This year’s theme for EPI Wisconsin Chapter is “Maximizing Your Greatest Asset – Your Business.” The 2022 chapter meetings and events will focus on this theme throughout the year and culminate into our annual owner’s forum in November. The September chapter meeting is Don’t Get Derailed While Planning Your Business Evolution. This program will feature five professionals discussing the business owners importance of family dynamic psychology, how to properly prepare for the due diligence phase of your business evolution, key insurance components when buying and selling, and governance procedures to avoid litigation.
Learning Objectives:
- Networking with other members
- A business psychologist will discuss the how to not let family dynamics derail your business evolution
- Hear from an insurance specialist on the key components of an insurance review when buying or selling
- Learn from a business consultant on how to prepare for the due diligence phase of your business evolution
- An attorney will discuss governance procedures to avoid litigation
- Dress is business casual
- Continental breakfast will be provided
About the Presenters:
Learn from industry experts, Robert Young, Psy.D., Co-Founder and Business Psychologist, Ascend Talent Strategies, Cheryl Tesch, Business Development Manager and Insurance Specialist, IAG Wealth Partners, LLC, Martha Sullivan, CPA, ABV, CEPA, President of Provenance Hill Consulting, LLC and Consultant with The Family Business Consulting Group, and David J. Sisson, Shareholder, Reinhart Boerner Van Deuren s.c. Moderated by Leesa Gilliam, CTFA, CEPA, Vice President, Senior Relationship Strategist, PNC Private Bank.
Meet the Presenters
Thank You to Our Sponsors:
![]() | ![]() | ![]() | ![]() | |
![]() | ![]() | ![]() |