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What is an AAA MAPCast?  A members only PODcast archive of this seminar is now available. Click here to order! How to Pass the Torch Without Getting Burned - Succession Planning with Bill Reeb Date: Wednesday, June 11, 2008 Time: 03:00 PM ET / 02:00 PM CT / 01:00 PM MT / 12:00 PM PT [Prevailing Time] Presenter(s): Bill Reeb, CPA with Succession Institute, LLC Objective: Discussion will cover organizational models that best support succession, critical processes and procedures that will help in the transition of leadership, how the marketplace's interest in your clients and people are changing, having agreements in place doesn't necessarily mean you can count on them and how the unique talents of your retiring CPA partners are often the firm's albatross. Field of Study: Business Management and Organization Program Level: Basic CPE Credit: 1 Credit Hour No advanced preparation or prerequisites are required for this course. Course Description (Note: This MAPCast will now begin at 3:00PM EST) Given the number of baby-boomer CPAs that will retire in the next 10 years, the shortage of management staff, the likely buyers' market that will evolve, it is critical that each firm have a succession plan that they start following immediately. Developing and executing an effective succession action plan within your firm or business requires careful planning. It often involves identifying and preparing suitable employees through means of job rotation and training or through mentoring. It schedules and conducts periodic reviews by and of senior executives that are charged with addressing the firm's key positions and selecting those potential future leaders. A solid plan of action will help ensure the least possible disruption to the individual's responsibilities and therefore strengthens the organization's effectiveness. It clearly carves out the factors to be taken into consideration and the process to be followed in retaining or replacing that person. Presenter Bio(s) Bill Reeb, CPA is a keynote speaker, author, trainer, coach, facilitator and management consultant. He has been consulting for around three decades to all sizes of businesses, from Mom and Pop operations to Fortune 100 companies, primarily in the areas of organization, automation and revenue generation. He decided to add the credentials of CPA behind his advisory work and became a CPA in 1986. Besides being an award-winning public speaker and published author, Bill is an active volunteer within his profession, having served in many leadership roles in the AICPA such as being a current commissioner on the National Accreditation Commission. In addition to serving on a number of Boards and Committees, he has been honored by being named as a CPA Ambassador, was presented the Pathfinder Award and served as the Texas Vision Delegate. Nationally, 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 accounting profession's most recommended consultants by CPA Firms. Cost $25.00 for AAA Members / $40.00 for Non-Members |
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AAA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: 
This program has been approved for one recertification credit hour toward PHR and SPHR recertification through the Human Resources Certification Institute (HRCI). For more information about certification or recertification, please visit the HRCI homepage at