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General Session

AG2214. Opening Remarks | Humanizing the Farm Transition Process

This session will focus on the unique ways that CPAs can influence the humanization of the farm transition.  You will learn how to redefine the client relationship from serving the founder to serving the family unit.  Attendees will also learn to look at the farm transition through the lens of 3 systems that are responsible for the complexity of these transitions.  You will also come away with crucial questions that must be confronted to not only perpetuate the farm, but also preserve the family relationships.  


Learning Objectives:

  • Identify ways to improve the approach to generational transition planning
  • Recognize unique ways that CPAs can influence the humanization of the farm transition.
Date/Time
CPE Credits
1.5
NASBA Field of Study
General
Level
Overview
Advanced Preparation
None