0       0

ENGAGE 2017


AAM1704 - The Growth Professionals Role in Client Transition


Jun 13, 2017 10:50am ‐ Jun 13, 2017 12:05pm

Standard: $49.00

Description

CPA firms today face immense succession issues, and many are struggling with how to manage them. The real work starts once a firm has identified a successor and begins the process of client transition. In this session, we will introduce elements that growth professionals should consider in order to better support their firm through client transition, including communications surrounding the transition and internal client transfer among key relationship providers. Whether you have a managing partner retiring, or are transitioning a business for any reason, this session will address some of the most-important elements the growth professional needs to understand and how to help support their firm through this.

Speaker(s):

Tags: AAM

You must be logged in and own this session in order to post comments.

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content
token-index
token-content