top of page

Let’s Talk! Strategic Planning and Succession Planning for Your Organization

Program Description

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



Event Sponsors

Kaplan Partners

The Kafafian Group, Inc.

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.


Members: Free
Non-Members: $50

Send us a message to let us know you're coming, but paying later.

bottom of page