Figuring Out: Succession & Leadership Strategies | Podcast #EP19 1 Credit
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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:
Join us for an insightful discussion that provides practical, actionable advice to navigate your firm 's leadership challenges and ensure long-term success!
| License details | Credits | Status |
|---|---|---|
| Personnel/Human Resources for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Personnel/Human Resources for CPA in Canada | 1 CPD | Eligible |
| Leadership & Navigation for SHRM Professionals (Approval No. 26-WSK9U) (Valid upto : Dec 31, 2026) | 1 PDC | Approved |
| HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 689025) (Valid upto : Nov 30, 2025) | 1 RCH | Approved |
| Personnel/Human Resources for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Project Management Professional (PMP) | 1 PDU | Eligible |
| Personnel/Human Resources for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Personnel/Human Resources for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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.
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.
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:
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:
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:
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.
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.
JD
Sandra Wiley delivers pure gold! This episode is a must-listen for any firm leader looking to master succession planning and leadership transitions.
SD
good
Inclusions
Multiple Credits
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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.
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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.
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