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.
Differentiate between workforce planning and talent management to understand the important role each plays in their own organization
Use a five stage process for management succession
Differentiate between and select the best assessment tools to evaluate leadership readiness
Plan for succession in emergency situations
Identify and avoid pitfalls that can derail a succession process
Benchmark their organization against a proven set of succession management system best practices
Marjorie Engle's extensive expertise in board governance, executive coaching, organizational analysis and succession and strategic planning has helped closely held and family-owned entrepreneurial businesses throughout the nation succeed. One of the few consultants in the central US specializing in family business matters, Marjorie holds a Certificate in Family Business Advising from the Family Firm Institute (FFI). The FFI has recognized her expertise and contributions in the area of family business management by naming her an FFI Fellow. She is also a certified coach with Family Business Partners and associate director of the Kansas Family Business Forum, hosted by Wichita State University's Center for Entrepreneurship. Ms. Engle graduated from Tabor College with a degree in organizational development. She began her career as a registered nurse, which led to consulting when she began developing new performance and quality management systems for health care organizations.