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ENGAGE 2020


Open up the Funnel - Transfer Ownership Effectively


Jun 11, 2020 4:30pm ‐ Jun 11, 2020 5:20pm

Description

This session will focus on both best practices and common oversights when it comes to succession planning.  The elements of succession planning must comprehensively address clients, leadership, valuable employees and owners (future, remaining and retiring).  With so many disruptive forces facing the profession, we can get succession planning right if we focus on a process unique for your firm. 

Learning Objectives:
  • Understand the most prevalent issues and opportunities in Succession Planning
  • Recognize the comprehensive impact on the entire firm, not just those directly impacted
  • Bring creativity and uniqueness to the process
  • Motivate to a greater sense of urgency

Speaker(s):

  • Gary Thomson, CPA, Managing Partner, Thomson Consulting, LLC
Tags: PST
Category: Concurrent Session (Onsite and Online)

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