If you’re reading this, chances are you’re not an undecided voter. But if you don’t want Donald Trump to become president again, between now and November you’ll need to convince as many as you can to cast their ballot for Joe Biden. With the help of some of the smartest strategists, pollsters, and organizers in politics today, host Jon Favreau explores the minds of voters who will decide the 2024 election, and gives you everything you need to persuade the persuadables in your life. Season 4 ...
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continue reading
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308: Navigating Succession Planning
Manage episode 489226791 series 2712933
Content provided by New Jersey Society of CPAs. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by New Jersey Society of CPAs or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Succession planning isn’t just about stepping away; it’s about protecting the future of a CPA firm, ensuring smooth leadership transitions, and maintaining client trust and operational continuity. Alvin Fennell and Stan Sterna from Aon join us to discuss how firms can mitigate risk when going through a leadership transition.
Topics discussed:
- 1:16 – How a strong, proactive succession plan helps small and midsize firms manage professional liability risk
- 5:07 – Risk considerations for firms entering into a private equity deal
- 10:40 – How firms can ensure continued client service during a leadership transition
- 16:46 – The role of legal protections and buy-sell agreements during a firm transition
- 25:01 – Insurance considerations
Resources:
300 episodes
Share
Manage episode 489226791 series 2712933
Content provided by New Jersey Society of CPAs. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by New Jersey Society of CPAs or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Succession planning isn’t just about stepping away; it’s about protecting the future of a CPA firm, ensuring smooth leadership transitions, and maintaining client trust and operational continuity. Alvin Fennell and Stan Sterna from Aon join us to discuss how firms can mitigate risk when going through a leadership transition.
Topics discussed:
- 1:16 – How a strong, proactive succession plan helps small and midsize firms manage professional liability risk
- 5:07 – Risk considerations for firms entering into a private equity deal
- 10:40 – How firms can ensure continued client service during a leadership transition
- 16:46 – The role of legal protections and buy-sell agreements during a firm transition
- 25:01 – Insurance considerations
Resources:
300 episodes
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Similar to NJCPA IssuesWatch Podcast
If you’re reading this, chances are you’re not an undecided voter. But if you don’t want Donald Trump to become president again, between now and November you’ll need to convince as many as you can to cast their ballot for Joe Biden. With the help of some of the smartest strategists, pollsters, and organizers in politics today, host Jon Favreau explores the minds of voters who will decide the 2024 election, and gives you everything you need to persuade the persuadables in your life. Season 4 ...
…
continue reading
Wake-up with America's first news - Host Gordon Deal goes beyond the headlines with the day's first look at news and business news from the U.S. and around the world; bringing a lively blend of intelligent information, humor, and expert analysis to morning radio.
…
continue reading
"OPB Politics Now" is a weekly podcast that takes a deep dive into the hottest political topics in Oregon and the Northwest. Every Friday, OPB’s political reporters and special guests offer in-depth analysis, discussion and insight into candidates, events and issues.
…
continue reading
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The Young Turks is Home of The Progressives. Cenk Uygur, Ana Kasparian and a host of progressive voices deliver the news and provocative commentary. Whether you are seeking a breakdown of current events, politics and the mainstream media or just a quick laugh, the TYT daily podcast will always keep you informed and entertained.
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continue reading
On Pod Save The People, host DeRay Mckesson explores social justice, culture, politics – and the various ways they all collide – with cohosts Myles E. Johnson and Sharhonda Bossier. Each Tuesday, the crew digs into the current events driving the political discourse – bringing cultural context, actionable insights, and a hot take or two – to help empower listeners to engage as thoughtful members of their communities…and their group chats. Alongside special guests, the show uplifts overlooked ...
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Since 2006, this podcast has been using history to elevate today's political debates. "The perfect antidote to bloviating talking heads, My History is thoughtful, nuanced, and highly engaging." -Columbia Journalism Review
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