
Episode #17
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, but developing the next generation requires more than replacing retiring partners. In this episode of Let’s Talk Tax, TJ Sponsel speaks with Katie Thomas, CPA, CFP, CGMA , president and CEO of Honkamp P.C. , about preparing emerging professionals to lead in a rapidly changing accounting industry. They discuss: Why technology is accelerating leadership development How client expectations are shifting from compliance to strategic advice The skills modern CPA firm leaders need How competency frameworks can create clearer promotion paths Why direct feedback is essential to professional growth Common mistakes emerging leaders make What aspiring partners can begin doing now Katie also explains why strong leaders must listen, delegate effectively, assume positive intent, and invest in developing the people around them. Whether you lead a CPA firm or are working toward your next career milestone, this conversation offers practical guidance for building the profession’s next generation of leaders.

