The Succession Puzzle: Putting the Pieces Together
Session details
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- created
- 2026-02-12T19:08:03.840Z
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- title
- The Succession Puzzle: Putting the Pieces Together
- code
- 26CTestEvent-LE39
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- description
- This forward-thinking course addresses one of the most critical challenges facing accounting and financial firms today: developing a robust succession strategy that ensures organizational continuity and growth. Moving beyond theoretical concepts, this session delivers practical frameworks for identifying, developing, and retaining the next generation of leaders within your organization.Through interactive case studies and implementation examples, you'll learn to create succession systems that align with your firm's strategic objectives while addressing the unique needs of key stakeholders. The session explores both planned transitions and unexpected departures, preparing you for various succession scenarios.The course addresses:• Comprehensive succession planning models tailored to accounting and financial service firms• Talent assessment methodologies for identifying high-potential future leaders• Leadership development strategies that prepare successors before transitions occur• Valuation considerations and financial structuring options for partner retirements• Client relationship transition approaches that maintain business continuity• Implementation roadmaps for firms at different stages of succession readinessIdeal for: Firm owners, partners, managing directors, and emerging leaders who need practical approaches to succession planning. This course provides essential guidance whether you're planning your own transition, developing future partners, or building organization-wide succession systems.
- start
- 2026-02-16T14:30:00.000Z
- end
- 2026-02-16T16:10:00.000Z
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- Active
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- capacity
- 120
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- America/Denver
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Registrations
0No registrations returned for this session.