When

Date: August 15, 2024
Time: 1:00 PM - 2:00 PM CST

Agenda

Growth Planning Part 1: Succession Plans, Change Management, & More

The Owner/Principal Alliance is excited to host a session made just for agency/brokerage owners and principals eager to explore all possibilities when it comes to planning for the future of your business. Whether you're interested in selling your business, succession planning, including multi-generational, or need ideas for managing big changes within your organization, this session will have something for you.

Peter Herman, CPA, and Sean Napoli, Managing Director, from Sica-Fletcher M&A Advisory Firm team are joining us to share their guidance on selling your business as well as best tips around succession planning.

In addition, we'll host a panel of experienced ACN member agency owners and principals to dive into multi-generational succession planning within family-owned and independently-owned agencies.

Not only will you walk away with tips on planning for the future, but you'll gain some insight into best practices on change management, cultural and organizational, when taking your organization through all changes associated with necessary growth.

Panelists Include:
Cally Lever, CRS Insurance Brokerage
Julie Levine, Harry Levine Insurance

Come prepared with questions you have regarding where to take your business in this booming market! We can't wait to see you there.

Registration

FREE for ALL ACN Members!

The dial-in number and link will be included in the registration confirmation email.

Meeting Contact

Dominic Piccirillo
516-662-8959
dominic@codygroupny.com