Q. Clarity in Delegation and Expectations
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.
Voting Rights and Equity Distribution
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 […]
Technical Partners Roles and Responsibilities
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 […]
Governance Roles and Responsibilities
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 […]
Q. Time to Meet with Clients
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 […]
Managing Partner’s Responsibilities
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 […]
Q. Handling Personality Disorders
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.
Leadership Training (The Leadership Development Institute with TSCPA)
This video describes the Leadership Training Program that we have conducted with the Texas Society of CPAs for several years.
CPA Vision Project
Bill Reeb discusses the AICPA CPA Vision Project.
Ambiguity, Accountability and Pay
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.
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.