Speaker Series

21 Jan

Succession Plans and Exit Strategies – Part III

Part III: Tuesday, January 21, 2014

“Honey, I’m Home”

Featuring keynote speaker Dr. Robert Delamontagne, entrepreneur and business owner.

Dr. Delamontagne is a leading expert on retirement issues and author of “The Retiring Mind” and “Honey, I’m Home.” His presentation on the psychological dynamics of retirement addresses the following:

  • Why successful individuals often struggle in retirement
  • Most common mistakes made in retirement and how to avoid them
  • Insights and actions to help ensure a happy retirement

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24 Sep

Succession Plans and Exit Strategies – Part II

Part II: Tuesday, September 24, 2013

“Getting the Deal Done”

Featuring keynote speaker Mr. Tom D. Harris, Partner in the Mergers and Acquisitions and Family Office Groups at Haynes & Boone

Mr. Harris has more than 20 years’ experience in acquisitions and divestitures. He has represented both buyers and sellers in public and private sale-of-business transactions. His presentation addresses practical issues in selling a business, including various deal structures and their consequences.

21 May

Succession Plans and Exit Strategies – Part I

Part I: Tuesday, May 21, 2013

Preparing for an Eventual Exit

Featuring keynote speaker Dr. Gordon Walker, PhD, Professor and Chairman of the Strategy and Entrepreneurship Group at the Edwin L. Cox School of Business at Southern Methodist University.

Dr. Walker specializes in strategic planning, corporate and business strategy, institutional economics and organization theory. He has worked as a consultant with many firms, large and small, including Spring, EDS, Xerox, General Motors, Johnson and Johnson, and Texas Industries.