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

Succession Planning

A quarterly roundtable 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.

Upcoming Events

Events Calendar - Succession Planning

Thursday Sep 24, 2026
Compensation in a family business is deeply personal, often raising questions of fairness, value, identity, and legacy. Join attorneys Bea Wolper and Meredith Sugar for a practical discussion on creating legally sound compensation plans that support both business performance and family harmony. Drawing on real-world family business examples, they’ll cover how to move from “equal” pay to “fair” pay based on role and performance, address sensitive situations that can create perceptions of favoritism, and outline key guidelines for family employment, pay structure, bonuses, dividends, and non-equity incentives. Whether you are building a compensation framework for the first time or refining existing practices, this roundtable will offer clear, practical guidance you can use in your family business. ... 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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