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4.28.17 - Succession Planning Fundamentals  (Live Webinar) 8 CPE / 7 CLE

4.28.17 - Succession Planning Fundamentals (Live Webinar) 8 CPE / 7 CLE

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  • When:Friday, April 28th, 2017. 9:00 AM to 5:00 PM EST
  • Location:Your home or office
  • CPE Credits:8 Management CPE
  • CLE Credits:7 Substantive CLE / 6 Substantive CLE (PA)*
  • Delivery Method:Group Internet-Based

Morning Session

The baby-boomer generation is rapidly approaching retirement, but an alarming number of baby-boomer led firms have failed to address this reality with a formal succession plan. In this course, we will develop a framework to overcome forces that negatively influence the transition of power in small to medium-sized businesses. More specifically, we will examine: talent management practices/policies, transition management techniques, exit strategies and more!

Afternoon Session

In our afternoon session, the focus shifts towards a process orientation with an emphasis on how business owners should grow, protect and successfully exit from their business.  Our speakers will share a comprehensive process to explore with your business owner clients that can be customized for each of their unique goals and personal situations. Next our presenters will discuss how to take your clients through a series of very complicated and emotional decisions; while providing a well thought out process that will allow the business owner to successfully execute, what is most likely the largest financial transaction of their life.

Learning Objectives:

  • Review techniques for identifying future leaders
  • Select/recommend employment practices that are linked to higher retention rates
  • Identify strategic exit options and tailor recommendations to the target firm characteristics

Morning presenter:

David Nast is an Award-Winning Business Coach with over 25 years of experience in Executive Coaching, Leadership Development, Training, Change Management, Career Coaching, Executive Search, Talent Acquisition, and Human Resources. David is a Certified Partner for The Predictive Index ©, as well as a Certified Business Coach, Corporate Trainer, Leadership Architect, Career Coach, Resume Writer, Interview Coach, Interview Architect, Internet Recruiter, and a Certified PI Behavioral Analyst. David is well-versed in sales, marketing, and training. He uses The Predictive Index ©, The Learning Indicator ©, SSAT- Sales Skills Assessment Tool, DISC, Leadership Architect, 360 Reviews, and EQi to inform his coaching, consulting, and training. He has placed over 500 CEOs in his career, and as a Coach he has worked with over 800 CEOs, Business Owners, and Executives. Using proven systems and strategies, David partners with his clients and delivers his services based on their unique needs. He is passionate about inspiring others to get results.

Afternoon presenters:

Jack McCaughan, CBEC

Jack is partnering with PrisCo Financial, a leading financial planning practice founded by Dan Prisciotta, author of Defend Your Wealth and One Way Out. Jack, along with Dan, co-founded the Business Intelligence Institute, a unique offering that focuses on the needs of business owners and provides pragmatic strategies to help grow and protect their businesses while potentially maximizing the value when transferred. The processes he has developed have made a significant impact on the small to mid-size business owner community.


Brian Kennedy is the President of Kennedy-Catalano Advisors Key Financial Group LLC, President of KCA Wealth Management LLC, President of Kennedy Advisors Key Financial Group LLC and President of Key Advisors Group of PA LLC (company name from 2003-2010) and has been an insurance and investment professional since 1993. Brian has been a member of the National Association of Insurance and Financial Professionals ,since 1993. He is also a member of the Financial Planning Association and the Estate Planning Council of Central Pennsylvania ,Inc. He specializes in the areas of estate planning, retirement planning, business planning, investments, and insurance. 

When:Friday, April 28th, 2017. 9:00 AM to 5:00 PM EST
Where: Your home or office
Speaker: David B. Nast, Jack McCaughan, CBEC and Brian Kennedy, AIF, ChFC, CRPC, CMFC, CLTC, LUTCF
CPE Credits: 8 Management CPE
CLE Credits: 7 Substantive CLE / 6 Substantive CLE (PA)*
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
Tech Support: Bill Kline Email: or Phone: 267-251-3805

* McDevitt and Kline's live, internet-based courses are approved as Distance Learning courses by the PA Supreme Court CLE Board. For additional information, please visit Check with your State CLE Board for rules pertaining to live webcasts. These rules differ from state to state. For example, PA attorneys may earn up to 6 CLE credits per compliance period via live webcasts (or 6 out of 12 credits per year); NJ and DE attorneys may earn up to 12 CLE credits per compliance period via live webcasts (or 12 out of 24 credits per two years).

McDevitt & Kline, LLC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web

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