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ENG2336 - Succession Planning (PRAC, EDG, CPAFMA)

‐ Jun 7, 2023 12:15pm

This session focuses on the key areas you need to address to build a robust succession plan for your firm. This includes best practices that firms need to implement to not only prepare them for a seamless succession experience, but to improve profitability, viability, and long-term sustainability. In this session, we will: * Review foundational areas necessary to developing a robust succession plan * Identify common disconnects between your current succession plan and this best practice review * Discuss the importance of developing capacity * Cover the common mistakes firms make retiring a partner * Introduce compensation strategies to support accountability and accomplishment, and more

Learning Objectives:

  • Identify the component parts of a robust succession plan
  • Identify the most common mistakes found when partners are transitioning out
  • Identify the important role compensation needs to play in executing the succession plan





Concurrent Session Onsite and Online

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