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Explore Succession Visioning & Game Planning

August 8, 2017 @ 7:30 am - 10:00 am

Free Event

Change Management Communications Center LLC in Partnership with Fox Valley Technical College – Venture Center

We understand how complex and misunderstood exit strategies and business succession planning can be.  You are a business owner who created and sustained your business successfully.  You’ve served your community, industry, market, and lifestyle.  Your accomplishment is worthy of recognition and you deserve a way to capture the value of what you created to explore and pursue future goals and dreams.  We have designed a way for you to make all of this come to life, and we want to share our Succession Visioning and Game Planning process with you.

This session will provide invited participants with the following:

  • An introduction to succession planning and executive transition coaching
  • An understanding of the different types of succession plan approaches
  • An understanding of how a business benefits and reduces risk with planned leadership transitions
  • A game plan for successful transition

Click here to sign up for our free session.

If you would prefer a one-to-one, click here.

About the Presenters 

Tina Schuelke

Executive Director – Change Management Communications Center LLC

Tina Schuelke, Owner and Executive Director at Change Management Communications Center LLC was recently recognized as one of the “Top 21 Influencers to Follow” with @CMCCenter on twitter.  Tina harvested her experience after more than 25 years leading change in large corporations to focus on helping more businesses see higher profits from their investments for change.  Tina founded Change Management Communications Center LLC in 2013. Since then, a healthy portfolio of clients helped Tina attract a premier team of talent designed to help leaders advance how they address change.  Change Management Communications Center LLC provisions business leaders with specialized business consulting, management coaching, and customized change management and communications services — in the New North Region of Wisconsin and beyond.  Connect with Tina to discuss some key points about leading successful changes and embracing advancing technologies.

 

Amy Pietsch 

Director – Fox Valley Technical College – Venture Center 

During her career, Amy has been an entrepreneur and intrapreneur. Titles of Coordinator, Associate Director, Director of Next Generation Initiatives and Owner have come and gone from her business card. Though the titles changed Amy’s commitment to working with people to launch and grow

 

sustainable enterprises remained steadfast. From traditional small businesses to multi-million dollar entrepreneurial firms, Amy has helped their owners define their business model, develop strategic, marketing and business plans, access financing and plan for their legacy through succession planning.

In 2004, Fox Valley Technical College (FVTC) recruited Amy to join them in their pursuit of researching the need for and then developing the vision for the FVTC Venture Center, which launched in September 2005. Since that time, Amy has worked to make this entrepreneurship and small business resource center the best in its class.

Along the way, Amy’s work to drive economic development via entrepreneurship and small business creation and expansion has been noticed. In 2017, SCORE Fox Cities recognized Amy as a Champion of Small Business. SCORE Fox Cities also recognized the FVTC Venture Center with its Partnership Award in 2014; in 2009, the MIT Club of Wisconsin selected the FVTC Venture Center as the recipient of their annual Innovation Award. Amy received the Woman of Distinction Award from Mid-Day Business and Professional Women in 2007, the Cutting Edge Award from Appleton Rotary in 2006; and, Amy was the recipient of the 2005 Alverno College Young Professional Achievement Award.

Guest Speaker

Troy M. Leonard

Partner – Cornerstone Financial Group LLC

Troy joined the Cornerstone Financial Group team in June of 2011. He leaves behind a successful career in the automotive business where he maintained a value-based selling discipline to maintain a top spot in the ranks of his organization. Prior experience includes U.S. Naval sea service, as well as several years of prior enlistment service in the U.S. Naval Sea Cadets.

He hails originally from a town outside of Detroit, MI, but now resides in Appleton, WI with his wife, Charity, and four children, Gracie, Landyn, Fynnian, and Cullyn. His outside activities include leading the teen youth group at his church, classic cars, boating on Lake Winnebago and helping his fellow veterans return to civilian life.

Troy brings his experience from the automotive industry and the U.S. Navy to combine his expertise to be detailed and client focused. As a recipient of the Pacesetter award and the Century Club Award at Principal®, it is his goal to share a passion for his client’s financial future as much as the clients themselves. With his business partners, he has maintained a business succession and exit planning expertise focus for the last six years.

Cornerstone Financial believes in the Firms of Endearment approach to investing both in the exchanges and in the businesses we work with. Through education and thorough needs analysis we work together with partner companies such as The Principal Financial Group to deliver world class strategy paired with world class solutions.

 

 

 

Details

Date:
August 8, 2017
Time:
7:30 am - 10:00 am
Cost:
Free Event

Organizer

Tina Schuelke
Email:
tina@cmccfoxvalley.com

Venue

DJ Bordini Center – Fox Valley Technical College
5 N. Systems Drive
Appleton , WI 54914 United States
+ Google Map
Phone:
920-735-4771
Website:
https://www.fvtc.edu/Training-Services/Business-Industry-Services/Specialized-Equipment-Facility-Rental/Facility-Rentals/Bordini-Center