Succession planning Experts

Trina Isakson

Principal Consultant 27 Shift

Independent consultant to nonprofit leaders on the future of the nonprofit sector. Additional expertise in introverts/quiet change makers.

introvertsintroversionnonprofit governanceopen licensingquiet changemakers

Tom Deans

Full-time Professional SpeakerDetente Financial Press

Full-time Award-Winning Professional Speaker: 500+ Paid Speaking Engagements in 14 Countries. Family Business and Wealth Transfer Expert

David Doughty

Chief ExecutiveZynap Limited

Chartered Director - Chief Executive, Chair, Non-Executive Director, Entrepreneur and Business Mentor

Linkedin LiveHow to Become A Non-Executive DirectorBite Sized BoardBusiness Plans for BeginnersTalent Management Essentials

Grant Walsh

Director, KPMG Enterprise: Centre for Family BusinessKPMG

An international expert on family business succession planning. A pioneer in this field, Grant never fails to captivate his audience.

How to Ensure A Successful Intergenerational TransitionDeveloping A Family Business Governance Structure Along With A Family Governance StructureThe Roles of A Family Business PractitionerThe Evolution of A Family BusinessHow to Manage Family

Christopher Nobes

Managing DirectorCampbell Valuation Partners Limited

And on this we can agree: There's no disputing the importance that expert valuation & business succession planning can safeguard investments

Family Business SuccessionBusiness ValuationIncome Tax Reorganization

Sue Loomer

Managing DirectorCampbell Valuation Partners Limited

Earn a high interest rate! Give your event the content it needs with Campbell Valuation Partners accomplished business valuation expert

Financial AnalysisDamages QuantificationBusiness ValuationIntangible Asset ValuationCorporate Growth Strategies

Laura J. Croucher

Partner, Advisory Services, KPMG Canada, National Service Line Leader, People & ChangeKPMG

Human Resources leader who assists organizations to strategically improve how they attract, develop, motivate, retain and manage employees

Business EffectivenessOrganization Design and DevelopmentBehavioral Change ManagementOptimizing the Hr FunctionBusiness Performance and Improvement

Julia Chung, CFP, CLU, FEA

Senior Financial Planner, EntrepreneurSpring Financial Planning & Admin Slayer Services

Personal Finance & Family Enterprise professional leading Spring Financial Planning & Admin Slayer Services

Personal FinanceFinancial PlanningEntrepreneurFamily Business PlanningEstate Planning

Marlin Page

Chief Technology Mommy, Internet Safety Expert, S.T.E.M. Advocate. Technology, Business, and Diversity Strategist.Knowledge Brokers, LLC

Internet Safety Expert, Chief Technology Mommy, S.T.E.M. Advocate and Author. Global Business, Technology and Diversity Strategist.

S.T.E.M.

Michael Wirvin

PartnerRobinson & Cole

Michael Wirvin represents clients in transactions involving mergers, asset and stock acquisitions, and public offerings.

Cross-Border TransactionsInitial Public OfferingsMergers &AcquisitionsClean TechPrivate Equity

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