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October 27, 2016: 1 - 2:00pm ET
FREE Webinar: Succession Planning Is Inevitable: Start Planning Today! |
Other than taxes and death, the only other sure thing that will happen in all businesses is succession planning. Failure to plan for succession is, perhaps, the greatest current threat to the future of law firms and should be one of the firm's most important strategic issue.Since the issue won't go away or won't be resolved by itself, it is critical that firm management or the partner group must address the issue rather than ignoring it.  Presenter, August Aquila, is the founder and CEO AQUILA Global Advisors, LLC, and is a key thought leader for professional service firms (PSFs). He has worked with various types of PSFs in the US, Canada, India and England. He was a partner in a Top 50 US CPA firm and a senior executive with American Express Tax & Business Services, Inc., For twenty-seven years he has advised PSFs in the areas of succession planning, mergers and acquisitions, compensation plan designs and partnership issues.In 2004, 2007, 2009 to 2015 he was selected as one of the “Top 100 Most Influential People in The Accounting Profession” by Accounting Today.  Vincent A. Cino , is the Chairman of Jackson Lewis P.C. and is responsible for the entire firm's day-to-day administration and management. Prior to assuming the role of Chairman, he served as the firm's National Director of Litigation. He also served on the firm's Executive Committee and was Counsel to the firm. Mr. Cino has vast trial experience, having litigated every conceivable type of employment action in many jurisdictions throughout the United States. He has personally tried over 100 cases. Mr. Cino has been named one of Law 360's inaugural Trial Aces as one of the elite trial attorneys in the country. He has also been named a Litigation Trailblazer by the National Law Journal.Mr. Cino has been repeatedly recognized as a New Jersey Super Lawyer, as chosen by his peers and the research of Law & Politics Magazine, and was listed in the New Jersey Top 100 Lawyers and 2013 New Jersey Super Lawyers. He was also cited in The New York Times as one of the Ten Leaders of Employment Law in New Jersey, 2004-2005.  William Herman , joined Plante Moran in 1971 as a proofreader. In addition to serving as Managing Partner from 2001–2009, he was on the firm's leadership team as a group managing partner from 1995–2001 and launched the Ann Arbor office in 1982. After stepping down as managing partner, he co-authored a business consulting book with Managing Partner Gordon Krater: Succession Transition: a Roadmap for Seamless Transitions in Leadership (2011). Bill is frequently asked to speak about succession planning, leadership transition, and how to build a sustainable organization. As the firm's Managing Partner, Bill and the management team were pioneers who sowed the seeds for Plante Moran to become a significant regional firm in the Midwest. During Bill's tenure, the firm expanded its geographic footprint and broadened its service capabilities. Bill facilitated and supervised three mergers, resulting in offices in Chicago and Elgin, Illinois; Flint, Michigan; and Cincinnati, Ohio. Plante Moran also expanded its international capabilities through the creation of Plante Moran International Business Services, which has offices and staff members in Shanghai, China; Mumbai, India; and Monterrey, Mexico. Finally, the firm added a host of new services, including: Plante Moran Trust, Plante Moran Insurance Agency, Plante Moran Group Benefit Advisors, Enterprise Risk Services, Enterprise Resource Planning, Japanese Auto Supplier Services, and the Governmental Accounting Services team.  Patrick J. McKenna, Patrick J. McKenna is an internationally recognized author, lecturer, strategist and seasoned advisor to the leaders of premier firms. He is the author of eight books, most notably his international best seller, First among Equals currently in its sixth printing and translated into nine languages. His consulting expertise was acknowledged in 2008 when he was identified through independent research compiled and published by Lawdragon as “one of the most trusted names in legal consulting" and his three decades of experience led to his being the subject of a Harvard Law School Case Study entitled: Innovations in Legal Consulting. Patrick serves as contributing editor to Of Counsel, The Legal Practice and Management Report; writes a monthly thought leadership column for Legal Executive Institute; is the only expert in professional service firms admitted to the Association of Corporate Executive Coaches, the #1 US group for senior-level CEO coaches; and is the recipient of an honorary fellowship from Leaders Excellence of Harvard Square. |
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Who Should Attend
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Learning Objectives
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Managing Partners Members of the executive committee Other senior leaders/partners in a firm |
Learn how to address the “unthinkable” Explore the succession planning process Learn how to elect the right leader for the firm Understand why any talk of succession usually taken as unfriendly or un-loyal |
Instructional Delivery Method: Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids. CPE Credit: 1 Field of Study: Business Managment and Organization Prerequisite: None Program Level: Basic Advanced Preparation: None Cancel at any time for a full refund. |
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Cost and Registration
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All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.
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CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. |