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Web Seminars - 1 hour CPE
We
offer a free web seminar series designed to help you develop skills in a variety of areas.
Our web seminar series is accredited for one credit hour of continuing
professional education (CPE). For those interested,
there is a $39 CPE administration fee. Please join us for
the next in our series of web seminars on September 23rd!
Tuesday, September 23rd from 11:00 a.m. to 12:15 p.m. Eastern time
Topic: Preparing Your Firm to Run Without You (Succession Planning)
Course Description:
Whether you’re nearing retirement age, considering a sabbatical or just concerned about the fact that you’re carrying too much responsibility for your firm, the issue of succession planning is probably weighing on your mind. Worse yet, the topic may feel overwhelming to address. We think you may be putting off your succession planning unnecessarily—it’s easier to get started than you think. Attend this session to have succession planning made simple and learn about:
- Who you’ll have to “be” to lead a succession planning effort
- How to begin developing leaders in your practice
- Methods to market and message your succession plan
- Managing client expectations throughout your transition
- Navigating the financial and contractual issues
To register: Click here to register. Upon registration you will receive an email confirmation complete with the call-in and log-in information you need to join us.
For
CPE: If you are interested in receiving CPE credit, please click
here and we will send you the CPE registration form.
If you attended Managing Generational Differences in Your Practice and would like a copy of the presentation click here.
If you would like to receive web seminar invitations, along with our e-letters and other event notifications, please email Jen Eby with a request to be added to our email list.
These group internet-based basic level programs require no prerequisites or advance planning to attend and are offered to all who wish to attend on a complimentary basis.
 ConvergenceCoaching, LLC 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, Nashville, TN 37219-2417.
Website: www.nasba.org
For more information regarding our administration policies, including refund, complaint and program cancellation policies, please contact Krista Remer.
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Series
