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2018 Succession/Transferring Ownership | Boston

Hosted in West Newton Friday, November 2, 2018 7:30 a.m. - 11:45 a.m. EDT

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!

Pricing
Members through October 12: $99| After October 12: $129
Guests through October 12: $119 | After October 12: $149

Members and guests are welcome to attend. For more details contact Amanda Tubbs, Event Planner, at amanda.tubbs@vistage.com.

Why Attend


Whether your business transition is many years off in the future or something you are actively contemplating, Eric Czepyha, Head of Private Business Advisory BNY Mellon, and Brenda Travaglini, Senior Vice President, Wealth Management BNY Mellon, along with Susan Pravda, Business Lawyer and Managing Partner at Foley & Lardner, will share expert guidance to ensure that both the company and the family financial structure are in place well in advance of any change in ownership.


Event Speakers


Eric Czepyha

Head of BNY Mellon Wealth Management

Begin with the end in mind

The ultimate success of your business largely depends on how well — and how far in advance — you plan. Regardless of what stage your company is in, you should have a well-thought-out business transition plan in place that takes into consideration a myriad of business, financial, familial and emotional factors.


Brenda Travaglini

Senior Vice President, BNY Mellon Wealth Management

Begin with the end in mind

The ultimate success of your business largely depends on how well — and how far in advance — you plan. Regardless of what stage your company is in, you should have a well-thought-out business transition plan in place that takes into consideration a myriad of business, financial, familial and emotional factors.



Susan E. Pravda

Managing Partner | Foley & Lardner, LLP

Begin with the end in mind

The ultimate success of your business largely depends on how well — and how far in advance — you plan. Regardless of what stage your company is in, you should have a well-thought-out business transition plan in place that takes into consideration a myriad of business, financial, familial and emotional factors.

Agenda

Brae Burn Country Club

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

8:00 – 9:00 a.m.
Welcome and networking discussion

9:00 – 9:45 a.m.
Eric Czepyha, Branda Travaglini, & Susan E. Pravda Begin with the end in mind - Part 1

9:45 – 10:00 a.m.
Table activity with takeaways

10:00 – 10:15 a.m.
Break

10:15 – 11:30 a.m.
Eric Czepyha, Branda Travaglini, & Susan E. Pravda Begin with the end in mind - Part 2

11:30 – 11:45 a.m.
Closing remarks

Sponsors


Location

Brae Burn Country Club
326 Fuller Street
West Newton, MA