The Succession Planning Roundtable (SPR) is a forum for financial service professionals to:
Expand their knowledge about the many facets of succession planning and exit
Build a strong network of resources that can be available as needed to help them serve their clients better through succession and exit.
SPR was started by Abby Donnelly in partnership with The Society of Financial Service Professionals.
The typical attendee is a CPA, Attorney, Financial Advisor or Risk Manager who works with business owners and CEO’s. Over the years, we’ve also had business owners who want to learn more about a particular angle on Succession Planning join us. Anyone is welcome.
Programs include a presentation by a local subject matter expert or a panel discussion of experts. We encourage engagement with the audience and a hearty Q&A.
SPR Meetings are from 7:30a to 9a and we have 3-4 during the year.
Email Abby to be notified about future meetings.
In this expert panel discussion, you'll learn how to leverage philanthropic tools to accomplish your business and charitable goals in tax effective ways.
Video: Philanthropy can be a business owner's friend.
In this expert panel discussion, you'll learn how to leverage philanthropic tools to accomplish your business and charitable goals in tax effective ways.
Listen to a few audio clips from our experts:
Read what people are saying about the Succession Planning Round table:
“We recognize the importance of planning and preparing for mergers, acquisitions and business transitions and the critical role that risk and insurance can play to offer stability and confidence during times of change, and are proud past hosts of SPR. ”
Tim Ward Executive Vice President at Marsh & McClennan
“The Succession Planning Round Table is a unique and timely opportunity to gain valuable insight from exposure to other financial service professionals who serve similar clients and businesses.”
Kim C. Carson Vice President at Holderness Investments Co.
“I always gain new perspective at the SPR events. As a panelist, I have made new connections that have benefited my clients. And it is always helpful to have a fresh look at tough problems.”
Jed Dunn Partner at Newport Board Group
“The entire mission of succession planning is very important and often overlooked. This is why the Succession Planning Round Table is an extremely beneficial forum where like-minded professionals can come together and share ideas and experiences. The greatest value I’ve gained is having that unique breath of experience when I’m at the round table.”
Gregg Schlaudecker Chief Planner & Founder at Emerald College Planning