Virtual
Emergency Succession Planning 2026
Date: June 15, 2026
Time: 12 – 1 p.m. PT
Member
$29.00
Nonmember
$39.00
Members, log in to access your discount.
Overview
Hosted by the CalCPA MAP Committee, this course explores the operational, administrative, and legislative challenges small firms face in maintaining business continuity following the unexpected death or incapacitation of a firm owner or partner. This presentation provides practical insights and planning considerations to help firms prepare for and mitigate the impact of such events, supporting an effective recovery and continuity process.
Product Code
1000005325-145756
Credit Type
CPE: 1CPE-Non-Technical: 1Intended Audience
CPAs and other financial professionals interested in the topic.
NASBA Field of Study
Management Services
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- Documentation of firm procedures and status of in-progress work
- Regulatory challenges of firm continuity
- Asking "What do you want to happen if you don't get to personally handle your firm exit?"
- Asking "Whom do I call?"
Faculty
Additional Details
This course will be presented through Zoom, and the link will be available in your confirmation email. CPE will be awarded based on standard checkpoint criteria.