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Preparing Talent for the Future through Succession Planning and Career Planning 1 Credit

Preparing Talent for the Future through Succession Planning and Career Planning 1 Credit

Talent Management & Development Series

  • Rating

    4.5
  • Published on

    July, 2024
  • Subject Area

    Business Mgmnt and Org

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
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  • Answer the polling questions
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Sep 05, 02:00 PM ET

Learning Objective

  • Define the core concepts and strategic significance of recruiting and retaining talent.
  • Analyze the foundational elements crucial to effective recruitment and retention strategies.
  • Align comprehensive recruitment and retention plans with talent management strategies seamlessly. 
  • Explore innovative and contemporary trends shaping modern talent acquisition and retention practices.

Course Overview

Succession planning is a cornerstone for organizational continuity and should be an ongoing effort rather than a one-time event. 

This systematic preparation involves identifying potential leaders early and providing them with the necessary learning and development opportunities for career progression. By proactively identifying and grooming future leaders, organizations can seamlessly fill critical roles when vacancies arise due to retirements, promotions, or unexpected departures. This strategic preparedness minimizes disruptions and maintains stability, essential for sustaining business operations and achieving long-term objectives. Equally important are career development initiatives, which play a vital role in enhancing employee engagement and retention. 

When employees perceive clear opportunities for growth and development within the organization, they are more motivated, satisfied, and loyal. This boosts productivity and reduces turnover rates, saving the organization significant costs associated with recruiting and training new employees. 

This CPE Course of Talent Management & Development Series focuses on the strategic imperatives of cultivating a future-ready workforce through succession planning and career development planning, both essential for maintaining organizational continuity and fostering a motivated and skilled workforce. In the ever-changing landscape of today’s business world, it is essential for organizations not only to anticipate potential changes in leadership and workforce dynamics but also to take proactive steps to prepare for them. 

Key topics covered in this course include:

  • Succession Planning vs. Replacement Planning
  • Importance of Career Development
  • Business Case for Succession Planning
  • Integrating Career and Succession Planning
  • Rothwell Star Model Framework

Join this CPE Course, you will learn what succession planning is and how it differs from replacement planning. You will also learn about career development and why it is important to integrate it with succession planning. 

Dive into the world of CPA CPE courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

  • 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-H2FV5)

    Valid upto : Dec 31, 2024

  • 1 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
  • 1 RCH Credit of Global for Human Resource Certification Institute (HRCI) (Approval No. 670983)

    Valid upto : Nov 30, 2024

  • 1 CPE Credit of Business Mgmnt and Org for Chartered Global Management Accountants (CGMA)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CPE Credit of Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA)
  • 1 Points Credit of Talent management for Certified Professional in Talent Development (CPTD)
  • 1 CPE Credit of Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 Points Credit of Talent management for Associate Professional in Talent Development (APTD)

  • 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-H2FV5)

    Valid upto : Dec 31, 2024

  • 1 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
  • 1 RCH Credit of Global for Human Resource Certification Institute (HRCI) (Approval No. 670983)

    Valid upto : Nov 30, 2024

  • 1 CPE Credit of Business Mgmnt and Org for Chartered Global Management Accountants (CGMA)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CPE Credit of Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA)
  • 1 Points Credit of Talent management for Certified Professional in Talent Development (CPTD)
  • 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 Points Credit of Talent management for Associate Professional in Talent Development (APTD)
  • 1 CPE Credit of Business Mgmnt and Org 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

Aileen Zaballero
Aileen ZaballeroCPTD

Project Manager/Researcher, Rothwell & Associates, Inc.

  • 4.5
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A Certified Professional in Talent Development (CPTD) with a dual-title Ph.D. in Workforce Education & Development and Comparative International Education from the Pennsylvania State University. 

With over 25 years of experience in the learning and development field, the common thread that aligns my professional focus is the need to understand the challenges in cultivating an engaged and motivated work environment from the lens of improvement. As Dr Deming stated, “improve constantly and forever” with a focus on progress and evolution through incremental changes. As the world of work continues to change and evolve, so must the workplace learning strategies, including the professionals who implement these changes.

Master’s thesis was an exploratory case study on the implementation of diversity initiatives that utilized OD concepts as an approach to a planned change process involving the entire organization.

Dissertation research: The United Nations has recognized the importance of addressing the “worldwide shortage of health workers” (WHO, 2017, p. 4); and the World Bank has calculated a global shortage of 7.6 million nurses and midwives by 2030. This shortage is having adverse effects on health systems around the world (Oulton, 2006), and is leaving governments with a problem in urgent need of solving. A comparative case study was conducted to describe migration flow (magnitude and direction) of migrant Filipino nurses employed in North-America Sub-Group (the US and Canada) and the Middle-East Sub-Group (Saudi Arabia and the UAE). The research examined the ‘push’ and ‘pull’ factors that influence the return of migrant nurses back to their home country. Influencing conditions of migration include (1) economic factors, e.g., wage differentials or purchasing value; (2) political factors, e.g., work visas or bilateral agreements; and (3) socio-cultural factors, e.g., work environment, social connections, and acculturation.

Farhan Sadique
Dr. Farhan Sadique

Vice President, Rothwell & Associates, Inc.

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Farhan Sadique is an Assistant Professor of Higher Education and Leadership at Kansas State University and serves as the Chief of Research at Rothwell and Associates. With expertise in human resource development and organization development, he completed his doctoral study at Pennsylvania State University and earned a Master of Science degree from Pittsburg State University. Celebrated for his visionary leadership and talent for fostering positive work environments, 

Farhan is also a passionate trainer, holding certifications from SHRM (Society for Human Resource Management) and NCDA (National Career Development Association). He is the author of influential books, book chapters, and journal articles, and frequently leads corporate training webinars and podcasts. Recognized as one of the Emerging Practitioners by the Organization Development Network in 2023, Farhan's groundbreaking research and innovative methodologies continue to empower Organization Development practitioners worldwide.

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

4.5

Excellent

Very Good

Average

Poor

Terrible

JR

James Rohrig, CMA

This was a great training on succession planning within an organization.

MG

Michelle Golojuch, CPA (US)

Good platform !

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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