Products currently available or under development are:
CPA Firm Subscription Package: This package delivers a bundle of products and services in a unique way, integrating our Learning Management System (online self-study), live video streaming webcasts, our books and other materials. We can now provide the same kind of consulting advice and direction we have historically only been able to provide to our larger CPA firm clients.
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.
Thank you for reviewing our website. We are excited to be able to offer you this group of products and services created to assist you achieve your personal and professional goals. If you would like more information or would like to talk to us at the Succession Institute, please click the “Contact Us” link at the bottom of any webpage and let us know how we might be able to help. Thank you again for giving us your time.