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January 7, 2027
5:30pm to 7:00pm (ZOOM)
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The Missing Seat at the Table:
Adding Succession Dynamics to the Advisory Team
Presented by:
Stephanie Zenker
Succession Dynamics Specialist for Family Enterprises
1 Hour of MCLE & CFP Continuing Education Credit Offered
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Join us for an insightful session on one of the most overlooked elements of family enterprise succession: the dynamics between the people the plan was built for.
The Missing Seat at the Table: Adding Succession Dynamics to the Advisory Team
About the Program
Every advisory team around a family enterprise succession has legal counsel, financial advisors, and often a business valuator. But few have someone whose role is to address what the family has left unspoken.
When a succession transition stalls, the instinct is often to revisit the documents, the valuation, or the plan. But what if the plan was never the problem?
In this session, Stephanie Zenker, succession dynamics specialist and member of the Purposeful Planning Institute, will explore what changes when a succession dynamics specialist becomes part of the advisory team.
You’ll learn:
- What a succession dynamics specialist does—and does not do—within an advisory engagement
- When and how to bring this role into the succession process
- How to define scope, engagement points, and boundaries
- How to position the addition with a client so it strengthens the advisory team rather than suggesting something was missing
- Why what goes unspoken can determine whether a technically complete succession plan ever gets signed
Meet the Speaker
Stephanie Zenker is a succession dynamics specialist serving multi-generational family enterprises. Her work focuses on surfacing what a family has left unspoken and putting it in front of them—without prescribing what happens next.
Her background in quality management, including experience as a certified SQS auditor and EFQM Business Excellence coach, informs her approach. She sees the family enterprise structurally, not clinically: looking for where the system breaks down and what may be preventing the transition from moving forward.
Based in Los Angeles, Stephanie brings a distinctive perspective to the succession advisory team.
Don’t miss this opportunity to explore the seat that may be missing from the table.
Register today and join us for the conversation.
Meeting Agenda/Schedule
January 7, 2027
5:30pm - Webinar Opens/Networking
5:50pm - Sponsor Introduction
5:55pm- Speaker Introduction & Presentation
7:00pm- Event Concludes
REGISTRATION COST
Members - $25 | Guests - $35
The Tri-Valley Estate Planning Council is a multi-disciplinary group of estate planning and related professionals focused on delivering exceptional services to clients by providing and strengthening:
Cutting-edge continuing education to develop best practices in estate planning, wealth preservation and legacy; Communication and collaboration with peers across disciplines; A reliable network of referral sources with experienced, like-minded professionals
