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 see our Events Calendar for topics that can provide solutions to your family business challenge.
Events Calendar - CCFB Peer Group
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Thursday Feb 25, 2021
The CEO Peer Group is for Presidents and CEOs of family-owned businesses. There is an additional annual fee to attend.
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Categories: CCFB Peer Group
Thursday Jul 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.
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Categories: CCFB Peer Group
Thursday Sep 23, 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.
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Categories: CCFB Peer Group
Thursday Jan 28, 2021
The Conway Strong CEO Peer Group is for Presidents and CEOs of family-owned businesses. There is an additional annual fee and is by invitation only to attend.
... 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
Thursday May 27, 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
Thursday Jun 24, 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 Nov 23, 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
Thursday Oct 28, 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.
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Categories: CCFB Peer Group
Thursday Dec 17, 2020
Wednesday Jan 27, 2021
HR Live Virtual Meeting - From Apathy to Zoom Fatigue – We All Just Need a (Socially-Distanced) Hug
If nothing else, 2020 was a year where nobody could be too comfortable! Following months and months of navigating remote working, paid sick leave, viruses, vaccinations, and social unrest, let’s take an hour or so to check in with one another and hear about the best practices we’ve all developed from what we learned, and develop our 2021 checklists of what we need to do and what we need to watch. With a change in our federal leadership, there will definitely be (even more) changes coming! Come prepared with best practices, burning questions, and ready to receive your virtual hug to keep you going through Q1 2021!
Sharon DeLay, President of GO-HR will facilitate this session - join us for this live meeting* to find practical advice around tackling the challenges you are facing.
*Note: Because we want this to be interactive, this session will be a Zoom Meeting (same format as our peer groups) with audio/video enabled for all who join. Note that if you do not have video capability, you are still welcome to participate.
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Categories: CCFB Roundtable, CCFB Peer Group
Wednesday Nov 3, 2021
HR Roundtable - Let's Talk!
It’s been a while since we sat down and just talked about your HR needs. What is going on? What questions do you have? What can we chat about? Come back for the “new season” of HR Roundtable and let’s take some time to talk about you, your organization, and your HR needs.
We’ll draw in your peers and capture their feedback and best practices. Sometimes, the best ideas are the people who are in the trenches experiencing what you’re experiencing and searching for the same solutions. Come prepared with questions and examples to share.
During this in-person program, Sharon DeLay, President of GO-HR will lead the discussion and provide her expertise of the challenges that face family businesses. Don’t miss this in-person opportunity to dig deep into HR issues, engage with each other and consult with Sharon!
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Categories: CCFB Roundtable, CCFB Peer Group
Tuesday Jun 15, 2021
Ignite Your Family Business - Live Virtual Meeting featuring Matina Zenios of Artina Promotional Products
This 6/15 session features Matina Zenios, President of Artina Promotional Products.
Artina is a family business that has transformed, overcome obstacles and thrived due to its focus on its employee family, customer service and genuine ingenuity. Hear this family business story through the decades. Discover how the second generation of family leadership has added to this successful business story. Be inspired by how taking risks and infusing creativity continues to grow this family business to the next level.
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!
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Categories: CCFB Roundtable, CCFB Peer Group
Thursday Dec 3, 2020
This 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.
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Categories: CCFB Peer Group
Thursday Feb 4, 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.
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Categories: CCFB Peer Group
Thursday Mar 4, 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 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
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 Oct 7, 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 Jan 14, 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 Dec 2, 2021
L2 Holiday Happy Hour & Book Swap!
We will be meeting at Robin Enterprises (thank you Lindsey!) on Thur Dec. 2 from 5-6:30 pm for drinks, hors d'oeuvres, and a BOOK SWAP! Donna will orchestrate how this works, but please bring a favorite book (fiction or non-fiction) WRAPPED to swap with the group.
