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Succession Planning: Where Your People Become Strategic Assets for their Present and Your Future

  • Accountant
  • CPA (CA)
  • CFE
  • CMA
  • CPA (US)
  • CA - ICAEW
  • HRCI
  • SHRM
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: September, 2022

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

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Succession planning: How to...
    10 mins
  • The four cornerstones
    17 mins
  • Your four cornerstones blueprint
    24 mins
  • 9 Box model
    37 mins
  • Why leadership development fails
    44 mins

Course Description

As executives, directors, and managers, we have seen and heard what leadership and succession planning are. That's old news.

With the convergence of rapidly-evolving technologies, disruptive business models, the great resignation, reprioritization, reshuffle, reimagination, realization, or whatever you want to call it—the world is constantly changing and so should our approach to leadership and succession.

Here's what succession planning needs to be: a year-round experience that starts with recruitment and retention to enhance morale, increase engagement, and multiply the leadership impact while inspiring key outgoing influencers to leave a legacy and high potential leaders to step up.

It’s more than replacement planning; it’s continuity of leadership and culture.

Transform how we build the future of our organizations through aligning what the business needs now and for the long-term with what we need from our structure, roles, and people. This is a dynamic process of shared ownership and accountability while building a talent system built on the four components of talent optimization: Mindset, Capability, Execution, and Performance. You will unlock the breakthrough approach that yields the results you need now while building the capability you need for the future.

This CPE Business Management Webinar will help you to have a process where you’ll be able to activate your culture, develop leaders for the future, and build systems that outlive people so that your organization or department maintains a powerful legacy (and doesn’t become an orphan). 

Learning Objectives

  • To discover the strategic path to fully realizing the long-term potential of your organization while achieving what is needed in the next 12 months: Culture/Strategy, Business Model, Infrastructure, Processes, and People.
  • To uncover the full potential of your people with the right mindset and enhanced capabilities while generating results that can be sustained and replicated through disciplined execution and efficient performance.
  • To foster ownership & accountability for Everyday Improvement by delivering targeted development of your people through results-based training and coaching—all built on the powerful framework of Focus, Frequency, and Follow-Through.

Recommended For

  • This Online CPE Webinar is recommended for CPA, CFE, CMA, CFIRS, CWS, Business Owners, Business Managers, Human resource professionals, and Other Individuals interested in activating culture, developing leaders for the future, and building systems.
  • This CPD course is also helpful for Canadian CPAs, CA - ICAEW, ACCA, CA - Ireland, CA - Scotland, and CPA – Ireland.

Who Should Attend?

  • Certified Fraud Examiner
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • HR Professionals
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit of Business Management and Organization for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Business Management and Organization for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Business Management and Organization for Certified Fraud Examiner (CFE)
  • 1 CPE Credit of Business Management and Organization for Certified Management Accountants (CMA)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 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 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 595141)
  • 1 PDC Credit of Training and development for SHRM Professionals (Approval No. 22-24Y4H)

Additional details

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

Presenter

About Presenter

Jack Gottlieb

, Total Solutions Group

Jack Gottlieb is an accomplished senior executive with 18 years of proven high-level success in building and turning around organizations to achieve their optimal potential and performance. He brings distinct capability and breakthrough thinking in learning and development, culture transformation, organization-wide strategic planning and alignment, M&A integration, and large-scale change management. Jack is the Founder and Chief Executive Officer of the Total Solutions Group, a strategic consulting and results-based training firm. Their mission is to drive the results that are Really Most Important™ for an organization now and for the long-term to fully thrive in the marketplaces they operate in while delivering the solutions their customers need. They ensure this generates the results that their people will take ownership of and replicate going forward for their organization.

About Company

Total Solutions Group

www.tsgresults.com

When it comes to learning and development, TSG IS YOUR STRATEGIC PARTNER in driving the results that are Really Most Important™ now and for the long-term in your culture, strategy, and capability. We earn the right to become an extension of your executive team and organizational leaders. We custom-build and implement end-to-end solutions through strategic consulting and results-based training to achieve a culture-driven transformation, ensuring that your people will take ownership of and replicate this impact going forward. You can look at us as your new satellite office—or just the department you know you always needed.

Our commitment in working with you is to develop and implement dynamic solutions that achieves True Clarity™, Aligned Accountability™, and Purposeful Execution™ for your organization. Our solutions are custom-built around the strategic needs you have in your marketplace, for your customers, within your organization, and with your people, thereby impacting every part of your business. We then fully implement your solutions to ensure they are (1) Relevant, (2) Compelling, (3) Sustainable, (4) Replicable, and (5) Scalable so that you build the capability you need today in order to achieve the transformation you want tomorrow.

Since 2004, we have partnered with over 150 organizations that are domestic and global with needs that range from being in complete disarray to being in hyper growth mode both organically and through M&A and those that are needing to transform due to changes within their market, customers or internal culture. Some of our clients include: Gaming Labs International, Bosch, Johnson Controls, BankWest, Mountain America Credit Union, Microsoft, Genentech, Toyota, Invesco, Formosa Plastics and CentraState Healthcare. They have driven $425 million in ROI for their clients in profitability, performance, and cost reduction.

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.
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  • 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.
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Ratings and Review

4.5

32 Ratings

Excellent

17

Very Good

14

Average

1

Poor

0

Terrible

0

RM

Renee Maggart, CPA (US)

May 25th, 2022

N/A

HL

Hao Li, CPA (US)

Sep 28th, 2022

It is very useful!

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