* The Succession Institute, LLC is not a CPA Firm

Video Index

Posted: March 22, 2018 at 3:39 pm   /   by   /   comments (0)

These videos are full length (1-2 hour) recordings of our previous webcasts and courses.  

Please contact us to purchase access to a specific show or series of shows.

Building a Better, Faster, and Stronger Bench Series

Building a Better, Faster, and Stronger Bench 1: Competencies, Expectations and Accountability
Building a Better, Faster, and Stronger Bench 2: Developmental Managers, Direct Reports and Organizational Structure
Building a Better, Faster, and Stronger Bench 3: Creating Goals and Action Plans for Staff
Building a Better, Faster, and Stronger Bench 4: Tying It All Together with a Compensation System

Management and Leadership Series

Becoming a More Effective 21st Century Leader
Addressing Partner Conflict and Communication Issues
Getting Real Traction for Your Leadership Development Investment
Common CPA Firm Management Mistakes

Small Firm Series

Finding Time to Manage Your Firm
Managing Your Staff
Managing for Accountability
Managing Your Workload
Managing Your Firm by the Numbers
Managing Client Satisfaction
Managing Your Business Development Efforts

Practice Management Series

Pulling It All Together with a Partner-Shareholder Agreement
Implementing Roles, Responsibilities and a Competency Framework in Your Firm: Step-by-Step Instructions
Practice Improvement Ideas-Practical Steps You Can Take Today
Mergers, Acquisitions, Purchases and Sales of Practices: A Current Overview

Succession Planning Series

Building Your Firm’s Succession Plan: Part 1 of 3
Building Your Firm’s Succession Plan: Part 2 of 3
Building Your Firm’s Succession Plan: Part 3 of 3

2016 Succession Survey Results Series

The Succession Management Landscape: 2016 PCPS Succession Institute Quadrennial Survey Results
Best Practices for Ownership Transition (based on 2016 PCPS Succession Institute Quadrennial Survey Results)

Competency Framework

Using the Succession Institute Competency FrameworkTM

Most Trusted Business Advisor Series

(Trusted Advisor Series unavailable outside of select leadership programs. Contact us for more.)

Enhancing Your Trusted Business Advisor Role: What, Why and How
Help Your Clients Identify, Prioritize and Quantify Challenges and Opportunities
Pricing, Engagement, and Meeting Facilitation Tips

Leadership in Our Changing Times Series

(Leadership in Our Changing Times Series unavailable outside of select leadership programs. Contact us for more.)

Leadership for Our Changing Times Part 1: Strategy and Change Management
Leadership for Our Changing Times Part 2: Emotional Intelligence and Effective Team Leadership
Leadership for Our Changing Times Part 3: Negotiations and Conflict Management
Leadership for Our Changing Times Part 4: Accountability, Coaching and Assertiveness

 

CPE Series Coming Soon:

CPA Firm Practice Evolution Series

Firm Models of Operation

Introduction to Eat What You Kill & Building a Village Models of Operations
Moving from Eat What You Kill (EWYK) to Building a Village (BAV) Model

Partner Compensation

How to Build a Partner Compensation System that Supports Accountability
Implementing the Partner Goal Process: Step-by-Step Instructions
Advanced Compensation Case Study (Moving from Eat What You Kill to Building a Village)

Practice Management 

Mergers, Acquisitions, Purchases and Sales of Practices: A Current Overview
Pulling It All Together with a Partner-Shareholder Agreement