CE10

The Succession Playbook: Leadership, Investment, and Firm Value

5/14/2026|CONTINUING EDUCATION|STRUCTURED

1.50 ConEd Learning Hours
10:30a.m.-12:00p.m.

Succession is one of the biggest challenges facing Ontario firms today. This panel brings together a firm leader, an investor, and a strategic advisor to share real experiences, fresh perspectives, and practical strategies. Through dialogue and interaction, participants will gain new insights into leadership, ownership, and the future of firm value.

Learning Objectives
1. Identify drivers of value in firm succession.
2. Analyze leadership and owrship challenges.
3. Apply strategies for sustainable succession.
4. Evaluate investor perspectives on firm growth.

Elaine Pantel, CPA, CGA, ICD.D
Principal, Elaine Pantel Professional Corporation
Ari Bose, OAA RAIC, AIA
Founding partner and chief growth officer, Bluwatr
Justin Young
Principal, Idea Workshop
Brent Whitby

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