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

Succession Planning

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.
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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Peer Group Email Signup

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

Events Calendar - Succession Planning

Thursday Apr 14, 2022
Should you gift your family business to the next generation or should the next generation be asked to buy the family business? In this session we will address the issues around gifting vs. selling including: When you should start the discussion to minimize disruption around your family relationships and your family business. Ways to transfer your business to your son or daughter so you incur the least amount debt and tax liability possible. ... read more
Categories: CCFB Peer Group, Succession Planning
Thursday May 12, 2022
Best & Worst Legal Practices of Family Business - There are many legal requirements you must meet to better ensure the success and growth of your family business. Failure to follow the correct processes can derail any progress you do make and result in serious repercussions in the future. Join us as we discuss some of the best and worst legal practices of family business. ... read more
Categories: CCFB Peer Group, Succession Planning

I still have questions. How can I get more information about Peer Groups and Roundtables?

Contact Amy Dotts, COO and Events Manager at or 614-847-0160

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