Succession Success: Rethinking Succession as a Strategic Growth Lever
Rethink succession as a growth strategy by identifying planning barriers, leadership readiness gaps, and stronger future-focused pipelines.
Format
Webcast
Date
Oct 21, 2026
NASBA Field of Study
Business Management and Organization
Level
Overview
CPE Credits
1.5
Availability
Product Number
WC5493210
This is a rebroadcast from AICPA ENGAGE 2026.
Succession isn’t a retirement plan — it’s a growth strategy. Yet many firms treat it like a last-minute handoff.
In this deep-dive session, the presenter helps dismantle outdated succession mindsets and reframes it as an intentional, leadership-centered process that fuels talent development, firm relevance, and sustainable growth.
Drawing from real firm case studies, practical frameworks, and decades of hands-on experience, you'll unpack what’s getting in the way of meaningful succession planning and how progressive firms are shifting from reactive to regenerative leadership pipelines.
This isn’t about choosing the next partner. It’s about creating a firm that’s always ready for what’s next.
Key Topics
- Succession planning
- Growth strategies
- Talent and leadership development
Learning Outcomes
- Identify common barriers that impede effective succession planning in accounting firms.
- Distinguish between formal succession documentation and actual leadership readiness.
- Recognize elements of a future-focused framework and how it relates to leadership pipeline strength and sustainability.
Who Will Benefit
- Firm owners rethinking succession planning
- Practice leaders developing leadership pipelines
- HR and people leaders focused on talent readiness
- Emerging leaders preparing for future firm roles
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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