Leadership transitions are one of the most critical risks a business can face and one of the most overlooked. Poorly managed successions cost U.S. companies nearly one trillion dollars each year in lost value, operational disruption, and leadership gaps. Despite this risk, nearly two-thirds of small and mid-sized firms, including many in the construction industry, still operate without a formal succession planning process. And when transitions do happen, nearly 40% of successors fail within their first 18 months due to poor preparation, unclear expectations, or lack of internal alignment.

Who should attend?
This program is for CFOs, Controllers, and the financial leads who advise these companies, the cost of not planning is real: disrupted operations, lost contracts and client relationships and overall valuation erosion.

This session is designed to help you get ahead of those risks. You’ll learn:

• A clear 3–5 year roadmap for effective succession planning
• Key decision points and common pitfalls in CEO and founder-led transitions
• How to define and assess internal readiness using a success profile for a targeted role
• A real-world case study to prompt reflection and discussion

Whether you're preparing your own company or advising clients, you’ll leave with tangible tools, fresh insight, and renewed confidence to lead or support an intentional transition process.

Guest Speaker: David Sowinski, Ph.D., Partner, Vantage Leadership Consulting
Click to view David's Bio

This program qualified for 1.5 hours of CPE in the field of Business Management and Organization.