All courses in the OSCPA Practice Management Institute offer substantial discounts for OSCPA Members.

Contact us

©2015 Succession Institute

2603 Pearce Road, Austin, TX 78730

phone (512) 338-1006 :: fax (512) 338-1023

Powered by the

Succession Institute


Welcome to the OSCPA Practice Management Institute!



For OSCPA members, we have bundled our products and services at reduced pricing. Please view a short video to learn about our

CPA Firm Subscription Offering:


Click to View Video

To view all course offerings without login, click Search All Programs in the left sidebar.


The Ohio Society of CPAs (OSCPA) has collaborated with the Succession Institute, LLC to develop the OSCPA Practice Management Institute. We know you have multiple, competing demands for your time and OSCPA wanted to offer you a place to go which is focused on firm management and practice management issues. As an OSCPA member, CPE self-study course offerings on this website are available at a discounted rate. By accessing our materials, you can tap into the real world experience we bring as a result of our working with CPA firms throughout the United States and Canada.


The competitive environment presents many challenges and can be unforgiving if you haven't thought through your strategic response to marketplace conditions.  At the same time, it presents some terrific opportunities for those who are prepared for them.  Our course materials will provoke your thinking so you can identify threats and opportunities early and develop strategies to address them.


It used to be said "knowledge is power."  At the Succession Institute, LLC, we believe that knowledge applied within the strategic context is truly a powerful tool for change.  The business environment continues to change, and we as individuals, as well as our firms, must change as well. Galbraith said it best:  "A competitive world has two possibilities:  You can change or you can lose."

Our CPE offerings will help position you for individual and firm changes.


We thank you for visiting this site, and we want to wish you all the best in your individual professional development—Enjoy!


      Bill, Dom and Michaelle





Succession Institute, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: