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Succession Planning for Those at the Top—and Those Climbing the Ladder

Session Speakers
Session Description

Why attend:
Gather insights and tools on how effective succession plans are built from the C Suite perspective and how the Next Gen can create their own path towards leadership.

Session details:
Strategic thinking and preparation are mandatory for advisors CEO’s considering retirement and also for the next generation seeking promotion. In a panel discussion with executives and their successors, Kathy Freeman Godfrey will highlight how executive-level candidates should be evaluated and how the next generation can prepare to move up. Learn how to:

  • Identify the traits and skills required of potential succession plan candidates
  • Define an ideal retirement path ahead of hiring a successor
  • Determine whether your succession plan should differ from the one you originally previously envisioned
  • Gauge whether to hire internal candidates or consider outside talent

Additional Information
CIMA-1.5 hrs
Education Session
1h 15m
Session Schedule