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Categories: CCFB Peer Group
Tuesday Jun 1, 2021
L2 Wrap Up Happy Hour!
By invitation only for Leadership 2.0 peer group members - meeting wrap-up & snacks at Guzman office!
Donna Musilli of DM360 leads these sessions focusing on your most relevant business challenges. These sessions may have some teaching components, but the bulk of the time will be for what’s on your mind. What are your needs? And how can the group support you?
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Categories: CCFB Peer Group
Tuesday Dec 15, 2020
Leadership Tools to Serve Others
One of the greatest joys, and primary directives, of leadership is the ability to positively impact the lives of others. In order to avoid the morass of conflict and demotivation, leaders must have the tools to apply their skillsets appropriately in various situations in order to achieve better outcomes.
In this session we will discuss how to analyze situations and adapt to the needs of the people you serve.
Facilitator Jonathon McKay with PATH will lead these leadership sessions focusing on the most relevant challenges and opportunities for your business today. This is a very collaborative group that encourages peer-to-peer sharing.
Generously sponsored by Park National Bank
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Categories: CCFB Peer Group
Tuesday Sep 21, 2021
Leadership – What’s Changed and Why It Matters
It would not be a leadership discussion without discussing the massive change we have experienced recently. In order to be effective leaders, we must understand the factors and trends that impact the people we lead in order to best serve their needs and the needs of the business. This creates a common sense of why leadership matters in the first place by answering the question – “what problems should we as leaders be trying to solve?”
Objectives: In this session, we will look at data and trends and hear from our fellow professionals the challenges that we all face and why leadership can help us solve them.
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Categories: CCFB Peer Group
Tuesday Jan 19, 2021
Employee Experience (EX) and Why It Matters
Let's be honest, Employee Experience is a buzzword. Nevertheless, the concept holds significant value for organizations who are willing to do the tough work required to make it part of their culture. Yet, many times we lack the necessary definition and data around the concept to make it impactful for organizations.
In this session, we will discuss the process of Employee Engagement and how it should be approached to achieve the value of empowering employees to do great work.
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
Tuesday Feb 16, 2021
How to Understand What Your Employees Need
''Great leaders are great listeners.'' That's a quote from somewhere, and it still holds the same weight as when it was first uttered. A key aspect of leadership is about our ability to solve problems and help others solve problems. As leaders, how do we know what the problem is? What are the things that hamper both our ability and others to achieve goals and create positive outcomes? How can we better understand the people around us to get things done?
This session will address the questions above and others by discussing best practices of employee feedback and what to do with it.
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
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
Tuesday Apr 20, 2021
Tuckman's Model - Team Formation & Development
The most common challenge for any leader is the ability to effectively manage a team of people. Learn about the natural progression of team formation and how this can help you better achieve your goals. We will discuss and review the state of your teams, what point in the process they are at and how to move them forward.
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
Tuesday May 18, 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
Tuesday Jun 15, 2021
Leadership Peer Group Networking Get-Together
*PLEASE NOTE: This June meeting will be a Happy Hour Networking Social (in place of the usual morning meeting) at HighBank Distillery in Grandview. All who have attended any of the Leadership Development Peer Group sessions are invited to attend!
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Categories: CCFB Peer Group
Wednesday Sep 8, 2021
Professional Development (Networking and Mentors)
Networking – Developing the right relationships for you and your business.
Mentors – How to find the right mentor for you.
Facilitator: Scott Galloway, Galloway Resource Partners
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, the group will discuss topics that are relevant and necessary to growth as a next gen leader from goal setting, to business valuation, to succession planning, and more.
... read more
Categories: CCFB Peer Group
Wednesday Oct 13, 2021
Dealing with Generational Differences
Understanding what differences exist
Steps to take to influence other generations
Facilitator: Scott Galloway, Galloway Resource Partners
... read more
Categories: CCFB Peer Group
Tuesday Feb 2, 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.
