Name:
Succession Planning Peer Group
Date:
February 13, 2020
Time:
7:30 AM - 9:00 AM EST
Registration:
Register Now
Event Description:
Sharing Financial Information
• How do you feel about sharing?
• Confidentiality considerations
• Who gets financial information & what form does the information take?
• How much information is shared?
• Timing of reporting
• Shareholder family members vs. family in the business
Generously sponsored by Morgan Stanley
It is never too early to think about succession planning in a family owned business! This dynamic monthly peer group is facilitated by Bea Wolper of Emens & Wolper Law Firm, Thaddeus O’Brien of O’Brien & Associates, and Meredith Sugar of Taft Law. They provide a forum to discuss all aspects of succession planning - from inter-family dynamics to strategic planning - in interactive sessions that will provide the foundation for transitioning your 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.
Event Sponsors:
Location:
Ohio Dominican University
Griffin Student Center - Room 276
1215 Sunbury Road
Columbus 43219
*Please place this PARKING PASS on your dashboard.
Griffin Student Center - Room 276
1215 Sunbury Road
Columbus 43219
*Please place this PARKING PASS on your dashboard.
Date/Time Information:
7:30-9:00 a.m.
Contact Information:
Amy Dotts, Event Manager
Fees/Admission:
Free for Conway Center members
