US & Canada: (866) 824-5452Strategic Succession Planning
Ensuring Client Confidence and Leadership Continuity
With delicate client relationships and entrenched “my client” mindsets, organizations encounter a multitude of hurdles in transitioning key personnel. This webinar explores the intricacies of succession planning, including strategic imperatives, complexities of compensation policies, ongoing client satisfaction, and practical steps essential for seamless transitions.
Join Stacey Morrow, Legal Industry Director at Introhive, Gary Shamis, CEO of Winding River Consulting, Kevin Wheeler, Principal at Wheeler Associates, and Ben Hymans, Head of Operations, Platform and Analytics Global Client Care at CBRE as we explore the vital role of succession planning in preserving the integrity and longevity of organizations.
Gain insights into identifying and nurturing future leaders early on, ensuring a steady stream of talent ready to steer the organization forward. Learn how aligning growth strategies with succession planning can lead to informed decisions that preserve the organization’s legacy while fostering innovation and adaptability.
Key Takeaways:
• Proven techniques for discussing succession planning with retiring colleagues, fostering openness and cooperation.
• Strategic approaches for transitioning client relationships smoothly, ensuring continued satisfaction.
• Effective methods for identifying and developing future leaders, building a strong talent pipeline.
• Practical approaches for involving clients in succession, nurturing trust and loyalty.
• Valuable insights on aligning compensation with succession goals, promoting collaboration and teamwork.
SPEAKERS
Stacey Morrow
Moderator – Legal Industry Director at Introhive
With over 15 years of experience in the legal tech space, Stacey brings extensive industry knowledge from working with both solo attorney firms and the largest law firms. For the past 8 years, she has specialized in marketing, sales enablement, and CRM solutions for AM 200 law firms.
Ben Hymans
Head of Operations, Platform and Analytics Global Client Care at CBRE
Ben has been working in the field of Client and Business Development for the past 20 years at CBRE. He leads the client care programme for their UK business which accounts for over 40% of total revenue. He has also rolled out an in-house client feedback programme covering strategic relationship assessments and post pitch / transactions reviews. Ben is also the global platform practice group leader for client care spearheading a number of critical projects relating to client data and platforms/systems/processes that are being leveraged by the global client care team.
Gary Shamis
CEO of Winding River Consulting
Gary founded Winding River in 2016 after growing SS&G to the 37th largest firm in the U.S. and has earned honors such as E&Y Entrepreneur of the Year; a Top Ten Managing Partner Elite (Accounting Today), Most Admired Peer (INSIDE Public Accounting); and more than a dozen appearances on the Most Influential list (Accounting Today). Gary is the co-author of How to Manage Your Accounting Practice: Taking Your Firm from Chaos to Consensus (2009), Stratagem: Simple, Effective Strategic Planning for Your Business and Your Life (2013), Building Blocks (2019), Building Blocks-Second Edition (2024).
Kevin Wheeler
Principal at Wheeler Associates
Kevin has been advising professional services firms on all aspects of strategy, marketing, business development, and key account management (KAM) for more than thirty years. Before setting up Wheeler Associates in 1997, he had been CMO with a Top 10 London law firm and Europe’s leading private equity house.
