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SUMMARY:(LIOT10/26) Succession Planning
DESCRIPTION:Event Description\nStrong 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.\n\nDesigned For\n\nManaging Partners & Firm Leaders \nCFOs\, COOs\, Controllers\, and Senior Managers \nTeam leads responsible for staff development or strategic planning \nLeaders preparing for eventual transition or building firm bench strength\n\n\nObjectives\n•  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.  \nMajor Subjects\n\nIdentifying Future Successors \nCrafting a Structured Succession “Curriculum” \nCommunicating Succession Without Signaling Immediate Departure \nCollaborating With Successors to Accelerate Commitment & Buy-In \nSetting Up Successors for High-Level Future Success \nProtecting Culture\, Continuity\, and Client Confidence \nLeadership Behaviors That Smooth the Transition Timeline
URL:https://sc.cpa/event/liot10-26-succession-planning/
CATEGORIES:Livestream
ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com
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