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HOW TO CREATE AND FILL YOUR PARTNER PIPELINE

Cost $18.75
Presentation Length 1.5 hours

Recorded DateDecember 11, 2013
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

All accounting firms need candidates for partnership for two reasons. First, senior partners need confidence that their clients will be taken care of and their retirement will be secure. Second, aspiring future leaders need a clear path to partnership that prepares them for the realities of owning the firm. Without a partner development initiative, partners can’t retire and future leaders won’t stay. This presentation will explain why most firms are struggling with this issue and how to overcome what seems insurmountable.

Learning Objectives

  • Identify the key reasons your partner pipeline is weak

  • Present the necessary elements of a robust program to produce partner candidates

  • Steps to take to identify and equip CPAs as firm leaders

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Guy Gage, LPC, CPT, is the owner of PartnersCoach, a coaching and consulting firm equipping staff and partners of accounting firms to become high-contributing professionals. Holding a license in counseling and a certificate in human performance improvement, he has consulted with and coached CPAs for over 20 years, guiding them to increase their effectiveness and career fulfillment. His experience of 7 ½ years in a 4 office local firm gives him a perspective that grounds his consultation and programs in reality. Borrowing from the science of human behavior and leadership, Guy trains, guides and coaches accountants and firms to set ambitious goals, make plans to achieve them, and then execute them to reality. His coaching identifies the perspectives, behavior and dynamics that interfere with achieving results and how to break through them. His processes, tools and performance aids equip people and teams to achieve outstanding results consistently. Guy began his career as a clinical therapist working with executives and their families. He expanded his services to include soft-skills training for managers and strategic planning facilitation to management teams. In 1999, Guy expanded his private practice further and joined Troy Waugh and The Rainmaker Academy, an international leadership and marketing training firm for accountants. For 10 years he served as a Senior Instructor with the Academy, training and coaching hundreds of accountants in the USA and Europe. In 2001, Guy joined Toothman Rice, PLLC, a 4 office accounting firm as Business and Professional Development associate. Guy is a graduate of West Virginia Wesleyan College and Marshall University Graduate College. His affiliations include the International Society for Performance Improvement, the American Mental Health Counselors Association and the West Virginia Licensed Professional Counselors Association. He may be reached at 304.677.0296 or guy@partnerscoach.com, You may visit his website at www.partnerscoach.com for more information about his work.

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