Events

Succession planning is a vital process that all businesses will need to do at some point in their business cycle. There are so many areas in succession planning. In this seminar, you will hear from industry experts who have helped guide businesses in this process. The goal of our seminar is to provide Chamber members with information about succession planning to help support your businesses.

Time & Date:
Thursday, October 23 | 7:30a-12p

7:30a | Breakfast & Networking
7:45a | The Accountant’s Perspective: Tax & Financial Implications
8:20a | The Consultant’s Perspective: Trends & Challenges in Succession Planning
8:50a | Break
9a | The Financial Advisor’s Perspective: Wealth Management & Business Continuity
9:35a | The Legal Perspective: Protecting Your Legacy
10:05a | Break
10:15a | Panel Discussion: Lessons Learned in Succession Planning facilitated by Katie Koester
11:20a | The Leadership & Exit Advisor’s Perspective: Preparing for the Transition
11:50a | Closing

Location:
Holiday Inn Effingham

Cost:
$50 per member
$75 per non-member
includes continental style breakfast & beverages

Support the Succession Planning Seminar as a sponsor and help offset event costs while showcasing your business to local leaders and decision-makers. It’s a great way to get your name in front of engaged Chamber members.

Speakers:
Kayla Duncan | Partner, West & Company, LLC (Accountant)
Teresa McCloy | Owner, The REALIFE Process (Consultant)
Joe Fearday | Partner, SC3F Wealth Management (Financial)
Chad Chojnicki | Partner, McDevitt, Osteen, Chojnicki & Deters (Legal)
Dan Woods | President, Woods Advisors LLC (The Leadership)

Panelists:
Dan & Madonna Patton | Retired Owners, Patton Printing & Graphics
Chris Swing | President & CEO, Vantage Outsourcing
Caleb Mette | President, Effingham Builders Supply

Questions can be directed to the Chamber staff at (217) 342-4147.

Cancellation Policy
*Cancellations of registrations and refunds will be issued in full if received on or before noon a week (seven weekdays) prior to the event. After noon CST on said date, no refunds will be issued. If the event is rescheduled, all registrations will be honored for the rescheduled date or may be refunded in full of a refund request**. If the event is canceled, all registration will be refunded in full. **Refund requests must be submitted in writing by email to Nicole Morrison. Please allow up to five (5) business days to process your refund request.

Photo & Video Disclaimer
Effingham County Chamber (Chamber) reserves the right to use any photograph/video taken at any event sponsored by the Chamber, without the expressed written permission of those included within the photograph/video. The Chamber may use the photograph/video in publications or other media material produced, used, or contracted by the Chamber, including but not limited to brochures, invitations, books, newspapers, magazines, television, websites, etc. If you do not wish to be photographed/video, please inform the Chamber.

Any person or organization not affiliated with Chamber may not use, copy, alter, or modify Chamber photographs, graphics, videography, or other similar reproductions and recordings without the advance written permission of an authorized designee from Chamber.