Succession Planning 101- The Succession Mindset

November 20, 2019 8:30 AM - 10:00 AM (EST)


The goal of this workshop is to help frame what succession and transition planning can look like. By exploring realities of the Leading Gen & perceptions of the NexGen, attendees will have the opportunity to view the process from the lenses of the "other" generation.

Attendees will walk through the key elements of succession and transition planning which include:

  • Preparing for life after business.
  • Understanding goals and objectives.
  • Evaluating financial resources.
  • Maximizing and protecting business value.
  • Preparing the business for sale or succession.
  • Business continuity and contingency planning.
  • Personal wealth and estate planning.

About the speakers:

Scott Olinger, CPA, CGMA, CPIM has facilitated both NexGen and CEO roundtables at the UofL FBC, and Metro Manufacturing Alliance. He has also taught and presented over 100 topical presentations including the annual Business and Industry Conference for the Kentucky Society of CPAs. Olinger has been named CEO & President of Harding, Shymanski & Company, effective January 1. 

Dave Zimmerman, CLU, ChFC, CExP is a partner and Senior Financial Advisor with ARGI Financial Group. Dave is a certified Exit Planner who has been a member of the Family Business Center for more than 7 years and a CEO Roundtable facilitator for the last 3 years. 


8:30am - 10:00am


ARGI Financial Group

2201 High Wickam Place, Louisville, KY, 40245, United States

Contact Information

Family Business Center
Name: Jocelyn Deamer
Phone: 5028527815

REFUND POLICY We do not currently offer refunds for registration fees. Except in the case of severe weather, or unexpected event cancellations outside the control of Family Business Center. Please send someone in your place if you are unable to attend.NON-SOLICITATION POLICY I understand that this is an educational forum and a non-commercial networking environment. I will not solicit potential clients at this event, nor will I distribute any promotional materials unless I am the event sponsor.CONFIDENTIALITYI agree to keep confidential any identifiable information disclosed, discussed, and/or provided at any of the FBCs programs, without the prior written consent of the FBCs Director and the member who is the subject of the information.RIGHT TO USE OF IMAGEI hereby grant to the University of Louisville Family Business Center the right and unrestricted permission to use my name, likeness, image, voice, and/or appearance as such may be embodied in any photos, video recordings, audiotapes, digital images, and the like, taken or made on behalf of the Family Business Center and its partners.If you are a UofL student, faculty/staff, or Roundtable facilitator please contact to register for this event.

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