GOV2009. Smart Succession Planning

Succession planning isn't a new topic for CPA firms. For years, the health and longevity of firms is driven by how well they execute on their succession plans. What is new, however, is how firm's effectively plan for succession in a pandemic and post-pandemic world. During this session, we will discuss how to create smart succession plans in this current environment to prepare for the unexpected and the inevitable.

Learning Objectives:

• Assess the basics of a good succession plan
• Predict succession areas to address in a crisis/post-pandemic environment
• Evaluate unique ideas to begin implementing now to strengthen your firm's succession
• Interpret the ongoing process of maintaining a succession plan