Events Calendar - Family Business Programs in Columbus | Peer Groups and Education

The Conway Center for Family Business provides highly relevant, topical and original programming that helps members learn, stay informed and share experiences with their peers. These family-focused educational programs are unique to the Center and cannot be found anywhere else in Central Ohio.

In addition, we offer enjoyable social interactions that allow members to build strong relationships. We believe that some of the most productive experiences are created in less formal, group settings where relationships can be built, ideas shared and new opportunities hatched.

Just some of these activities include our annual Family Business Awards & Expo, Monthly Educational Programs, Networking and Social Events and Peer Groups. Please browse the calendar below for events and topics that can provide solutions to your family business challenge.

Events Calendar

Monday Mar 8, 2021
Are You Eligible for the Employee Retention Tax Credit? The Employee Retention Tax Credit (ERTC) didn’t get as much attention as part of the CARES Act because businesses could not claim both the PPP and ERTC. Since the PPP was a more lucrative stimulus in most cases, the majority of eligible businesses opted for the PPP. PPP + ERTC now allowed - Fast forward to the recently passed Consolidated Appropriations Act (CAA). While yes, PPP Part 2 was funded, a change in the CAA allowed businesses that previously claimed a PPP to now retroactively claim an ERTC in addition to any PPP forgiveness received. As a result, many businesses are eligible for up to an additional $5,000 refundable credit per employee for 2020. Further, the ERTC was extended and sweetened for 2021 – a refundable credit is also available for up to $14,000 per employee for Q1 and Q2 of 2021. ... read more
Categories: CCFB Webinar
Tuesday Mar 9, 2021
All About Boards Characteristics of high-performing boards and how you can attract, retain, and enhance the performance of your own board. Discussion will focus on: • Board of Directors – purpose, roles, selecting, transitioning, compensation • Advisory Boards – who, why and how • Advisory Groups – pros and cons ... read more
Categories: CCFB Peer Group
Wednesday Mar 10, 2021
Our Next Generation Leaders Peer Group is for up-and-coming family business members who are interested in assuming greater leadership roles in their family-owned business. Each month, guest speakers will discuss topics that are relevant and necessary to your growth as a next gen leader – from goal setting, to business valuation, to succession planning, and more. ... read more
Categories: CCFB Peer Group
Thursday Mar 11, 2021
Operating Agreement Without a solid operating agreement, conflict can cause harm to a family business including loss of control of the business. A thoughtful operating agreement can mitigate such harm as family dynamics change over time. This discussion will include: Transfer restrictions What happens when someone leaves? Death; Divorce Puts and calls Cash flow distributions Management – member-managed versus manager-managed Family business often has special characteristics and needs that will affect the determination of which entity is best. This session will include discussion of the following: Hear the reasons why LLC’s are preferred for owning real estate Understand why Ohio corporations need shareholder and director minutes What is “piercing the corporate veil” and what happens if it occurs? What are the benefits of subsidiaries in a family owned business? Generously sponsored by Morgan Stanley ... read more
Categories: CCFB Peer Group
Thursday Mar 11, 2021
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Categories: CCFB Peer Group
Tuesday Mar 16, 2021
Managing Conflict - One of the consistent characteristics of strong leaders is the ability to manage conflict in an organization or team. Learn the best practices of managing conflict and how this can help improve the relationships around you. This session will address the different types of conflicts and situations therein, in addition to learning how to help people productively address conflict. The purpose of this peer group is to share our diverse perspectives on what is important for leaders and hear what others are doing in order to build relationships, gain clarity on key leadership challenges or opportunities and support each other. Facilitator Jonathon McKay with PATH leads these sessions in a very collaborative group that encourages peer-to-peer sharing. Generously sponsored by Park National Bank ... read more
Categories: CCFB Peer Group
Thursday Mar 18, 2021
Did you know that more than 30% of all family-owned businesses make the transition into the second generation? 12% will still be viable into the third generation, with only 3% of all family businesses operating at the fourth-generation level and beyond. Therefore, it is crucial that we focus our efforts on preparing and supporting the next wave of leadership, but how can we empower the next generation to step into leadership roles with the confidence and ability to transform the future of their family business? Facilitated by Kelly Borth (GREENCREST), our panel will feature family business leaders, Chelsea King (King Business Interiors, Inc.) and Steve, Austin, and Patrick Wathen (Equity, LLC). Our panelists will share their experiences from all perspectives - those who have successfully passed leadership on, those who have succeeded as the next generation, and those who are currently taking steps towards leadership as a Next Gen. Our panelists will also speak candidly about what the next generation means to their family business and how to support and prepare Next Gens to make a lasting impact. Sponsored by: GREENCREST ... read more
Categories: CCFB Educational Program
Thursday Mar 25, 2021
