Tuesday, March 26, 2019 from 11:00 AM to 1:30 PM MDT
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CliftonLarsonAllen - Broomfield 
370 Interlocken Blvd. Suite #500
Broomfield, CO 8002108014

Driving Directions 


James Duggins 

Succession Planning 

Information everyone should consider 

We have had request by some of our RMTMA members to put together an event that addresses Succession Planning.

Because it's a broad subject, with many things to consider, we have invited three companies, all with vast experience in Succession Planning (CliftonLarsonAllen, The Forbes MA Group, and the Alchemy Group). 

They will share their experiences, insights on best practices and steps to take when it comes to planning for a successful Succession. The seminar will be in a panel format. This  "less formal" format lends itself  to greater audience participation. We want our audience to be able to ask questions, share ideas, and interact with each other.

We think the subject matter to be discussed is relevant and has application beyond any immediate Succession plans. It has application for all our members. It's part of our commitment to providing our members information about "best business practices". Please join us.  Lunch is provided!

Our Panel

 Tom Schmidt - Managing Director& Partner, The Forbes MA Group



 Steve VanMeter - Principal, CliftonLarsonAllen


Michael Watkins - President, The Alchemy Group. Author of  Scaling To Exit 



Thank you to our Industry Partners!




Event Sponsor