Complexities of Business Succession Planning (with Advanced and Basic session breakouts) sponsored by Huntington Bank
Please arrive at 11:30 am for networking time in advance of lunch.
Lunch will be served at noon with the meeting beginning at 12:20 pm.
About the Programs
Both sessions, with varying levels of complexity, will address key critical elements often overlooked in the business succession planning process, why they are critical to effective business successions, and how to integrate the elements into the planning process.
About the Speakers
Linda Bluso's career experience and transitions bring a unique skill set to enterprises seeking transformative change. With vision, creativity and problem-solving skills, Linda has led change in law firms and in higher education. She integrates her expertise to support client transformational change initiatives, leadership transition planning for family businesses, leadership development, strategic management and collaborations, corporate governance matters, and business succession planning. As a trained mediator, she mediates business conflicts and disputes. Using her facilitation skills, she has assisted companies and their stakeholders in collaborative problem-solving of complex business issues. Linda founded Adaptive Knowledge Institute (AKI) to assist family businesses with leadership transition planning and leadership development. AKI’s mission is to be a catalyst providing individuals and companies relevant knowledge to achieve personal, professional and business success. From 2011-2014 she served as the Chair (Dean) of Baldwin Wallace University’s School of Business in Berea, Ohio where she oversaw the undergraduate, MBA and Professional Development programs. For over twenty years, Linda had a successful legal career as a business and real estate transactional lawyer representing private and public companies, and entrepreneurs. Shortly after beginning her legal career at a large Cleveland law firm, she formed a law firm then known as Buckley, King & Bluso which grew to become one of the largest law firms in Ohio. Noted to be the first woman attorney in Ohio to be a named and founding partner of a large law firm in Ohio, she served in various leadership roles including serving as an Executive Committee member and as the firm’s Administrative Partner. In 2002, she became a partner at Brouse, McDowell, Co., an Akron, Ohio headquartered law firm, and in 2005, she became the firm’s first woman to be named Partner-In-Charge of its Cleveland, Ohio office. Linda received her J.D. from Cleveland Marshall College of Law and her B.A. in Psychology, magna cum laude, from Cleveland State University.
Andrew Connors is a Certified Financial Planner® professional with over 20 years of experience in the personal financial management arena. As a Partner of the firm and head of the Family Business Owner practice group at Fairport Asset Management he has extensive experience in advising family business owners how they can align their personal, family and business goals. His mission and purpose is to positively impact the long-term wellbeing of closely-held and family business owners by helping them create and maintain multigenerational wealth. He is known for his ability to translate complex financial strategies and concepts into understandable, actionable ideas. Andrew earned his B.S.B.A. from John Carroll University and MBA from the Weatherhead School of Management at Case Western Reserve University. He holds the Certified Financial Planner® designation from the College of Financial Planning, as well as the Certified Exit Planning Advisor credential from the Exit Planning Institute. An advocate for continuous improvement, Andrew is an alum of the Cleveland Leadership Center’s Bridge Builders civic engagement program and current participant of the exclusive Schwab Executive Leadership program comprised of national RIA leaders and faculty from top graduate schools.
Dana Marie DeCapite ∙ 2016-2017 Program Chair
To Reserve, click "Register Now" below.
EPC Cleveland is grateful for the support of our sponsor:
Continuing Education – EPC Cleveland has received approval for this program from the CFP® Board of Standards for CFP® designation holders and from the Supreme Court of Ohio for Ohio attorneys to receive CLE credit. EPC Cleveland will request credit from the Ohio Department of Insurance. A certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.
Option 1: Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage (740 Euclid Ave., entrances on Euclid & Prospect) to those who enter after 11:01 am and exit before 2:29 pm. Guests should present ticket to the reception desk at The City Club for validation. After validation and if within the timing restrictions, the parking fee is $3.
Option 2: Through a special arrangement between The City Club and The Metropolitan at the 9 (2017 E. 9th Street, Cleveland, Ohio 44115), guests are able to take advantage of a $10 valet rate. To take advantage, tell the valet you are attending an event at The City Club. Once at The City Club, pick up a blue ticket from the reception desk. Present this ticket to the valet upon claiming your car. This option is available to those who park at or later than 11:01 and pick up their vehicle before 2:29 pm.
*Prices and timing restrictions subject to change without notice.