(LIOT10/26) Succession Planning
April 24 @ 8:30 am - 9:20 am
Non Member Rate: $45Event Description
Strong organizations don’t leave the future to chance—they build it intentionally. This session gives CPA leaders a practical, transparent, and confidence-building approach to succession planning. Learn how to identify high-potential successors, design a development “curriculum” that accelerates readiness, communicate your plans without signaling premature departure, and strengthen buy-in from rising leaders. Walk away with the tools to position future successors for long-term success while protecting continuity, culture, and client relationships.
Designed For
Objectives
• Identify future successors by assessing capability, leadership behaviors, and long term firm needs.
• Craft a succession “curriculum” that builds competence through structured learning, shadowing, and staged responsibility.
• Communicate succession plans in a way that reassures teams and clients that you are not immediately leaving the organization.
• Work closely with successors to accelerate their buy in, confidence, and readiness for advanced roles.
• Position future successors for higher level success by developing strategic thinking, emotional intelligence, and firm wide visibility.