Joseph Gastaldo, MD, System Medical Director of Infectious Diseases and Medical Director of Quality & Safety at OhioHealth Riverside Methodist Hospital will discuss the COVID-19 vaccine and what it means for a returning workforce and employers. Join us for this unique opportunity to ask Dr. Gastaldo your specific questions during this session. Dr Gastaldo has been at the helm of COVID-19 vaccine education for our associates and the community. Dr. Gastaldo has been practicing medicine for over 20 years, attending Wright State University, Boonshoft School of Medicine, and the Ohio State University Wexner Medical Center for his internal medicine residency and infectious diseases fellowship. ... read more
Categories: CCFB Webinar
Thursday Mar 25, 2021
The Conway Strong CEO Peer Group is for Presidents and CEOs of family-owned businesses. The group is by invitation only and there is an additional annual fee to attend. ... read more
Thursday Apr 1, 2021
Leadership is complex; and especially for family businesses. This Leadership 2.0 group allows you to find your safe place for monthly support, peer mentoring and group coaching to discover how to lead well in ambiguity. By invitation only. ... read more
Categories: CCFB Peer Group
Tuesday Apr 6, 2021
Ignite Your Family Business - Live Virtual Meeting Speaker TBA Are you ready to take your family business to the next level? Join Kelly Borth, CEO and Chief Strategy Officer of GREENCREST as she facilitates this quarterly forum to hear first-hand from fellow family business owners on what they are doing to grow their business. It will help you as a business owner or leader gain the insights you need to ignite your business! ... read more
Categories: CCFB Forum
Tuesday Apr 6, 2021
For non-family C-suite leaders working in a family business. Peer-to-peer driven, sessions focus on objective and thoughtful insight and advice from those in similar situations. Additional fee to attend. Pre-approval to join and RSVP required. ... read more
Categories: CCFB Peer Group
Thursday Apr 8, 2021
Business Valuation Our guest contributor will discuss why a current business valuation is important for your family business, including: • Valuation strategies that can help you increase your profitability • How a company is valued, and how others outside the business view that value • Why you need to get an updated valuation and why an accurate valuation is important if there is a gift. Generously sponsored by Morgan Stanley ... read more
Categories: CCFB Peer Group
Thursday Apr 8, 2021
The Rising CEO Peer Group is for next gens who will be taking a greater leadership position in their family business. The group is by invitation only and there is an additional annual fee to attend. ... read more
Categories: CCFB Peer Group
Thursday Apr 8, 2021
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Categories: CCFB Peer Group
Tuesday Apr 13, 2021
Conversation with Lori Kaiser, Founder and CEO of Kaiser Consulting Lori founded Kaiser Consulting in 1992, an award winning accounting and information technology consulting firm with a unique workplace for employees seeking better work-life balance. Lori will share her journey to success along with the lessons learned along the way. We hope you join us in this informal discussion with Lori that will no doubt leave you energized and inspired! ... read more
Categories: CCFB Peer Group
Wednesday Apr 14, 2021
Our Next Generation Leaders Peer Group is for up-and-coming family business members who are interested in assuming greater leadership roles in their family-owned business. Each month, guest speakers will discuss topics that are relevant and necessary to your growth as a next gen leader – from goal setting, to business valuation, to succession planning, and more. ... read more
Categories: CCFB Peer Group
Thursday Apr 15, 2021
Advisory Boards are an integral part of many successful businesses and organizations because they offer various perspectives, expert advice, and a neutral voice. Join us as we share how family businesses effectively utilize their boards by establishing roles, responsibilities, and proper governance. Tips, strategies, and tactics will be shared for improving engagement, communication, and understanding expectations for you and your board. Sponsored by GREENCREST ... read more
Categories: CCFB Educational Program
Tuesday Apr 20, 2021
Collaboration One of the most satisfying aspects of leadership is the ability to help people work together more efficiently and productively. Learn the best practices on how to foster collaboration with anyone in your circle of influence. Take-aways: Learn a process for managing and improving collaboration Participate in exercises to determine specifics steps to improve the way you collaborate with others. The purpose of this peer group is to share our diverse perspectives on what is important for leaders and hear what others are doing in order to build relationships, gain clarity on key leadership challenges or opportunities and support each other. Facilitator Jonathon McKay with PATH leads these sessions in a very collaborative group that encourages peer-to-peer sharing. Generously sponsored by Park National Bank ... read more
Categories: CCFB Peer Group
Thursday Apr 22, 2021
The Conway Strong CEO Peer Group is for Presidents and CEOs of family-owned businesses. The group is by invitation only and there is an additional annual fee to attend. ... read more
Categories: CCFB Peer Group
Tuesday May 4, 2021
For non-family C-suite leaders working in a family business. Peer-to-peer driven, sessions focus on objective and thoughtful insight and advice from those in similar situations. Additional fee to attend. Pre-approval to join and RSVP required. ... read more
Categories: CCFB Peer Group
Thursday May 6, 2021
Leadership is complex; and especially for family businesses. This Leadership 2.0 group allows you to find your safe place for monthly support, peer mentoring and group coaching to discover how to lead well in ambiguity. By invitation only. ... read more
Categories: CCFB Peer Group
Thursday May 6, 2021
The Rising CEO Peer Group is for next gens who will be taking a greater leadership position in their family business. The group is by invitation only and there is an additional annual fee to attend. ... read more
Categories: CCFB Peer Group

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