Succession Planning and the Role of the FInancial Professional
Presentation by Decision Associates
Succession planning is a focused process for keeping talent in the pipeline. Succession planning is critical if you want to sustain or grow your operation into the next generation. Maintaining a solid succession plan is a proactive and strategic management practice which will help you to avoid inefficient and hasty reactive decision making.
Many leaders believe that succession planning is a complex process restricted to the largest organizations with the most sophisticated organizational development departments. On the contrary, succession planning is of great value to organizations of every size, and financial professionals like you can play an integral role in bringing a succession plan to reality.
Our featured guest presenters Elizabeth Cipolla, SPHR, SHRM-SCP and Aaron Phillips from Decision Associates will explore some eye-opening statistics and take a critical look at the “typical” approach to succession.
LEARNING OBJECTIVES
Participants will walk away with a practical overview of how they can contribute to their organization’s succession planning efforts, along with practical tools they can apply.
PROGRAM
3:45 - 4:00 pm - Gathering and Networking
4:00 - 4:50 pm - Program (1 CPE)
4:50 - 5:00 pm - Chapter Business
5:00 - 6:00 pm - Networking Social
VENUE
Erie Club
524 Peach Street
Erie, PA 16501
REGISTRATION
FEI Members and Guests - $25
We encourage you to bring a prospective member as our guest. For registration assistance, please email Nancy at [email protected].
CANCELLATION
To cancel a reservation, contact Nancy at [email protected]. Forty-eight “business” hours notice is requested for cancellation. We recognize that plans can change at the last minute; however, as good stewards of our chapter finances we ask your help in controlling expenses due to last-minute cancellations and no‑shows.
CPE CREDIT
Instructional method: Group-Live
Recommended CPE Credits: 1.00
Experience Level: Basic
Prerequisites/advance preparation: None
Financial Executives International 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.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.
CONTACT
Nancy Ehlers
FEI Northwestern PA Chapter Manager
973-903-5068
[email protected] | website