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Planning for Success: Succession Planning and Business Continuity for All Stages of Your Legal Career

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"If you don't know where you are going, you'll end up someplace else." – Yogi Berra

Whether you are just starting your practice, at your peak performance or winding down, planning for business continuity and succession is not only smart, but is also your ethical responsibility.

In this program, we focus on practical and actionable steps you can take to ensure business continuity, including planning and policy.

Also, find out how to plan for winding down your practice and explore what opportunities await in retirement.


  • Succession Planning and Business Continuity
  • Planning for Retirement
  • Retiring

Rebroadcast (Original Live Webcast Date: April 14, 2021)
Monday, September 13, 2021
8:55 AM–4:20 PM

Click here to view the full program agenda.


  • Suzanne Brown, Suzanne Brown Resources PLLC, Chapel Hill
  • James A. "Jim" Calloway, Oklahoma Bar Association, Oklahoma City, OK
  • Thomas C. "Tom" Grella, McGuire Wood & Bissette, Asheville
  • Nan E. Hannah, Hannah Sheridan & Cochran LLP, Raleigh
  • Alisa D. Huffman, Family & Elder Law, Cary
  • Thomas E. "Tom" Lenfestey III, The Law Practice Exchange LLC, Cary
  • George W. Lennon (retired), Lennon Camak & Bertics PLLC, Raleigh
  • Nichole P. McLaughlin, North Carolina State Bar, Raleigh
  • Catherine Sanders Reach, NC Bar Association, Cary
  • Mark A. Scruggs, Lawyers Mutual Liability Insurance Company of North Carolina, Cary
  • Roberta L. Tepper, State Bar of Arizona, Phoenix, AZ
  • Laura L. Yaeger, Law Office of Laura L. Yaeger, Charlotte
  • Patrick H. Yanke, Yanke Financial LLC, Raleigh

NCBA Center for Practice Management with support from the Professional Vitality Committee and Seniors Lawyers Division

  • Catherine Sanders Reach, NC Bar Association, Cary (Planner)

North Carolina: 6.50 MCLE Hours

0.50 Ethics/Professional Responsibility
1.00 Substance Abuse/Mental Health


See pricing below. Discounts may be available for NCBA members who are students, law professors, judges or legal services/public interest attorneys. Call CLE at 919.677.0561 for details.