Events Calendar - Succession Planning - Succession Planning - Conway Center for Family Business

Succession Planning

A quarterly peer group for family business leaders

Return to Educational Opportunities

From inter-family dynamics to strategic planning, these interactive sessions will provide the foundation for transitioning the family business to the next generation. This program is not just for founders/owners - attending together with successors or next gens is very important and beneficial.

Facilitator: Co-facilitated by Bea Wolper, Emens Wolper Jacobs & Jasin and Meredith Sugar, Taft/ Law.
Frequency: Quarterly
Fee: FREE for all Conway Center members
Pre-approval to join? No, this is a drop-in group, but meeting RSVP is required
Service Providers eligible? Yes, Service Providers are welcome (limit 2/company), meeting RSVP is required

Generously sponsored by Morgan Stanley

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Upcoming Events

Events Calendar - Succession Planning

Results Found: 1 View Full Calendar
Thursday Mar 13, 2025
In family business, succession planning refers to the overall process of identifying and developing future leaders to take over, whereas transition planning focuses on the specific steps and timeline for transferring ownership and management responsibilities from one generation to the next, essentially outlining the ''how'' of the succession process. Join us as we examine the important components and considerations for each, as well as best practices and traps to avoid when developing a plan to protect and continue your family business legacy. ... read more
Categories: CCFB Roundtable, Succession Planning

I still have questions. How can I get more information about the Succession Planning Roundtable?

Contact Amy Dotts, COO and Events Manager at adotts@familybusinesscenter.com or 614-847-0160

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