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Succession Planning in Accounting Firms: How to Recruit, Develop and Retain Successors

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Before starting this self study program, please go through the instructional document.


  • Work planning
    9 mins
  • Why you should care
    15 mins
  • Facts & figures on succession planning
    18 mins
  • Attracting talented people
    24 mins
  • Model to guide talent management
    41 mins

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 it’s important that you plan ahead for it, starting right now.

Success in succession!

While it might sound daunting, the succession process doesn’t have to be an administrative headache

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

As an accountant you will always have questions like:

How do you pick your successor, groom him or her for more responsibility, and ensure that you can keep someone for whom you have invested sizable time and money?

While succession planning may sound simple to those who have never done it—some claim it is merely an exercise in getting prepared to move from one box on the organization chart to another box! —there is more to it than it appears at first glance.

How do you know when you should look for a successor? 

Should you hire your successor from outside, promote from inside, or do something else? 

Should the focus be on preparing people for job duties at higher levels of responsibility, or should you also focus on transferring lessons learned from experience in dealing with your client base or focus on transferring professional relationships of critical importance to the business?

How do you know that someone can succeed at higher levels of responsibility if you judge them only from their track record at a lower level? 

How do you develop and retain good people at a time when 40 percent of the U.S. workforce is looking for other jobs?

You will get all the answers to these and other challenging questions in this free online CPE webinar.

Learning Objectives

  • To determine when you should look for a successor 
  • To decide whether to hire your successor from outside, promote from inside, or do something else? 
  • To describe important choices in developing people for performing work at higher levels of responsibility, transferring lessons gained from experience with a client base, and transferring professional contacts of importance to the business
  • To assess future promotion potential
  • To summarize practical ways to develop people for the future while getting work out of them today

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Certified Management Accountant
  • Certified Public Accountant
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA