Course ID: SWWH

The Power in Succession: Who, Why and How

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.


LEARNING OBJECTIVES
  • 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.

MAJOR TOPICS

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.


DESIGNED FOR
CPAs who want to transform their business into the 21st Century

FIELD OF STUDY
Administrative Practice

PREREQUISITES
None

COURSE PRODUCER
Business Learning Institute

CPE CREDITS
3.0

LEVEL
Basic

This course is available for your group as:

Group Live
 

Let's Roll!

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Or, contact BLI: 888-481-3500 or learn@blionline.org