BMO Family Office
CFO webinar series: Session 3 – Equipping CFO’s for business owner planning
The role of the CFO is evolving beyond day-to-day financial and accounting functions. The CFO may now also find themselves involved in business transition and personal wealth planning discussions for company owners. Learn from members of our BMO Corporate Advisory and BMO BOSS- Business Owner Strategies and Solutions team on how to navigate what are often multi-faceted business owner planning situations.
Please click the image below to watch the third session of a five-part virtual webinar series.
Please click on the links below to watch session 1 and 2
CFO webinar series: Session 1 - Pre-Transition planning can save estate tax dollars
CFO webinar series: Session 2 - Winning the talent battle: Equity compensation incentives to attract and retain management
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