One of the concerns that every business owner has or will have over time, is whether and how to leave a legacy, for their family, their employees and to causes important to them. Building a business can be a challenging journey, but building a legacy can be even harder to achieve. Join a business succession expert and a founder who have gone through this process, to understand the stages of entrepreneur business development, the risks associated with each stage, and how legacy planning fits into an overall comprehensive business succession plan. Succession planning is not an event but a process – join us to talk about the important stages of the process and how they evolve over time.

Our panel will cover:

• How to plan for the legacy impact you want your business to have in the next 20 -50 years beyond your tenure
• How to retire out as a business owner (gracefully)
• What kind of “exit” is ideal to maintain that legacy

OUR SPECIAL GUESTS

Paloma Vidgen

SME Segment Strategy – Women Entrepreneurs

As the daughter and granddaughter of entrepreneurs, she is passionate about helping business owners and entrepreneurs meet their professional and personal goals. With 13 years in banking, spent developing strategy and building partnerships across wealth management and business banking, she creates programs and solutions that help our entrepreneurial community succeed.

Jane Warner J.D.

Senior Wealth Planning Strategist at Bank of the West/BNP Paribas

As Senior Strategist, Jane’s role as part of a comprehensive Wealth Management Team provides education and training as well as holistic understanding of high and ultra high net worth client’s current financial condition, estate, business and charitable plans, coupled with the ability to analyze and advise clients along with a specialized team and the clients outside advisors, on best in class, custom planning strategies and services of the Wealth Management Group to provide solutions to planning issues, fill gaps in planning and assure that family goals are met and family legacies are protected.

Mary Keehn

Founder, Cypress Grove Chevre

Even before Cypress Grove was founded in 1983, Keehn had more than ten years of goat husbandry under her belt. Looking for healthy milk for her four daughters and capitalizing on her background in biology she found a growing interest in the complexity of cheesemaking. Cypress Grove now employees over 70 people, 1000 goats, and sends it’s cheese around the US. “Retirement” allows for time to enjoy her 6 grandchildren, travel, and a variety of commitments to local endeavors.

The Nasdaq Entrepreneurial Center is a 501c(3) public charity whose mission it is to make entrepreneurship accessible to all. We deliver world-class resources and mentoring to enable every entrepreneur across the globe to realize their maximum potential. Please join us and make your gift to ensure these transformative programs may continue to reach the underserved.

All Nasdaq Entrepreneurial Center programs and services are extended to the public on a nondiscriminatory basis. Reasonable accommodations for persons with disabilities will be made if requested at least 48 hours in advance of this event; please send an email to [email protected] with the subject header ACCOMMODATION REQUEST. For assistance with registration or other technical difficulties, please contact [email protected]