* The Succession Institute, LLC is not a CPA Firm

Succession Institute Leadership Academy (SILA)

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

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



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 program, 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 discussions at the beginning and end of the program to identify and work-on the participants learning objectives and developmental goals
  • Three workshops with live instructor (one virtual and two in-person) focused on skills leaders need:
    • Situational Leadership® workshop to enhance delegation, supervision and development skills – two 5-hour virtual sessions
    • 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) – Four 1+ hour sessions
    • Assessment debrief webinar
    • Follow-up webinars after each workshop
  • CPE Credit granted for completed program workshops and webinars (up to 48 CPE hours)


  • July 10-August 11, 2023 – Kickoff activities and baseline assessments
  • October 30-31, 2023 –  Workshop #1 (virtual)
  • December 11-12, 2023 – Workshop  #2 (in-person)
  • January 24-26, 2024 – Workshop #3 (in-person)
  • May, 2024 – Wrap-up activities


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, click here.


Succession Institute Leadership Academy Interest/Registration Form



Refund policy:

Cancellations or modifications to your registrations must be completed by midnight Eastern Time of the day prior to the first workshop. To change your registration, please email info@successioninstitute.com, or call our office: (512) 338-1006.

Although the Succession Institute does not intend to cancel any workshops or webinars at this time, in the event of an unforeseen circumstance or unexpected situation, we reserve the right to cancel any workshop or webinar as may be necessary. We will refund your purchase price or reschedule for a mutually convenient date if circumstances require us to cancel a workshop or webinar for which you are registered. If Succession Institute cancels or reschedules a workshop or webinar, we will inform all registrants and workshop planners via email.

Substitution Policy:

There is no charge for sending a substitute to the training program. Multi-day and follow-up programs must be attended by the same registrant each day. Substitutes must meet the prerequisite and advance preparation requirements.

Warranty Policy:

Succession Institute, LLC pledges to conduct its business with honesty and integrity. Should there be a complaint with the quality of programming or the level of service, Succession Institute will make every effort to resolve it. Complaints should be expressed in writing and directed to Succession Institute, 2603 Pearce Road, Austin, TX 78730 or (512) 338-1006 or send an email to info@successioninstitute.com. The correspondence should state the full nature of the complaint. The complainant shall be contacted by a member of the Succession Institute within 3 working days.