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

Succession Planning

A quarterly roundtable 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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Group Mailing List

Fill out the form below to request to receive monthly email invitations notifying you of each Succession Planning Group session.

Upcoming Events

Events Calendar - Succession Planning

Results Found: 1 View Full Calendar
Thursday May 28, 2026
What happens when co-owners can't agree? We're picking up where our February roundtable left off - diving into one of the most personal and challenging triggers in family business: Disagreement. Join us to explore: >> Deadlock provisions that protect your business >> Calls, puts & what they mean when conflict is the trigger >> The ''disengaged owner'' problem - and how to address it >> Fair valuation in conflict scenarios Whether you attended in February or this is your first time - this session stands on its own. Don't miss it. ... 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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