SI Competency Framework™
The Succession Institute Competency Framework™ provides competency definitions for eight levels of positions within a typical CPA firm, from entry level staff to equity owner. This is used with the Performance Assessment™ (SIPA™), a unique 360° assessment adapted from the standard QuadLead instrument, that clearly identifies the attributes that will help an individual become a […]
Managing for Accountability Preview
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 […]
MTBA-What, Why & How Preview
This webcast is part of a four-part series; this is Part 1. This all-video webcast lays the groundwork as to why being an MTBA is not just providing another service, but a new way of doing business. In this webcast, you will learn what the MTBA role entails, learn to identify the differences between MTBA […]
Succession Planning 1 Preview
This video is an excerpt from part one of a webcast series based on Dom’s and Bill’s succession planning books published by the AICPA. This webcast covers four 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 […]
Renting People’s Behaviors
This video is an excerpt from a webcast that will help you identify the process for creating a goal-based compensation system for staff and partners. This webcast covers why you haven’t achieved as much change as you’d hoped for, creating a compensation system that rewards the right behaviors, and implementing and continually adapting your pay […]
Partner Roles and Responsibilities
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.
Accountability & Ambiguity
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.
Effectively Managing Conflict
This video is an excerpt taken from a webcast that lays out a step-by-step approach to creating the processes you need to more effectively manage your firm, your people and their ongoing development.
Leadership Training
This video describes the Leadership Training Program that we have conducted with the Texas Society of CPAs for several years.
Learn Try Fail™ – Leadership
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.
We help organizations implement their unique strategies by:
• Working with them through the tough issues, and
• Customizing responses to address root causes, rather than merely treating symptoms.