Everyone Only has One Boss (Coach) Part 2 HANDOUT.PDF
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Everyone Only Has One Boss (Coach) Part 1 HANDOUT.PDF
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Succession Implementation Ideas HANDOUT.PDF
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The Succession Landscape: 2020 PCPS Succession Institute Survey Results HANDOUT
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November 24, 2020
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Mergers, Acquisitions, Purchases and Sales of Practices Handout.PDF
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April 9, 2020
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Implementing the Partner Goal Process: Step-by-Step Instructions Handout.PDF
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Managing Partner Role, Partner Compensation, Partner Role, Slide Handouts
April 9, 2020
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How to Build a Partner Compensation System that Supports Accountability Handout.PDF
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April 9, 2020
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Building Your Firm’s Succession Plan: Part 3 of 3 Handout.PDF
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April 9, 2020
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Building Your Firm’s Succession Plan: Part 2 of 3 Handout.PDF
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April 9, 2020
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Best Practices for Ownership Transition Handout.PDF
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April 9, 2020
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Building a Better, Faster, and Stronger Bench 4: Tying It All Together with a Compensation System Handout.PDF
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Partner Compensation, Slide Handouts, Succession Management
April 9, 2020
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Building a Better, Faster, and Stronger Bench 3: Creating Goals and Action Plans for Staff Handout.PDF
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April 9, 2020
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Building a Better, Faster, and Stronger Bench 2: Developmental Managers, Direct Reports and Organizational Structure Handout.PDF
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CPA Practice Management, Slide Handouts, Staffing
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Building a Better, Faster, and Stronger Bench 1: Competencies, Expectations and Accountability Handout.PDF
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Accountability, Competency and Skill Development, Slide Handouts
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Becoming a More Effective 21st Century Leader Handout.PDF
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Advanced Compensation Case Study Handout.PDF
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Addressing Partner Conflict and Communication Issues Handout.PDF
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Communication Skills, Conflict and Negotiation, Leadership Skills, Slide Handouts
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Building Your Firm’s Succession Plan: Part 1 of 3 Handout.PDF
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February 20, 2020
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Leadership for Our Changing Times Part 2: Emotional Intelligence and Effective Team Leadership Handout.PDF
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February 13, 2020
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Leadership for Our Changing Times Part 1: Strategy and Change Management Handout.PDF
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Change Management and Strategy, Slide Handouts, Strategy
February 13, 2020
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