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Sign Up Now for This Opportunity:
There's still time to register! For missed live webcasts, we now include free access to archived video or online self-study courses with series registrations.
The next webcasts are:
August 24th - How to Facilitate Client Meetings: Techniques and Processes (MTBA Series)
August 25th - Pulling It All Together with a Partner/Shareholder Agreement (Succession Series)
The CPA Leadership Institute (CPALI) has created a strategic alliance with the Succession Institute, LLC (SI) to provide unique CPE offerings in practice management. We know that you have multiple, competing demands for your time and the CPALI offers you hard to find CPE focused on Practice Management and Most Trusted Business Advisor content. SI is the sponsoring entity for the CPE credits associated with these webcasts.
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Webcast Series:
SI's webcasts are designed to comprehensively cover each topic, with each show in a series building on the previous one. For those who miss an earlier show, each show will be converted to online self-study and will be available on the SI Practice Management Institute website. |
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These unique practice management webcast series cover new material that will add value to your practice and profit to your bottom line
- Succession Management
Based on our two books on Succession (Securing the Future: Succession Planning Basics and Taking Succession to the Next Level), this webcast will provide unique coverage of the fundamental issues that need to be addressed in a Partner / Shareholder Agreement.
Upcoming webcast on Aug 25th, 11:30 a.m.-1:30 p.m. EST
- Most Trusted Business Advisor (MTBA)
Based on the fourth edition of our book, Becoming a Trusted Business Advisor, this webcast will cover tips and processes to facilitate client meetings.
Upcoming webcast on Aug 24th, 11:30 a.m.-1:30 p.m. EST
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For each webcast, if qualified, participants may earn up to 2 CPE credits, up to 8 CPE credits for a 4-series, or up to 16 CPE credits for the complete 8-series. |
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Take advantage of our group registration discounts! |
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First
Registrant |
Additional
Registrants |
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Single Webcast |
$249 |
$49 |
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Series of 4 Webcasts (1st 3 shows are self-study) |
$389 |
$119 |
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Complete Series of 8 Webcasts (1st 6 shows are self-study) |
$669 |
$179 |
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For greater discounts for groups of 6 registrants or more or for combinations of these webcasts, contact SI. |
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 For over 30 years...
the owners of Succession Institute Bill Reeb, CPA, CITP, Dom Cingoranelli, CPA, CMC, and Michaelle Cameron, Ph.D., MBA — have been working with CPA firms, CPA associations and family businesses to improve performance.
We've developed a rare and exciting set of live webcasts, which are designed by CPAs for CPAs to help you improve practice management for your firm.
SI leverages...
- Thought leaders and facilitators who bring real world experience and expertise
- Instructors who are the authors of this material and are nationally recognized (with Bill Reeb being ranked among the top 10 CPA consultants in the country)
- Webcasts that will be broadcast live and encourage your active participation
- High-quality instructional materials
- Comprehensive topic coverage, with each webcast building on the prior ones in the same series
- Technology infrastructure you can count on
The Succession Institute, LLC is registered with the National Association of State Boards of Accountancy (NASBA) on the National Registry of CPE Sponsors and as a Quality Assurance Service (QAS) sponsor of continuing professional education. State boards of accountancy have final authority on the acceptance of 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: nasba.org
We hope one or more of our new webcast offerings will entice your interest.
If you know others who might be interested in our webcast series, please forward this invitation to them.
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Succession Institute, LLC
Phone: 512-338-1006, ext 106 (Jan), 100 (Melanie)
www.successioninstitute.com
Send an email to: Succession Institute
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