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Succession Matching Community Project Webinar Series

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Session 1 - Overview on Business Transitions and the SMCP

March 22, 2017, 10 am CST

Presented by: Alison Anderson - SuccessionMatching


Session 2 - Employee Share Ownership Programs

March 27, 2017, 1pm CST

Presented by: Dan Ohler - ESOP Builders Canada


Session 3 - Family Transitions

March 28th, 2017, 12noon CST

Presented by: Elaine Froese, Farm Family Coach


Session 4 - Third Party Sales

March 30, 2017, 2pm CST

Presented by: Warren Sheydwasser, SuccessionMatching


*Session 5 - Writing a Succession Plan

April 7th, 2017, 11am CST

Presented by: Alison Anderson, SuccessionMatching


Session 6 - Emotional Readiness for Change

April 3rd, 2017, 11am CST

Presented by: Dave Sinclair, Transition Plus


Session 7 - Mentorship

April 4th, 2017, 12pm CST

Presented by: Doug Lawrence, TalentC


Session 8 - Human Resources Issues Before, During, and After Transition

April 6th, 2017, 1pm CST

Presented by: Christie Ferguson, 1 Stop HR


Session 9 - Dusting off the Cobwebs, An Internal Review

April 10th, 2017, 10am CST

Presented by: Roger Grona, Firebird Business Consulting


Session 10 - The Importance of a Chartered Business Valuation

April 11th, 2017, 1pm CST

Presented by: Paul Maarschalk, Maarschalk Business Valuations


Session 11 - Tax Planning

April 13th, 2017, 10am CST

Presented by: Jordan Anderson, A1 Accounting and Tax Service


Session 12 - Insurance Strategies

April 24th, 2017, 12pm CST

Presented by: TBD


Session 13 - Legal Considerations

April 25th, 2017, 10am CST

Presented by: Glenn Wartiken, Shea Nerland Law


Session 14 - Financial Planning for Retirement

April 26th, 2017, 2pm CST

Presented by: Colton Wiegers, Wiegers Financial


Session 15 - Financing Options for Buyers

April 27th, 2017, 2pm CST

Presented by: Warren Jackson, BDC

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