$55 – $65

Speaker Series - Philanthropy as a Strategic Business Advantage

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Center Club Orange County

650 Town Center Drive

Garden Level

Costa Mesa, CA 92626

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Event description
Philanthropy as a Strategic Business Advantage - Maximizing Opportunities for All through Business Exit Planning

About this Event

Your entrepreneurial clients will one day need an exit strategy, and they may struggle with the personal, family, and business issues involved. Are you prepared to offer critical guidance? For this Orange County Advisors in Philanthropy (OC AiP) Speakers Series program, Sherri Neasham, independent exit planner with NAVIX Consultants will discuss key elements of exit planning, including:

  • The needs and desires of business owners thinking of future exit
  • The best exit planning conversations and subsequent strategies
  • How and when to introduce philanthropic opportunities
  • How to help owners discover and commit to a new, philanthropic mission

An entrepreneur and experienced business coach, Sherri has built companies in four different industries. She has also served as partner and board member of San Diego Social Venture Partners, investing capital and coaching time in organizations focused on solutions for homelessness, hunger, poverty, education, youth violence and foster care. She now serves as Chairwoman of Leadfusion, Inc., is a mentor and Chair-Elect of Chairmen's Roundtable, and is an Entrepreneur in Residence for Connect in San Diego.

You will leave the program with an understanding of exit planning best practices and a diagnostic tools that you can use immediately to assist your clients.

Lunch and valet parking are included in the registration fee.

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Date and Time

Location

Center Club Orange County

650 Town Center Drive

Garden Level

Costa Mesa, CA 92626

View Map

Refund Policy

Contact the organizer to request a refund.

Eventbrite's fee is nonrefundable.

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