Strategic Planning Virtual Facilitator™ Preview
This product provides small CPA firms with step-by-step video instructions and downloadable forms/tools to help you organize, orchestrate and develop your own strategic plan. It provides a video overview with virtual facilitation sessions for each step of the strategic planning process, including plan development and implementation tools.
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 […]
Building a Better, Faster & Stronger Bench-Part 1 Preview
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.
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 […]
Managing Your Firm by the Numbers Preview
This video shows you how to institute or improve your budgeting and performance metrics in a pragmatic manner that is both easy to do and based on real world experience and application. To position your firm for the future, you need to operate it effectively and efficiently. This means setting goals, creating budgets to fund […]
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 […]
Partners and Transparency
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.
Getting Everyone on the Same Page
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.
Strategy and Partner Accountability
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.
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.