Succession Institute Leadership Academy

The Program

Real World Challenges—
Real World Curriculum

This high impact program will help your leaders and leaders-to-be develop the key skills necessary for the successful continuation of the firm. The program, which will take place over about a year, includes:

• Interactive discussion and learning with manager peer group, guided by accounting firm consultants working with firms throughout North America.
• Practical ideas for newer leaders in accounting firms from consultants who are CPAs themselves and who are experts in accounting firm management and leadership
• Training from materials created by our instructors from the work they do with accounting firms day in and day out
• Baseline assessments and webinar debriefs for increased self-awareness
• Follow-up assessments to monitor progress at end of program
• Coaching discussions at the beginning and end of the program to identify and work-on the participants learning objectives and developmental goals
• Three in-person workshops with live instructor focused on skills leaders need:
  • Situational Leadership® workshop to enhance delegation, supervision and development skills - 1.5 days
  • Business Development and Communication Skills workshop - 1.5 days
  • Practice Management, People Development, Change and Speaking Workshop - 2.5 days
• Webinars with live instructor (Group Internet Based) - Four 1+ hour sessions
  • Assessment debrief webinar
  • Follow-up webinars after each workshop
• CPE Credit granted for completed program workshops and webinars (up to 48 CPE hours)

KEY DATES

• July 8-August 11, 2024 - Kickoff activities and baseline assessments
• October 17-18, 2024 -  Workshop #1 (in-person)
• December 2-3, 2024 - Workshop  #2 (in-person)
• January 22-24, 2025 - Workshop #3 (in-person)
• February, 2025 - Wrap-up activities

PREREQUISITES

Participants should have supervisory experience or accounting firm management experience.

YOUR INVESTMENT

$8,495 per participant includes all assessments, workshops, webinars and coaching.

Discounts available for more than one attendee - contact us!

ⁱ Succession Institute, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org

The following applies to all sessions that earn CPE:

Field of Study: Business Management & Organization
Program Level: Intermediate
Advance Preparation: No advance preparation.

Policies

Refund & Cancellation Policy:

To cancel your registration and request a refund, please email info@successioninstitute.com, or call our office: (512) 338-1006. Refunds are pro-rated based on program activities completed and costs incurred at the time of cancellation. You must cancel prior to the start date of the first program activity (first item in the schedule) for a full refund.

Although the Succession Institute does not intend to cancel any workshops or webinars at this time, in the event of an unforeseen circumstance or unexpected situation, we reserve the right to cancel any workshop or webinar as may be necessary. We will provide a pro-rated refund of your purchase price or reschedule for a mutually convenient date if circumstances require us to cancel a workshop or webinar for which you are registered. If Succession Institute cancels or reschedules a workshop or webinar, we will inform all registrants and workshop planners via email.

Complaint Resolution Policy:

Succession Institute, LLC pledges to conduct its business with honesty and integrity. Should there be a complaint or concern about the quality of programming or the level of service, Succession Institute will make every effort to resolve it. Complaints should be expressed in writing and directed to Succession Institute at 2603 Pearce Road, Austin, TX 78730 or (512) 338-1006 or info@successioninstitute.com.

Late Registration Policy:

Succession Institute, LLC will allow late registrations after the program begins provided the registrants make-up the activities missed. Please contact us at (512)338-1006 to discuss.

CPE Policy:

Succession Institute, LLC will monitor attendance and participation in webinars and workshops for CPE credit. For webinars, attendance and participation is monitored via log in/out times, poll question responsiveness, and chat activity. For workshops, attendance is monitored via instructor attendance check, as well as participant contributions to group discussions and participation in group activities.

Succession Institute, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org

Field of Study: Business Management & Organization
Program Level: Intermediate
Advance Preparation: No advance preparation