* The Succession Institute, LLC is not a CPA Firm

Succession Institute CPA Partner and Manager Development Training Program

Posted: September 11, 2015 at 4:12 am   /   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 4.5 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 first three workshops
  • Online self-study video courses – Ten 2-2.5 hour sessions including:
    • Four of our Most Trusted Business Advisor courses
    • Four of our Building a Better, Faster, and Stronger Bench courses
    • The Succession Landscape reviewed in a video covering the 2016 PCPS/Succession Institute Succession Survey Results
  • Up to 68 hours of CPE Credit granted for completed program workshops (44 hours), webinars (6 hours), and online coursework (18 hours)




Participants should have supervisory experience or accounting firm management experience.


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

To download the program brochure, click here.