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Categories: CCFB Peer Group
Tuesday Mar 2, 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
Tuesday Nov 2, 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
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
Tuesday Aug 3, 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
Tuesday Sep 7, 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 Feb 4, 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 Mar 4, 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 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
Thursday Aug 5, 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 Jan 7, 2021
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 Sep 2, 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 Jul 1, 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
Friday Nov 19, 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
Friday Oct 22, 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 Dec 10, 2020
Join guest speaker Lisa Jolley from the Columbus Foundation as she discusses how to start, or refine, a giving program. The unique circumstances of family businesses require careful planning and guidance essential for effective giving.
• Why philanthropy is important and how it works with family businesses
• How a donor-advised fund works, and the tax benefits associated with it
... read more
Categories: CCFB Peer Group
Thursday Jan 14, 2021
Corporate Entities
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 Feb 11, 2021
Asset Protection Planning – an Important Component of Estate Planning
To protect what you have, it is vital to take some defensive measures. This session will address how to protect your assets and giving up control as it relates to:
Titling of assets
Legacy Trusts
Separate Property trusts
Prenuptials
Generously sponsored by Morgan Stanley
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
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 Sep 9, 2021
We’re excited to be back in person as we re-group and discuss the crazy year-end we will all have due to the likely lowering of the estate tax exemption, valuations, gifting, Covid effects on your family business … just to name a few!
We also want to hear from you, and discuss issues important to you:
What brings you here today and what do you want out of this group?
Where are you in your succession process – timeline?
What are the key challenges you anticipate or are encountering?
This group provides you with the opportunity to share experiences/struggles in a confidential environment for the purpose of learning and growing.
Generously sponsored by Morgan Stanley
... 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 Jun 10, 2021
Elder Law
Our guest speaker Jessica Roshon, attorney from Taps & Sutton, will join us in the discussion of elder law estate ethical issues and other elder law matters including:
• Disability planning
• Protecting assets from nursing-home costs
• Transferring funds to children to avoid recapture rules
• Avoiding will contests among family members.
Generously sponsored by Morgan Stanley
... read more
Categories: CCFB Peer Group
Thursday Oct 14, 2021
The Biden administration is expected to make significant changes to federal estate tax, gift tax, and generation-skipping transfer tax law, and to income tax basis and capital gains tax law as well.
Join us for this important discussion so that you are prepared to act quickly should the provisions become law. Learn why wealth transfer techniques that were once efficient need to be reevaluated to ensure they are still effective. Estate plans will also need to be revisited. to protect wealth for future generations.
... read more
Categories: CCFB Peer Group
Thursday May 13, 2021
Selling vs. Keeping Your Family Business
• When does the family business owner know it is time to sell the business?
• How can the owner structure to “keeping” the business in the family?
• What are the emotional tolls of selling?
• What are the mechanics of selling your business?
Generously sponsored by Morgan Stanley
It is never too early to think about succession planning in a family owned business! This dynamic monthly peer group is facilitated by Bea Wolper of Emens & Wolper Law Firm, and Meredith Sugar of Taft Law. They provide a forum to discuss all aspects of succession planning - from inter-family dynamics to strategic planning - in interactive sessions that will provide the foundation for transitioning your family business to the next generation. This program is not just for founders/owners attending together with successors or next gens is very important and beneficial.
Please register accordingly - either for the ONSITE session or ONLINE via ZOOM
... read more
Categories: CCFB Peer Group
Tuesday Jun 8, 2021
Importance of Setting Clear Boundaries in Family Business
• Examples of ways to create appropriate boundaries and having the discipline to maintain them.
• Rules of entry into the family business – why establishing entry criteria is crucial to your family business.
• Importance of having the ability and courage to say “no” and not feeling guilty for doing so.
This group is for women who own, work for, or play a supporting role in a family business. Earning respect, leadership, employment practices, family dynamics, and communication in the family business are just a few of the topics that are explored in this interactive group. Facilitated by Bea Wolper from Emens Wolper Jacobs & Jasin Law Firm.
