Ensuring Success in Succession

October 20 2015 | 8:00 am to 12:00 pm

London Hunt & Country Club, 1431 Oxford Street, London, ON

Succession of a family owned business can often be one of the most significant challenges a business owner faces.  A delicate balance of strategy, ambitions and opportunities must be struck in order to delineate development plans that will serve the broader good of both the stewardship of the business as well as the satisfaction of all involved.

In this session we discuss how to formulate a collaborative approach to succession planning that engages family members in a means to share openly while avoiding criticism and unnecessary emotional distress. 

Goals & Objectives:

• Provide a proven approach to collaborative family succession planning for participations to apply.
• Identify approaches to create early engagement and support of planning efforts.
• Identify how to create an open forum for collaboration quickly and sustainably.
• Define the critical mistakes to avoid in succession planning and how to do so.
• Introduce methods to overcome resistance and dissention amongst family members during the process.

Learning Outcomes:

• When to start discussions and engagement in succession planning
• How to best approach planning to engage the entire family
• Methods to overcome resistance and negative feedback that can derail progress
• Tools to use in approaching the succession process
• Ways to keep momentum moving to formulate a successful succession plan
  

Presenter:

Shawn Casemore is Founder and President of Casemore and Co Incorporated, a family owned business supporting family owned businesses in the areas of: Business Growth & Expansion; Alignment & Development of Business Leadership; Improvement in Operational Efficiency and increasing Employee Productivity & Morale.

As a consultant, speaker, and author Shawn invests significant time studying top  performing organizations around the world, consulting with and advising CEOs  on how to build a more empowered organization in order to dramatically improve performance, create a compelling competitive advantage, and maximize profits.

He has worked with Fortune 500 companies such as CN Rail, Tim Horton’s, and Pepsi Co, however he invests the majority of his time working with some of the fastest growing and dynamic mid-market companies including Bellwyck Packaging, Gerson and Gerson Incorporated, and Saje Natural Wellness. Shawn has also worked with franchise organizations such as Winmar Corporation and various associations that include Electricity Distributors Association and Chartered Professional Accountants.

Registration:  7:45 am

Session:  8:00 am to 12:00 pm

Investment:

• CAFE Member - $75.00
  
• Guest of CAFE Member - $75.00
• Non-Member, Family Business - $95.00
• Non-Member, Advisor *must be accompanied by a Family Business individual - $95.00

Registration Deadline:  October 13, 2015

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