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AICPA ENGAGE 2019

PST1916 - Partner Succession: Planning a 3 Year Approach to Retirement


Jun 11, 2019 3:40pm ‐ Jun 11, 2019 4:30pm


Standard: $49.00

Description

I’m sure by now we all know that succession planning is more than choosing a likely candidate. But some firms are still treating the retirement of their top leaders as individual events. There’s a better way. Join Jeremy as he discusses how to create a more comprehensive succession plan that helps retain your best employees, ensures valued clients don’t walk out the door with retiring partners, and prepares the next generation of firm leaders.

After attending this session, participants will:

  1. Have a better understanding of the policies, processes and key documents needed to create a successful firm succession planning process.

Speaker(s):

Tags: PST

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