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

Focus on the Right Things

Posted: November 5, 2015 at 11:28 pm

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.

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Change the Dynamics

Posted: November 5, 2015 at 11:26 pm

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.

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Accountability & Ambiguity

Posted: October 1, 2015 at 10:27 pm

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.

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Effectively Managing Conflict

Posted: October 1, 2015 at 10:26 pm

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.

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Leadership Training

Posted: October 1, 2015 at 10:24 pm

This video describes the Leadership Training Program that we have conducted with the Texas Society of CPAs for several years.

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Learn Try Fail™ – Leadership

Posted: October 1, 2015 at 10:22 pm

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.

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Q. What is Realization? Standards for Charge Hours?

Posted: September 19, 2015 at 6:53 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.

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Q. Timing to Create a Strategic Plan

Posted: September 19, 2015 at 6:50 am

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 […]

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Q. Correcting Poor Behavior

Posted: September 11, 2015 at 11:25 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.

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Q. Overcoming Resistance to Judging Performance

Posted: September 11, 2015 at 11:24 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.

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