Our oldest members are often our most loyal. Likewise, our youngest members are the hardest nuts to crack. This cross-generational panel will allow us to learn from one generation and leverage for others. How do we create a succession plan for loyal membership within firms? Are generational tendencies a part of each generation’s DNA or do they evolve with age? These questions will be explored during this session – bring your questions, too!
CPE/ABV/CFF, ASA, CVA, CFE,
Chairman and CEO,
Morrison, Brown, Argiz & Farra, LLC