Let’s Talk! Strategic Planning and Succession Planning for Your Organization
Wednesday, March 8, 2023
2:00 PM ET
3:00 PM ET
Strategic and Succession Planning
Just do it!
Why do the same strategic objectives pop up in strategic plans year, after year, after year....talent development, succession and digital transformation.
As organization leaders define their vision for the future with mid to long term goals, consideration should be given to support the changes within the financial industry as well as legal and regulatory conditions. Along with these considerations, it is important to also identify the critical positions within an organization and develop plans for qualified individuals to assume these positions.
We will have a one-hour discussion centered around the hot topics of both strategic and succession planning. Listen to best practices and approaches from 2 of the financial industries top experts.
- 2:00 - 3:00 PM ET
More info to come
Earn up to 1 Hour of CPE Credit.
Field of Study:
Specialized Knowledge - Technical
Group Internet Based
For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy 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. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.
SponsorsAngel Oak Advisors
Janney Montgomery Scott LLC
Mercadien Consulting LLC
Wolf & Company, P.C.
Refunds and Cancellations
A refund will be provided for cancellations received by FMS in writing prior to one (1) week before the program start date. No refunds will be given for cancellations received after that date. A substitution from your institution is welcome at any time. FMS reserves the right to change instructors or reschedule/cancel sessions when necessary. FMS is not responsible for airfare penalties incurred due to the cancellation of the program. For more information regarding refunds, concerns and/or program cancellation policies, please contact our office at (312) 578-1300.
Title & Breakfast Meeting Sponsor: $5,000
Be recognized as the event's title sponsor and receive prominent logo placement on all marketing materials, acknowledgment during the Breakfast Meeting and four complimentary golfers!
Co-Dinner Sponsor: $1,500
Become a dinner sponsor with one other company and receive prominent logo placement on all marketing materials and two complimentary golfers!
Hole Sponsor Package: $1,400
Recieve signage at a tee box and four complimentary golfers.
Golf Ball Sponsor: $1,000
Sponsor a sleeve of golf balls for all attendees and receive two complimentary registrations.
Fun and Games Sponsor: $1,000
Sponsor this year's Fun & Games, including chipping & putting contests and receive signage at the various planned games on the course and two complimentary golfers.
Hole Sponsor: $300
Includes signage at a tee box.
- Members: Free
Send us a message to let us know you're coming, but paying later.