Small Business & Entrepreneur Education Series. Session Five -- Succession Planning
The Sherwood Chamber of Commerce and the City of Sherwood welcome residents from all over the region to join us in a virtual educational series for entrepreneurs and existing and start-up small businesses.
November 19th session: Succession Planning
Presenter: Shannon MitchellIn this presentation, Shannon Mitchell will guide business owners through the best practices for successful transition of ownership. As a Banner Bank Vice President and Business Banking Team Lead, Shannon assists diverse owner-led companies, from dental practices to manufacturing firms. Drawing upon her experience and ag-business education, she will discuss timelines, options and resources for effectively building and executing a business succession plan. Given the complex nature of the topic, Shannon will help owners explore and evaluate emotional as well as financial considerations. Regardless of the life stage of your business and whether you’re aiming to retire or simply change course, this program will help you move forward and achieve your goal.
Past Sessions (click links to view recordings)
Thursday, July 16th: Loan Readiness
Presenter -- Shannon Mitchell, Banner Bank; 971.506.5992; shannon.mitchell@bannerbank.com
Thursday, August 20th: Financial advisors panel discussion
Panelists:
- Mario Raia, Combined IQ; 360.608.7659; mario@combined-iq.com
- Greg Bessert, The Bessert Law Firm; (360) 326-8010; gbessert@bessert.com
- Shannon Mitchell, Banner Bank; 971.506.5992; shannon.mitchell@bannerbank.com
Presenter -- Kristin Kyle-McQuesten; 208.424.2855; kristin.kyle-mcquesten@bannerbank.com
Thursday, October 15th: Commercial Real Estate Broker Panel
Panelists:
- Eleanor Aschoff, Macadam Forbes; 503.972.7296; eleanor@macadamforbes.com
- Brian Norton, CBRE; 503.221.4871; brian.norton@cbre.com
- Kelsey Schneider, Cresa; 503.987.0039, kschneider@cresa.com
Future Sessions are the third Thursday of each month through June 2021 from 10am - Noon
Thursday, November 19th: Succession Planning
Thursday, December 17th: Topic TBD
Thursday, January 21st: Topic TBD
Thursday, February 18th: Topic TBD
Thursday, March 18th: Topic TBD
Thursday, April 15th: Topic TBD
Thursday, May 20th: Topic TBD
Thursday, June 17th, Topic TBD
Small Business & Entrepreneur Educati...
Date and Time
Thursday Nov 19, 2020
10:00 AM - 12:00 PM PST
Past Sessions
Thursday, July 16th: Loan Readiness (View recording)
Thursday, August 20th: Financial advisors panel discussion (View Recording)
Thursday, September 17th: International Trade/Finance (View Recording; View Slidedeck)
Thursday, October 15th: Commercial Real Estate Broker Panel (View Recording)
Future Sessions
Thursday, November 19th: Succession Planning
Thursday, December 17th: Topic TBD
Thursday, January 21st: Topic TBD
Thursday, February 18th: Topic TBD
Thursday, March 18th: Topic TBD
Thursday, April 15th: Topic TBD
Thursday, May 20th: Topic TBD
Thursday, June 17th, Topic TBD
Location
This session will be held virtually. Other monthly sessions will be held at a location that is to be determined pending the status of the COVID-19 pandemic.
Fees/Admission
There is no cost to participate. Thank you to Banner Bank and a grant from Metro's Community Enhancement Program for making this educational series possible. Please join the meeting from your computer, tablet or smartphone using the following link: https://global.gotomeeting.com/join/537644077
