* 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)

 

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 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)

KEY DATES

TBA

PREREQUISITES

Participants should have supervisory experience or accounting firm management experience.

YOUR INVESTMENT

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

To download the program brochure, click here.