MenuClose
 Log Out
Cart 0 items
Site Search
Course Search

The Next Step: Succession Planning Fundamentals & Basic Documents

 Tue, 06/24/2025 from 1:50 pm to 3:30 pm
 
2.0
26 / 3-114
Registration is Open
Price
$109.00 Regular Registration
Please Login to Register
Designed For:

CFOs, controllers and other company leaders who are interested in creating long-term success for their companies as they transition to the next phase of leadership.

Prerequisite:

Basic corporate tax, contract law, and human resources knowledge.

Succession planning is one of those things that is never at the top of the list, yet it is often among the most important things a company does. The successful passing of the torch to tomorrow's leaders can often mean the difference between a business thriving or faltering in the next generation.Through case studies and the review of research, this course will examine what succession planning is, what makes it successful and why we put it off!

Delivery Method: Group-live
CPE Credit: Business management & organization
Program Level: Intermediate

Facility

Event location
Ashore Resort & Beach Club

Objectives

List the insights into succession planning offered by academic research. Define the differences between a cross-purchase agreement and an entity purchase agreement. Describe how succession planning can be accomplished through entity formation documents. List the elements of successful communication of succession plans to company stakeholders. Describe best practices when formulating executive training programs according to research.

Schedule

I want to download the manual (printed materials not available)

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.