The Succession Landscape: 2020 PCPS Succession Institute Survey Results
Monday, November 23, 2020
11:00 AM – 1:00 PM
This year, the AICPA’s Private Companies Practice Section (PCPS), and Succession Institute (SI) conducted their quadrennial survey of its members/clients to determine current succession planning challenges and practices in the CPA profession. This webcast will cover a summary of the key findings from that survey.
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Succession Implementation Ideas
Tuesday, November 24, 2020
11:00 AM – 1:00 PM
This webcast will cover key initiatives that firms should understand to better prepare for the succession of their owners who may be retiring soon. This session will take a deeper dive into the areas of greatest concern that Bill, Dom, and Tommye believe firms should address, based on the highlights found in the 2020 survey. The content covered in this webcast focuses directly on the most important steps that must be taken now to ensure profitability, transition of ownership and long-term sustainability.
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The Nuances of Implementing “Everyone Only Has One Boss (Coach)” Part 1
Wednesday, December 16, 2020
11:00 AM – 1:00 PM
The Nuances of implementing “Everyone Only Has One Boss (Coach)” Part 1 lays the groundwork for firms to implement developmental coaching structures, roles and procedures for the growth of their people and the business.
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The Nuances of Implementing “Everyone Only Has One Boss (Coach)” Part 2
Thursday, December 17, 2020
11:00 AM – 1:00 PM
The Nuances of Implementing “Everyone Only Has One Boss (Coach)” Part 2 continues with practical examples of how to actually implement this practice successfully at your firm.
