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DTSTART:20230330T120000Z
DTEND:20230330T133000Z
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SUMMARY:Succession Planning 101: Where to Begin?
DESCRIPTION:Succession Planning 101: Where to Begin?\n\n\n\nIf you know you need a plan but don't know where to start\, join us at the next quarterly Succession Planning Roundtable where we will discuss the basics:\n\n	What kind of owner are you? Operating? Captive? Burdened? Benevolent Dictator? There are several types of owners and identifying which you   and other stock-owning family members -  is a great place to start.\n	What are your criteria for next gens to join the business? When\, along with compensation and expectations   all important considerations.  We'll cover best practices on this sometimes-controversial topic!\n	Buy-Sell Agreements: Who needs them and the important reasons behind them.\n	Seven Keys to Family Business Succession: It's more than signing over ownership! We'll tackle the succession of ownership\, management\, leadership\, authority\, relationships\, and values & respect. \n\n\n\nBea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion\, give practical advice\, and answer any questions you may have.\n\n\n\nGenerously sponsored by Morgan Stanley   \n\n \n\n\nIt 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.
X-ALT-DESC;FMTTYPE=text/html:<br />\n<strong><span style="font-size:14px\;"><span style="font-family:arial\;">Succession Planning 101: Where to Begin?</span></span></strong><br />\n<br />\n<span style="font-size:14px\;"><span style="font-family:arial\;">If you know you need a plan but don&rsquo\;t know where to start\, join us at the next quarterly Succession Planning Roundtable where we will discuss the basics:</span></span>\n<ul>\n	<li><span style="font-size:14px\;"><span style="font-family:arial\;">What kind of owner are you? Operating? Captive? Burdened? Benevolent Dictator? There are several types of owners and identifying which you &ndash\; and other stock-owning family members -&nbsp\; is a great place to start.</span></span></li>\n	<li><span style="font-size:14px\;"><span style="font-family:arial\;">What are your criteria for next gens to join the business? When\, along with compensation and expectations &ndash\; all important considerations.&nbsp\; We&rsquo\;ll cover best practices on this sometimes-controversial topic!</span></span></li>\n	<li><span style="font-size:14px\;"><span style="font-family:arial\;">Buy-Sell Agreements: Who needs them and the important reasons behind them.</span></span></li>\n	<li><span style="font-size:14px\;"><span style="font-family:arial\;">Seven Keys to Family Business Succession: It&rsquo\;s more than signing over ownership! We&rsquo\;ll tackle the succession of ownership\, management\, leadership\, authority\, relationships\, and values &amp\; respect.&nbsp\;</span></span></li>\n</ul>\n<br />\n<span style="font-size:14px\;"><span font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet=""><span style="font-family: arial\; background-color: rgb(255\, 255\, 255)\;">Bea Wolper of Emens Wolper Jacobs &amp\; Jasin and Meredith Sugar of Taft/ will facilitate this discussion\, give practical advice\, and answer any questions you may have.</span></span></span><br font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" />\n<br font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" />\n<span font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet=""><span style="font-family: arial\;"><em style="font-size: 13px\; background-color: rgb(255\, 255\, 255)\; color: rgb(68\, 68\, 68)\; font-family: arial\, Arial\, Helvetica\, sans-serif\;">Generously sponsored&nbsp\;by&nbsp\;<a href="http://fa.morganstanley.com/fortis/" style="color: rgb(7\, 130\, 193)\;">M</a><a href="http://fa.morganstanley.com/fortis/" style="color: rgb(7\, 130\, 193)\;">organ Stanley</a>&nbsp\; &nbsp\;</em></span></span><br font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" />\n&nbsp\;\n<hr font-size:="" style="border-right: 0px\; border-bottom: 0px\; border-left: 0px\; border-image: initial\; border-top-style: solid\; border-top-color: rgb(204\, 204\, 204)\; color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" /><br font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" />\n<span style="color: rgb(51\, 51\, 51)\; font-size: 13px\; font-family: corbel\, sans-serif\;"><span style="font-size: 10pt\;">It is never too early to think about succession planning in a family owned business!&nbsp\;&nbsp\;</span></span><span style="color: rgb(51\, 51\, 51)\; background-color: rgb(255\, 255\, 255)\; font-family: corbel\, sans-serif\; font-size: 13.3333px\;">This dynamic quarterly roundtable is facilitated by</span><span style="color: rgb(51\, 51\, 51)\; font-size: 13px\; font-family: corbel\, sans-serif\;"><span style="font-size: 10pt\;">&nbsp\;Bea Wolper of Emens Wolper Jacobs &amp\; 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\;&nbsp\; attending together with successors or next gens is very important and beneficial.</span></span><br font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" />\n<strong font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet=""><span style="color: rgb(255\, 0\, 0)\;">&nbsp\;</span></strong>
LOCATION:Ohio Dominican University Griffin Student Center - ROOM 258 1215 Sunbury Rd. Columbus\, Ohio 43219 Please print and place this PARKING PASS on your dashboard.
UID:e.9081.7336
SEQUENCE:3
DTSTAMP:20260505T103912Z
URL:http://conwayfamilybusiness.memberzone.com/events/details/succession-planning-101-where-to-begin-7336
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