July Membership Meeting

About

Join us for our July chapter meeting! Enjoy lunch, networking, and a panel presentation. Title: "Senior Executive Succession Planning" Objectives: -Overview of Succession Planning and why it is essential in every business-continuity, risk mitigation and long-term organizational stability -Timing of Succession Planning-both reactive and proactive triggers -Review Key Steps in Preparing Succession Plans -Discuss Challenges, Best Practices and Industry Insights Speakers Moderator: Greg Brown - Crowe Panelists: Chris Massey - Certified Financial Planner at Frost Bank Gary Roden - TD Industries Field of Study: Business management and organization Pre-requisites: None Course Level: Basic CPE Credit: 1 hour