Video Index

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. The price for access to any individual video is $150, providing you with 3 months of access.

The Nuances of Implementing “Everyone Only Has One Boss (Coach)” Series

The Nuances of Implementing “Everyone Only Has One Boss (Coach)” Part 1
The Nuances of Implementing “Everyone Only Has One Boss (Coach)” Part 2

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

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

Leadership in Our Changing Times Series

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

2020 Succession Survey Results Series

The Succession Management Landscape: 2020 PCPS Succession Institute Quadrennial Survey Results
Succession Implementation Ideas (based on 2020 PCPS Succession Institute Quadrennial Survey Results)

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
Implementing Roles, Responsibilities and a Competency Framework in Your Firm: Step-by-Step Instructions
Practice Improvement Ideas-Practical Steps You Can Take Today
Addressing Partner Conflict and Communication Issues
Common CPA Firm Management Mistakes
Becoming a More Effective 21st Century Leader
Getting Real Traction for Your Leadership Development Investment

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

Competency Framework

Using the Succession Institute Competency Framework^TM