Preconference 2026

PRECONFERENCE WORKSHOP

Succession Planning Workshop
Saturday, April 11
1:00 PM-5:00 PM

Prepare your firm for leadership transitions
with confidence and intention.

Essential for Continuity

Administrative leadership transitions can influence operational continuity, team morale, and firm culture. Learn how intentional planning protects your firm’s future.

Real-World Frameworks

Engage in discussion and practical exercises designed to help your firm navigate leadership changes with clarity and confidence.

Be Prepared

Whether planned or unexpected, thoughtful preparation ensures smooth transitions and supports teams while maintaining momentum.

This year’s preconference focuses on succession planning for administrative and management roles, an essential yet often overlooked area of firm continuity. Administrative leadership transitions can influence everything from operational continuity to team morale and firm culture, underscoring the importance of intentional planning.

Through engaging discussion and real-world frameworks, this workshop will explore how firms can approach changes in leadership with greater intention and confidence. Participants will examine how thoughtful preparation can support both planned and unplanned transitions while maintaining momentum across the organization.

CONFERENCE TERMS & CONDITIONS

TOPICS WILL INCLUDE:

Succession planning for key administrative and management roles
Preparing for unplanned transitions and leadership changes
Supporting teams and maintaining morale
Protecting and sustaining organizational culture

Whether you are actively planning for leadership transitions or just beginning to ask the right questions, this preconference will help you move from awareness to readiness.