* The Succession Institute, LLC is not a CPA Firm
Succession Management


Posted: March 10, 2014 at 3:10 pm   /   Succession Management

Our Service Offerings include:

Bill, Tommye, Dom and Michaelle spend a significant amount of their time doing what they write about and talk about; advising and facilitating. Over the past thirty years, they have been involved in, as consultants and/or business owners, almost every facet of operating businesses, from business development through operations, from employee motivation through compensation and incentive systems, from re-engineering processes/procedures through automation of the same. – See more at: http://www.successioninstitute.com/services/

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Posted: March 10, 2014 at 3:04 pm   /   Succession Management

Products currently available or under development are:

Strategic Planning Virtual Facilitator: This is a tool for small firms to help them develop a strategic plan for long-term vision to drive the business. We provide step-by-step instructions and downloadable forms/tools to help you organize, orchestrate and develop your own plan.

Competency Framework and 360 Assessments: The Succession Institute Performance Assessment (SIPA) is a unique 360° assessment that clearly identifies the attributes that will help an individual become a more effective professional and leader.

Newsletters:  The documents you will find in our knowledge center include our Newsletters archives.  For years, Bill was editor and columnist of CPA State Societies’ Public Practice e-newsletters.  His column was called “In the Billiverse” 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, Tommye, Bill and Dom will occasionally add to the Succession Institute archive with new articles and columns.   You can access the Newsletters archives by registering on our website or by updating your profile requesting access.

Store: Four books are currently available. All books are published by the AICPA.

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Posted: March 10, 2014 at 3:00 pm   /   Succession Management

The owners of the Succession Institute, LLC, have taught literally thousands of hours of combined training.  We have broken the training materials into two sections for your review:

The Workshop and Leadership categories of training are listed for those organizations who are looking at bringing in the Succession Institute for extended training rather than just a keynote lecture or two.  These are just examples of common requests.  However, if the course topics listed are not exactly what you are looking for, just use the “Contact Us” form at the bottom of any page on the website and let us know what you have in mind.  We have broad experience to pull from and great deal of intellectual capital to leverage to develop customized courses.

Our Upcoming CPE Webcasts and select speaking events may be found at our Webcasts and Upcoming Events page, while recordings and slides of past Webcasts may be found on our Webcast Video Index.

Snippets of our training may also be viewed on our SITV Videos page.

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