* 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.

Most Trusted Business Advisor Series

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

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
Getting Real Traction for Your Leadership Development Investment
Dynamic LeadershipTM Part 1: Development of Your People
Dynamic LeadershipTM Part 2: Changing You, Negotiation & Conflict, and Accountability
Dynamic LeadershipTM Part 3: Setting Strategy, Investing in Your Firm, and Improving Communication
Mergers, Acquisitions, Purchases and Sales of Practices: A Current Overview
Addressing Partner Conflict and Communication Issues
Common CPA Firm Management Mistakes

Succession Planning Series

Succession Planning 1: Moving Away from Eat What You Kill
Succession Planning 2: Developing Better, Faster, Stronger People Quicker
Succession Planning 3: How to Handle Retiring Partners

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)

Firm Models of Operation Series

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 Series

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 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
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

Competency Framework

Using the Succession Institute Competency FrameworkTM