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Technical

About this topic

Managing and addressing the needs of your clients and firm requires a broad range of competencies. These learning resources are designed to help you understand the knowledge and skills necessary to support the management of and manage a firm practice.

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The Technology Connection

This podcast discusses technology as it involves members of your firm and their engagement.

Video Talent retention Foundational

Work and Life Integration

This podcast how work/life integration causes more engaged employees.

Video Talent retention Foundational

Embrace and Nurture Through Learning

This podcast discusses the need to embrace and nurture the attitude to of lifelong learning to retain your high performers.

Video Talent retention Foundational

Gearing Up for Success in Practice Development Guide

Start planning your firm's marketing, sales, and business development success with the guidance given in this practice development guide.

Report Practice growth Intermediate

PCPS Firm inMotion e-Toolkit

This toolkit is an online resource to help your firm prepare for a successful journey into the future.

Tool Strategic planning Intermediate

Succession Timing Calculator

​This resource will provide a means to determine when you should start to plan succession for you and the partners in your firm.

Article Succession planning Intermediate

Succession Readiness Assessment

This resource will help (1) ascertain if your firm has the talent for internal succession, (2) create a succession team, (3) alternatives if internal succession is not...

Article Succession planning Intermediate

Practice Continuation Agreements: A Practice Survival Kit

A practice continuation agreement is a practice's survival kit. This resource provides access to a wealth of information.

Article Succession planning Intermediate

Invigorate the Focus on Quality Toolkit

This toolkit contains resources to help invigorate the focus on quality in your practice

Tool Firm operations Foundational
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