ENG2635. Succession Success - Rethinking Succession as a Strategic Growth Lever (PRA, EDG)

Succession isn’t a retirement plan—it’s a growth strategy. And yet, most firms treat it like a last-minute handoff. In this deep-dive session, we’ll dismantle outdated succession mindsets and reframe it as an intentional, leadership-centered process that fuels talent development, firm relevance, and sustainable growth.

Drawing from real firm case studies, practical frameworks, and decades of hands-on experience, we’ll unpack what’s getting in the way of meaningful succession planning—and how progressive firms are shifting from reactive to regenerative leadership pipelines.

This isn’t about choosing the next partner. It’s about creating a firm that’s always ready for what’s next.

Learning Objectives:

• Identify common barriers that impede effective succession planning in accounting firms
• Distinguish between formal succession documentation and actual leadership readiness
• Apply a future-focused framework to assess leadership pipeline strength and sustainability