CPA at any level in any organization. Rusty Roy, CPA, CalCPA Central Coast Chapter President, past Chair of CalCPA MAP Committee, Roy & O'Connor, CPAs Inc., Paso Robles, CA
Succession Institute has been an invaluable partner in the leadership development of our organization and has had a significant impact on our member leaders. For more than a decade members have benefited from Bill Reeb’s knowledge and expertise in leadership behavior, as well as critical thinking and management skills. Bill’s style is authentic, engaging and practical. John Angelo, Executive Director, CalCPA Institute, California Society of CPAs
We have used Succession Institute over the past several years for firm retreats, succession planning, 360 assessments and manager training. The knowledge and experience that Bill and Dom possess has been invaluable in helping our firm through various stages of growth and development. They have been instrumental to us in their guidance from the drafting to the implementation stages of our succession plan. Their knowledge of the CPA industry and trends for succession have guided us and helped us throughout the succession process as well as advising us with on other practice management best practices. Abby Dupree, Kathleen Brothers, & Stephanie Zottoli, Carroll and Company CPAs, Tallahassee, FL
Dom has become a great resource for our firm. As a new managing partner, I have contacted Dom many times about how to implement new strategy or deal with issues. He has a way of breaking down any issue and making it much easier to tackle. He has always provided sound advice and a process that makes sense and is possible to implement. Roz Alyson, CPA, Shareholder, Mahoney, Ulbrich, Christiansen & Russ, P.A., Saint Paul, MN
Our hope in hiring a consultant was to get practical, useful, and personalized data and advice. Dom and Bill's skills got our partners to accomplish tasks that we had never achieved on our own. Joel Olbricht, President & CEO, Olbricht Storniolo Group, Hampstead, NH