CPA firms are great at building relationships with clients. But all leadership eventually transitions, which could put your advisor status at risk. If your firm doesn’t have HR and succession planning resources in-house, bringing those resources to your client positions you well. And of course – even CPA firms need succession plans.

This session will provide an overview of succession planning tools and concepts. It’s something many companies consider only when a CEO or president becomes ill, is close to retirement or is terminated. Yet many other positions in a company are "mission-critical" and can slow or stop a business' operations.

This session will illustrate how you can systematically identify and address the gaps between the needs of today and the requirements of the organization in the future. Participants will be provided information and tools that will allow them to implement gap-reduction strategies and make decisions about how to build the bench strength for the future; CPA firms will receive an overview of how AGH Employer Solutions could benefit a client and help keep you in the picture.