* The Succession Institute, LLC is not a CPA Firm
Archive

Managing for Accountability Preview

Posted: August 21, 2017 at 9:56 pm

In this webcast, we talk about setting clear expectations, including such pragmatic matters as scope, deliverables, duration, budget, resources available, etc. This focus is aimed at helping you do a better job of holding people accountable for fulfilling their roles, and for completing tasks, activities and projects. This webcast will help you identify typical causes […]

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Partners and Transparency

Posted: August 21, 2017 at 8:19 pm

This video is an excerpt from a webcast that will discuss why your firm needs a competency framework, how to use a competency framework to improve your people and your firm, and setting expectations to develop your people and hold them accountable.

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Getting Everyone on the Same Page

Posted: August 21, 2017 at 8:11 pm

This video is an excerpt from a webcast that will discuss why your firm needs a competency framework, how to use a competency framework to improve your people and your firm, and setting expectations to develop your people and hold them accountable.

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Strategy and Partner Accountability

Posted: August 21, 2017 at 8:04 pm

This video is an excerpt from a webcast that will discuss why your firm needs a competency framework, how to use a competency framework to improve your people and your firm, and setting expectations to develop your people and hold them accountable.

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Monitoring Performance

Posted: August 18, 2017 at 12:42 am

This video is an excerpt from a webcast that will discuss why the most common reporting model short-changes your people, some managers are better at people development than others, and how to create the infrastructure needed to more effectively develop your people.

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Tips for Success in the Goal Process

Posted: November 7, 2015 at 8:39 am

This video is an excerpt from part two of a webcast series based on Dom’s and Bill’s succession planning books published by the AICPA. This webcast covers two of the 15 areas that need to be addressed to create a robust succession plan that will ensure profitability, transition of ownership and long-term sustainability of your […]

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Pulling a Competency Framework Together

Posted: November 7, 2015 at 8:36 am

This video is an excerpt from a webcast that takes a step-by-step approach for finding, developing and retaining top talent by improving your people management practices. This webcast covers creating the processes you need to more effectively manage your firm, your people and their ongoing development.

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Hold Ourselves Accountable

Posted: November 7, 2015 at 8:32 am

This video is an excerpt from a webcast that takes a step-by-step approach for finding, developing and retaining top talent by improving your people management practices. This webcast covers creating the processes you need to more effectively manage your firm, your people and their ongoing development.

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Real Infrastructure Issues

Posted: November 7, 2015 at 8:27 am

This video is an excerpt from part three of a webcast series about managerial leadership competencies and outlines the Succession Institute’s Dynamic Leadership(TM) model. This webcast covers using the model to address your challenges, starting with your mission, vision and values, making the investment in the firm and yourself to stay current and relevant, and […]

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Thinking Strategically

Posted: November 7, 2015 at 8:26 am

This video is an excerpt from part three of a webcast series about managerial leadership competencies and outlines the Succession Institute’s Dynamic Leadership(TM) model. This webcast covers using the model to address your challenges, starting with your mission, vision and values, making the investment in the firm and yourself to stay current and relevant, and […]

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