ARCC 2024 Succession Summit presented by the Women's Business Council

Description

ARCC Succession Summit presented by the Women's Business Council
 
Succession and Continuity Planning are key business activities that frequently take a backseat to growing revenues, trimming costs, or running day-to-day business operations.  Whether you are a community leader, business owner, executive, or a next generation rock star, join us as we and our panel invest an afternoon to discuss why succession is a critical business activity in which you should engage. Together, we can create a culture of regular succession planning and development to ensure our community’s upward economic trajectory continues. 

With the annual ARCC Succession Summit, we strive to provide education and resources for our business owner community that will help them lead and SUCCEED into the future. This year we'll highlight the importance of identifying the right people to intentionally optimize your chances to successfully lead for years to come! Let's begin with the end in mind, get out of the details, and put the right people on your team. 

Working ON your business, instead of IN your business, you'll need thinking partners. You are an expert in your field and people need you at your best! Who is in your corner helping you pave the way for a successful exit? Who is on your board of directors? Let's get what you really want for your business and your life!  

We’ll hear from successful leaders of local businesses, as well as subject matter experts, who are prepared to discuss the roles of culture, transparency, financial incentive, and empowerment in growing organizations that attract and retain great talent.
 
This year’s panel includes:
 

Wendy Waldron Professional EOS Implementer & WBC Immediate Past Chair	Sherry Finkel Murphy  CFP®, RICP®, ChFC®  -  Madrina Molly, LLC	Vittoria Buzzelli Associate at Harter Secrest & Emery LLP
Michelle Matan, CFP  - Matan Wealth Partners-Rockefeller Capital Management	Brian Stidd CPA, CVA - Stidd CPA, PLLC	Tricia Rogers- ARCC President & CEO - Panel Moderator

More about our panelists:

Wendy Waldron- Certified EOS Implementer & WBC Immediate Past Chair 
Making the most of the human energy and human potential within your organization creates long term growth and stability. Wendy Waldron is a Certified EOS Implementer® , accomplished medical practice executive, coach, and speaker. She has long been interested in why we all do what we do, and how we can do it better! Wendy is in the business of building high-performance teams in our already successful, privately-held companies. 

Sherry Finkel Murphy - CFP®, RICP®, ChFC®  -  Madrina Molly, LLC
Sherry is the Principal of Madrina Molly, LLC, Financial Wisdom for Women of a Certain Age(ncy). Intended to fill the availability gap in credentialed planners for women, Madrina Molly™ provides education and thought leadership in longevity planning for women ages 45 and above. Prior to launching Madrina Molly, LLC, Sherry was a practicing Private Wealth Manager with The Atrium Financial Group in Glens Falls and Albany and the Principal of her own financial practice.

Vittoria Buzzelli - Associate at Harter Secrest & Emery LLP 
Tori concentrates her practice in the areas of general business and corporate law, mergers and acquisitions, private equity and venture capital, tax, and not-for-profit organizations. She represents companies in a wide variety of legal matters. This includes advising businesses regarding the formation, equity ownership, operation, transfer, and termination of business entities. Tori also represents companies in acquisitions and dispositions, including by drafting and advising on various transactional documents. Additionally, she assists companies with corporate governance and commercial contract matters. Tori's expertise extends to counseling non-profit entities on complex operational and tax-exempt issues.

Michelle Matan, CFP  - Matan Wealth Partners-Rockefeller Capital Management 
Michelle is a Private Advisor and Senior Vice President of the Rockefeller Global Family Office. Michelle leads a team that offers comprehensive financial services to ultra-high net worth clients. She has deep expertise in investment advisory, cash flow planning, trusts & estates, tax strategy, and risk management, as well as employee benefits & executive compensation.
Michelle has a B.A. in Economics from Siena College and achieved the mark of CERTIFIED FINANCIAL PLANNER™ in March of 2016. Michelle holds her FINRA Series 7 and Series 66 licenses.

Brian Stidd, CPA, CVA- Stidd CPA, PLLC
Brian Stidd has nearly 20 years of experience in both public accounting and the private sector. His experience in both public and private sectors gives him a unique ability to assist businesses. Brian specializes in business and individual tax planning, advisory and preparation as well as general business accounting and advisory. He graduated with his Bachelor of Business Administration degree from Siena in 2005 and became a Certified Public Accountant in New York in 2007.