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Succession Planning: Where Your People Become Strategic Assets for their Present and Your Future 1 Credit

Succession Planning: Where Your People Become Strategic Assets for their Present and Your Future 1 Credit

  • Rating

    4.2
  • Reviewed on

    February, 2024
  • Subject Area

    Business Mgmnt and Org

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Answer the polling questions
  • Get your certificate

May 25, 11:00 AM ET

Learning Objective

  • To discover the strategic path to fully realizing the long-term potential of your organization while achieving what is needed in the next 12 months: Culture/Strategy, Business Model, Infrastructure, Processes, and People.
  • To uncover the full potential of your people with the right mindset and enhanced capabilities while generating results that can be sustained and replicated through disciplined execution and efficient performance.
  • To foster ownership & accountability for Everyday Improvement by delivering targeted development of your people through results-based training and coaching—all built on the powerful framework of Focus, Frequency, and Follow-Through.

Course Overview

As executives, directors, and managers, we have seen and heard what leadership and succession planning are. That's old news.

With the convergence of rapidly-evolving technologies, disruptive business models, the great resignation, reprioritization, reshuffle, reimagination, realization, or whatever you want to call it—the world is constantly changing and so should our approach to leadership and succession.

Here's what succession planning needs to be: a year-round experience that starts with recruitment and retention to enhance morale, increase engagement, and multiply the leadership impact while inspiring key outgoing influencers to leave a legacy and high potential leaders to step up.

It’s more than replacement planning; it’s continuity of leadership and culture.

Transform how we build the future of our organizations through aligning what the business needs now and for the long-term with what we need from our structure, roles, and people. This is a dynamic process of shared ownership and accountability while building a talent system built on the four components of talent optimization: Mindset, Capability, Execution, and Performance. You will unlock the breakthrough approach that yields the results you need now while building the capability you need for the future.

This CPE Business Management Webinar will help you to have a process where you’ll be able to activate your culture, develop leaders for the future, and build systems that outlive people so that your organization or department maintains a powerful legacy (and doesn’t become an orphan). 

  • 1 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
  • 1 General Credit of Business Mgmnt and Org for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Business Mgmnt and Org for CPA in Canada
  • 1 PDC Credit of Talent management for SHRM Professionals (Approval No. 24-DHX9K)

    Valid upto : Dec 31, 2024

  • 1 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
  • 1 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 649847)

    Valid upto : Nov 30, 2024

  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CE Credit of Succession planning for Chartered Life Underwriter (CLU)
  • 1 CPE Credit of Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CPE Credit of Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 CPE Credit of Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA)

  • 1 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit for CPA in Canada
  • 1 CPE Credit for Certified Fraud Examiner (CFE)
  • 1 PDC Credit for SHRM Professionals (Approval No. 22-24Y4H)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 595141)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1 CE Credit of Succession planning for Chartered Life Underwriter (CLU)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland

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

Jack GottliebJack Gottlieb
Jack Gottlieb

, Total Solutions Group

  • 4.2
  • rating
  • rating
  • rating
  • rating
  • rating

Jack Gottlieb is an accomplished senior executive with 18 years of proven high-level success in building and turning around organizations to achieve their optimal potential and performance. He brings distinct capability and breakthrough thinking in learning and development, culture transformation, organization-wide strategic planning and alignment, M&A integration, and large-scale change management. Jack is the Founder and Chief Executive Officer of the Total Solutions Group, a strategic consulting and results-based training firm. Their mission is to drive the results that are Really Most Important™ for an organization now and for the long-term to fully thrive in the marketplaces they operate in while delivering the solutions their customers need. They ensure this generates the results that their people will take ownership of and replicate going forward for their organization.

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

4.2

Excellent

Very Good

Average

Poor

Terrible

RM

Renee Maggart, CPA (US)

N/A

AS

Ania Schneider, HRCI

It was good, but the presenter was sometimes talking way too fast.

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

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • 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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