Webinars

Building a Legacy – What Families Need to Know About Succession Planning

Date:  Thursday, July 13, 2017
Time:  10–11 a.m. Central time
CPE Credit:  One CPE credit in the Specialized Knowledge field of study may be awarded upon verification of participant attendance.
Presenters:  Bill Metzger

Bill Metzger

Partner

Tax

BKD Family Office
Private Client Services

201 N. Illinois Street, Suite 700
P.O. Box 44998
Indianapolis, IN 46244-0998 (46204)

Indianapolis
317.383.4000

 & Alan Taylor

Alan Taylor

Director

Audit

360 E. 8th Avenue, Suite 201
P.O. Box 1196
Bowling Green, KY 42102-1196 (42101)

Bowling Green
270.781.0111

Are you a business owner? Are you considering transitioning your business to family members in three to five years? Join us for a complimentary webinar on what you need to know about succession planning regarding key stakeholders. The presenters will review important family dynamic considerations and best practices on how to address these matters. They’ll also cover the role of a family office and how to prepare yourself to achieve your goals.

Learning Objectives

Upon completion of this webinar, participants will be able to:

  • Explain key considerations for family dynamics
  • Discuss family business best practices
  • Describe the family office role

Documents

CPE Information


Audience:  Business owners, founders, co-founders, CEOs, CFOs, attorneys, bankers and investment bankers
Program Level:  Basic
Delivery Method:  Group internet-based
Advance Preparation:  None
Prerequisites:  None
Refund Policy:  There is no fee associated with this webinar.

FAQs

Contact Information
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at training@bkd.com or 800.472.2745.

 

BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:  www.nasbaregistry.org.

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