『Succession Planning Part 3 | Boards, Clients, and Where to Start』のカバーアート

Succession Planning Part 3 | Boards, Clients, and Where to Start

Succession Planning Part 3 | Boards, Clients, and Where to Start

無料で聴く

ポッドキャストの詳細を見る

【Amazonプライム会員限定】今ならプレミアムプランが4か月 月額99円。

10月19日まで。※適用条件あり
In Episode 1, PBO Advisory's CEO Fran San Diego, CFO Jennifer Rebis, and CPO Nicole Devine introduced the framework PBO uses to help organizations build succession plans that work. In Episode 2, the team went deeper into the work of execution: the conversations most organizations avoid, the difference between tenure and readiness, and thefinancial discipline required to make development a capital investment. Episode 3 answers the questions most leaders want answered before theybegin.Host Joey McCoy is joined again by Fran, Jennifer, and Nicole to cover what sophisticated boards now expect beyond an org chart, why governance of risk is the lens boards bring tosuccession, how succession applies to client and referral relationships, and the simplest, most practical first steps any business owner can take to move from intention to action.The team also discusses why nonprofits benefit from a dedicated succession committee, how single point offailure relationships show up in due diligence and M&A activity (especially for founders whose relationships are central to the business), and why “start with the end in mind” is the question every founder needs to sit with before the succession plan can be built.If this episode resonated with you, subscribe and share it with a leader in your network who is navigating change.Visit pboadvisory.com to learn more about PBO's integrated approach to finance, people, and strategy, or to start a conversation with the team.Connect with PBO Advisory on LinkedIn for ongoing insights from Fran, Jennifer, Nicole, and the broader team.If you missed Episodes 1 and 2, find them in the show notes. The three episodes are designed to be experienced as a series.Chapters 00:30 - What Sophisticated Boards Expect01:15 - Where to Start at the Board Level02:37 - From Risk to Confidence and Governance04:47 - Succession at the Client Relationship Level05:37 - Mission Critical Roles and Risk Insulation08:26 - M&A, Due Diligence, and Client Stewardship09:15 - Referral Partners and Single Point of Failure Risk10:06 - Cross Training and Organizational Design10:28 - Where to Start: The Leadership Lens12:28 - Where to Start: The Financial Lens13:51 - Where to Start: The People Lens16:49 - Final Thoughts: Don't Be Overwhelmed17:41 - Final Thoughts: Be Proactive18:30 - Final Thoughts: Just Start19:35 - ClosingGuest Bios ⁠Francesca San Diego, CEO, PBO Advisory ⁠Fran leads PBO Advisory's integrated approach to finance, people, and strategy, advising CEOs and ownership groups through transitions, growth phases, and succession planning. ⁠Jennifer Rebis, CFO, PBO Advisory ⁠Jennifer brings the financial architecture to PBO's client engagements, including the modeling and capital allocation discipline required to make succession planning real. ⁠Nicole Devine, CPO, PBO Advisory ⁠Nicole leads PBO's people strategy work, including executive readiness assessment, culture continuity, and the development pathways that turn high potential leaders into ready ones. ⁠Joey McCoy, Host ⁠Joey moderates the PBO Perspectives podcast series. Links and ResourcesPBO Advisory websiteEpisode 1: Succession Planning — Authentic Insights from the C-SuiteEpisode 2: From Plan to Practice — The HonestConversations Behind Real Succession PlanningFran San Diego — Succession Planning as Strategic RenewalJennifer Rebis — The Financial Architecture of Succession PlanningNicole Devine — Succession Planning as Culture ContinuityConnect with PBO Advisory on LinkedIn
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません