* The Succession Institute, LLC is not a CPA Firm

Succession Institute Partner and Manager Development Training Program

Posted: September 11, 2015 at 4:12 am   /   by   /   comments (0)

Beginning January 2017*

*Seating is limited—Register Now! We start the assessment process in early December, so you don’t want to miss out on this critical feedback.

This program is designed for partners and managers in line to become partners, focusing on the following areas:

  • Situational Leadership® workshop to train CPAs in how to delegate, better supervise and speed up their people development capabilities (1.5 days, January 17-18, 2017, Denver, CO
  • Communication and Business Development Skills workshop (1.5 days, June 2017, Location TBA)
  • Practice Management, People Development, Change and Speaking workshop (2.5 days, December 2017, Location TBA)

Supported by multiple 360 assessments, individual coaching, online self-study materials, follow-up webinars (dates included in brochure), and including up to 67 hours of CPE credit, our unique combination of technology, phone, and face-to-face training has proven to be effective as we have been enhancing the delivery of this material with in-firm training over the past five years. Download brochure.

A Safe Path to the Future ​
At the Succession Institute, we’ve developed a path for owners and other accounting firm leaders to follow that will help them navigate the obstacles to positive change and create a foundation for enduring value at their firms. The path starts with some orientation as to a leader’s existing state of readiness through the use of our proprietary SIPA™ 360° performance assessment instrument. This provides opportunities for rare insight into what leaders are doing that’s working well, and where the leaders need to improve their effectiveness. We also help each leader improve his or her self-awareness through the completion of other assessments and profiles, such as a personal style (limited personality profile) assessment, as we kick off the program.

Following this, we take the leaders through a rigorous program built around the Succession Institute’s proprietary materials, customized for CPA firms, and augmented by Dr. Paul Hersey’s exceptional Situational Leadership® program. In addition to covering best practices for managing a firm, how to implement optimal infrastructure to support continuity, how to better train, manage and motivate your people, and ways to evolve your influence and delegation skills, the participants come away with a better understanding of the changes they need to make personally to become more effective managers and leaders.

This program includes coaching assistance to help the participants develop more traction under their personal change efforts. Coaching is performed by members of the Succession Institute who each have over 30 years of experience as CPAs and in working with CPAs.

Download brochure
For more information, please contact us.

Register Now


The Program

Real World Challenges—Real World Curriculum

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 seven months, includes:

  • Baseline assessments for increased self-awareness, with webinar debriefs
  • Situational Leadership® Workshop to enhance delegation, supervision and development skills (1.5 days)
  • Online video courses in the basics of communication and leadership
  • Communication and Business Development Skills Workshop (1.5 days)
  • Practice Management, People Development, Change and Speaking Workshop (2.5 days)
  • Follow-up webinars after each workshop
  • Coaching calls at the beginning and near the end of the program with participants and their mentors
  • 67 hours of CPE Credit*
  • Interactive discussion and learning with peer group, guided by CPA firm consultants who are working with firms throughout North America
  • Practical ideas for successful leadership of CPA firms from consultants who are CPAs themselves and who are experts in CPA firm management
  • Training from materials created by our instructors from the work they do with CPA firms day in and day out

Key Dates

Following are the dates scheduled for this program:

  • Initial assessments and coaching calls – December 2016 – January 2017
  • Situational Leadership® workshop to train CPAs in how to delegate, better supervise and speed up their people development capabilities (1.5 days, January 17-18, 2017, Denver, CO)
  • Communication and Business Development Skills workshop (1.5 days, June 2017, Location TBA)
  • Practice Management, People Development, Change and Speaking workshop (2.5 days, December, 2017, Location TBA)

Prerequisites

Participants should have some supervisory experience or CPA firm management experience.

Your Investment

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

Learn more about this program by downloading the program description.

Program details

Program Description:

There are 17 courses/workshops included in this Training Program plus associated assessments. Anyone completing all courses could earn up to 67 CPE credits. Three workshops are face-to-face group meetings with live instructor (Group Live). There are also five webinars (Group Internet Based), eight online courses (QAS Self-Study), and one archive video.

Program Timeline:

The training program will be conducted over approximately a year. The first face-to-face group meeting* (Situational Leadership®) will be scheduled for January 17-18, 2017, in Denver, CO, with other workshop dates and locations TBD. The following workshops/courses are included in the program:

Baseline Assessments for Increased Self-Awareness-December 2017:

  • Everything DiSC Management® personality profile
  • Situational Leadership® 360° Assessment
  • SIPATM 360° (Succession Institute’s proprietary competency assessment)

Assessment-Driven Webinars:

  • Webinar # 1 – Interpretation and use of the DiSC® profile report–Early January 2017
  • Webinar # 2 – Interpretation and use of the SIPATM profile report–Early January 2017

Coaching Calls – December 2016 – January 2017

  • Initial calls individually with the participant and with the mentor to identify any specific objectives for the participant’s development
  • Calls with each participant to discuss their DiSC® and SIPATM reports

*Situational Leadership® Workshop: Foundational Principles for Managing and Leading Others
January 17-18, 2017 (1.5 days) in Denver, CO

Follow-Up Webinar:

  • Webinar # 3 – Follow-up on implementation of Situational Leadership®–Late January – Early February 2017

Pre-Workshop, Online Video Courses–details in brochure pg. 15

*Communication and Business Development Skills Workshop–June 2017

Follow-Up Webinar:

  • Webinar # 4 – Reinforce concepts from the Communication and Business Development Skills Workshop–After June 2017 Workshop

Pre-Workshop, Online Video Courses–details in brochure pg. 16 & 17

*Practice Management, People Development, Change and Speaking Workshop–December 2017

Follow-Up Webinar:

  • Webinar #5 – Reinforce concepts from Practice Management, Conflict, Change and Speaking Workshop–Late December 2017

Follow-Up Reassessment and Comparison with Baseline Results–December 2017-January 2018

  • SIPATM 360° (SI’s proprietary competency assessment)
  • Individual calls to participants regarding assessment and comparison, as well as review assessment with mentor

Coaching Calls-January 2018

  • Calls with each participant to discuss their follow-up SIPATM reports
  • Calls to each participant and to each mentor at the end of the program to discuss progress

* The Succession Institute, LLC is registered with the National Association of State Boards
of Accountancy (NASBA) as a sponsor of continuing professional education on the
National Registry of CPE Sponsors. State boards of accountancy have final authority on
the acceptance of individual courses for CPE credit. Complaints regarding registered
sponsors may be submitted to the National Registry of CPE Sponsors through its website:
NASBARegistry.org .