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2018 Succession / Transferring Ownership | Boise

Hosted in Boise Wednesday, October 3, 2018 7:30 a.m. - 11:30 a.m. CST

Event Overview

Start yesterday.

If succession planning is not at the top of your list, it should be. A CEO departure without a cohesive plan in place can cost a company millions of dollars, paralyzing the organization from the top down. 

Your exit may not be imminent — that’s actually the best-case scenario. The time to begin crafting your strategy is far in advance of when you’ll need it.

Join us for this informative event to optimize positive outcomes for yourself and your business. Gain the knowledge you need to assess your bench strength; understand the financial, legal and psychological ramifications of transferring ownership; and leave your business primed to succeed.

Start laying the groundwork to — in the near or distant future — walk away from your business with a clear mind, knowing you’ve done your due diligence. Register now!

Members through September 12: $75| After September 12: $95
Guests through September 12: $105 | After September 12: $125

Members and guests are welcome to attend. For more details contact Stephanie Koegel, Event Planner, at stephanie.koegel@vistage.com.

Why Attend

This event will feature networking, presentation and panel discussion with national and Idaho experts to explore:

  • The six key steps to planning an effective transition.
  • Developing your bench strength for succession.
  • Methods for preserving and protecting family and professional relationships.
  • Understanding and building business value.
  • Navigating financial transition obstacles and protecting your assets.

Event Speakers

Lisë Stewart

Director, EisnerAmper Center for Family Business Excellence

Prepare for a successful and significant transition

The legacy you leave depends on how well — and far in advance — you plan. What succeeds and how and why do so many fail? This presentation from Lisë Stewart, director of the Center for Family Business Excellence, will help you ensure your business continues to thrive and serve your team after you have transitioned out of your leadership role.

Keven Prather

Partner / Financial Planner, TransitioNext Advisors | Event Panelist

Every transition can mark the start of something greater. Keven Prather serves the complex needs of business owners through financial planning and business transition/exit planning. Using a total wealth planning approach, his objective is to turn complex problems into actionable, manageable steps, by collaborating with business owners, their families and strategic partners. Keven is a graduate of the University of Idaho, a Certified Family Business Specialist, and holds a certificate in business succession planning from the American College. He is a veteran of the U.S. Coast Guard.

Andy Beitia

Regional President of Southern Idaho, Washington Trust Bank | Event Panelist

Andy Beitia has been in banking for over 25 years, and has been with Washington Trust Bank for 10. He is a BOD member of the Treasure Valley CFO Forum, and is one of its original founders. Andy is treasurer for the Caldwell Basque Club; is an advisory board member for the COBE at the University of Idaho; and is coach to various teams for his children. He graduated from the University of Idaho with a degree in finance, and earned his MBA in 2008.

Kris Ormseth

Partner, Stoel Rives LLP | Event Panelist

Kris Ormseth has extensive experience in a wide range of legal and business issues, including merger and acquisition transactions; securities offerings; and corporate governance matters such as shareholder agreements, LLC agreements, and succession planning. Business owners and executives seek Kris’ advice on a variety of important matters in which his business experience and legal judgment drive significant value. Interviewees in a Chambers USA survey describe Kris as a highly professional and superb adviser on both business and legal issues.


Inn at 500 Capitol

7:30 – 8:00 a.m.
Check-in and breakfast

8:00 – 8:45 a.m.
Welcome and networking discussion

8:45 – 10:00 a.m.
Lisë Stewart, Director, EisnerAmper Center for Family Business Excellence Prepare for a successful and significant transition

10:00 – 10:15 a.m.

10:15 – 11:15 a.m.
Expert panel Featured Panelists: Lisë Stewart, Keven Prather, Andy Beitia and Kris Ormseth

11:15 – 11:30 a.m.
Closing remarks



Inn at 500 Capitol
500 S. Capitol Blvd
Boise, ID