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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.
Date/Time Information:

7:30-9:00 a.m.
Contact Information:
Amy Dotts, Event Manager
Fees/Admission:
Free for Conway Center members 

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