Compeer Financial is excited to announce a must-attend event at this year’s World Dairy Expo for dairy producers and those involved in farm operations: “Securing the Future: A Candid Conversation about Dairy Farm Transition Planning.” The event will take place on Tuesday, October 1, at 9:00 a.m. at The Tanbark in the arena at World Dairy Expo and will also be offered as a virtual livestream.

This interactive session, hosted by Peggy Coffeen, founder and host of the UpLevel podcast, will feature a panel of experts who will dive into the complexities of transitioning a farm to the next generation. Attendees will learn valuable strategies for:

• Navigating the financial and legal aspects of transition planning
• Bridging generational communication gaps
• Ensuring a smooth transfer of ownership and leadership

In-person attendees will receive a voucher for a free item from the famous Grilled Cheese Stand, a crowd favorite at World Dairy Expo. This event is designed to provide practical insights, and participants will leave with a roadmap for a successful transition plan.

For those who cannot attend in person, the livestream will offer full access to the discussion, with the opportunity to ask questions in real time. All registrants – both in-person and virtual – will receive a recording of the event, so even if you can’t attend live, you’ll be able to access the valuable content afterward.

“Transitioning a farm is one of the most important – and often challenging – steps for dairy producers,” said Peggy Coffeen, the event’s host. “This event is about offering actionable advice that farm owners can use to plan for the future, ensuring their operations remain successful for generations to come.”

Meet the Panelists:

• Dennis, Jeni & Alan Oechscner, Oechsner Farms: This seventh-generation dairy farm is currently navigating a 10-year ownership transition plan. The Oechsners will share their firsthand experience managing multi-generational dynamics while embracing modern technologies.
• Jared Holt, President & CEO, Ascent Financial: Jared brings deep financial expertise to the discussion, offering insights on estate planning, debt management and financial strategies for long-term success.
• Steve Schwoerer, VP of Dairy Lending, Compeer Financial: With over 31 years in dairy lending, Steve will share his knowledge on financial planning for transitions and how Compeer supports dairy clients through the process.

Event Details:

What: Securing the Future: A Candid Conversation about Dairy Farm Transition Planning
When: Tuesday, October 1, 2024, at 9:00 a.m.
Where: The Tanbark in the arena at World Dairy Expo (Madison, Wis.) and available via livestream
Virtual Event Registration: www.compeer.com/wde2024

Whether you’re attending World Dairy Expo in person or joining the event virtually, this is a can’t-miss opportunity to learn from experts and peers about how to secure the future of your dairy operation.