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Wed, Aug 04


Zoom Conference

August Peer Group

“Where Are You with Your Succession Plan?” with Thomas Donahue, CFBS

Registration is Closed
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Time & Location

Aug 04, 2021, 3:30 PM – 5:30 PM EDT

Zoom Conference

About The Event

Join the New York Family Business Center on Wednesday, August 4 for a Peer Group session focusing on succession planning from a financial aspect. As you look to the future for yourself, your family, and your family business, what are you hoping for financially? Tom Donahue will be our moderator in a discussion about succession planning and financial wellbeing.

Tom founded the New York Family Business Center in 2008 and was instrumental in establishing the strategic relationship with Le Moyne College. Tom has been involved in the financial and insurance industry, advising family owned businesses, institutions, and individuals.  He earned his designation as a Certified Family Business Specialist in 2005 from The American College, a designation held by approximately 300 financial services professionals worldwide. He has held industry positions of Investment Specialist, Director of Wealth Management and Annuity Specialist throughout his career. Early in his career he worked in a family business owned by his father, and now, along with his wife, owns the Skaneateles Montessori Preschool. Tom also owns and manages the financial operations of multiple Southwest Florida Firehouse Subs restaurants.  An avid outdoor enthusiast, Tom currently serves as a National Ski Patrol Alpine Patroller and is Director of the Song Mountain Ski Team.  He is a past Supervisory Committee Board of Directors member, Visions Federal Credit Union, and has served as Board of Directors member, President and Chairman for many civic and philanthropic organizations.

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