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DTSTART:20240912T120000Z
DTEND:20240912T133000Z
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SUMMARY:Succession Planning 101: Where to Begin?
DESCRIPTION:Succession Planning 101: Where to Begin?\n\n\n\n\n\nIf you are new to succession planning\, need expert advice\, or simply don't know where to start\, don't miss this in-person roundtable where we will cover the fundamentals!\n\n\n\nTopics we will discuss in this session include:\n\n	What kind of owner are you? 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\, and respect.\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\n  IMPORTANT NOTE: This session is not just for founders/owners\; attending together with successors or next gens is very important and beneficial!\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 that will provide the foundation for transitioning your family business to the next generation.
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<br />\n<span style="font-size:14px\;"><span style="font-family:arial\;">If you are new to succession planning\, need expert advice\, or simply don&#39\;t know where to start\, don&#39\;t miss this in-person roundtable where we will cover the fundamentals!</span></span><br />\n<br />\n<span style="font-size:14px\;"><span style="font-family:arial\;">Topics we will discuss in this session include:</span></span>\n<ul>\n	<li><span style="font-size: 14px\;"><span style="font-family: arial\;">What kind of owner are you? 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\, and&nbsp\;respect.</span></span></li>\n</ul>\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 <a href="https://ewjjlaw.com/" target="_blank">Emens Wolper Jacobs &amp\; Jasin</a> and Meredith Sugar of <a href="https://www.taftlaw.com/" target="_blank">Taft/</a> will facilitate this discussion\, give practical advice\, and answer any questions you may have.&nbsp\;&nbsp\;</span></span></span><br />\n<br />\n<span style="font-family: arial\; font-size: 14px\; background-color: rgb(255\, 255\, 255)\; color: rgb(255\, 0\, 0)\;"><strong>&#9658\;</strong></span><span style="color: rgb(51\, 51\, 51)\; font-family: arial\; font-size: 14px\; background-color: rgb(255\, 255\, 255)\;"><strong>&nbsp\;IMPORTANT NOTE</strong>: This session is not just for founders/owners\; attending together with successors or next gens is very important and beneficial!</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 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\;"><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></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<em><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color: rgb(51\, 51\, 51)\;">It is never too early to think about succession planning in a family-owned business!&nbsp\;&nbsp\;</span><span style="color: rgb(51\, 51\, 51)\; background-color: rgb(255\, 255\, 255)\;">This dynamic quarterly roundtable is facilitated by</span><span style="color: rgb(51\, 51\, 51)\;">&nbsp\;Bea Wolper of Emens Wolper Jacobs &amp\; Jasin Law Firm and Meredith Sugar of Taft/. They provide a forum that will provide the foundation for transitioning your family business to the next generation.</span></span></span></em><br />\n&nbsp\;
LOCATION:Ohio Dominican University Griffin Student Center - ROOM 258-259 1215 Sunbury Rd. Columbus\, Ohio 43219 Please print and place this PARKING PASS on your dashboard.
UID:e.9081.7701
SEQUENCE:3
DTSTAMP:20260504T154535Z
URL:http://conwayfamilybusiness.memberzone.com/events/details/succession-planning-101-where-to-begin-7701
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