The Succession Planning Roundtable (SPRT) is a forum for financial service professionals to:

  • Expand their knowledge about the many facets of succession planning and exit
  • Build a strong network of resources that can be available as needed to help them serve their clients better through succession and exit.

SPRT was started by Abby Donnelly (founder of The Leadership & Legacy Group) in association with The Society of Financial Service Professionals.

The typical attendee is a CPA, Attorney, Financial Advisor or Risk Manager who works with business owners and CEO’s, but anyone interested in learning about this important topic is welcome to attend.

SPRT Meetings are from 7:30am to 9am, on four Tuesdays per year and usually attract 30 – 45 professionals.

Programs are facilitated by Abby Donnelly and include either a presentation by a subject matter expert or a panel discussion that includes panelists who bring a variety of different perspectives. We encourage a high level of engagement with the audience and a hearty Q&A.

Sponsors are featured in the newsletter announcements promoting the event that is sent to the entire membership of the Society of Financial Service Professionals (about 260 members) and are offered the opportunity to do a three minute presentation, hand out information and network with the group at the event.CLICK HERE TO SPONSOR ONE OF OUR FEATURED PROGRAMS.