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

Succession Planning

A quarterly peer group for family 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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Group Mailing List

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

Events Calendar - Succession Planning

Thursday Aug 28, 2025
Putting a succession plan in place could be the most important action you take to safeguard your family business’s future and legacy. Join us for this engaging session, where expert insights and real-world examples come together to equip you with practical tools and a step-by-step roadmap for creating a succession plan. Discover how to facilitate a smooth leadership transition while overcoming unique family business challenges. * Understand how management, authority, governance, and family relationships shape the succession process. * Learn strategies to manage family dynamics and address potential conflicts during transitions. * ?Recognize the importance of essential documents, such as family employment policies and prenuptial agreements, in ensuring a smooth succession. Attorneys Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will offer practical advice and answer your questions, helping you navigate the complexities of family business succession with confidence. Don't miss this opportunity! ... 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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