Thursday, November 11, 2021
12:00 PM to 1:00 PM

* Virtual Platform:


* The Zoom details will be provided in a separate communication after successful registration.

Event Timeline:

12:00 PM

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.


Michelle Weiss
Financial Executives International

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:

  • Why beginning to plan early is important to keep dynamics as stable as possible
  • How the business success circles interact and the tools to help with a transition
  • Tips and tricks to a successful transition

Lisa Horn
Transaction Services Director | CLA

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.

With more than 20 years of transformation and leadership experience, she advises owners and senior leaders on vision, mission, values, strategy, and goals to effectively execute plans that drive personal and organizational success.

Previously, Lisa served as a continuous improvement consultant for a community health system and held supply chain and continuous improvement positions of increasing responsibility for a leading global manufacturer of health care and hygiene products.

CPE Registry LogoFinancial 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.

November 11, 2021 Virtual Session: Instructional Method: Virtual Experience Level: Basic Prerequisites / Advance Preparation: None; Field of Study: Management Services; Recommended CPE Credits: Professional Development Speaker = 1 Credit.
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some state boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact Michelle Weiss, Chapter Administrator: michelle@mwcommunications.org.