Succession Planning Peer Group
Event Sponsors
Date and Time
Thursday Oct 10, 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, Event Manager
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Succession Planning Peer Group
Description
Lonely at the Top
• Who can you talk to?
• Do you have an Advisory Board?
• The owner identity
• Choosing a successor
• Slowing down/moving on
• Challenges: wealth, perks, status, power, relationships
• Considerations on the rest of life – family relationships, philanthropy
Generously sponsored by 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.
