Life Is Fluid – Succession & Strategic Planning Should Be Too

Dec 09, 2021 - 2:00 p.m. to 3:00 p.m.
Central time
Related Industries

The last 18 months have highlighted the importance of holistic succession and strategic planning. Not because it sets the course for a definitive outcome but because it acknowledges the future is uncertain. Holistic planning provides direction to all stakeholders by defining where you are and where you desire to be. When circumstances change, holistic planning can help you and your team quickly assess the situation relative to your defined goals, increasing your ability to make timely adjustments and boosting your chance of success. Join our trusted advisors as they share how holistic succession and contingency planning can help you navigate the unexpected and where to begin on implementation. 

Learning Objectives

  • Demonstrate how holistic succession planning and contingency planning can aid in navigating the unexpected
  • Describe how companies are shifting from recognizing the need for succession planning to implementation
  • Explain how to implement holistic succession planning


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CPE Information

CPE Credit
One 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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