Succession Planning 1.0 Peer Group

Event Sponsors

Morgan Stanley
Date and Time

Thursday Mar 14, 2019
7:30 AM - 9:00 AM EDT

7:30-9:00 a.m.

Location

Ohio Dominican University
Griffin Student Center -  Room 276
1215 Sunbury Road 
Columbus 43219

Fees/Admission

Free for Conway Center members

Contact Information

Amy Dotts
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Succession Planning 1.0 Peer Group
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Description


Succession of Values and Knowledge

  • How does your company express values? Congruent with predecessor? Relate to principles?
  • Importance of keeping the history, developing a Family Mission Statement, and celebrating family legacy.

Generously sponsored by The Fortis Group at 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.
 

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