ABOUT THE PROGRAM

This two-hour presentation will blend two of the most important challenges facing every firm; developing a plan for the future and having the talent to implement it. We will discuss the factors needed to create, write and implement a succession plan and a process to develop the talent in your firm to make the plan a reality.

For a detailed description of the Webinar, please click here.

Who Should Attend

• Managing Partners
• Owners/CEOs

What You Learn

• How to begin the succession planning process
• Who should be involved?
• What to incorporate in your succession plan
• Reality test of your plan
• How to implement a mentoring process in your firm
• How to pick mentors
• How to ensure mentoring is paying dividends
• Blending the talent pool with your succession plan

Benefits of Attending

• Developing a firm legacy
• Knowing the talent in your firm
• Receive a one-year complimentary subscription to CPA Leadership Report valued at $164.

Prerequisite - none

This is a group Internet-based offering. The instructional method will be lecture with active group participation and will use visual aids.

COST & REGISTRATION

Not a subscriber to CPA Leadership Report:
The cost of the webinar is $308, including a free one-year subscription to CPA Leadership Report and a copy of Rex Gatto's book (see below). Click here to register

If you have a firmwide subscription to CPA Leadership Report, members of your firm can attend for as little as $114 per person. For details, please email Stephanie Klug at [email protected].

All registrations include a copy of Rex Gatto's Book, "Mentoring Process for CPAs," which will be used during the webinar.   Please register before October 17 to ensure that you receive your copy before the webinar. The book will help you apply the concepts represented in the webinar.

TESTIMONIALS

Rex did a masterful job of helping us to better understand one another, and to unite us toward a very compelling vision for the future of our firm.  —Mark Ellsworth, Managing Partner, Cain Ellsworth & Co., LLP

Rex Gatto
Dr. Gatto has presented for many professional organizations and received a commendation from the American Society of Training and Development as a dynamic and thought-provoking speaker. He has developed customized training workshops for many Corporate 500 companies, CPA firms, hospitals, small businesses, universities and colleges, and has trained and facilitated all positional levels of business people.

www.rexgatto.com

[email protected]

Date: October 24, 2008
Session starts at 12:00 ET
and ends at 2:00 ET

For our webinar policy click here.

CPE & Participation Hours Entitlement

Participants are entitled to 2 CPE credits.  For more information, please click here.

Refunds will be issued to participants, less a $75 cancellation fee, provided they cancel prior to the day of the event.  All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or [email protected].

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.