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

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

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

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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

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

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