Succession Planning 1.0 Peer Group

Event Sponsors

Morgan Stanley
Date and Time

Thursday Jun 13, 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, please display parking pass 

Contact Information

Amy Dotts
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Succession Planning 1.0 Peer Group
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Description

Others - clarifying the roles and responsibilities of family ownership

  • What are the rights, responsibilities, and roles of inactive family shareholders?
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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