Watch for additions to this page as new workshops and presentations are added to the calendar. 

Upcoming Events and Workshops


Perpetuation Strategies: What's your goal?

 Doug Sippel leads this essential workshop for insurance agents and brokers.

Doug Sippel leads this essential workshop for insurance agents and brokers.

What should you be doing to preserve the agency and see that it has its best foot forward after you're gone?" 
What should you be doing to select the best course of perpetuation and management transition?"

Transitioning your business to new owners, new leadership, or new management is a complicated process. It can be overwhelming, frustrating, even scary if you don't have the right processes in place.  Spend just 1 day with us to better understand the dynamics.  Put practical and sound practices in place to ensure your agencies preservation, health and stability for the next generation is secure.

This intensive 1 day Business Transition Planning Workshop will introduce 3 primary steps to creating a successful transition of leadership, ownership and management of a closely held business.
   1. Management Succession - becoming a passive owner
   2. Ownership Transition - passing the legacy
   3. Family Unity - aligning the family interests

Earn 8 CE Credits in Oregon