Succession Planning Roundtable - How to Develop an Effective Family Business Succession Plan
Event Sponsors
Date and Time
Thursday Aug 28, 2025
8:00 AM - 9:30 AM EDT
Thursday, August 28, 2025
7:45-8:00 a.m. - Registration/Coffee
8:00-9:30 a.m. - Session
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.
Fees/Admission
Free for all Conway Center members. Owners and next gens are strongly encouraged to attend this session together!
Contact Information
Amy Dotts, COO & Events Manager
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Description
How to Develop an Effective Family Business Succession Plan
Join us for this engaging session, where expert insights and real-world examples come together to equip you with practical tools and a step-by-step roadmap for creating a succession plan. Discover how to facilitate a smooth leadership transition while overcoming unique family business challenges.
- Understand how management, authority, governance, and family relationships shape the succession process.
- Learn strategies to manage family dynamics and address potential conflicts during transitions.
- Recognize the importance of essential documents, such as family employment policies and prenuptial agreements, in ensuring a smooth succession.
Attorneys Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will offer practical advice and answer your questions, helping you navigate the complexities of family business succession with confidence. Don't miss this opportunity!
Generously sponsored by Morgan Stanley
It’s never too early to start succession planning for your family business! Join our dynamic quarterly roundtable, led by Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/, for interactive discussions on every aspect of succession—from family dynamics to strategic planning. This program is valuable for both current leaders and next-generation successors; attending together is highly encouraged.
