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Panel: Unplanned Succession Planning - Lay the Foundation for Success!
Professional Development

Panel: Unplanned Succession Planning - Lay the Foundation for Success!

Featuring a panel of successful C-level executives, this webcast examines key considerations of a proactive succession planning process that builds a strong leadership pipeline within your organization and mitigates risks during the transition. This is an AICPA 2020 CFO Conference session rebroadcast.

$47.20 - $69
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Apr 09, 2021

NASBA Field of Study

Personnel/Human Resources



CPE Credits



Sandy Sloyer, Joselin R Martin, Rod Bench


3 months

Product Number


 Part of Webcast Pass
 Business & partner 
Learning Outcomes
  • Determine how to build strong leadership pipelines to mitigate departure risks
  • Determine how to create a succession and transition plan to ensure success when leadership departures happen
Key Topics
  • Private equity situation – replacing founder of recently funded start-up
  • Internal COO change situation – handling broad responsibilities of a chief operating executive whilst transitioning to a new leader
  • Financial considerations
  • Knowledge transfer and other planning considerations
Product Details

Succession planning: a proactive approach to leadership change

This is an AICPA CFO Conference session rebroadcast.

Preparing for the unexpected. Or in most cases, preparing for what is expected. Either way, leadership change is inevitable. And how you plan for it determines the impact on you and your organization.

Organizations face constant pressure to build a strong, effective, and sustainable leadership pipeline. Like most strategic planning, this is easier said than done.

When it comes to the succession planning process, many organizations are challenged to ensure their succession strategy is flexible enough to meet the needs of the organization and its employees. A suitable succession plan prevents organizations from taking a reactive approach to a leadership vacancy.

This webcast, featuring a panel of successful C-level executives, will proactively prepare you for a smooth transition to ensure leadership changes do not interrupt major business initiatives. The planning process and resulting plan also deliver other benefits, including:

· Motivating employees by creating growth opportunities · Identifying skills gaps and talent development needs · Adapting the organization to changes in leadership · Transitioning highly specialized skills into key roles · Preserving institutional knowledge

Who Will Benefit
  • CGMAs
  • C-level executives from firms of all sizes
  • Anyone in a leadership position
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AICPA Members
CGMA Designation Holders

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2 to 5 registrants

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6+ registrants

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Credit Info
CPE Credits
NASBA Field of Study
Personnel/Human Resources
3-5 years in the profession
This is a live event. You will have access on the date/time of broadcast and the archive for 3 months after the broadcast date.
50 mins
Sandy Sloyer
Sandy Sloyer provides Chief Financial Officer leadership and support services to mid-sized, multi-site private and private equity owned service organizations for CFGI, Inc. Her diverse experience includes various national and regional companies ranging from a physical therapy company with 650 clinics in 34 states to an early stage dental services organization, and including a medical billing company, a division of Aramark Sports & Entertainment, regional hospice companies, and a national franchise organization with over 400 locations. Her career includes leading these companies through major initiatives, ownership changes or restructurings. She has extensive experience with distributed, multi-site businesses in the healthcare, hospitality, retail and distribution industries. She began her career with PwC. She earned her BA in Accounting and Music from Taylor University in Upland, IN and MBA from Moravian College in Bethlehem, PA. Sandy served on the Board of Directors, and Audit and Finance Committees of the American Institute of Certified Public Accountants and in various leadership positions with the Pennsylvania Institute of Certified Public Accountants. She was also a member of the Audit Committee of the Pennsylvania Horticultural Society. Sandy is married and resides in the greater Philadelphia area.
Joselin R Martin
Joselin R Martin, CPA, CGMA, CCIFP is CEO of True North CFO, where she works with business leaders to strategically evolve the organization from its current state to the desired future company, financially and operationally. Joselin started her career in her family construction company working with the bookkeeper. After graduating from Brown University, she worked as an auditor in a major accounting firm, lectured undergraduates on microeconomics, and spent over 20 years in the construction industry, retiring as CFO for a specialty construction subcontractor. Founding True North CFO is her opportunity to share her accumulated experience to help other companies achieve their goals. Joselin is active in the Maryland Association for CPAs, serving two terms on the board and has been on the Business & Industry committee for the past 13 years. She was also an early supporter of the joint venture that led to the CGMA designation. She went on to serve on the AICPA Business and Industry Committee, and is a past chair of the AICPA America Regional Advisory Board. She was recognized as a 2019 MACPA/AICPA Experienced Women to Watch. When not working with other businesses and teaching, Joselin enjoys running (and especially helping others train for their first run) and traveling with her husband.
Rod Bench
Rod Bench was the founder and principal of RA Bench, a highly successful financial services organization in Seattle, and managed the firm prior to its sale to USI Kibble & Prentice in 2010. He previously served as an executive officer of New England Financial and was responsible for the company’s marketing efforts; its individual insurance product development; and the legal, design and administration teams supporting all employee benefit plans. In 2016, he joined the group which acquired the individual life and disability insurance business of USI Kibble & Prentice as an equity principal and serves on the management committee of PILLAR International Insurance Advisors. Rod acts as a senior advisor to many family owned enterprises regarding their succession planning and wealth management issues both in the U.S. and abroad. He is also a recognized expert on the design, financing, reporting, and integration of all forms of executive fringe benefit plans; and the structuring of investment and insurance arrangements to meet the financial and reporting requirements of these programs for both private and public concerns. Rod is currently a trustee and chair of the finance committee for Seattle University and has served as a director of a number of industry and charitable organizations. He is a Chartered Life Underwriter and holds advanced designations in Business Tax Planning; Pension Planning and Estate Planning from the American College. Rod and his wife, Mary Jo, reside in Seattle and Napa, CA.

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Panel: Unplanned Succession Planning - Lay the Foundation for Success!
Apr 09, 2021
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Apr 09, 2021
3pm3:50pm GMT
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