... read more
Categories: CCFB Peer Group
Tuesday Sep 14, 2021
Financial Considerations for Your Family Business
How to set up and effectively use financial dashboards - providing detailed overview of an income statement with net profit, revenue, and other relevant performance ratios.
Sharing financial information – how much do you have to tell?
Tax saving strategies for family business owners
This group is for women who own, work for, or play a supporting role in a family business. Earning respect, leadership, employment practices, family dynamics, and communication in the family business are just a few of the topics that are explored in this interactive group. Facilitated by Bea Wolper from Emens Wolper Jacobs & Jasin Law Firm.
... read more
Categories: CCFB Peer Group
Tuesday Dec 8, 2020
Planning topics for 2021!
Join us for this important session as we discuss topics for the 2021 Women's Peer Group!
... read more
Categories: CCFB Peer Group
Tuesday Jan 12, 2021
Tips On How To Network Sensitively During COVID Times
How to develop connections and relationships without being 'pushy' during this difficult time
Business development in family business - what is working, how the rules are changing, new tactics
Please register ONLINE via ZOOM
An email will be sent to you with the registration confirmation and log-in information from ZOOM for the meeting. Please log in a few minutes prior to session start so you are ''in'' the meeting by 7:30am.
Webinar ID: 881 9425 7202
This group is for women who own, work for, or play a supporting role in a family business. Earning respect, leadership, employment practices, family dynamics, and communication in the family business are just a few of the topics that are explored in this interactive group. Facilitated by Bea Wolper from Emens Wolper Jacobs & Jasin Law Firm.
... read more
Categories: CCFB Peer Group
Tuesday Feb 9, 2021
The Towanda Effect: Unapologetic Boldness for Career and Life Success - A Conversation with Tonya Tiggett
We welcome Tonya Tiggett, Founder of Tiggett & Co. as our guest speaker.
What propels you to act with uncharacteristic boldness, even just once? If you ever saw the movie Fried Green Tomatoes you can understand that shouting a simple mantra like “TOWANDA!” can have an amazingly emboldening effect when being unapologetically bold!
Do you know that the characteristic of being bold is not solely a human behavior?
Join us for a lively conversation to discover how marine biologists define boldness for success and survival in fish species and what we can learn from their research to apply to our own lives and organizational cultures to not only be bolder, but to be unapologetically bold!
... read more
Categories: CCFB Peer Group
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
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
Tuesday Oct 12, 2021
Life/Efficiency Hacks & Preparing for Year-End Tax Law Changes
Staying on top of everything and keeping it all together can be challenging - especially these days! Join the discussion to share what has improved your life in some way or saved you time. Or, if there is something keeping you up at night - come discuss your needs/issue to take advantage of the collective brainpower of the group!
Also discussed in this session will be things you can do to prepare for the end of the year in light of the anticipated tax changes coming.
Programming Note: We realize many of you are under continued time constraints as we adapt to new demands brought on by the pandemic, so we will be offering this session virtually online via ZOOM.
... read more
Categories: CCFB Peer Group
Tuesday May 11, 2021
Planning for Retirement – Financial and Emotional Considerations
Joyce Salizzoni, Senior VP and Senior Relationship Manager from KeyBank will be our guest speaker for this session discussing:
* Benchmarks/guidelines of how much you should save each decade, and strategies to help you meet your financial and retirement goals;
* Retirement risks - investments, inflation, long-term care expenses and taxes;
* Social Security and how that figures into your retirement plan;
* Investment planning - taxable vs. tax deferred vs. tax free
Learn what you should start doing right now and for each decade until you retire to meet your financial goals. We'll also discuss how to know if you are emotionally ready to retire, along with considerations and tips to get you mentally prepared for this big life change!
... read more
Categories: CCFB Peer Group
