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2019 Succession/Transferring Ownership | New Orleans

Hosted in Kenner Thursday, January 31, 2019 7:30 a.m. - 11:35 a.m. EDT

Event Overview

This event has been canceled. Please check back for upcoming events in your area.

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 determine the right strategy for accomplishing your unique goals; understand the personal and financial consequences 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 January 10: $99| After January 10: $129
Guests through January 10: $119 | After January 10: $149

Members and guests are welcome to attend. For more details contact Madaline Woodard, Event Planner, at madaline.woodard@vistage.com.

Event Speakers

D. Randolph Waesche

Certified Financial Planner | Resource Management, LLC
Succession planning is more than a financial transaction. It's a leadership transaction — critical, complicated, and incomplete with just a legal document or life insurance policy. Succession planning must encompass family, ownership, and business systems, with care given to the psychological readiness of all involved. Embedded in these relationships? Money. In family enterprises, money is not a commodity, but a defining element. In his presentation, Randy Waesche will focus on the bigger picture of succession and how money's influence on business and family dynamics plays a crucial role.


Crowne Plaza New Orleans – Airport

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

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

8:45 – 10:00 a.m.
D. Randolph Waesche The inescapable influence of money on the business succession process

10:00 – 10:15 a.m.

10:15 – 11:30 a.m.
Presentation Details forthcoming

11:30 – 11:35 a.m.
Closing remarks