* 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, 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: There are two newsletter offerings. The first is a bi-monthly newsletter written by Bill for CPA firms.  The second newsletter is on Construction and it is a periodic newsletter as it has no set schedule.  You can start receiving both FREE newsletters by registering on our website or by updating your profile requesting access.  And occasionally, Dom, Michaelle or Bill will write articles that they upload to this website.

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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