Panel: Unplanned Succession Planning - Lay the Foundation for Success!

Online Event

09 April, 2021

7:00 pm - 8:00 pm UTC

7:00 pm - 8:00 pm UTC

Panel: Unplanned Succession Planning - Lay the Foundation for Success!

Speakers: Rod Bench; Joselin R Martin; Sandy Sloyer CPA, CGMA, MBA

  • Format


  • Level


  • Duration


Featuring a panel of successful C-level executives, this webcast examines key considerations of a proactive succession planning process that builds a strong leadership pipeline within your organization and mitigates risks during the transition. This is an AICPA 2020 CFO Conference session rebroadcast.

Learning outcomes

  • Determine how to build strong leadership pipelines to mitigate departure risks
  • Determine how to create a succession and transition plan to ensure success when leadership departures happen

£49.00 (CIMA members only)


VAT calculated on checkout

Product information


Succession planning: a proactive approach to leadership change

This is an AICPA CFO Conference session rebroadcast.

Preparing for the unexpected. Or in most cases, preparing for what is expected. Either way, leadership change is inevitable. And how you plan for it determines the impact on you and your organization.

Organizations face constant pressure to build a strong, effective, and sustainable leadership pipeline. Like most strategic planning, this is easier said than done.

When it comes to the succession planning process, many organizations are challenged to ensure their succession strategy is flexible enough to meet the needs of the organization and its employees. A suitable succession plan prevents organizations from taking a reactive approach to a leadership vacancy.

This webcast, featuring a panel of successful C-level executives, will proactively prepare you for a smooth transition to ensure leadership changes do not interrupt major business initiatives. The planning process and resulting plan also deliver other benefits, including:

  • Motivating employees by creating growth opportunities
  • Identifying skills gaps and talent development needs
  • Adapting the organization to changes in leadership
  • Transitioning highly specialized skills into key roles
  • Preserving institutional knowledge

Key Topics:

  • Private equity situation – replacing founder of recently funded start-up
  • Internal COO change situation – handling broad responsibilities of a chief operating executive whilst transitioning to a new leader
  • Financial considerations
  • Knowledge transfer and other planning considerations

Who should take this course?

  • CGMAs
  • C-level executives from firms of all sizes
  • Anyone in a leadership position

Professional development

This Webcast offers 1 hours of CPE credit.
Note on CPE Requirements and Credits
All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Prerequisites:3-5 years in the profession
Programme level:Intermediate
Access:This is a live event. You will have access to webcast on the date/time of broadcast and the archive for 3 months after the broadcast date.

Return and refund policy

£49.00 (CIMA members only)


VAT calculated on checkout


  • Rod Bench

    Rod Bench Principal, Pillar International Insurance Advisors

    Rod Bench was the founder and principal of RA Bench, a highly successful financial services organization in Seattle, and managed the firm prior to its sale to USI Kibble & Prentice in 2010. He previously served as an executive officer of New England Financial and was responsible for the company’s marketing efforts; its individual insurance product development; and the legal, design and administration teams supporting all employee benefit plans. In 2016, he joined the group which acquired the individual life and disability insurance business of USI Kibble & Prentice as an equity principal and serves on the management committee of PILLAR International Insurance Advisors.

    Rod acts as a senior advisor to many family owned enterprises regarding their succession planning and wealth management issues both in the U.S. and abroad. He is also a recognized expert on the design, financing, reporting, and integration of all forms of executive fringe benefit plans; and the structuring of investment and insurance arrangements to meet the financial and reporting requirements of these programs for both private and public concerns.

    Rod is currently a trustee and chair of the finance committee for Seattle University and has served as a director of a number of industry and charitable organizations. He is a Chartered Life Underwriter and holds advanced designations in Business Tax Planning; Pension Planning and Estate Planning from the American College.

  • Joselin R Martin

    Joselin R Martin Owner/CEO, True North CFO LLC

    Joselin R Martin, CPA, CGMA, CCIFP is CEO of True North CFO, where she work with business leaders to strategically evolve the organization from its current state to the desired future company, financially and operationally.

    Joselin started her career in her family construction company working with the bookkeeper. After graduating from Brown University, she worked as an auditor in a major accounting firm, lectured undergraduates on microeconomics, and spent over 20 years in the construction industry, retiring as CFO for a specialty construction subcontractor. Founding True North CFO is her opportunity to share her accumulated experience to help other companies achieve their goals.

    Joselin is active in the Maryland Association for CPAs, serving two terms on the board and has been on the Business & Industry committee for the past 13 years. She was also an early supporter of the joint venture that led to the CGMA designation. She went on to serve on the AICPA Business and Industry Committee, and is a past chair of the AICPA America Regional Advisory Board. She was recognized as a 2019 MACPA/AICPA Experienced Women to Watch.

  • Sandy Sloyer CPA, CGMA, MBA

    Sandy Sloyer CPA, CGMA, MBA Chief Financial Officer, CFGI Private Equity CFO Services

    Sandy Sloyer provides Chief Financial Officer leadership and support services to mid-sized, multi-site private and private equity owned service organizations for CFGI, Inc. Her diverse experience includes various national and regional companies ranging from a physical therapy company to an early stage dental services organization, a medical billing company, a division of Aramark Sports & Entertainment, regional hospice companies, and a national franchise organization.

    Her career includes leading these companies through major initiatives, ownership changes or restructurings. She has extensive experience with distributed, multi-site businesses in the healthcare, hospitality, retail and distribution industries.

    She began her career with PwC. She earned her BA in Accounting and Music from Taylor University in Upland, IN and MBA from Moravian College in Bethlehem, PA.

    Sandy served on the Board of Directors, and Audit and Finance Committees of the American Institute of Certified Public Accountants and in various leadership positions with the Pennsylvania Institute of Certified Public Accountants. She was also a member of the Audit Committee of the Pennsylvania Horticultural Society.