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

Development and Delegation

Posted: November 7, 2015 at 8:48 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.

No Comments read more

Monitoring Work

Posted: November 7, 2015 at 8:47 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.

No Comments read more

Employment Agreements

Posted: November 7, 2015 at 8:46 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.

No Comments read more

Clarity in Employment Agreements

Posted: November 7, 2015 at 8:45 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.

No Comments read more

EWYK Compensation Model

Posted: November 7, 2015 at 8:44 am

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.

No Comments read more

Recommended BAV Compensation Model

Posted: November 7, 2015 at 8:42 am

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.

No Comments read more

Basic Compensation Issues

Posted: November 7, 2015 at 8:41 am

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.

No Comments read more

Adjusting Base Pay

Posted: November 7, 2015 at 8:40 am

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.

No Comments read more

Tips for Success in the Goal Process

Posted: November 7, 2015 at 8:39 am

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

No Comments read more

Leadership Style

Posted: November 7, 2015 at 8:38 am

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.

No Comments read more