Davis & Kuelthau is a proud sponsor of the Wisconsin Family Business Forum. Please join us along with area business leaders for the upcoming June 11, 2015 program in Appleton, Business Succession Planning: Clearing Up the Confusion. This program will be presented by Joe Cerniglia of Wells Fargo Private Bank and Steve Utech of UTECH Customized Organization Development. They will cover key concepts that will help you effectively create succession plans including:
- 5 compelling reasons to plan
- Common difficulties for putting off developing a succession plan
- Determining where you need to start
- Bank First National
- Davis & Kuelthau, sc.
- 1st National Bank
- UW Oshkosh College of Business
- Wells Fargo
For more details, please visit the Wisconsin Family Business Forum program site.