Strategic & Critical Thinking
Anticipating & Serving Evolving Needs
Tech Savvy & Data Analytics

Nano-learning format for convenient, engaging instruction

Our Firm Success Series is offered in nano-learning format – short, targeted video lessons offering the most relevant content to leaders with busy schedules. The unique short-form courses are designed to cover substantive topics in the most convenient and efficient way.

Get top-tier instruction, whenever you need it, with minimal time commitment.



Purchase the Complete Nano-Learning Package

Buy all 30 nano-learning courses in the Firm Success Series and save!


Courses in the Firm Success Series

Each bundle contains 5 nano-learning courses for a total of 1.0 CPE credits



The Boomer Advantage: 5 Pillars of a Successful Firm
Most accounting firms miss out on an enormous amount of revenue growth and increased profitability because they don’t have a clear roadmap that focuses on the most crucial aspects of their business. In this course, you’ll learn about The Boomer Advantage, a unique model that focuses on the five areas critical to a firm’s success and future-readiness: Leadership, Talent, Technology, Process and Growth.


The Most Essential Growth Strategies
In our fast paced and digital world, it’s easy to overlook effective ways to grow your firm. In this course, you will learn how to develop clear messaging about your firm’s services, the essential ingredients you need for effective digital marketing, and how to turn leads into

Strategic & Critical Thinking

Why Planning is Important – The Leader’s Obligation & Duty
Having a plan as an organization is important as it helps address the firm’s purpose, what they want to achieve and how they are going to get there. There are many resources a firm can use to help them plan for the future. In this course we will break down the importance of planning and what you can do to develop a planning process not only internally but also one you can use with your clients!

Anticipating & Serving Evolving Needs

Building Capacity to Focus on What Matters
Your firm needs to adapt to a changing environment and market. But where can busy professionals find the time to learn and implement new skillsets and toolsets? In this course, you’ll learn where to find the time without feeling overwhelmed.

The Future of Talent Management – NOW!
Talent strategies are essential to the well being of your company. In this session, we will explore the most important objectives that leaders must be focused on in order to attract quality people, retain current superstars and motivate for strong engagement.

Tech Savvy & Data Analytics

Data Analytics: The Who, The What & The How
Data analytics continues to be one of the hottest technology trends around. In this course, you’ll jump start your knowledge of what data analytics is and isn’t, what it can and can’t do, and most importantly, how you can change the way you think about data to prepare your firm and your clients to take advantage of the data revolution.

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