Building a Confident Future in the Midst of Uncertain Times

Oct 28, 2020 - 2:00 p.m. to 3:00 p.m.
Central time

In addition to causing major disruptions to businesses, the COVID-19 pandemic may have set back transition plans or roused the procrastinating owner who now feels compelled to address long-range succession planning. Join our trusted advisors for this insightful webinar as they share succession planning tactics and lessons learned from their experiences working on transition plans with owners, families, and CEOs.

Learning Objectives

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

  • Explain the first steps you must take to break inertia
  • Recognize that fears and uncertainties are typical and there are solutions to help you move forward with enthusiasm and confidence
  • Identify that planning can provide peace of mind but does not equal a mandatory trigger event; you can change your mind
  • Recognize steps to help achieve a clear plan that aligns with your goals and objectives

In the meantime, check out presenter Alan Taylor’s article “Looking Back: Business Planning for Transferable Value” for advice on contingency planning and strategic planning for your business.



I​f you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at or 800.472.2745.​ Click here to read the CPE FAQ.

CPE NASBA LogoBKD, 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:

CPE Information

CPE Credit
1 CPE credit in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.
Fields of Study
Program Level
Advance Preparation
Business owners, family-owned businesses, CEOs, founders, and entrepreneurs
Delivery Method
Group internet-based
Refund Policy
There is no fee associated with this webinar.
Can't attend live? Register and we will send you the archived version.
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