Monday, Nov. 23: Succession Institute’s 2020 Winter CPE Series

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.

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Are You Paralyzed by Fear?

Young businessman standing on edge of rock mountain and looking across“It is as though fear is a virus, constantly coursing through our veins and waiting for the first sign of weakness so that it can instantly activate and take over.”

By Bill Reeb

Fear is an important topic to me. I believe fear is often one of the greatest offenders interfering with behavior, skill development, success, satisfaction with yourself, and happiness in your life.

MORE: Are You Right Where You’re Supposed to Be? | Are You Sure You’re In the Wrong Place? | How Are You Programming Your Mind? | How to Stay in the Present | Stop Ignoring Opportunities Right in Front of You | Work ‘Better,’ Not ‘Harder’ | What a Pro Knows | Don’t Let Opportunities Become Detours
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I am not just talking about fear as it would manifest in feelings of terror, but rather the entire range of fear, from being afraid of dying on one extreme through a simple negative thought wafting through your brain on the other.
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Are You Right Where You’re Supposed to Be?

Businessman with head in handsBeing judgmental is self-destructive.

By Bill Reeb

A big step in the right direction to regain momentum occurs when you start cutting yourself some slack.

MORE: Are You Sure You’re In the Wrong Place? | How to Change the Way You Think (and Why) | Have Your Beliefs Stopped Serving You? |Don’t Use Only Your Strengths | Are You Your Biggest Obstacle? | Why Your To-Do List Isn’t Getting Done | Appreciate the Joy That Comes From Work | Covid Crisis Requires New Mindsets | 3 Early Warning Signals for Overachievers | How Overachievers Can Get ‘Unstuck’
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After you decide that you are going to make a change in your plans or objectives, it is common human behavior to beat yourself up for not arriving at that same decision earlier. On top of that, I often see people shining an intense spotlight on themselves, scrutinizing every step in their progress as they start down any new path.
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Are You Sure You’re In the Wrong Place?

Man walking boardwalk forest trail in early morningYou could be further on X, but then Y would have suffered.

By Bill Reeb

At this point in the Process, you have already identified a Desire (including a plan, tactics, timeline and expectations) and have been following that plan doing the Work. However, for you to be at this juncture, you had to kick out of the Try (Work)-Evaluate loop because you were feeling unsuccessful or unhappy about your progress or priorities. When this negative evaluation occurs, you are either starting to get stuck or you are already stuck.

MORE: How to Change the Way You Think (and Why) | Letting Go Is Not Giving Up | Your Obligation to Yourself | Work Smarter, Not Harder | Why We Risk Change | Learn to Embrace Failure | What Would Make You Happy? | Do You Have a Goal or Just a Speed? | Learn More By Letting Go
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As I have observed in my experience with clients, martial arts students and my own life, identifying a solution to get you back on track occurs by working through one of two paths. The first path is for you to consider “what you are thinking,” with the second path reflecting on “what you are doing.” As you consider the variety of techniques focused on what to let go of so that you can start regaining momentum, your action choices will come down to replanning, reprioritizing or reaffirming your Desire, or some combination of these. With this in mind, let’s consider some techniques to help you reassess what you are thinking.
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How to Change the Way You Think (and Why)

Portrait of a young pensive businesswoman in officeThe 4th of 4 steps.

By Bill Reeb

The realization that all we have to do to be different is to allow ourselves to think differently is very powerful. The great news is … it’s often not that hard, and sometimes it is downright easy, once you focus your attention on the right places.

MORE: Letting Go Is Not Giving Up | How Are You Programming Your Mind? | Have Your Beliefs Stopped Serving You? | How to Stay in the Present | Stop Ignoring Opportunities Right in Front of You | Work ‘Better,’ Not ‘Harder’ | What a Pro Knows | Don’t Let Opportunities Become Detours | What Are You Giving Priority? | Don’t Let Others Block Your Path
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Before I went through the cathartic steps of working with my mentor John to come up with this process and refining my thoughts on this topic, I would occasionally go through some multiday bouts with gloom. I don’t want to say that I would get depressed because that would be too harsh of a descriptor.
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