BEACH RETREAT: The Power in Succession: Who, Why, and How – Jody Padar, CPA (111105-13)
Description
The how of transitioning a CPA firm from the prior generation. Are you a
new partner who is learning to lead a firm? Are you still struggling
with partners who are slow to change? Come hear how I have stair stepped
my legacy client base thru the transition.
Learning Objectives
Step by step instructions on how to grab the next generation client and
keep the classic client happy while enabling progressive change
I will
also address the transition of power
Major Topics
I will give you step by step instructions on how to grab the next
generation client and keep the classic client happy while enabling
progressive change
I will also address the transition of power which NO
one tells you about! If you will be stepping down from leadership or
stepping up to leadership this session is for you
