Dealing with Grief in the Planning Process
Good grief! Have you ever scratched your head wondering why your client is resisting the creation of an all-important succession plan, especially if that’s what you’ve been hired to do? Or maybe your aging accounting client keeps ignoring your suggestions to work with a succession planning expert?
You might be surprised to learn that grief is actually one of the emotions and invisible barriers to creating a plan for succession. But what is the grief about? Where does it come from? And what can you do about it?
You might be surprised to learn that grief is actually one of the emotions and invisible barriers to creating a plan for succession. But what is the grief about? Where does it come from? And what can you do about it?
Matthew Kerzner, PhD Candidate in Organizational Psychology, will share some of his research:
- Learn about the significant and unintended business benefits of creating a succession plan
- What are the psychological barriers to creating a succession plan?
- Which business founders and leaders are most likely to put up these barriers?
- Signs and symptoms to look for when you sense the succession planning process is getting bogged down
- Tips for coaching business founders and leaders through their planning resistance
About the presenter:
Matthew Kerzner is a Senior Manager in the Center Family Business Excellence Group at EisnerAmper LLP. Matt has more than 25 years of experience in organizational development with a specialization in assisting family businesses and closely held businesses with addressing transition, financial stability and sustainability, and human performance management matters. Matt is an adjunct professor at the University of New Haven, and a PhD candidate in Business Psychology through the Chicago School of Professional Psychology. Learn more.
Members can view the webinar recording below.
