Leadership Succession in CPA Firms: Developing Future Leaders with Katie Thomas, CPA, CFP, CGMA, Honkamp P.C.

Leadership succession is one of the greatest challenges facing CPA firms as experienced partners retire, technology reshapes traditional accounting work, and younger professionals are asked to lead earlier in their careers.

In this episode of Let’s Talk Tax, TJ Sponsel is joined by Katie Thomas, CPA, CFP®, CGMA, president and CEO of Honkamp, P.C., to discuss how firms can identify, develop, and retain their next generation of leaders.

They explore:
-How technology is accelerating leadership development
-The shift from compliance work to strategic advisory services
-Skills today’s CPA firm leaders need
-Creating clear and equitable paths to promotion
-Using honest feedback to support professional growth
-Common mistakes emerging leaders make
-What aspiring partners can begin doing now

Listen to the full episode for practical insights into CPA firm leadership succession and developing future leaders.