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Webinar | CEO Succession Planning: How to Do It Right
Thursday, March 16, 2023, 1:00 PM - 2:00 PM EDT
Category: Greater Philadelphia

CEO Succession Planning: How to Do It Right

10:00 AM - 11:00 AM (Pacific)
11:00 AM - 12:00 PM (Mountain)
12:00 PM - 01:00 PM (Central)
01:00 PM - 02:00 PM (Eastern)

Overview

In addition to hiring the CEO, developing and implementing a clear succession plan for the CEO is one of the most important roles of a board director.  Join us for this interactive program, moderated by Linda Fonner to hear from two of our PDA members, Dennis Kessler, CEO, board director and founder of PDA and Susan Mallory, former financial services executive, and board director, on best practices, successes, and pitfalls for CEO succession planning.  Real life case studies and examples will be shared.  

Registration

$0   Member Registration Fee
$30 Non-Member Registration Fee

Register

Zoom invitations will be shared the day before the event.

Thank you to our National Sponsors

Panelists

 

Dennis Kessler
President and Founder
Midwest Family Business Advisors

Dennis Kessler is president and Founder of Midwest Family Business Advisors and has served on numerous Public Company, Private Company, ESOP, and Non-Profit Boards.

Midwest Family Business Advisors founded in 1998 www.MidwestFamilyBusinessAdvissors.com, advises clients on succession planning, conflict resolution, strategic planning, employee recruitment and retention strategies and work/life benefits. Dennis assists companies establish Fiduciary Boards, Advisory Boards, Board Evaluation and Searches for New Board Members. [email protected]

Dennis is the former Co-President of Fel Pro Inc., which was in his family for 80 years. Fortune Magazine ranked Fel-Pro fourth in their list of best companies to work for in America, and the company holds a top ten spot in the book, "The 100 Best Companies to Work for in America."

           

Susan H. Mallory
Former Financial Services Executive, and Board Director

Susan is a seasoned Board Director, a former financial services executive and commercial banking professional, having worked for highly respected financial institutions, including Northern Trust and Union Bank.

Her board experience includes chairing boards and leading through CEO successions. Susan currently serves as a Board Director for State Farm Fire and Casualty Insurance and for State Farm Life Insurance Companies. She is also a Board Director of Scherzer International and is an Advisory Board member of WEALTHAWK, both privately held. She has served on nonprofit boards for over 30 years and current board service includes Occidental College, Rancho Coastal Humane Society, the Jackie Robinson Family YMCA and the San Diego Symphony Foundation.

Professionally, she led and grew high impact P&L’s, including the national banking business for Wealth Management at Northern Trust, as well as large geographic regions. As a commercial banking advisor, she banked, financed and advised companies and their owners in a variety of different industries through substantial growth nationally and globally, successful sales, acquisitions, restructures and CEO succession planning.

Moderator

 

Linda Fonner
CFO
Phillips & Cohen Associates

 

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