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Lunch & Learn Webcast: Succession Planning: Strategies for Business

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2.00 Credits

Member Price $55.00

Non-Member Price $90.00

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Overview

Effective succession planning is critical for ensuring the long-term stability and growth of any business. This presentation will explore key strategies for identifying, developing, and transitioning leadership roles to maintain operational continuity and drive future success. Attendees will gain insights into best practices for succession planning, including exit options.

The session will feature an estate planning case study that illustrates real-world challenges and solutions in succession planning, providing practical takeaways for business leaders. Whether you're planning for executive transitions, family business handovers, or leadership pipeline development, this presentation will equip you with the tools to plan a successful transition.

This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered.

NOTE: This product is for the individual Webcast Lunch & Learn course. Save when you buy the Lunch & Learn Webcast Bundle! Learn more.

2025 Lunch&Learn Small Business Series includes:

May 20 
Cybersecurity: Managing Evolving Threats
Les Nettleton • IT Consultant
Category: Technology

June 17 
SECURE 2.0: Impacts to Retirement Savings Plans
Anne Oestriecher, CPA, CFP • Advisory Representative
Oestriecher Financial Management Services • Alexandria, LA
Category: Taxation 

July 22 
Hot Topics in Employment Law in the Current Presidential Term
Mag Bickford, JD • Managing Member, New Orleans Office
McGlinchey Stafford • New Orleans, LA
Category: Management 

August 19 
Louisiana Tax Legislative Update, Tax Reform and More
Robert S. Angelico, CPA, JD • Shareholder
Liskow • New Orleans, LA ?Category: Taxation

September 16 
Fraud in the Real World: Assessing Risk & Response 
Ralph A. Litolff, Jr., CPA/ABV/CFF, CVA, MBA • Founder
RAL Forensics, LLC • Metairie, LA
Category: A&A

October 21 
Succession Planning: Strategies for Business Continuity & Growth
Nene Glenn Gianfala, CPA/ABV, ASA-BV/IA
Riley J. Busenlener, CPA/ABV, ASA, AEP®, JD
Chaffe & Associates • New Orleans, LA
Category: Management

November 18 
Federal Tax Update 
Greg Booth, CPA • Partner
EisnerAmper • Metairie, LA
Category: Taxation

December 16 
Year-End Economic Outlook: Cheers or Jeers?
Stephen D. Morgan • Senior Vice President, Investment Director?Hancock Whitney  • New Orleans, LA 
Category: Specialized Knowledge

This event is part of the following bundles:

Leader(s):

Leader Bios

Riley Busenlener, Chaffe & Associates, Inc

Riley Busenlener is the Vice President of the Valuation Advisory group with over 15 years of experience in accounting, corporate finance, and business valuations.  He joined Chaffe & Associates, Inc. as a Financial Analyst Intern in 2001.  He rejoined the company in 2006.

Mr. Busenlener performs business research and valuations of privately held partnership, limited liability company, and corporate ownership interests.

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Nene Gianfala, Vice President, Chaffe & Associates, Inc

Nene Gianfala is a Vice President of the Valuation Advisory group with over 15 years of experience in accounting, corporate finance, and business valuations. She joined Chaffe & Associates, Inc. as a Financial Analyst Intern in June 2007, and upon completion of the internship, joined the company. She is a Certified Public Accountant (CPA), Accredited in Business Valuations (ABV), Certified in Entity and Intangible Valuations (CEIV), Certified in the Fundamentals of ESG by the American Institute of Certified Public Accountants, and an Accredited Senior Appraiser in Business Valuations with a specialty in Intangible Assets (ASA-BV/IA) by the American Society of Appraisers. Ms. Gianfala performs intellectual property and intangible asset valuations for purchase price allocations, impairment testing, internal intangible asset management, portfolio valuation, and litigation support. She provides business valuation services to public and private companies for estate, gift, and income tax planning, financial reporting, corporate planning, employee stock ownership plans, and litigation. Ms. Gianfala is very active in her community and in professional organizations including hosting podcasts for the AICPA on various topics from ESG to Crypto. She serves on the Board of the Louisiana SPCA, is the Past Treasurer Junior League of New Orleans, the Past President of the Tulane Association of Business Alumni, and an Adjunct Faculty Member of the University of Holy Cross.

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Non-Member Price $90.00

Member Price $55.00