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Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 3, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

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.

Learning Objectives

  • 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

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Marjorie Engle

AGH Employer Solutions
Vice President, Organizational Development and Family Business Services
(316) 291-4166


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.

About Our Sponsor

Avalara helps businesses of all sizes achieve compliance with transactional taxes, including sales and use, VAT, excise, communications, and other tax types. The company delivers comprehensive, automated, cloud-based solutions that are designed to be fast, accurate, and easy to use. We automate and simplify governmental compliance processes, including tax determination, exemption certificate management, and tax return preparation, filing, and remittance. Avalara’s Compliance Cloud™ platform helps customers manage complicated and burdensome tax compliance obligations imposed by state, local, and other taxing authorities throughout the world. Avalara offers more than 500 hundred pre-built connectors into leading accounting, ERP, ecommerce and other business applications making the integration of tax and compliance solutions easy for customers. Each year, the company processes billions of indirect tax transactions for customers and users, files more than a million tax returns and other compliance documents.