Webcasts and Upcoming Events

2019 Leadership in Our Changing Times LIVECAST CPE Series from Succession Institute

Our 2019 Leadership in Our Changing Times LIVECAST CPE Series of programs has been designed to help CPAs build on and enhance their leadership skills, thereby adding even more value to their organizations and the people they lead. The topics we cover are based on proven practices we use to assist clients in our work with firms throughout North America. This new series is not only timely, but also pragmatic—something you can use to really improve yourself, your people and your business. It will give you insight into prioritizing and implementing change of all kinds throughout your firm.

November 25 (Monday) 11:30-1:30 ET Leadership in Our Changing Times Part One: Strategy and Change Management

November 26 (Tuesday) 11:30-1:30 ET Leadership in Our Changing Times Part Two: Emotional Intelligence and Effective Team Leadership

December 5 (Thursday) 11:30-1:30 ET Leadership in Our Changing Times Part Three: Negotiations and Conflict

December 6 (Friday) 11:30-1:30 ET Leadership in Our Changing Times Part Four: Accountability, Coaching and Assertiveness

• 4 livecasts providing 8 hours of CPE
• Online registration closes at 5 pm Eastern the last business day before each livecast
• Participants who successfully complete the periodic polling requirements may earn up to 2 CPE credits per livecast.
• SI is the NASBA sponsor for the CPE credits associated with these livecasts.
• Reap even more benefit by submitting your questions before the show or through our live interactive chat during the show.
• More information and our livecast registration page are coming soon.

Recorded videos of previous events may be found in our video index here.

Please join our mailing list to be notified when new registrations become available.

Upcoming Speaking and CPA Profession Engagements:

