succession

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Nov 14 2022

HR Huddle: Four Ways that HR is Uniquely Suited to Support Transition

2022-11-17T07:54:07-06:00November 14th, 2022|HR/Organizational Development, Inspired Ideas Podcast|

In the November 14, 2022 HR Huddle, Renee Moelders and Samantha Mansfield discuss the four ways that HR professionals can use their people skills to smooth the emotional upsets associated with transition between the successor and the retiree. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management [...]

May 29 2019

Are You Undermining Client Transition?

2019-11-01T17:20:23-05:00May 29th, 2019|Client Retention, Communication, Inspired Ideas, Retention Strategies, Succession|

Transition is top of mind for most CPA firms today. The topic emerges in almost every conversation we have with clients, at conferences and in our everyday interactions with firm leaders. Whether we’re talking to firm leaders or emerging leaders, client loss is one of the biggest fears commonly shared by BOTH transitioners and their [...]

Mar 27 2019

Is Your Firm Leaving Potential Leadership Successors Behind?

2019-03-27T11:55:47-05:00March 27th, 2019|Communication, Governance/Decision Making, HR/Organizational Development, Inspired Ideas, Leadership, Next Generation, Personal Development, Succession|

Firms around the country are struggling to recruit and retain experienced professionals to serve their clients. Partners are nearing retirement, and many don’t have clear successors in place to ensure their firms keep running. Given the need for talent, we should leave no stone unturned in our quest to identify our next generation of leaders. [...]

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