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

Removing the Risk

Posted: November 7, 2015 at 7:23 am

This video is an excerpt from part one of a webcast series about managerial leadership competencies and outlines the Succession Institute’s Dynamic Leadership(TM) model. This webcast covers challenges leader’s face today, summary of the components of the model, what leadership involves, beginning to use the model, and development of your people.

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Managerial Leader

Posted: November 7, 2015 at 7:21 am

This video is an excerpt from part one of a webcast series about managerial leadership competencies and outlines the Succession Institute’s Dynamic Leadership(TM) model. This webcast covers challenges leader’s face today, summary of the components of the model, what leadership involves, beginning to use the model, and development of your people.

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Focus on the Right Things

Posted: November 5, 2015 at 11:28 pm

This video is an excerpt from part one of a webcast series about managerial leadership competencies and outlines the Succession Institute’s Dynamic Leadership(TM) model. This webcast covers challenges leader’s face today, summary of the components of the model, what leadership involves, beginning to use the model, and development of your people.

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Q. What is Realization? Standards for Charge Hours?

Posted: September 19, 2015 at 6:53 am

This video is an excerpt from a webcast about effectively managing staff. This course 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. Correcting Poor Behavior

Posted: September 11, 2015 at 11:25 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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Voting Rights and Equity Distribution

Posted: September 11, 2015 at 11:17 am

This video is an excerpt from part three of a webcast series based on Dom’s and Bill’s succession planning books published by the AICPA. This webcast covers nine 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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Technical Partners Roles and Responsibilities

Posted: September 11, 2015 at 11:16 am

This video is an excerpt from part three of a webcast series based on Dom’s and Bill’s succession planning books published by the AICPA. This webcast covers nine 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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Governance Roles and Responsibilities

Posted: September 11, 2015 at 11:15 am

This video is an excerpt from part three of a webcast series based on Dom’s and Bill’s succession planning books published by the AICPA. This webcast covers nine 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. Time to Meet with Clients

Posted: September 11, 2015 at 11:14 am

This video is an excerpt from part three of a webcast series based on Dom’s and Bill’s newest succession planning books published by the AICPA. This webcast covers nine 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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Managing Partner’s Responsibilities

Posted: September 11, 2015 at 11:12 am

This video is an excerpt from part three of a webcast series based on Dom’s and Bill’s succession planning books published by the AICPA. This webcast covers nine 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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