* The Succession Institute, LLC is not a CPA Firm

Succession Institute Leadership Academy

Posted: March 29, 2018 at 8:21 pm   /   by   /   comments (0)



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 programs, 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 calls at the beginning to define program goals and near the end of the program with participants and their mentors
  • In-person group workshops with live instructor – Three sessions totaling 5.5 days 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) – Five 1.5 hour sessions
    • Assessment debrief webinars
    • Follow-up webinars after each workshop
  • CPE Credit granted for completed program workshops and webinars


  • October 19, 2020 – Program Launch Webinar
  • October 19-November 18, 2020 – Kickoff activities and assessments
  • November 19-20, 2020 –  Workshop #1 in FL
  • January 19-20, 2021 – Workshop  #2
  • April 27-29, 2021 – Workshop #3
  • May-June, 2021 – Wrap-up Activities and assessments

Coronavirus: We are prepared to conduct parts of this program virtually if the Coronavirus is still an issue at the time of the first in-person workshop.  But before we conclude the training, we will do whatever we can to ensure that we schedule some quality in-person time together as a group before we wrap up the program.


Participants should have supervisory experience or accounting firm management experience.


$7,995 per participant includes all assessments, workshops, webinars and coaching.

Discounts available for more than one attendee – contact us!

To download the program brochure with full schedule and details, click here.