Q. Avoiding Turnover
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.
Q. How Do We Start to Implement a Partner Goal Process?
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.
Q. Are Partner Charge Hours Important?
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.
Q. Is it Worth the Work and Risk to Implement a Goal Process?
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.
Q. Time to Implement Strategy
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.
Q. Firm Strategy Expectations
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.
Q. Keep Abreast of Technology Changes
This video is an excerpt from part three 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, starting with your mission, vision and values, making the investment in the firm and yourself to stay current and relevant, and […]
Q. Change Culture Using Dynamic LeadershipTM Model
This video is an excerpt from part three 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, starting with your mission, vision and values, making the investment in the firm and yourself to stay current and relevant, and […]
Q. Feedback for Partners
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.
Q. Open to Changing Attitudes
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.
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.