Succession Planning & Legacy Transition
Tuesday, June 21, 2022
During this session, our attendees learned:
- How to define and transfer family values to the next-gen
- Best practices for selecting a successor in the business
- How to navigate roadblocks that can impede your success
- Engaging and developing future leaders
- Creating a transparent transition plan
- Redefining new roles and responsibilities
Presenters included:
Linda L. Bluso, J.D. and Michael Trabert, CPA , CVA, CMAP, CEPA, CM&AA
Hiring and Keeping the Right Employees
Tuesday, July 26, 2022
Our featured speaker was Jennifer Gromek, director of human resources for the U.S. District Court in Cleveland. Jennifer has an extensive HR background and also comes from a family that owns a small business in Avon, Ohio.