Chapter

FEI Toledo | Silver Partner Signature Bank PD Session & March Madness Event | Sharing the Ownership Transition Experience

Sharing the Ownership Transition Experience
There are many options for a business owner to transition their ownership in their companies. A few methods include an ESOP sale, management team buyouts, generational buyouts within a family, and ongoing employee share purchase programs. The members of the panel have experience utilizing these different ownership transition methods. Please join us as we learn and share with Roger Kidd (CFO, Kwest Group), Pam Hepburn (CFO, OCP Contractors), Kevin Warren (COO, Danberry Company). Dan McQuillen (Broker / Owner, Danberry Company), Tyson Smith (President, Northern Manufacturing), and Jim Jaros (CFO, Sr. VP, Chief Legal Officer, SSOE).
 
Moderators:
  • Josh Schuyler, Senior Vice President – Client Development, Signature Bank, N.A.
  • Alison Frye, Senior Vice President – Treasury Management, Signature Bank, N.A.

12:30pm  Doors Open
1:00pm Program Begins
2:30pm - 5:00pm Networking and March Madness

Speakers

Pam Hepburn

CFO
OCP Contractors

Jim Jaros

CFO, Senior VP, Chief Legal Officer
SSOE

Roger Kidd

CFO
OCP Contractors

Dan McQuillen

Broker/Owner
Danberry Company

Tyson Smith

President
Northern Manufacturing

Kevin Warren

COO
Danberry Company

Credits

1.50 CPE
Basic

Method

group-live

Field

Specialized Knowledge, 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.