Thursday, November 11, 2021
12:00 PM to 1:00 PM
Zoom
* The Zoom details will be provided in a separate communication after successful registration.
12:00 PM
Welcome
12:00 - 1:00 PM
Virtual Session (Including Q & A)
Registration & Cancellation Policies:
Register and/or send cancellations by noon on Wednesday, 11/10/21 to:
CPE Credit:
This event is eligible for 1 CPE credit. Virtual participants must attend from 12:00 PM – 1:00 PM and answer polling questions to receive credit.
Session Topic
Owner / Business Transition – Focus on Family / Personal Dynamics
Summary & Learning Objectives
Navigating the challenges of transitioning your family business or any type of business can be very dynamic and emotional. With early planning and preparation your transition becomes a well-planned process versus an event. Join Lisa Horn, CEPA from CLA to learn tips and tricks to ensure that when you are ready to transition your business your legacy is protected and your family or successor are set up to be successful. Attendees will learn:
Lisa Horn
Transaction Services Director | CLA
Biography
Lisa leads the Owner Transition Advisory Group for CLA and has extensive experience working with business owners across all industries to achieve their goals and dreams. As a certified exit planning advisor, Lisa collaborates with business owners to understand all of their transition options and to develop strategies that address critical aspects of a future transition.
Financial Executives International (FEI) 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.learningmarket.org.