Sales Ended

Succession Matching Community Project Webinar Series

Event Information

Share this event

Date and Time

Event description

Description

This event has now concluded, although signing up will provide you access to the pre-recorded events which will be available until May 31, 2017.


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: Andrew Shorter, AMS Financial Group


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

Date and Time

Save This Event

Event Saved