"This morning's conference was great! It was a wide range of participants on the panels and that was a great way to hear a wide view of options and ideas from the panelists! Kevin Hancock gets my vote for most open, honest and helpful answers to questions. He was outstanding and his thoughts today were very heartfelt and honest. Take away the layers of "facade" and discuss the truth of what it's like and how you face the issuers."
- Janet Cole Cross, Career Coach, Cole Cross Connections, LLC

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Leaders in Transition (remote)

When
May 04, 2020
5:00 PM - 7:00 PM
Location
Undisclosed - Will be online remote meeting

Registration

IFOB Leaders in Transition Program – $35.00

Registration is closed

Leaders in Transition
"Passing the Baton: Letting Go and Preparing Yourself, Your Family, and Your Business for the Next Chapter."

This roundtable-style program is for owners of family-businesses who are in various stages of transition.

Peer leaders will share from their own experience, both what has worked and what they have found challenging. Individuals will have the opportunity to discuss concerns and learn from each other.

Guest speakers, Amanda Rand, Esq, the President and CEO, Principal of Spinnaker Trust and Jeannine Pendergast, Senior Vice President, ESOP Client Advisor will present on the following topics:

setting up family trusts
setting up ghost equity
non-family succession
constructing executive comp package(s) including performance incentives
ESOPs
And more!

Sharon Dorsett from Dorsett Organizational Dynamics will facilitate the session and contribute her thoughts as she has worked with many family-owned businesses.

Cost: $35 This fee includes confidential guided coaching.

Sponsored by:

Registration is required in advance.