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Archive for June, 2011


Zions Bancorporation – Next Steps: Succession Planning

Founded in 1873, Zions Bancorporation operates in the western United States, has about $50 billion in assets, 500 locations, and almost 12,000 employees. Zions wanted to replace its stand-alone systems with a single platform solution to create a seamless cycle of learning, performance management, development and succession planning. Learn how Plateau became Zions Bancorporation’s one-stop-shop [...]

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Elaine Froese – What is the Right Time to Start Family Farm Succession Planning

Elaine Froese discusses with me when is the ideal time for the family to sit down and discuss the succession plan for the family farm operation. Is there a right age or time of year or is there other factors. Duration : 0:7:16 Recommended ReadingManagement Succession Planning for Family BusinessesTake Charge of Your Plans For [...]

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Career & Succession Planning Demo Part (I) – SumTotal Systems

Learn how you can save your organization millions by reducing turnover rates and the costs of inevitable turnover with SumTotals Career & Succession Planning. You can systematically assess current talent and plan for the future with succession plans, identify critical positions and key gaps in your bench-strength, and fill those gaps with employee driven career [...]

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What is The Key to Family Business Management Succession Planning?

When it comes to family business management succession planning, and farm succession planning for that matter, there are lots of “keys” – virtually all of then claim to be the most important one. The truth is that there really is only one most important key to succession planning and it is not what you are [...]

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May 20th Network Sommelier vlog on private business owners

The top 3 concerns (amongst others) of a private business owner when planning for an exit and succession planning with family members are the following: 1) Maintaining current lifestyle 2) Providing for surviving spouse 3) Making sure there is plenty of liquidity when they decide to purchase another asset/business and they are not forced to [...]

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