Succession Planning Session with Bank of America
Tuesday, June 25 | 9:00 AM & 10:30 AM
What’s in your envelope?
Entrepreneurs are intensely focused on leading and growing their businesses. However, events can occur – whether planned or a matter of chance – that may result in a change in direction and ownership for you and your company. Succession planning does not begin when you’ve chosen which path to forge or when that path has been chosen for you. Rather, these strategic activities should be an ongoing part of running your business.
This exclusive session on succession planning with experts from Bank of America will cover the steps you can take now to be better prepared for when you decide to step away from your company, including
A framework for recognizing the wide range of constituents who have a stake in the disposition of your company
Insights on the market for private businesses, your possible exit options, and how each relates to your personal priorities
Actions you can take today to help prepare your company, and you, for that future event
Karen Reynolds Sharkey is the National Business Owner Strategy Executive with Bank of America’s Private Bank. Headquartered in New York City, Karen directs the bank’s strategy, outreach and offerings to entrepreneurs and their family members. Karen partners with advisory teams and specialists nationally to provide thoughtful guidance and innovative research on critical issues including business succession, liquidity strategies, family governance, wealth transfer and philanthropy.
Karen joined Bank of America Private Bank in 2010, serving as a Market Executive for Metro New York and was a member of the Metro New York leadership team, prior to her current role. Previously, Karen spent 17 years with the Investment Bank at J.P. Morgan. She holds an M.B.A. from NYU Stern School of Business and her B.A. in Economics and History from Rutgers College.
Courtney Barker is a Vice President at Bank of America in the middle market Investment Banking division and is based in Boston, MA. Courtney works with companies in a variety of industries to help raise private capital, execute M&A sell-side and buy-side strategies, as well as enter the public markets through IPOs and Follow-Ons. Prior to Bank of America, she was a Director in Oppenheimer's Technology Investment Banking Group, specializing in the coverage of Cybersecurity and Infrastructure Software.
Prior to Oppenheimer, Courtney was an investment banker at AGC Partners, a boutique technology investment bank in Boston, MA. Courtney started her career in the IT team at Merrill Lynch & Co., where she liaised between application developers and business end-users. She was promoted to Assistant Vice President and managed Merrill Lynch Bank Suisse’s Application Support team in Geneva Switzerland prior to attending business school. Courtney has an MBA with a concentration in Finance from the MIT Sloan School of Management and a BA double-major in Computer Science and Mathematics from Colby College.
Anita Saggurti is the National Business Owner Strategy Specialist with Bank of America Private Bank. Based in New York City, Anita works with our internal specialists to ensure that we are providing our Business Owner clients with relevant and meaningful research and guidance on issues important to them, including succession planning, philanthropy, and wealth transfer strategies. Anita was most recently a project manager for Bank of America Private Bank’s New York Tri-State Division, and prior to that role was part of the brand strategy group at Macy’s.
Anita holds a J.D. from the University of Texas and a B.A. from the University of Pennsylvania. Anita is also on the board of the University of Pennsylvania Sphinx Society and volunteers with Sakhi for South Asian Women’s economic empowerment group.
Nancy Keller-Go is a Managing Director and Wealth Strategy Market Director at Bank of America Private Bank. Working with clients and their advisors, Nancy and her team offer bespoke strategies in the areas of trust, gift and estate planning, charitable giving, cash flow and retirement planning, business succession planning and asset preservation. The team works in concert with associates across Bank of America Private Bank to offer a broad range of investment management, trust services and liquidity solutions. Nancy specializes in family and philanthropic legacy planning and planning for collectors.
Nancy joined the Private Bank in October of 2018, with over 20 years of legal and business experience. For the previous six years, Nancy served as Head of Estates and Special Investments at Harvard Management Company, Inc., the investment management firm for Harvard University’s endowment. In that capacity she focused on gift structuring with art, real estate and business assets and oversaw estates and trusts benefiting the University.