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with Lindsay Stevenson

Succession Planning

Learning Objectives:

  • Identify and discuss the biggest issues facing CPA firms
  • Learn what firms are doing to plan succession of businesses
  • Discover and evaluate tools to assist in succession planning


Course Overview

Course Details
  • Level: Beginner
  • Cost: Free
  • Field of Study: Business Management & Organization
  • Advanced Prep: None
  • Credit Type: CPE
  • Credit Hours: 1
Course Description

Do you feel like succession planning is the elephant in the room during all your strategic discussions? Succession planning is one of the top five issues facing firms with 20 or less professionals according to the 2017 AICPA PCPS CPA Firm Top Issues Survey! So what makes succession planning such a difficult topic, and how can we better position ourselves to tackle the elephant in the room? 

In this session we will explore why letting go is a significant inhibitor to effective succession planning and how firms can leverage current data, personnel practices and culture development to create a succession plan they LOVE to talk about.


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    Course Details