Introducing the Family Business Succession workshop, presented by the UB Center for Entrepreneurial Leadership!

    This two-session workshop is for family business owners, founders, strategic decision-makers and their family stakeholders. Gain the legal frameworks, planning tools and communication skills to move from awareness to action.

    Dates: September 10 and October 1
    Time: 8:30 a.m. to 12:30 p.m.
    Cost: $650 per attendee
    Location: UB Center for Entrepreneurial Leadership,
    Conference Room 208,
    77 Goodell Street, Buffalo
    This workshop will be facilitated by Joe Manna, Esq., family business attorney and consultant, and Matt Morey, Esq., business attorney with expertise in family business law and governance.

    Session One: September 10
    Foundation Day
    • Understand the legal, financial and relational frameworks behind successful succession
    • Learn how to avoid common pitfalls of family business
    • Assess your current position and identify key risks and gaps
    • Work through real-world scenarios to apply concepts to your own situation
    • Gain practical tools to guide decision-making with clarity and control
    • Leave with a defined list of action items to complete before Session Two
    Session Two: October 1
    Application Day
    • Apply Session 1 frameworks directly to your real-world situation
    • Work through legal audits, estate planning and transfer strategies
    • Participate in interactive, small-group exercises
    • Navigate scenario-based challenges to pressure-test your approach
    • Build a personalized succession roadmap
    • Practice the difficult conversations that often stall progress
    • Leave with a clear, actionable succession plan
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