Succession Planning Panel Discussion: Lessons from the Transition

Event Overview

Join us for an insightful panel discussion featuring leaders from family businesses who have navigated the complex journey of succession planning and leadership transitions. These seasoned professionals will share hard-earned wisdom, candid reflections on what they wish they had known before beginning the process, and actionable best practices for families currently planning their succession strategy.

Whether you're just beginning to think about succession, actively developing your transition plan, or preparing for an imminent leadership change, this discussion offers valuable insights for every stage of the journey. Learn how to equip future leaders with essential tools, communicate clear expectations to potential successors, and strategically plan your eventual exit from the business.

What You'll Learn

This interactive panel will explore the critical conversations families need to be having now—not just to plan for the future, but to prepare for unexpected challenges that can derail even the most carefully crafted succession plans.

Key Takeaways:

• Essential family conversations that lay the groundwork for successful transitions
• Practical steps you can take now as you begin your planning process
• Real-world examples of how multiple companies have approached succession planning
• Strategies for navigating unexpected challenges and pivoting when plans change

Why Attend

Succession planning is never a one-size-fits all process. Every family business has unique dynamics, values, and goals. This panel brings together multiple perspectives and experiences, giving you the rare opportunity to learn from various approaches, discover what worked (and what didn't), and identify best practices that resonate with your specific situation.

Facilitator: Rachel Friend, Right Angle Results

Panelists:

• Dan Fritch, Matrix Integration
• Crosby Hall, Louisville Tile
• Bob Koetter, The Koetter Group

This is more than an educational session - it's a chance to learn from others in our business community who have walked this path and emerged with valuable lessons to share.

**The Family Business Center will be hosting a New and Potential Member Orientation immediately following this event from 10:30-11:00. If you are interested in exploring membership or ways you can get more engaged, registration for that event includes a complimentary ticket to the panel discussion. Please register separately for that event or contact us at FBC@Louisville.edu for more information.**

Agenda:

8:30-8:45 - Registration and Breakfast

8:45-8:55 - Welcome Remarks

8:44-10:15 - Panel Discussion

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.

CONFIDENTIALITY

I 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 IMAGE

I 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.