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Succession Planning in Post-Covid Uncertainty 1 Credit

Succession Planning in Post-Covid Uncertainty 1 Credit

  • Rating

    4.6
  • Reviewed on

    October, 2023
  • Subject Area

    Finance

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May 06, 02:30 PM ET

Learning Objective

  • To discuss the importance of succession planning and its role in mitigating risk and ensuring business continuity during times of disruption, including the current COVID-19 pandemic.
  • To identify the key components of a successful succession plan, including identifying and developing key talent, creating a knowledge transfer plan, and developing a contingency plan.
  • To analyze how to implement a successful succession plan, including how to engage key stakeholders, how to measure success, and how to adapt your plan as your business evolves.

Course Overview

To successfully navigate the challenges posed by COVID-19 and ensure business continuity, it is more important than ever for business owners and leaders to have a solid succession plan in place. 

As if planning, launching, and growing a successful business were not challenging enough, as a result of COVID-19 we have had to learn how to deal with a global pandemic, disrupted supply chains, a virtual workforce, and other challenges to steady leadership thus ensuring continuity.

In this timely, engaging, and informative webinar, Ethan Chazin, a business growth strategist, will provide immediately actionable best practices to help you develop a comprehensive succession plan that mitigates risk and ensures lasting business continuity.

Key topics covered in this course:

  • The succession Plan must include
  • Why do we plan
  • Kim Scott Growth Management Framework
  • HR’s to-do list
  • Coach, mentor, and sponsor for FUTURE success
  • Long-term planning
  • Identify 3P weaknesses
  • Develop a succession SWOT analysis

Join this CPE Finance webinar and learn how to build a successful succession plan that will help you weather any storm and emerge stronger and more resilient than ever before.

  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 24-H6KR3)
  • 1 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 680465)
  • 1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
  • 1 PL Credit of Finance for Chartered Financial Analyst (CFA)
  • 1 CE Credit of Finance for Chartered Financial Consultant (ChFC)
  • 1 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CE Credit of Finance for Retirement Income Certified Professional (RICP)
  • 1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
  • 1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1 CE Credit of Succession planning for Chartered Life Underwriter (CLU)
  • 1 CE Credit of Finance for Financial Services Certified Professional (FSCP)
  • 1 CE Credit of Finance for Wealth Management Certified Professional (WMCP)
  • 1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CE Credit of Finance for Chartered Advisor in Senior Living (CASL)
  • 1 PL Credit of Finance for CIPM
  • 1 CE Credit of Finance for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
  • 1 PL Credit of Finance for Chartered Financial Analyst (CFA)
  • 1 CE Credit of Financial Planning for Chartered Financial Consultant (ChFC)
  • 1 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CE Credit of Financial Planning for Retirement Income Certified Professional (RICP)
  • 1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
  • 1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1 CE Credit of Succession planning for Chartered Life Underwriter (CLU)
  • 1 CE Credit of Financial Planning for Financial Services Certified Professional (FSCP)
  • 1 CE Credit of Financial Planning for Wealth Management Certified Professional (WMCP)
  • 1 CE Credit of Financial Planning for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
  • 1 PL Credit of Finance for CIPM
  • 1 CE Credit of Financial Planning for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

Additional Information

Credits

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Ethan Chazin
Ethan Chazin

Owner, The Chazin Group, LLC

  • 4.5
  • rating
  • rating
  • rating
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Ethan L. Chazin is a speaker, executive coach, consultant, and facilitator with over 30 years of experience. His energy is focused on helping leaders make choices that lead to stellar results – in their bottom line, their business relationships, and careers.

His focus is delivering results-driven, measurable increases in performance, productivity, and profitability through engaged, impact-driven Executive Coaching, Leadership Development, High Performance Team Building, Effective Communications, and Emotional Intelligence. Ethan has worked in several industries, including: manufacturing, legal, printing, publishing, advertising, professional services, and financial services.  He has worked with for profit organizations, privately held companies, family businesses, non-profits, and Government entities. He is driven to achieving results on behalf of his clients with employee training, executive coaching, and consulting to build amazing workplace cultures and unleash people’s untapped potential.

Ethan has authored two books entitled “Bulletproof Your Career in Turbulent Times” and “The Compassionate Organization”, conducted over 200 talks to many professional Associations and organizations, and taught as an Adjunct Professor at eight Colleges and Universities at the Undergraduate and Graduate levels.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Ratings and Review

4.6

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Very Good

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Owen Mccafferty
Owen Mccafferty, CPA (US)

The speaker was clearly knowledgeable about Succession Planning from a practical standpoint.

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

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    Mobile App Access

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  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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