Name:
Succession Planning Roundtable - Succession vs. Transition Planning
Date:
March 13, 2025
Time:
8:00 AM - 9:30 AM EDT
Registration:
Register Now
Event Description:
Succession vs. Transition Planning
Succession planning and transition planning are two critical yet distinct processes in family business. Succession planning is a comprehensive, strategic process that focuses on identifying, developing, and preparing potential future leaders to take over.
Transition planning, on the other hand, is a more tactical and immediate process that outlines the specific steps, timeline, and mechanics for transferring ownership and management responsibilities from one generation to the next, essentially outlining the "how" of the succession process.
Join us as we examine the key components and concerns for each, as well as best practices and pitfalls to avoid when developing a plan to protect and continue your family business legacy.
Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will provide practical guidance, and answer any questions you may have. They will give examples of how succession and transition planning are essential for family businesses, establishing the framework for future stability, growth, and harmony.
Generously sponsored by Morgan Stanley
It is never too early to think about succession planning in a family-owned business! This dynamic quarterly roundtable is facilitated by Bea Wolper of Emens Wolper Jacobs & Jasin Law Firm and Meredith Sugar of Taft/. 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 - PRESIDENT'S DINING ROOM
1215 Sunbury Road
Columbus 43219
* The President's Dining Room is on the 2nd floor of the Griffin Student Center. Turn right if taking the stairs; turn left off of the elevator. Follow the Conway signs!
Please print and place this PARKING PASS on your dashboard.
Griffin Student Center - PRESIDENT'S DINING ROOM
1215 Sunbury Road
Columbus 43219
* The President's Dining Room is on the 2nd floor of the Griffin Student Center. Turn right if taking the stairs; turn left off of the elevator. Follow the Conway signs!
Please print and place this PARKING PASS on your dashboard.
Date/Time Information:
Thursday, March 13, 2025
7:45-8:00 a.m. - Registration/Coffee
8:00-9:30 a.m. - Session
7:45-8:00 a.m. - Registration/Coffee
8:00-9:30 a.m. - Session
Contact Information:
Amy Dotts, COO & Events Manager
Fees/Admission:
Free for all Conway Center members. Owners and next gens are strongly encouraged to attend this session together!
