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Jennifer Wilson and Renee Moelders will facilitate a 100-minute webinar eligible for 2 CPE on July 25, 2024 on the topic:

Avoid Merging: Transformation Strategies to Stay Independent

In this market of rampant consolidation, some firms are able to remain independent. What are the strategies that sustain these maverick, thriving firms? Join us to explore the business-model transformations they've undertaken that give them the confidence and the ability to maintain an independent governance structure and continue to grow on their own. Leave this session with a better idea of the investments needed to pass your firm's legacy onto future generations.

After attending this session, you will be able to:

  • Identify steps needed to move to a healthy, one-firm governance structure and a culture of sustainability
  • Differentiate the attributes needed to systematically develop future leadership with those of firms that lack a strong bench
  • Compare the performance measurement, compensations, and innovation practices of sustainable firms

Who should attend: Current and NextGen firm leaders, Partners, Directors, and Managers

Developed By: ConvergenceCoaching, LLC

Instructors: Jennifer Wilson/Renee Moelders

CPE Credit: 2

Field of Study: Business Management & Organization (2 CPE)

Prerequisites: Experience in firm leadership and strategic planning

Advanced Preparation: None

Format: Group-Internet Based

Click Here to Register!

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