* The Succession Institute, LLC is not a CPA Firm

Webcasts and Upcoming Events

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

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

  • Our 2017 webcasts will be:
    • November 1,
    • November 2,
    • December 12, and
    • December 13.
  • Details and registration for our 2017 webcasts coming soon.
  • 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.


Upcoming Speaking Engagements:

  • August 29-30, 2017: PrimeGlobal Leadership Development Program, Workshop 1 on Situational Leadership, Pasadena
  • August 29, 2017: Illinois CPA Society on Change Management and Developing your Management and Leadership Skills, Chicago
  • September 29, 2017: Wyoming Society of CPAs on Opportunities in the CPA Profession, Laramie
  • October 17-18, 2017: PrimeGlobal Leadership Development Program, Workshop 2 on Business Development and Communication Skills, Location TBD
  • November 7, 2017: CPAFMA Leadership Institute on Best Practices in Firm Management, Chicago
  • November 9-10, 2017: California Society of CPAs Leadership Institute, San Diego
  • December 6-7, 2017: California Society of CPAs Leadership Institute, San Jose
  • December 8, 2017: Oregon Society of CPAs on Best Practices in Firm Management, Portland
  • January 10-11, 2018: PrimeGlobal Leadership Development Program, Workshop 3 on Best Practices in Firm Management, Location TBD
  • January 16-17, 2018: California Society of CPAs Leadership Institute, Sacramento
  • May 3, 2018: Arkansas Society of CPAs A&A Conference on AICPA Professional Update, Fayette
  • May 4, 2018: Arkansas Society of CPAs Leadership Conference on Leadership and Change Management, Fayette
  • May 11, 2018: Virginia Society of CPAs Leaders’ Summit on AICPA Professional Update, Richmond
  • May 16-17, 2018: PrimeGlobal Leadership Development Program, Workshop 4 on Presentation Skills, Location TBD