Robert Edmonds, Oswald Vice President & Private Equity/Mergers & Acquisitions Practice Leader, will participate in a panel discussion on how to Protect Value by Contingency Planning & Risk Management at the Exit Planning Institute (EPI) Owners Forum in Northeast Ohio.
The presentation will introduce the various levels of Contingency Planning and Risk Management ranging from the basic instructions to the management team, through more detailed estate planning techniques, and related corporate documents and corporate risk coverage.
The morning session will be moderated by Amy Wirtz, Family and Business Success. Additional panelists include:
- Jim Sacher, Skoda Minotti
- Mark Trubiano, Cavitch, Familo & Durkin
- Rick Kavenagh, BCG & Company
The EPI delivers interactive education and training, performance-enhancing resources, and strategic tools designed to enhance the exit planning profession.
The Oct. 27 forum will focus on Growing and Maximizing the Value of Your Business and will take place from 8:30 a.m. to 4:30 p.m. at PNC Bank Headquarters; 1900 East Ninth Street, Cleveland, Ohio 44114.
Learn more and register: http://www.exit-planning-institute.org/events/neo-owners-forum/