Education

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Facilitated by Mary Beth Koester from Rea & Associates, the panelists will discuss their best practices on attracting and retaining non-family employees. They will give insight into what has worked best for their businesses and offer advice on launching and sustaining recruitment efforts. The family business panelists include Kent Johnson, CEO of Highlights for Children, Sharon DeLay, Founder of GO-HR, and Kim Troy of Civilis Marketing. Carley Childress, director of HR and a non-family leader at Schoedinger Funeral & Cremation Service will also join the panel. Sponsored by KeyBank ... read more

TriMetrix EQ - Are we connecting? (this session focus is on Driving Forces) Combines Behaviors, 12 Driving Forces and Emotional Intelligence in a fully integrated assessment and reveals the effects on family business relationships. Leveraging the power of three sciences, we will measure your ability to sense, apply the power and acumen of emotions to facilitate high levels of collaboration and productivity within your family business. Take Away: • An understanding of our own behavior style along with key family business leaders • Your personalized 55-page assessment * * Prework is required. Everyone attending should complete a TriMetrix EQ assessment. Access to the complimentary TriMetrix EQ assessment will be provided to you upon registration for this session. Please complete prior to this session and bring your results. Note that if you already completed this assessment session, no need to re-take - please just bring to this session. Being a non-family leader in a family-owned business can be incredibly rewarding… and challenging. This peer group will help determine strategies of influence and impact for non-family leaders. Led by experts from Driscoll Learning, this session is facilitated by Bryan Driscoll. ... read more

Building Enterprise Value over Time - Jim Rollins and Lloyd Bell of Meaden & Moore will address: What was your company worth 10 years ago ? What is your company worth today ? What do you want it to be worth at the start of the next decade? What are you doing now to increase value? How do I start this process? ... read more

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Leadership is complex; and especially for family businesses. Join this Leadership 2.0 group to find your safe place for monthly support, peer mentoring and group coaching to discover how to lead well in ambiguity. Enrollment is closed for this series, but if you are interested in this group - please contact Amy at adotts@familybusinesscenter.com. Donna Musilli of DM360 will 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? ... read more

Sharing Financial Information • How do you feel about sharing? • Confidentiality considerations • Who gets financial information & what form does the information take? • How much information is shared? • Timing of reporting • Shareholder family members vs. family in the business ... read more

This session will help clear the haze on what family business leaders can do in the event of positive and false positive drug screenings, how to incorporate drug policies into your employee handbook, the importance of management training for upholding drug policies, drug-related terminations and more. Panelists are Janica Pierce Tucker and Devin Spencer from Taft/ Kim Smith from Confirmed Integrity Sponsored by GREENCREST. ... read more

Right Hire/Right Seat Understanding the impact, both positively and negatively, of having a bad hire or an ineffective employee in the wrong role within the organization. Understanding the benefits and increased productivity by having the right people in the correct role. Share stories for how and why individuals were hired and their impact on the organization. Discuss how family leadership impacts hiring and/or promotions. Techniques and tools to remove bias from hiring and promotion process Gain insights into effective Performance Management instruments and techniques to improve accountability and performance. Consistent accountability for family and non-family members. • Developing Key Accountabilities • Utilization of SMART goals • Introduction of Cascading of Accountabilities (techniques to ensure clarity of goals and meeting objectives) • Discussion of how various companies in attendance manage performance • What works, what doesn’t…why? • How do family members enhance or hinder accountability? • Introduce 360’s as a possible solution for performance management. Being a non-family leader in a family-owned business can be incredibly rewarding… and challenging. This peer group will help determine strategies of influence and impact for non-family leaders. ... read more

Would Your Retirement Plan Survive an IRS or Dept. of Labor Audit? Traps for the Unwary and How to Fix Them - Each year, the Internal Revenue Service (IRS) and Department of Labor (DOL) audits a small number of 401(k) plans. Over time, it is almost certain that either the IRS or DOL will audit your plan. Many employers do not understand how despite having a team of professionals to help manage these plans, the IRS or DOL (let alone an aggressive plaintiff’s attorney) can find problems with the plan. Knowing the common areas where administration can get tripped up and the traps for the unwary can help save your company value time and money. Topics we will cover include (i) ERISA fiduciary issues and other DOL audit items, (ii) IRS audits and the importance of making sure plan administration is consistent with the documents, and (iii) what do if the IRS or DOL comes knocking at the door. ... read more