* The Succession Institute, LLC is not a CPA Firm

Free Videos

Posted: April 3, 2020 at 2:10 pm   /   by   /   comments (0)

We are thrilled to announce that CPATrendlines has partnered with us again to offer you *temporary free access to some of our most often watched video training programs in response to the changes in our environment.

The passwords for these videos are in the email that linked you to this page.
*Temporary free access passwords will expire June 30th 2020!

We hope that these videos will help you think through some changes you have been considering making in your firm during some of your downtime while sheltering at home.  You know there are aspects of your firm that are not working as well as they used to, or haven’t lived up to your expectations.  Now is the time to re-think and re-plan how you want your firm to evolve and prosper as this pandemic fades into the background.  These videos are packed full of ideas for your consideration and will help you look at your firm from the lens of opportunities you have now to become better, faster and stronger in the future.  From all of us at CPATrendlines and Succession Institute, we hope you enjoy the videos, stay healthy and stay safe!

Please enjoy your temporary free access to these TEN (10) webcast videos below which should help you prepare to get started as soon as the environment changes regarding Covid and we can get back to work.  Each video requires that you enter your password to play the video – the password was included in our email to you.

For 1 or 2 Partner Firms – Basic Practice Management Series (recorded in standard video, under an hour each)

Finding Time to Manage Your Firm
Managing Your Staff
Managing for Accountability
Managing Your Workload
Managing Your Firm by the Numbers
Managing Client Satisfaction
Managing Your Business Development Efforts

For Multi-Partner Firms – Firm Models and Management (recorded in high-definition video, two hours each)

Introduction to Eat What You Kill & Building a Village Models of Operations
Moving from Eat What You Kill (EWYK) to Building a Village (BAV) Model
Common CPA Firm Management Mistakes 

Please see our Webcast Video Index for more of our video library.  Please contact us to purchase access to a specific show or series of shows not included in this free offer.

If you are a small firm, from a solo practitioner to just a few partners, now might be a great time to get together and talk about your firm’s strategy (either virtually or in person if you are already working together at the office).

We have developed a great tool for you called the Strategic Planning Virtual Facilitator™ For Small Firms

Due to our partnership with CPATrendlines, we are making our Strategic Planning Virtual Facilitator™ For Small Firms product available to you through June 30th 2020 at a deeply discounted rate of half off our normal price of $ 495.00 (so, you can buy it now for only $ 247.50).