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How to Become a Certified Succession Planner - 2 Day Workshop
From Thursday, October 14, 2010 -  08:00am
To Friday, October 15, 2010 - 05:00pm
by Kendall RawlsHits : 313

If you're an advisor interested in becoming the "Go To" person for business succession planning join us at The Rawls Group's office in Orlando FL on October 14 -15 for this exciting event. Due to differing goals, feelings, and business environments, business succession planning is unique and specific to each person's situation. Developing the ability to discuss these issues with your clients and position yourself as the "go to" adviser requires in-depth understanding of each of the critical factors of the succession matrix and how these factors impact the planning process.


THIS TWO-DAY WORKSHOP WILL PROVIDE AN UNDERSTANDING IN:

  1. What tools and processes are available that will distinguish you as a succession planning professional who can impact existing client, enhance marketing opportunities and increase revenue.
  2. Each of the critical, interdependent factors impacting business succession.
  3. How to approach diverse succession planning challenges through discussing real life case examples.
  4. The fundamentals of a results driven succession planning process.

 

This program has not been pre approved for CE credit, but if you wish to earn CE credits for this workshop, The Rawls Group will provide you with a workshop agenda and outline for your governing board.

 

We will be holding an informational conference call on September 17 at 11:30am EST to answer any questions you may have in regards to the content and benefits of the workshop. If you would like to attend this call, please email Kendall Rawls at This e-mail address is being protected from spambots. You need JavaScript enabled to view it   for the conference call access codes.

 

The workshop is facilitated by Loyd Rawls and David Ciambella, Board members of the ISPA and Partners of The Rawls Group, and Russ Phillips also a partner of The Rawls Group. The How to Become the "Go To" Advisor for Business Succession Planning workshop will position you to be able to provide your clients with additional insight, open the door for facilitating their business succession goals, and potentially establish a foundation for promoting your core products and/or services.

 

AT THE COMPLETION of the workshop, you will also have the option to complete the Certified Succession Planner or the Succession Advisor certification . You will also be provided with documentation to submit to your Certifying CE organization for up to 10 hours of CE credit.

The fee to attend the "How to Become the "Go To" Advisor for Business Succession Planning" ($995) includes: • Workbook • Breakfast and lunch for both workshop days • 1 year complimentary membership in the International Succession Planning Association.

For out of town guests, we suggest booking hotel reserevations at the Crowne Plaza Hotel 304 W. Colonial Dr. Orlando, FL 32801 (p) 407.843.8700 Upon recieving your application and payment we will send you a confirmation via email with material that you can use to submit to receive CE credit.


Location : The Rawls Group 1700 W. Colonial Dr. Orlando, FL 32804
Contact : Kendall Rawls - This e-mail address is being protected from spambots. You need JavaScript enabled to view it 407.578.4455

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