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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
The Power in Succession: Who, Why and HowCOURSE ID: SWWH
DESCRIPTION

The how of transitioning a CPA firm from the prior generation. Are you a new partner who is learning to lead a firm? Are you still struggling with partners who are slow to change? Come hear how I have stair-stepped my legacy client base thru the transition.

DESIGNED FOR: CPAs who want to transform their business into the 21st CenturyFIELD OF STUDY: Administrative PracticeLEVEL: BasicPREREQUISITES: NoneCOURSE PRODUCER: Business Learning InstituteCREDITS: 3.0OBJECTIVES:
  • Step by step instructions on how to grab the next generation client and keep the classic client happy while enabling progressive change. I will also address the transition of power.
HIGHLIGHTS:

This session will give you step by step instructions on how to grab the next generation client and keep the classic client happy while enabling progressive change. It will also address the transition of power which NO one tells you about! If you will be stepping down from leadership or stepping up to leadership this session is for you.

Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
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