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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Upcoming Events

Events Calendar - Succession Planning

Thursday Sep 29, 2022
Join us in person for our first in this series of quarterly succession planning sessions as we discuss the key questions that families may ask in the early stages of the succession planning. We will explore the fundamental concepts that underlie a successful succession process including the discussion of the hard/soft side of succession planning for family business. Why it is so complicated….what gets in the way? Why documents can’t be “cookie-cutter easy?…” Attorneys Bea Wolper of Emens Wolper Jasin Jacobs and Meredith Sugar of Taft/ will facilitate this discussion, give practical advice, and answer any questions you may have. Generously sponsored by Morgan Stanley ... 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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