* The Succession Institute, LLC is not a CPA Firm

Webcasts and Upcoming Events

Posted: October 31, 2016 at 3:54 am   /   by   /   comments (0)

Upcoming Webcasts:

Our live video CPE webcasts cover topics for making improvements at your CPA firms.

  • Archives of previous events may be found here.
  • Please join our mailing list to be notified when new registrations become available.

Firms that subscribe to the SI CPA Firm Subscription program have FREE access to our webcasts for up to five connections from your firm as well as other benefits. Please contact us to enroll.

NOTE:  To receive complimentary pricing,  members of the Succession Institute CPA Firm Subscription program must register using the link in the email that we send to you – NOT the links on this page.

NOTE: Our next live webcasts will be in 2018. Please check back here, as the dates will be posted as soon as they are available.



Upcoming Speaking Engagements:

  • January 9, 2018: PrimeGlobal Business Assurance Conference on Creating a Framework for Success – Pipeline, Productivity, and Engagement, Scottsdale
  • January 10-11, 2018: PrimeGlobal Leadership I Development Program, Workshop 3 on Best Practices in Firm Management, Denver
  • January 16-17, 2018: California Society of CPAs Leadership Institute, Sacramento
  • January 17-18, 2018: PrimeGlobal Leadership II Development Program, Workshop 1 on Situational Leadership®, Atlanta
  • May 3, 2018: Arkansas Society of CPAs A&A Conference on AICPA Professional Update, Fayetteville
  • May 4, 2018: Arkansas Society of CPAs Leadership Conference on Leadership and Change Management, Fayetteville
  • May 8, 2018: New Hampshire Society of CPAs , Manchester
  • May 11, 2018: Virginia Society of CPAs Leaders’ Summit on AICPA Professional Update, Richmond
  • May 15, 2018: Nevada Society of CPAs on AICPA Professional Update, Las Vegas
  • May 16-17, 2018: PrimeGlobal Leadership I Development Program, Workshop 4 on Presentation Skills, Location TBD
  • June 8, 2018: Oklahoma Society of CPAs on Change Management and Succession Management, Oklahoma City
  • June 10-14, 2018: CPAFMA National Practice Management Conference at AICPA Engage Conference, Las Vegas
  • June 14-15, 2018: PrimeGlobal Leadership II Development Program, Workshop 2 on Communication and Business Development-Advanced Skills, Location TBD
  • July 31-August 2, 2018: PrimeGlobal Leadership II Development Program, Workshop 3 on Expanding Your Insfluence through Emotional Intelligence, Conflict Management & Negotiation, Location TBD
  • August 10, 2018: Iowa Society of CPAs Emerging Leaders Conference, Des Moines
  • October 25-26, 2018: PrimeGlobal Leadership II Development Program, Workshop 4 on Best Practices in Firm Management, Location TBD
  • January, 2019: PrimeGlobal Leadership II Development Program, Workshop 5 on Strategy and Change Management, Location TBD
  • June, 2019: PrimeGlobal Leadership II Development Program, Workshop 6 on Public Speaking and Presentations Mastered, Location TBD
  • October, 2019: PrimeGlobal Leadership II Development Program, Workshop 7, Reunion and Capstone Project Results Presentations, Location TBD