• September 26-27, 2019: AICPA/NASBA Summit, New York, NY
• October 4-5, 2019: Stetson’s COB Joint Board Meeting, Sarasota, FL
• October 8, 2019: The Jewish Federation of Sarasota, Manatee, FL
• October 8-10, 2019: Leadership Academy for AICPA, Durham, NC
• October 9-13, 2019: AICPA CIMA
• October 16-18, 2019: CSD, Grand Junction, CO
• October 17-22, 2019: AICPA Fall Council
• October 23-24, 2019:  PrimeGlobal Leadership II Development Program, Workshop 7, Reunion and Capstone Project Results Presentations, San Francisco, CA
• October 24-25, 2019:  PrimeGlobal Leadership I Development Program, Workshop 2 on Business Development and Communication Skills, San Francisco, CA
• October 28-30, 2019:  NASBA Annual Conference, Boston, MA
• October 30 – November 1, 2019: BKR, Maui, HI
• November 3-6, 2019: Northwestern Mutual, Milwaukee, WI
• November 4-5, 2019:  CalCPA Leadership Institute, San Diego, CA
• November 6, 2019: HP, San Diego, CA
• November 8, 2019: CalCPA Event, San Bernardino, CA
• November 11, 2019: UT@Dallas, Dallas, TX
• November 10-11, 2019: CPAFMA, New York, NY
• November 13-15, 2019: IFAC Council and Board Meeting, Vancouver, BC
• November 16-23, 2019: AICPA Board Meeting
• November 25-26, 2019: Leadership In Our Changing Times LIVECAST CPE Series, Austin, TX
• December 5-6, 2019: Leadership In Our Changing Times LIVECAST CPE Series, Austin, TX
• December 8-10, 2019:  CalCPA Leadership Institute, San Francisco, CA
• December 10-11, 2019: AICPA Digital CPA Conference, Seattle, WA
• December 11, 2019: NASBA’s Center for Public Trust Board Meeting, Location TBD
• December 16-17, 2019: AICPA Washington Society Professional Update, Washington DC
• January 6-7, 2020: AICPA Major Firms’ Group, Naples, FL
• January 8-19, 2020:  PrimeGlobal Leadership I Development Program, Workshop 3 on Best Practices in Firm Management, Atlanta, GA
• January 8-9, 2020: CPASEA, Newport Coast, CA
• January 13, 2020: Austin Chapter Professional Update, Austin, TX
• January 13-17, 2020: PrimeGlobal Leadership II Development Program, Workshop 1 on Situational Leadership to Enhance Delegation, Supervision and Development Skills, San Diego, CA
• January 21-22, 2020:  CalCPA Leadership Institute, Sacramento, CA
• January 23-25, 2020: CPAFMA Board Meeting, Dallas, TX
• January 25, 2020: Texas Society CPAs Mid-Year Board Meeting, Houston, TX
• February 5-7, 2020: NASBA/AICPA Leadership Summit, Phoenix, AZ
• February 5-7, 2020: IFAC PFC Meeting, New York, NY
• February 20, 2020: Stetson’s Templeton Business Ethics Competition, FL
• February 24-25, 2020: IFAC CE Forum, New York, NY
• February 27-28, 2020: IFAC Board Meeting, New York, NY
• March 5-6, 2020: Stetson’s COB Advisory Board, Sarasota, FL
• March 22-27, 2020: AICPA Regional Council Meetings
• April 20-24, 2020: AICPA Board Meeting
• May 1, 2020: Iowa Society of CPAs Professional Update, Location TBD
• May 4-6, 2020: G400 Meeting, Location TBD
• May 6-7, 2020: IFAC PFC Meeting, New York, NY
• May 12, 2020: Arizona Society of CPAs Professional Update, Phoeniz, AZ
• May 17-21, 2020: AICPA Spring Council Meeting
• June 2-3, 2020:  PrimeGlobal Leadership I Development Program, Workshop 4 on Presentation Skills and Program Wrap-Up, Location TBD
• June 3-5, 2020: IFAC Board Meeting, New York, NY
• June 8-11, 2020: AICPA Engage
• June 11-12, 2020: FICPA Professional Update, Orlando, FL
• June 15-17, 2020:  PrimeGlobal Leadership II Development Program, Workshop 2 on Business Development and Communication – Advanced Skills , Salt Lake City, UT
• June 19, 2020: Montana Society of CPAs Professional Update, Missoula, MT
• June 22-25, 2020: CPAFMA National Practice Management Conference, Sarasota, FL
• June 22-25, 2020: Situational Leadership Class, Sarasota, FL
• June 22-25, 2020: Leadership Institute for CPAFMA, Sarasota, FL
• June 24-26, 2020: TXCPA LDI, Location TBD
• July 21-23, 2020: AICPA Board Meeting
• July 27-31, 2020: PrimeGlobal Leadership II Development Program, Workshop 3 on Expanding Your Influence through Emotional Intelligence, Conflict Management and Negotiation, Location TBD
• September 3-4, 2020: IFAC Board Meeting, New York, NY
• September 5-6, 2020: National Council of Philippine American Canadian Accountants, Location TBD
• October 18-22, 2020: AICPA Fall Council
• October 26-30, 2020: PrimeGlobal Leadership II Development Program, Workshop 4 on Best Practices in Firm Management II, Location TBD
• November 9-13, 2020: IFAC Council, Vienna, Austria
• November 10-11, 2020: CPAFMA Leadership Institute training, Location TBD
• November 16-20, 2020: AICPA Board Meeting
• January 4-15, 2021: PrimeGlobal Leadership II Development Program, Workshop 5 on Strategy and Change Management, Location TBD
• March 22-26, 2021: AICPA Regional Council Meetings
• May 23-26, 2021: AICPA Spring Council
• June 21-25, 2021: PrimeGlobal Leadership II Development Program, Workshop 6 on Public Speaking and Presentation Mastered, Location TBD
• October 25-29, 2021: PrimeGlobal Leadership II Development Program, Workshop 7 on Reunion and Capstone Project Results Presentation, Location TBD