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.
Course ID: SWWH
The Power in Succession: Who, Why and How
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 & OrganizationPrerequisites
None