The Succession Institute

Managerial level practice management CPE and CPA Firm Consulting Discounts

Members of The Ohio Society now have access to exclusive CPE and consulting opportunities from the Succession Institute. Through this partnership with the Succession Institute, OSCPA can provide small firms with an affordable and effective solution for succession planning and practice management resources.

Practice Management Institute (PMI) Self-Study

Through the self-study learning management system (LMS), take 20% off most courses and get the education you need to address your most pressing practice management issues, including succession planning and becoming a trusted business advisor. Topics include:
  • Advisory and consulting services
  • Organization and performance (succession planning, practice management, small firm practice management)
  • Owner agreements
  • People and skills development
Learn more about PMI Self-Study
Note about self-study: Members receive CPE credit after completing and passing an online exam within one year from date of purchase.

Get your Succession Institute PMI Self-Study Discount Code

This 20% discount is available for OSCPA members. Add the discount code to your cart and we will email it to you immediately.

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Small Firm Subscription (SFS) Package

Bill Reeb, CPA, CITP, CGMA, is the CEO for the Succession Institute and is a nationally recognized practice management expert. Through the partnership with his company, small firms can purchase a “Small Firm Subscription” with a very deep discount.

The Small Firm Subscription is valued at $6,622 and discounted to $2,000 annually for OSCPA members. Learn more about the Small Firm Subscription.


For more information, please contact the Succession Institute at [email protected] or call (512) 338-1006, ext. 106.