Business Succession Takes “Considerable Planning.”
Business Succession Takes “Considerable Planning.”
Chia-Li Chien, Ph.D., CFP®, PMP®, CPBC
Chia-Li Chien, Ph.D., CFP®, PMP®, CPBC, is a Succession Program Director at Value Growth Institute. Before her starting her consulting practice, she held several senior management positions in Fortune 500 companies, including Diageo, ABB, CIGNA, and RSA Insurance Group. Dr. Chien is a frequent speaker about succession planning at national conferences and has published three award-winning books, including her most recent publication, “Enhancing Retirement Success Rates in the United States.” She publishes research on succession topics in a variety of academic and practitioner research journals. Dr. Chien serves on the boards of various national financial service associations. She holds a doctorate in financial planning and is a Certified Financial Planner (CFP®) as well as Project Management Professional (PMP®). Dr. Chien is an Assistant Professor and Director of the Financial Planning Program of California Lutheran University.
Budgeting vs. Forecasting: What’s the Difference?
Budgeting vs. Forecasting: What’s the Difference? by Chia-Li Chien.
Meet Your Business Goals with Forecasting: Creating a Forecasting System
Chia-Li Chien | Aug. 28, 2014 In my previous article, How Well Do You Forecast in Business? we explored the difference between forecasting and budgeting. We concluded that regular monitoring to forecast and reforecast can…
Be Ready with a Succession Strategy
Succession Strategy 101. Keep focused on value and your transfer goals. Doing what’s best for you, your family and your employees.
The Unknown Known about Women Owners’ Succession
The Unknown Known about Women Owners’ Succession
Is your business working for you?
How is your business working out for you?