Effectively Transitioning Responsibility from One Generation to Another

Organizations across the country are preparing for (or are already facilitating) the retirement of thousands of talented Baby Boomer CPAs. Many elements of succession need attention, but one of the most important areas to address is effective transition of responsibility. Transition affects far more than the retiree - because of their transition creates a ripple effect that causes all others in the organization to shed responsibility to. Transition will be an ongoing process for you as you develop as a leader and move your responsibilities to others so you can take on new ones. In this session, we will discuss answers to the most common transition questions those engaged in transition ask:

  • When should we start transitioning?
  • What mindset do I need to have to either let go or step up?
  • How should we approach transition?
  • How do we choose the people that we transition to?
  • When and how do we tell staff, clients, and/or other external stakeholders?

Your ability to grow depends on your ability to successfully transition. Leave this session armed with the information you need to plan and execute your transitions effectively.

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