Financial Executives International Canada (FEI Canada)’s Post

Don't miss our upcoming Financial Executives International Canada (FEI Canada) Thought Leadership Group breakfast event titled: "Business Succession to the Next Generation" - presented to you by the Private Companies Committee and moderated by Winnie Leung, FCPA, FCA.   Join our panel of Finance leaders, including Myen Lim, CPA, CA, CFP®, FEA from The Targeted Strategies Group and our special guest speaker, to learn about unique challenges that only exist in a Family Business, such as: What are the important facts around Business Succession to the Next Generation? What important factors lead to a successful transition to the next generation? What is the interplay between family, business and ownership? What does the life cycle of the individual, shareholder, family and business look like? What are the important agreements relating to a successful transition? How are capital and tax requirements handled in a transition? Date: February 27, 2024 Location: Mississauga, ON - Hyatt Place Hotel Time: 7:30 AM to 9:30 AM Register: https://lnkd.in/gbRQmFFR #cfos #seniorfinance #breakfast #feicanada #thetargetedstrategiesgroup #businesssuccession #familybusiness #thoughtleadership #feiprivatecompanies

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Projections of 70% of business owners are expected to transition over the next 5 - 10 years. CFO's will play a key role in managing the process, join this session and learn how you and your team can be better prepared.

Winnie Leung, FCPA, FCA

Strategic Financial Executive | Driving Digital Transformation | Built and Led AI driven Data Analytics teams | Chief Financial Officer

8mo

Looking forward to moderating the event next week!

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