Compare courses
Cornell CALS

Succession Planning Kickoff Seminar for Farm Businesses

This course has no confirmed dates in the future. Subscribe to be notified when it is offered.

Relevant courses

Course format
Starting after
Ending before


Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with Cornell CALS.

Full disclaimer.


The 2nd annual conference will focus on addressing the challenges surrounding succession planning for farm businesses, including tax, legal and estate implications, family communication, and financial issues. Speakers will include Steve Walker, Esq., Erica Leubner, MSW, of NY FarmNet, and John Lehr of Farm Credit East. In addition, a diverse panel of producers will share their experiences around business transition. Following the program, producers will be able to sign up for a three part follow up workshop series, which will focus on helping the farm prepare to move forward with their transition planning process.

  • 8:00 a.m. Registration
    • Trade show open
  • 9:00 a.m. Introduction
    • Anna Richards, PRO-DAIRY
  • 9:15 a.m. Finance and Cash Flow Considerations
    • John Lehr, Farm Credit East
  • 10:15 a.m. Break
    • Trade show open
  • 10:45 a.m. Legal Issues in Estate and Succession Planning
    • Steve Walker, Esq.
  • 12:00 p.m. Lunch
    • Trade show open
  • 1:00 p.m. Family Business Communication
    • Erica Leubner, NY FarmNet
  • 2:00 p.m. Producer Panel
  • 3:00 p.m. Networking and Trade Show
  • 4:00 p.m. Adjourn
Foster School of Business

Finance and Accounting for Non-Financial Executives

UW Foster Executive Seminars

Next dates

Nov 18—20, 2019
3 days
Seattle, Washington, USA
USD 3300
USD 1100 per day


Make decisions that positively impact the bottom line

This three-day seminar will provide you with a better understanding of the numbers side of business. The curriculum introduces essential accounting and finance concepts for managers without a financial background. Learn key principles and build a solid foundation for interpreting and analyzing financial data. Upon completion of this seminar, you will be able to apply what you have learned at work and make effective decisions based on your organization’s financial information.

Benefits of attending

  • Learn to communicate clearly with financial experts so you can understand concepts such as profitability, financial strength, and how to project future growth.
  • Understand the basic concepts and techniques of financial analysis to make better business decisions and get better results.
  • Learn to assess the risk of an opportunity and determine a minimum acceptable return.
  • Evaluate and choose the best financing options for your company.

Content overview

Understanding Financial Statements

  • Key concepts including assets, liabilities, equity, revenues, and expenses.
  • How to use the Income Statement, Balance Sheet and Cash Flow Statement to understand
  • a company’s financial position and performance.
  • Framework for basic financial statement analysis including ratio analysis.

Using Accounting Data in Decision-Making

  • Finding the best data to use when analyzing an important business decision.
  • Finding relevant cost data for common decisions — e.g. adding or dropping a product, product pricing, etc.

Cost-Volume-Profit Analysis and Business Risk

  • How cost structure decisions affect profit potential and business risk.
  • Using cost-volume-profit analysis to make cost structure choices.

Performance Evaluation

  • Alternative frameworks for evaluating performance.
  • Setting strategic objectives, measuring performance, and defining targets using the Balanced Scorecard.

Financing the Business

  • Alternative sources of capital, including equity financing, loans and trade credit.
  • Selecting the best financing mix taking into account risk, taxes, timing, and out-of-pocket costs.
  • Financing options to handle seasonal demand.

Investment Analysis

  • Organizing the capital budgeting process.
  • Setting the minimum acceptable rate of return on an investment.
  • The impact of inflation, taxes, allocated costs, and other factors on an investment decision.
  • Understand NPV and IRR, and how they are used to evaluate projects.

Schedule at a glance


  • 8:00 – 8:20 a.m. Check-In and Continental Breakfast
  • 8:20 – 11:45 a.m. Class
  • 11:45 a.m. – 12:30 p.m. Lunch provided
  • 12:30 – 3:45 p.m. Class


  • 8:00 – 8:30 a.m. Continental Breakfast
  • 8:30 a.m. – 12:00 p.m. Class
  • 12:00 – 12:45 p.m. Lunch provided
  • 12:45 – 4:30 p.m. Class


  • 8:00 – 8:30 a.m. Continental Breakfast
  • 8:30 a.m. – 12:00 p.m. Class
  • 12:00 – 12:45 p.m. Lunch provided
  • 12:45 – 3:00 p.m. Class


Detailed Description
Detailed Description
Show more