Sheila Christie Attains CSP® Designation to Guide Business Owners in Succession Planning

Sheila Christie earns the Certified Succession Planner™ (CSP®) designation, enhancing her expertise in business succession and wealth planning.

Sheila Christie, Director and Regional Wealth Strategist at Forvis Mazars, has achieved the Certified Succession Planner™ (CSP®) designation, further solidifying her expertise in wealth and succession planning. This distinguished credential, awarded by the International Succession Planning Association® (ISPA®), recognizes professionals who demonstrate mastery in guiding business owners through the complexities of succession planning.

With an extensive background in trust accounting, wealth planning, and probate administration, Sheila brings a wealth of experience to the table. Her leadership at Forvis Mazars, a global professional services firm, is centered on delivering strategic financial solutions, fostering client relationships, and navigating succession transitions with precision and care.

Earning the Certified Succession Planner™ (CSP®) designation enhances Forvis Mazars' ability to serve clients at the highest level. By integrating this expertise into her work, Sheila ensures business continuity and long-term financial success for business owners.

The CSP® credential equips advisors with a deep understanding of succession planning dynamics, including business structuring, leadership continuity, financial strategies, and intergenerational wealth transitions. With this designation, Sheila is uniquely positioned to offer a holistic approach to succession planning, helping business owners navigate personal, financial, and strategic challenges.

About Forvis Mazars

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Learn more about Forvis Mazars here

About the International Succession Planning Association® (ISPA®)

The ISPA® is the premier organization for professionals specializing in business succession planning. Through its Certified Succession Planner™ (CSP®) program, ISPA® equips advisors with cutting-edge tools and strategies to support business owners in preserving and transferring their legacies successfully.

The ISPA® strives to empower professionals to deliver high-value succession planning solutions that drive business longevity, maximize financial outcomes, and support multi-generational business success. Advisors who earn the CSP® credential position themselves as trusted experts capable of leading business owners through one of the most critical phases of their company’s lifecycle.

For professionals looking to enhance their practice, ISPA® membership provides a competitive edge by offering turnkey solutions and a proven framework for integrating succession planning into advisory services.

Learn more about becoming an ISPA® member here

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