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Strategic Succession Planning: Ensuring Client Confidence and Leadership Continuity


Strategic Succession Planning

Ensuring Client Confidence and Leadership Continuity

June 26th, 11am EST / 4pm GMT

The Future of Accounting: Data-driven Growth and Client-centric Strategies

With delicate client relationships and entrenched “my client” mindsets, organizations encounter a multitude of hurdles in transitioning key personnel. This webinar explores the intricacies of succession planning, including strategic imperatives, complexities of compensation policies, ongoing client satisfaction, and practical steps essential for seamless transitions.

Join Stacey Morrow, Legal Industry Director at Introhive, Gary Shamis, CEO of Winding River Consulting, Kevin Wheeler, Principal at Wheeler Associates, and Ben Hymans, Head of Operations, Platform and Analytics Global Client Care at CBRE as we explore the vital role of succession planning in preserving the integrity and longevity of organizations. 

Gain insights into identifying and nurturing future leaders early on, ensuring a steady stream of talent ready to steer the organization forward. Learn how aligning growth strategies with succession planning can lead to informed decisions that preserve the organization’s legacy while fostering innovation and adaptability.

Key Takeaways:

• Proven techniques for discussing succession planning with retiring colleagues, fostering openness and cooperation.

• Strategic approaches for transitioning client relationships smoothly, ensuring continued satisfaction.

• Effective methods for identifying and developing future leaders, building a strong talent pipeline.

• Practical approaches for involving clients in succession, nurturing trust and loyalty.

• Valuable insights on aligning compensation with succession goals, promoting collaboration and teamwork.