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Implementing a Succession Plan to Identify, Develop & Retain Your High Potentials

  • Accountant
  • CPA (CA)
  • CFE
  • CMA
  • CPA (US)
  • CA - ICAEW
  • HRCI
  • SHRM
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Running your accounting firm all by yourself sounds cool, but let’s face it: you won’t be able to run your business forever. Everybody has to face retirement, even accountants and financial advisers.

 

Your organization has a reputation to maintain, even after your time as founder or CEO has passed. The future of your accounting firm after your departure is very real, and you must plan for it, starting right now.

 

Success in succession!

 

Fortune 500 & small organizations share the critical needs of sustaining their businesses and having the talent to effectively lead their organizations in the future.

 

So, leaders can make a significant contribution by ensuring that their organization has the employees who are capable of filling each key position and having a plan for doing so when the need arises

 

A sound succession plan can turn today’s concerns into tomorrow’s readiness.

 

Succession planning is a focused process for keeping talent in the pipeline. It is generally a 12- to 36-month process of preparation, with no pre-selection. All organizations can benefit from the principles of identifying crucial job skills, knowledge, social relationships, and organizational practices and passing them on to prepare the next generation of workers, thereby ensuring the seamless movement of talent within the organization.

Following are the major topics addressed in this CPE webinar:


  • The objectives of a succession plan
  • The benefits of a succession plan
  • Ten succession planning tools
  • Organizational responsibilities
  • Leadership team’s responsibilities
  • Program participants’ responsibilities
  • Measures of the success of a succession planning program

This online CPE Business Management course on succession planning discusses the importance of leadership continuity, along with various methods by which you can ensure as hassle-free a succession process as possible.

Learning Objectives

  • To anticipate the need for & ensure that the appropriate talent is available when you need it
  • To enhance your current talent pool
  • To prepare for the future changes that will impact your key positions
  • To sustain your business by ensuring the continuity of talent in key positions
  • To escalate the development of & retain your high potential through:
  • Career paths
  • Performance management & coaching
  • Individualized development plans
  • Talent review meetings
  • To avoid the costs associated with:
  • Positions being vacant for extended periods
  • Recruiting, on-boarding new hires


Recommended For

  • This Online CPE webinar is recommended for CPAs, CMAs, CEOs, CFOs, Business Owners, Business Managers, and Other Individuals interested in understanding how to implement a Succession Plan to Identify, Develop & Retain Your High Potential.

Who Should Attend?

  • Business Owner
  • CEO
  • Certified Fraud Examiner
  • Certified Management Accountant (CMA)
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • HR Professionals
  • Human Resources Manager
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit of Business Management and Organization for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Performance Management for Certified Management Accountants (CMA)
  • 1 PDC Credit of Succession planning for SHRM Professionals (Approval No. 22-C3MDA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper
  • 1 CPE Credit of Business Management and Organization for Certified Fraud Examiner (CFE)
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 595136)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Pete Tosh

Account Executive, The Focus Group

As Founder of The Focus Group, Pete and other TFG consultants have provided strategic consulting and training services to manufacturing and service organizations across the U.S., Canada, Caribbean, Europe and the Middle East. Pete has worked closely with the senior leadership of organizations such as Exxon, Brink’s, EMC, State Farm Insurance, Marriott, N.C.I., Cracker Barrel, Freddie Mac, and YKK. Pete is also the co – author of ‘Leading Your Organization to the Next Level.’

Prior to founding his own firm 20 years ago, Pete had 15 years of extensive experience at the plant, divisional, and corporate levels in the Human Resource and Customer Satisfaction fields. Pete held leadership positions – to include the V.P. of Human Resources and Quality – with Allied Signal, Imperial Chemical Industries, Reynolds Metals and Charter Medical.

A significant amount of Pete’s experience has involved working within and consulting with rapidly growing organizations to include:

completely developing the human resource function and staffing a 300 person manufacturing facility to become fully operational in seven months

creating and delivering the human resource services necessary to support a for-profit hospital management firm’s international growth from 18 to 85 hospitals with the addition of 8,000 employees over an 8 year period

implementing a customer loyalty enhancement and recovery program for the world’s premier international data storage provider while the company was doubling in size.

Pete also frequently creates and facilitates a wide variety of leadership development programs for organizations such as the American Management Association, The Georgia Employers’ Association & The Community Bankers’ Association — “Strategic Planning”, “Moving from an Operational Manager to a Strategic Thinker”, “Managing Organizational Change”, “Profiting from Total Service Leadership”, “Talent Management” and “Implementing & Utilizing the Proper H.R. Metrics.” Employees from over 4,500 organizations have benefited from Pete’s experience and insightful perspectives.

Pete holds a B.A. degree in Psychology from Emory and Henry College and Masters Degrees in both Business Administration and Industrial Psychology from Virginia Commonwealth University.

About Company

The Focus Group

thefocusgroup.biz/

The Focus Group is an Executive Search & Management Consulting firm assisting organizations in the achievement of their corporate strategies through:

  • Executive Search
  • Enhancing Leadership & Management Teams’ Effectiveness
  • Strategic Planning

The Focus Group has provided these strategically focused consulting & training services to manufacturing and service organizations across the U.S, Canada, Caribbean, Europe & the Middle East to include: Exxon, Brink's, EMC, State Farm Insurance, Marriott, Cracker Barrel & YKK. Prior to founding The Focus Group Pete Tosh had 15 years of extensive experience - at the plant, division & corporate levels - in the Human Resources & Customer Service fields to include being the V.P. of Human Resources & Quality with Allied Signal, Imperial Chemical Industries, Reynolds Metals & Access Integrated Networks. Pete is co-author of 'Leading Your Organization to the Next Level'

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.5

103 Ratings

Excellent

53

Very Good

45

Average

5

Poor

0

Terrible

0

VP

Victoria Purser, HRCI

Jun 13th, 2022

Outstanding presentation!

Joel D'souza
Joel D'souza, CPA (CA)

Jun 9th, 2022

Superb

NS

Nick Shields, CPA (US)

Jun 9th, 2022

Great presenter, enjoyed the presentation

MGD

Mc Glenn Dagooc, CIA

Jun 9th, 2022

Thank you for this very insightful webinar. I learned a lot.

CC

Cory Campbell, CPA (US)

Jun 9th, 2022

n/a

Implementing a Succession Plan to Identify, Develop & Retain Your High Potentials

FREE

1 Credit

Subject Area

Business Management and Organization

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