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

Without Good Accountability

Posted: November 7, 2015 at 7:35 am

This video is an excerpt from part two 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, being able to constantly change, dealing with conflict and negotiations, and accountability.

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Poor Accountability

Posted: November 7, 2015 at 7:33 am

This video is an excerpt from part two 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, being able to constantly change, dealing with conflict and negotiations, and accountability.

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Accountability & Ambiguity

Posted: October 1, 2015 at 10:27 pm

This video is an excerpt from a webcast that takes a step-by-step approach for walking through the Succession Institute’s recommended CPA firm partner goal setting process. This webcast covers the iterative approach involved, to defining goals, to a logical time line, monitoring required, feedback recommended, to the final evaluation and determination of financial impact.

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Q. Clarity in Delegation and Expectations

Posted: September 11, 2015 at 11:20 am

This video is an excerpt from part two 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, being able to constantly change, dealing with conflict and negotiations, and accountability.

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Ambiguity, Accountability and Pay

Posted: September 11, 2015 at 10:48 am

This video is an excerpt from a webcast about effectively managing staff. This webcast covers setting reasonable expectations, effectively communicating your expectations, monitoring activities, ensuring that all professional staff contribute to the bottom line, key practice management issues in employment agreements, and improving morale and creating a positive culture.

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Q. Feedback for Partners

Posted: September 11, 2015 at 10:22 am

This video is an excerpt from part two 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, being able to constantly change, dealing with conflict and negotiations, and accountability.

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Q. Open to Changing Attitudes

Posted: September 11, 2015 at 10:18 am

This video is an excerpt from part two 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, being able to constantly change, dealing with conflict and negotiations, and accountability.

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Competency Model, Vision and Strategy

Posted: September 11, 2015 at 9:58 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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Family Business Consulting

Sample Action Plan for Succession

Posted: September 11, 2015 at 8:50 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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Q. Book of Business

Posted: September 11, 2015 at 8:44 am

This video is an excerpt from part two of a webcast series based on Dom’s and Bill’s newest 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 […]

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