Private Company Priorities 2021 Webinar Series: Formulating Effective Succession Plans

1 CPE Credit

FEI’s Private Companies Priorities is a series of discussions that are laser-focused on topics of interest to private company executives. Each webinar is programmed with the help of leaders in one of FEI’s Committee on Private Companies Special Interest Groups and provides deep insight on critical areas of private company operations and administration. These include family business and succession planning, access to capital and M&A, and public policy and accounting issues affecting private companies. In eight webinars held over the first half of 2021, subject matter experts and key stakeholders will provide valuable insights on topics including the outlook for private company M&A, the psychology of family businesses, how to operate a private company after the pandemic, the tax outlook for private companies and an exploration of special purpose acquisition companies (SPAC). Each one-hour webinar is offered at no cost to FEI members and will offer CPE credit to attendees.

Session 5: Formulating Effective Succession Plans
Presented by FEI’s Family Business & Succession Planning Special Interest Group
What key factors should family businesses consider when formulating an effective succession plan? Family business experts will discuss the benefits of having a plan, common structures and techniques, tax and estate considerations, known pitfalls to avoid, and potential impacts the new Administration and Congress could have on succession

 
 

INTERESTED IN REGISTERING FOR THE 9-SESSION SERIES? CLICK HERE TO LEARN MORE AND REGISTER TODAY »


 
A SPECIAL THANK YOU TO OUR SERIES SPONSORS

Deloitte

EY

Visual Lease

Speakers

Ms. Wendy Diamond

Partner
Deloitte Tax LLP

Mr. L. Timothy Halleron

Partner
McDermott Will & Emery

Mr. James Raaf

Managing Director – Chicago
Andersen

Mr. Mark Smetana

Chief Financial Officer
EBY-Brown Co.

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Management Services, Technical

Prerequisites

None

National Registry of CPE SponsorsFinancial 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 the 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.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states 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 our offices at 973.765.1029.