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Panel: Unplanned Succession Planning - Lay the Foundation for Success!
Professional Development
Webcast

Panel: Unplanned Succession Planning - Lay the Foundation for Success!

Featuring a panel of successful C-level executives, this webcast examines key considerations of a proactive succession planning process that builds a strong leadership pipeline within your organization and mitigates risks during the transition. This is an AICPA 2020 CFO Conference session rebroadcast.

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Personnel/Human Resources

Level

Intermediate

CPE Credits

1

Instructor

Joselin R Martin, Sandy Sloyer, Rod Bench

Availability

3 months

Product Number

WC2966712

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 Business & partner 
Product Details

Succession planning: a proactive approach to leadership change

This is an AICPA CFO Conference session rebroadcast.

Preparing for the unexpected. Or in most cases, preparing for what is expected. Either way, leadership change is inevitable. And how you plan for it determines the impact on you and your organization.

Organizations face constant pressure to build a strong, effective, and sustainable leadership pipeline. Like most strategic planning, this is easier said than done.

When it comes to the succession planning process, many organizations are challenged to ensure their succession strategy is flexible enough to meet the needs of the organization and its employees. A suitable succession plan prevents organizations from taking a reactive approach to a leadership vacancy.

This webcast, featuring a panel of successful C-level executives, will proactively prepare you for a smooth transition to ensure leadership changes do not interrupt major business initiatives. The planning process and resulting plan also deliver other benefits, including:

· Motivating employees by creating growth opportunities · Identifying skills gaps and talent development needs · Adapting the organization to changes in leadership · Transitioning highly specialized skills into key roles · Preserving institutional knowledge

Who Will Benefit
  • CGMAs
  • C-level executives from firms of all sizes
  • Anyone in a leadership position
Key Topics
  • Private equity situation – replacing founder of recently funded start-up
  • Internal COO change situation – handling broad responsibilities of a chief operating executive whilst transitioning to a new leader
  • Financial considerations
  • Knowledge transfer and other planning considerations
Learning Outcomes
  • Determine how to build strong leadership pipelines to mitigate departure risks
  • Determine how to create a succession and transition plan to ensure success when leadership departures happen
More Details
NASBA Field of Study
Personnel/Human Resources
Level
Intermediate
Prerequisites
3-5 years in the profession
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
50 mins
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

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2 to 5 registrants

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6+ registrants

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US customers call 1-800-634-6780 (option 1)

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Speakers
Joselin R Martin
CPA, CGMA, CCIFP
Joselin started True North CFO in 2020 to provide fractal CFO services to private entities without the benefit of an internal strategic financial partner. In her role as CFO, she developed the finance function, maintained strategic professional partnerships, and managed corporate risk management, human resources, and information technology. She implemented systems, moving transactions safely to the cloud and leveraging automation as technology evolved. Her construction experience also helped her monitor data and to plan for risks associated with economic volatility, the long construction cash-flow cycle, and an increasingly regulatory environment. At True North, Joselin helps companies at the level their need, from monthly statement reviews to strategic planning. For smaller companies, this often includes expanding the finance function to include prospective information, data analysis, risk management, and partnering with other departments to add value in decisions around human resources, pricing, asset acquisition, contracts, and IT goals, among others. She believes that size should not prevent anyone from implementing best practices, especially since small size allows faster and more agile adoption of effective systems. She shows out finance can often lead the evaluation and implementation of these new programs. Most importantly, Joselin helps leaders identify the risks and opportunities that may determine the company's sustainability. Joselin is currently the Deputy Chair of the PAODAG of the International Federation of Accounting (IFAC), working to support and develop Professional Accounting Organizations (PAO) in countries without an accounting professional body. She has been an active member of the AICPA and the Maryland Association of CPAs. She is also is a member of the Construction Financial Management Association and Maryland Association of Subcontractors. In 2019, she was recognized as one of the MACPA/AICPA Experienced Women to Watch. Joselin holds degrees from Brown University, The University of South Florida, and Johns Hopkins University. When not working with other businesses or teaching, Joselin enjoys running (especially helping others train for their first run), tending her Covid garden, and traveling with her husband.
Sandy Sloyer
CPA, CGMA, MBA
Sandy Sloyer provides Chief Financial Officer leadership and support services to mid-sized, multi-site private and private equity owned service organizations for CFGI, Inc. Her diverse experience includes various national and regional companies ranging from a physical therapy company with 650 clinics in 34 states to an early stage dental services organization, and including a medical billing company, a division of Aramark Sports & Entertainment, regional hospice companies, and a national franchise organization with over 400 locations. Her career includes leading these companies through major initiatives, ownership changes or restructurings. She has extensive experience with distributed, multi-site businesses in the healthcare, hospitality, retail and distribution industries. She began her career with PwC. She earned her BA in Accounting and Music from Taylor University in Upland, IN and MBA from Moravian College in Bethlehem, PA. Sandy served on the Board of Directors, and Audit and Finance Committees of the American Institute of Certified Public Accountants and in various leadership positions with the Pennsylvania Institute of Certified Public Accountants. She was also a member of the Audit Committee of the Pennsylvania Horticultural Society. Sandy is married and resides in the greater Philadelphia area.
Rod Bench
Rod Bench was the founder and principal of RA Bench, a highly successful financial services organization in Seattle, and managed the firm prior to its sale to USI Kibble & Prentice in 2010. He previously served as an executive officer of New England Financial and was responsible for the company’s marketing efforts; its individual insurance product development; and the legal, design and administration teams supporting all employee benefit plans. In 2016, he joined the group which acquired the individual life and disability insurance business of USI Kibble & Prentice as an equity principal and serves on the management committee of PILLAR International Insurance Advisors. Rod acts as a senior advisor to many family owned enterprises regarding their succession planning and wealth management issues both in the U.S. and abroad. He is also a recognized expert on the design, financing, reporting, and integration of all forms of executive fringe benefit plans; and the structuring of investment and insurance arrangements to meet the financial and reporting requirements of these programs for both private and public concerns. Rod is currently a trustee and chair of the finance committee for Seattle University and has served as a director of a number of industry and charitable organizations. He is a Chartered Life Underwriter and holds advanced designations in Business Tax Planning; Pension Planning and Estate Planning from the American College. Rod and his wife, Mary Jo, reside in Seattle and Napa, CA.
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