Dates and location
Hours
Dates and location
Hours
Description
Learn anywhere, anytime with audio learning from your trusted source for Professional Development.
Get up to speed in an hour on critical topics for CPAs such as AI, Ethics, Finance, Cybersecurity, Audit, Tax, Sustainability and more.
- Convenient 60-minute audio courses in our new app.
- Flexible format allows you to listen and learn on the go at your own pace.
- Relevant and trending topics affecting CPAs to help you stay at the forefront of the profession.
This audio learning session explores essential strategies to help CPAs transition their legacy effectively and retire confidently. Drawing from Warren Buffett’s proven succession principles, this session offers a practical framework for planning leadership handover, preserving firm value, and avoiding common pitfalls.
Participants will develop valuable insights into how to identify and prepare future successors, plan for retirement, and navigate the emotional aspects of moving on to the next chapter of life. This course provides real-world knowledge and actionable checklists designed to help mid-to-late career CPAs build a sustainable exit plan. Whether you are years from retiring or starting to plan now, this course will help you take control of your future with clarity and purpose.
Lessons Covered:
- Why Succession Planning Matters
- The Retirement Planning Timeline
- How To Build a Financially Secure Retirement
- Succession Options
- The Human Side of Letting Go
- Creating Your Succession Plan
- Building A Bench of Future Leaders
- Common Pitfalls to Avoid
- Other Considerations
- Warren Buffett’s Succession Playbook Applied to CPAs
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Key Takeaways
Upon completion, learners will be able to:
- Understand the financial and emotional elements of succession planning.
- Learn how to identify and prepare successors.
- Apply strategic retirement planning tailored to the CPA profession.
- Build a practical roadmap for transferring leadership and knowledge.
- Avoid common pitfalls.
Who Will Benefit
This course will benefit:
- Mid-to-late career CPAs.
- Entrepreneurs preparing to scale down or exit.
- Business professionals interested in retirement planning.
How to Access the Course
New mobile learning! Download Blackboard Learn from your app store (iOS or Android). Learn more.
To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Nelson Soh is a servant leader committed to empowering businesses and individuals through financial expertise. As a Managing Partner and the CFO of FSQ Consulting in Vancouver, he and his team have helped multiple businesses scale to seven-figure profitability since 2020. His strategic guidance drives sustainable, profitable growth and long-term success. His work has helped companies increase profitability, grow 10x, and he has assisted with multiple successful exits. Beyond the boardroom, Nelson champions financial literacy on a global scale. His TEDx talk has organically reached over 200,000 viewers, and he actively engages audiences through social media. Through servant leadership, Nelson continues to inspire, educate, and drive positive change—mentoring business leaders, shaping financial strategies, and fostering financial empowerment worldwide.