myCPE
myCPE

Figuring Out: Succession & Leadership Strategies | Podcast #EP19 1 Credit

Figuring Out: Succession & Leadership Strategies | Podcast #EP19 1 Credit

  • Rating

    3.7
  • Published on

    December, 2024
  • Subject Area

    Personnel/Human Resources

Learning mode

Podcast
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • Develop strategies to identify firm succession planning needs.
  • Assess the effectiveness of leadership development programs in accounting firms.
  • Explore how generational shifts impact talent retention and engagement.
  • Analyze the challenges in transitioning leadership roles within firms.
  • Implement strategies to attract and retain top talent for firm sustainability.

Course Overview

Welcome to today's episode, where we explore one of the most critical issues in the accounting industry today: leadership transitions and talent management. How do you find the right successor to lead your firm into the future? How can you bridge the gap between generations within your workforce while ensuring smooth transitions? In this episode, Sandra Wiley, a seasoned expert in leadership and succession planning, shares actionable insights to help you navigate these challenges. Whether you're looking to pass the torch or strengthen your team's leadership, this conversation has something for everyone.

Sandra Wiley is an expert in firm management and leadership development, with over 20 years of experience helping accounting firms navigate complex transitions. Her expertise spans firm succession planning, talent retention, and fostering leadership growth at all levels. Sandra's approach is rooted in real-world examples and practical advice, providing listeners with proven strategies for identifying emerging leaders and managing generational shifts. With her deep understanding of the challenges firms face, Sandra's guidance is invaluable for ensuring long-term success.


Key topics covered:

  • Leadership in Accounting Firms
  • Succession Planning Strategies
  • Generational Work Culture Shifts
  • Identifying Emerging Leaders
  • Managing Firm Transitions

Join us for an insightful discussion that provides practical, actionable advice to navigate your firm 's leadership challenges and ensure long-term success!

Podcast Credits

Short Video Credits

On Demand Credits

Live Credits

Enter your qualification details to ensure this course is counted toward your compliance.

Add your qualification details to easily track your compliance. You can also add multiple qualifications for comprehensive coverage.

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study

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

Sandra Wiley
Sandra Wiley

Shareholder and President, Boomer Consulting, Inc.

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Sandra Wiley, Shareholder and President of Boomer Consulting, Inc., is a leader in the accounting profession with a passion for helping firms grow, adapt and thrive. She is regularly recognized by Accounting Today as one of the 100 Most Influential People in Accounting as a result of her expertise in leadership, management, collaboration, culture building, talent and training.

Sandra focuses her expertise with clients in the areas of Strategic Planning, Facilitation and teaching.  Her role includes serving as co-director of many Boomer communities which include the Boomer Managing Partner Circle, the Boomer Talent Circle, the Boomer Technology Circles and the Boomer CAAS Circle. Her years of experience and influence as a management and strategic planning consultant make her a sought-after resource among the best and brightest firms in the country.

Sandra is a co-develper of the Boomer Certified Consultant Program and facilitates regional and on-site sessions throughout the country. She is a founding member of the CPA Consultant’s Alliance, a certified Kolbe trainer and is certified as a John Maxwell Leadership consultant.

Enhance Your Finance & Management Skills with Shawn Parikh | My CPE
Shawn Parikh

Co-Founder & CFO, MYCPE ONE

  • 4.4
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With over 15 years of experience, Shawn Parikh has transformed MYCPE ONE into a global leader, empowering accounting firms with innovative solutions and a comprehensive suite of services. Under his strategic vision and leadership, MYCPE ONE has evolved beyond staffing to become a one-stop ecosystem for CPA and accounting firms worldwide.

Shawn identified and addressed staffing-related challenges in the accounting community, providing consultations to over 5,000 accountants and helping them turn obstacles into opportunities. His dedication to small and mid-sized accounting firms stems from his belief that “Small businesses are the backbone of the global economy.”

MYCPE ONE: A Comprehensive Ecosystem 

MYCPE ONE was born out of Shawn's desire to help small and mid-sized firms compete with the Big 4 and larger firms. Over the years, the company has expanded its services far beyond staffing. MYCPE ONE now provides: 

  • Outsourcing: Building offshore teams for accounting firms. 
  • Staffing Solutions: Hiring qualified professionals for seamless integration. 
  • Captives: Build and manage your own offshore operations 
  • Continuing Education: A vast library of CPE courses tailored for CPA firms. 
  • Digital Marketing & Website Solutions: Website creation and marketing strategies for accountants. 
  • M&A Advisory: Assisting with mergers, acquisitions, and practice exchanges. 
  • Hire Local Talent: Flat-fee recruitment services for U.S.-based talent. 
  • Public Accounting Insights & Research: Complimentary insights and research for the public accounting community. 
  • Tech, Cybersecurity & Managed IT Solutions  

Global Impact 

Today, MYCPE ONE partners with 100 out of the top 500 US Accounting Firms, serves 3,000+ accounting and CPA firms and supports a workforce of over 3,000 accounting experts. The company has also assisted over 200 CFOs and businesses in achieving their strategic goals. 


Recognition and Affiliations 

MYCPE ONE’s excellence has been recognized through: 

  • Strategic Partner of BDO Alliance and Boomer 
  • The first outsourcing firm in this segment to earn Platinum Partner status with IMA. (The Association of Accountants and Finance Professionals in Business) 
  • Top 20 Under 40 Accounting Influencer 
  • Great Place to Work Certified 
  • Dream Company to Work For 
  • Best Employer Brand 
  • Education & Empowering Communities Award at The CSR Journal Excellence Awards 

Thought Leadership and Community Engagement 

Shawn actively participates in accounting forums and events, sharing his expertise on topics like offshoring, practice management, CAAS, pricing strategies, and technology integration. His forward-thinking approaches include: 

  • Offshoring strategies to drive efficiency. 
  • Subscription-based pricing models for predictable growth. 
  • Integrating CFO and advisory services into firms. 
  • Leveraging data analytics for the future of accounting.

Vision and Inspiration 

Shawn admires businesses that empower micro-entrepreneurs, like Uber, Airbnb, and Urban Company and draws inspiration from their innovative ecosystems. His focus remains steadfast on creating opportunities for small and mid-sized firms, enabling them to thrive in an increasingly competitive landscape.

Through MYCPE ONE, Shawn is not just solving challenges; he’s redefining how accounting firms operate, scale, and succeed globally.

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.

Ratings and Review

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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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Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:

  • 13,000+ Hours of NASBA-Approved Content
  • 500+ Emerging Subject Areas
  • 50+ State- Specific Ethics Courses
  • 100+ Conferences with Access to Industry Events
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