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.


Who Should Attend

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


Fields of Study

Business Management and Organization

Prerequisites

None.


Provider

Business Learning Institute Dulaney Center II

CPE Credits

3

This course is available for your group as:

 

Let's Roll!

To learn more or customize this course for your group, complete this form and a COCPA team member will get back with you shortly.

  • This field is for validation purposes and should be left unchanged.

Or, contact COCPA: (800) 523-9082 or info@cocpa.org
Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×