Evolve or Dissolve: Leadership & Culture Training
Break the mold. Build what’s next.
Evolve or Dissolve is a research-based training program designed to help CPA firm leaders address the true causes of burnout, turnover, and pipeline gaps—through strategic leadership development, cultural realignment, and mentorship infrastructure.
Leaders navigating change in law & accounting firms
HR and Ops professionals guiding internal transformation
Firms struggling with talent retention, burnout, and outdated norms
Firms that want to maintain independence
The Evolve or Dissolve training program curriculum is sequenced to flow from big-picture cultural thinking to tactical firm development. It begins by challenging outdated mindsets and ends with a strategic action plan rooted in your firm’s values.
Module 1
The Real Story Behind the CPA Talent Crisis
- Understand why the profession is losing people (and credibility)
- Explore key insights from two doctoral research studies
- Debunk the “they don’t want to work” myth
Module 2
Culture is Infrastructure — Not a Perk
- Apply the McKinsey 7S model to accounting firm transformation
- Diagnose where your culture fails: structure, leadership, values?
- Learn what “shared values” actually look like in modern firms
Module 3
Transformational Leadership for a New Generation
- Learn the 4 components of transformational leadership
- Shift from managing output to inspiring innovation
- Understand the link between trust, autonomy, and retention
Module 4
Mentorship & Human Connection as Strategy
- Formalize mentorship as a cultural pillar
- Build accountability systems to keep mentoring active
- Reverse-mentoring + shadowing as development accelerators
Module 5
Business Acumen & Emotional Intelligence
- Combine strategic thinking with soft skill development
- Address the innovation gap in future leaders
- Train for adaptability, not just technical accuracy
Module 6
Flexibility, Well-being & Burnout Prevention
- Redefine flexibility (it’s not just about WFH)
- Offer flexibility in career paths, not just scheduling
- Learn how to restructure busy season to protect mental health
Module 7
From Insight to Action
- Turn insights into actionable 90-day plans
- Assign ownership at all levels of leadership
- Build a retention roadmap with KPIs for culture
Program Formats
| Format | Duration | Best For |
|---|---|---|
| Single-Day Intensive | 6-8 Hours | Firm retreats, conferences, leadership summits |
| Multi-Day Program | 2-3 Days | Leadership academies, culture initiatives, succession planning |
Included and Extras
| Included | Extras |
|---|---|
| Worksheets and Templates | One-on-One Coaching |
| Check-in Communication | Personalized Consulting |
| General Feedback | Additional Training |
Meet the Program Leaders
Dr. Jessica Levin
.
Dr. Rachel Anenski
.
The Evolve or Dissolve Mindset
Why Transformational Leadership Is the Future of the CPA Profession
By Dr. Rachel Anevski, PHR, SHRM-CP There’s no gentle way to say it: much of the accounting profession is still led by a transactional mindset—focused…
Read MoreFirm Culture is the Key to Retention
For years, CPA and law firms have approached retention with a narrow lens: better pay, generous PTO, or the occasional pizza party. But if the…
Read MoreMentorship Is Strategy: Rethinking How We Grow and Retain Talent
In the professional services world — especially in accounting and law — we’ve long treated mentorship as a soft skill. A nice-to-have. A well-meaning pairing…
Read MoreEvolve or Dissolve™ Training Program Now Available
We’re excited to announce the launch of the Evolve or Dissolve™ Training Program, a modular, interactive learning experience designed for today’s professionals who want to…
Read MoreAccounting for Times
Accounting for Times: Evolve or Dissolve is Available to The Public Today Rachel Anevski and Dr. Jessica Leigh Levin Tackle the Future of Accounting and…
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