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UID:20241025T1446Z-1729867599.98-EO-18221-1@127.0.0.1
STATUS:CONFIRMED
DTSTAMP:20260703T070915Z
CREATED:20241025T131149Z
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DTSTART;TZID=America/New_York:20241204T120000
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SUMMARY: Live Webinar:  The Family Business in Transition: Rethink\, Rebala
 nce\, Reinvent
DESCRIPTION: The Center for Private Business Owners invites you to join us 
 for this insightful presentation focused on owner transitions. Passing the 
 reins of the family business is one of the most important challenges that f
 amilies face. With the senior generations being well-established and experi
 enced in their […]
X-ALT-DESC;FMTTYPE=text/html: <p>The Center for Private Business Owners inv
 ites you to join us for this insightful presentation focused on owner trans
 itions. Passing the reins of the family business is one of the most importa
 nt challenges that families face. With the senior generations being well-es
 tablished and experienced in their roles\, it is often assumed that they re
 quire minimal transition support. In fact\, we have found this assumption c
 ouldn’t be further from the truth.</p><p>Please join us on Wednesday\, Dece
 mber 4th\, for a discussion with Stacy Allred\, Dennis Jaffe and Ken McCrac
 ken to explore: <em>Reimagining Family Business Transitions: Rethink\, Reba
 lance\, Reinvent</em>\, including how recent changes in demographics are im
 pacting transitions in family enterprises.</p><p><strong>Key Topics: </stro
 ng></p><ul><li>The importance of involving senior generations in the transi
 tion\, not just the rising generation where much attention is typically foc
 used.</li><li>The processes and considerations when creating a successful c
 ontinuity plan.</li><li>How demographics are affecting business transition 
 planning as people are working longer and more generations are involved in 
 the process.</li><li>The value of self-reflection for senior generations an
 d why the skills required to run a business are not the same skills require
 d for a successful leadership transition.</li><li>The difference between su
 ccession planning and continuity planning and how to reframe the transition
  concept to be a positive outcome for each generation.</li></ul><p><strong>
 Featured Speakers:<br /></strong><a href="https://url.us.m.mimecastprotect.
 com/s/q7jzCqxpAms4VkxlcEs9FEPYBd?domain=wealthpartners.jpmorgan.com">Stacy 
 Allred</a>\, MST\, Managing Director\, Head of Family Engagement and Govern
 ance\, JP Morgan Wealth Management<br /><a href="https://url.us.m.mimecastp
 rotect.com/s/xGxtCrkqgnfNWnzoCjtxF4Mxtp?domain=banyan.global">Dennis Jaffe<
 /a>\, Ph. D.\, Senior Research Fellow\, Banyan Global Family Business Advis
 ors<br /><a href="https://url.us.m.mimecastprotect.com/s/lSFbCv2xmrFBRLPKs5
 uLFQla6c?domain=m-fbc.com">Ken McCracken</a>\, Esq.\, Founder\, MFBC Limite
 d</p><p><strong>Host:<br /></strong><em>PKF O’Connor Davies<br /></em><a hr
 ef="https://www.pkfod.com/people/cynthia-adams-harrison/?utm_source=Click+D
 imensions&utm_medium=Email&utm_campaign=2024+%E2%80%93+PBO+Series+4++%E2%80
 %93+12%2F4&utm_id=2024+%E2%80%93+PBO+Series+4++%E2%80%93+12%2F4">Cynthia Ad
 ams Harrison</a>\, Ed.D.\, LICSW\, Managing Director<br />Center for Privat
 e Business Owners</p><p><strong>Who Should Attend:<br /></strong>Private Bu
 siness Owners\, Next Generation Family Members\, Key Senior Leadership\, Ad
 visors to Privately Held Businesses</p>
CATEGORIES:Firm-Hosted Events
LOCATION:Webinar
GEO:40.712775;-74.005973
ORGANIZER;CN="Alana Zayas":MAILTO:azayas@pkfod.com
URL;VALUE=URI:https://www.pkfod.com/events/live-webinar-the-family-business
 -in-transition-rethink-rebalance-reinvent/
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DTSTART:20241103T060000
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