Chapter Leader Huddle: Succession

Date: Tuesday, March 21, 2017
Time: 03:00 PM ET / 02:00 PM CT / 01:00 PM MT / 12:00 PM PT [Prevailing Time]
Presenter(s): Bill Reeb, CPA, CITP, CGMA, Co-Founder and CEO, Succession Institute, LLC
Objective(s):
This session will review the 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 and why so many fail in this initiative; Cover the common mistakes firms make when creating hybrid models of operations, and more!
Field of Study: Business Management & Organization
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
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Course Description

This one-hour session, Succession will introduce you to the 15 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. Chapter Leaders will be able to apply many aspects of this session to the succession plans for CPAFMA Chapters.

Presenter and Moderator Bios
Bill Reeb has been consulting for three decades to all sizes of businesses, from Mom and Pop operations to Fortune 100 companies, primarily in the areas of organizational structure and processes, governance, automation, and revenue generation. He decided to add the credentials of CPA behind his advisory work and became a CPA in 1986. Prior to his life as a CPA, he worked for IBM in sales back in the late 70’s. As an entrepreneur, Bill has founded seven small businesses, he had two ladies clothing stores, one retail computer software store, a software development firm, a computer consulting firm, a CPA firm, and his current management consulting firm, Succession Institute, LLC.

As an award-winning public speaker, Bill lectures throughout the U.S. and Canada to thousands of executives and CPAs each year. In addition, he has been featured on numerous video-taped and live television programs. As an award-winning author, Bill is internationally published with hundreds of articles and columns to his credit. He currently authors a bi-monthly column called “In the Bill-iverse” which is distributed by a number of State CPA Societies as part of their Practice Management e-newsletters. Besides being published by various magazines, journals and newspapers, Bill and his partner Dom have co-authored two books on succession titled "Securing the Future: Building Your Firm’s Succession Plan" with its companion field guide called, "Securing the Future: Implementing Your Firm’s Succession Plan". He and his partner also co-authored the Succession Resource Center website materials for PCPS in 2008 and the fourth edition of their consulting book called "Becoming A Trusted Business Advisor: How to Add Value, Improve Client Loyalty, and Increase Profits". Finally, Bill’s newest book is titled "The Overachiever’s Guide to Getting Unstuck: Replan, Reprioritize and Reaffirm". All of their books have been published by the AICPA.

Bill is an active volunteer within his profession having served in many leadership roles in both the State and National organizations. On the national level, he is a past member of the AICPA Board of Directors, past and new incoming member of AICPA Council and past Commissioner on the AICPA’s National Accreditation Commission. He currently serves as an Advisory Board member with CPAFMA.

Bill has been honored by being named as a CPA Ambassador, was presented the Pathfinder Award and served as the Texas Vision Delegate. Accounting Today has recognized his efforts by listing him as one of the Top 100 Most Influential CPAs, CPA Magazine has named him as one of the Top 100 Most Influential Practitioners, and INSIDE Public Accounting has listed him as one of the Top 10 Most Recommended CPA Firm Consultants.

Finally, Bill enjoys a number of hobbies. He is an avid golfer, skier, and enjoys hiking. He spends the majority of his free time as an instructor teaching (as well as continually learning) six different styles of martial arts.

Cost
Free for CPAFMA Members / Free for Non-Members / Free for PAFMs

Delivery System

• All programs are delivered using the Zoom platform.
• Confirmations will include log-in instructions.
• Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
• All registrants will receive a link to the MAPCast’s recording by email within 48 business hours of event’s conclusion.
• There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.