Business Owner Forum, Unlocking a Lifetime of Work

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A business transition is a complex event that involves a full range of personal, business, wealth management and family concerns. Whether your transition is a few years away or a few decades away, it's important to start thinking about how you want to live your future.

Panelists include local professionals and business owners sharing expertise on strategies to prepare for a successful exit. Sponsored by The Seneca Group at UBS Financial Services.

Program Agenda:  

8:15am - Welcome - Positioning - Why Is This Important to the Community?

CenterState CEO

8:30am - Business Transition Planning Why Now and How To Start

Steven K. Flanders, CEPA, The Seneca Group, UBS Financial Services

8:45am - Panel Discussion - "Strategies for Today"

Steven K. Flanders, CEPA – Moderator

Jeffrey M. Fetter, Attorney - Scolaro Fetter Grizanti & McGough, PC; "Shareholder agreements and the 5 D's"

Madelyn Hornstein, CPA – Dermody, Burke and Brown;  "Efficient Tax treatment at time of sale"

9:30am - "Addressing Liquidity Needs for Business Owners"

James Jack, CEPA, Head of the Business Owners Client Segment - UBS

10:30am - Incorporating Charitable Planning into your Exit & Legacy Plan

Tom Griffith/Peter Dunn - CNY Community Foundation

10:50am - How to Manage the Challenging Conversations in Succession Planning for Family Business

Dr. Christine Allen, Workplace Psychologist and Executive Coach, President- Insight Business Works, Inc. 

11:20am - Navigating the Challenges of Transition- A View From the Trenches

12:00pm - A Purposeful Life Transition 

Dr. Norbert Henry - Associate in the Center of Aging Resources & Enrichment (CARE) at Le Moyne College   


Member Cost:  $49 per person including lunch.   Event is being held in partnership with TDO (Training Development Optimize.)

Event Time

Jun 14th 2019
8:00 AM to 1:00 PM


Holiday Inn Syracuse/Liverpool


441 Electronics Pkwy
Liverpool, NY 13088


Event Type

Professional Development - CEO

Presenting Sponsor

Supporting Partner