NGI Course Materials

Welcome to the Next Generation Institute. Our team looks forward to providing you with a meaningful experience that sets your team on a positive path toward succession.

Please bookmark this webpage. Each month, on the Friday before the scheduled session, we will post the applicable session materials for anyone who prefers to work with digital documentation. Please note that it is not necessary to print these materials. Copies will be provided at each session, to be inserted into your binder that should be brought with you to every session.

Principles of Succession

Step 1: Foundation of a Successful Transition

Step 2: Forming the Team

Step 3: Goals, Expectations & Contingency Planning

Step 4: Strategic Planning & Management

Step 5: Valuation & Financing

Step 6: Optimizing Legal & Tax Structures

Steps 7 & 8: Communicating the Plan & Developing a Plan of Action

All sessions run

7:30 a.m. - 1:00 p.m. (Facilitators and Family Guides begin at 7:00 a.m.)

• Session 1: 11/14/17
• Session 2: 12/12/17
• Session 3: 1/9/18
• Session 4: 2/13/18
• Session 5: 3/13/18
• Session 6: 4/17/18
• Session 7: 5/8/18
• Session 8: 6/12/18
  

11/13/17 Welcome to NGI [original link path: /content/dam/business/centers/goeringcenter/images/Institutes/Welcome to the Next Generation Institute.pdf]

11/16/17 Personal Data Forms [original link path: /content/dam/business/centers/goeringcenter/images/Institutes/111617_Personal%20Data%20Forms.pdf]

New 12/11/17 Session 2 Communications [original link path: /content/dam/business/centers/goeringcenter/images/Institutes/Session 2 Communication.pdf]

• G1 Personal Data Form [original link path: /content/dam/business/centers/goeringcenter/images/Institutes/NGI_G1 Personal Data Form.pdf]
• G2 Personal Data Form [original link path: /content/dam/business/centers/goeringcenter/images/Institutes/NGI_G2 Personal Data Form.pdf]

Sharonville Convention Center
11355 Chester Road
Cincinnati, OH 45246

(513) 771-7744
sharonvilleconventioncenter.com