Sessions for Small Firms | Firm Ownership Transition: Planning for Success

Speaking Engagements
Written By Lisa Saldivar
Image of Rena Klein smiling outdoors

  • Wednesday, October 23, 2019 at 8:00am PST: AIA Seattle

  • How do firms succeed in transitioning ownership and leadership? What options are available to a firm founder who is approaching retirement? How can internal transition be made attractive and affordable? How can successors truly leverage the knowledge and connections of the founder? We will explore these questions and others with case studies and interactive scenarios, including how to manage the risk inherent in change. This highly interactive seminar will include participatory exercises and ample time for questions and knowledge sharing with colleagues.

    Intended Audience: Those interested in ownership and leadership transition, especially small firm and mid-size firm practitioners.

  • Speakers: Rena Klein, FAIA and Michael Strogoff, FAIA

Lisa Saldivar
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