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DTSTART:20250313T120000Z
DTEND:20250313T133000Z
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SUMMARY:Succession Planning Roundtable - Succession vs. Transition Planning
DESCRIPTION:Succession vs. Transition Planning\n\n\n\nSuccession 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.\n\n\n\nTransition 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.\n\n \n\nJoin 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.  \n\n\n\nBea 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.\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<span style="font-size:14px\;"><span style="font-family:arial\;"><strong>Succession vs. Transition Planning</strong></span></span><br />\n<br />\n<span style="font-size:14px\;"><span style="font-family:arial\;"><span style="background-color: rgb(255\, 255\, 255)\;">Succession planning and transition planning are two critical yet distinct processes in family business.&nbsp\;</span>Succession planning is a comprehensive\, strategic process that focuses on identifying\, developing\, and preparing potential future leaders to take over.<br />\n<br />\nTransition 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\,&nbsp\;essentially outlining the &quot\;how&quot\; of the succession process.<br />\n&nbsp\;<br />\nJoin us as we examine&nbsp\;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.&nbsp\;&nbsp\;</span></span><br />\n<br />\n<span style="font-size:14px\;"><span style="font-family:arial\;">Bea Wolper of Emens Wolper Jacobs &amp\; 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.</span></span><br font-size:="" style="font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" />\n<br font-size:="" style="font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" />\n<em style="font-size: 13px\; color: rgb(68\, 68\, 68)\; font-family: arial\, Arial\, Helvetica\, sans-serif\;"><span style="font-size:14px\;"><span style="font-family:arial\;">Generously sponsored&nbsp\;by&nbsp\;<a href="http://fa.morganstanley.com/fortis/">M</a><a href="http://fa.morganstanley.com/fortis/">organ Stanley</a></span></span>&nbsp\; &nbsp\;</em><br font-size:="" trebuchet="" />\n&nbsp\;\n<hr /><br font-size:="" trebuchet="" />\n<em><span style="font-size:12px\;"><span style="font-family:arial\;">It is never too early to think about succession planning in a family-owned business!&nbsp\;&nbsp\;This dynamic quarterly roundtable is facilitated by&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\; attending together with successors or next gens is very important and beneficial.</span></span></em>
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 you take the stairs\; turn left off the elevator. Follow the Conway signs! Please print and place this PARKING PASS on your dashboard.
UID:e.9081.7979
SEQUENCE:3
DTSTAMP:20260504T094000Z
URL:http://conwayfamilybusiness.memberzone.com/events/details/succession-planning-roundtable-succession-vs-transition-planning-7979
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