CPA State Society Services
Thought leaders and facilitators who bring real world experience and expertise
High-quality instructional materials
Comprehensive, user friendly assessments
Technology infrastructure you can count on.
The Succession Institute is NASBA and QAS/Registry certified, so you can be confident that every program we deliver adheres to stringent continuing professional education guidelines.
We hope one or more of our new offerings will entice your interest to open a dialogue about working with us.
Introducing some of our new, unique, customizable, relevant offerings for your members
Small Firm Subscription (SFS):
A bundle of products and services for small firms offering consulting advice and direction packaged in a way that makes it affordable and effective for the smaller CPA firm. Click here to find out more about this bundle.
Learning Management System (LMS):
Our LMS is built around our books on Succession, and on becoming a Trusted Business Advisor, and decades of assisting CPA professionals. Both the Texas and California Societies of CPAs are utilizing our LMS. Click here for more (links to a video and landing pages).
Our webcasts are designed to comprehensively cover each topic, with each show building on the previous one. Our first series, “Moving from Eat What You Kill to the One-Firm Concept,” also includes “Partner Compensation.” Click here for more (including course descriptions).
Our comprehensive Compensation Survey, completed for the Kentucky Society of CPAs, compiles hard to find information. We are now offering this survey to you to provide your members (public, business, industry, government and education) with unique local data. Click here for more (including a sample report).
The Succession Institute designs customized leadership programs for accounting professionals. We are proud of the Leadership program we’ve offered through CalCPA (5 years) and the TSCPA (2 years). Click here for more (including our Leadership Training brochure and TSCPA testimonial video).