XPX Triangle Lunch & Learn: The Art of Succession

The succession of a family business may appear as an ‘easy’ exit option, but it too requires a strategy, clear communication, and adaptability. Learn the ups and downs of succession from those who have walked that road. Additionally, explore a few key process elements that will help you plan your journey more effectively if you are considering that path or guiding someone on it.

Agenda:

Our Speakers:

Jessica Carney McKnight
President & CEO
CarneyCo

Jessica Carney McKnight is President + CEO of CarneyCo, a strategy-first business transformation agency, a proud second-generation family business that helps organizations turn their biggest problems into their greatest opportunities. Through CarneyCo’s proprietary ReVision™ Transformation System, she guides leadership teams to think differently and build strategies that solve the right problems for true growth. A speaker and author of Start with How Might We? Jessica helps growth-minded CEOs uncover blind spots, spark creativity, and build alignment. She continues her family’s legacy of thinking big, serving well, and driving Clarity → Action → Transformation.

Nate Oltmans
Partner
Cornerstone Wealth Management

Nate Oltmans is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Kingdom Advisor®. He is the CEO and Managing Member at Cornerstone Wealth Management. Nate joined Cornerstone in August of 2007 after hanging up his B-52 instructor pilot wings and transitioning out of the US Air Force. From 2014 to 2023 Cornerstone executed a multi-stage succession plan with Nate and two other partners buying out the founding member.

Registration Fees:

XPX Triangle Members  - $0.00
XPX Triangle Members Same Day/Walk-in Fee  - $20.00

XPX Chapter Network Members Regular Fee - $30.00
XPX Chapter Network Members Same Day Fee - $40.00

Non-Members Regular Fee  - $35.00
Non-Members Regular Fee Same Day Fee  - $45.00

Food and beverages are included.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.