A quarterly peer group for business leaders
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.
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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Events Calendar - Succession Planning
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Thursday Mar 30, 2023
Succession Planning 101: Where to Begin? If you know you need a plan but don’t know where to start, join us at the next quarterly Succession Planning Roundtable where we will discuss the basics: What kind of owner are you? Operating? Captive? Burdened? Benevolent Dictator? There are several types of owners and identifying which you – and other stock-owning family members - is a great place to start. What are your criteria for next gens to join the business? When, along with compensation and expectations – all important considerations. We’ll cover best practices on this sometimes-controversial topic! Buy-Sell Agreements: Who needs them and the important reasons behind them. Seven Keys to Family Business Succession: It’s more than signing over ownership! We’ll tackle the succession of ownership, management, leadership, authority, relationships, and values & respect. ... read more
Categories: CCFB Roundtable, CCFB Peer Group, Succession Planning
Thursday May 11, 2023
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Categories: CCFB Peer Group, Succession Planning