Search for Event by:
Thursday Jan 12, 2023
Join us for this important session focusing on current tax laws, strategy, and planning that can help your family business build a succession plan that reduces tax impacts.
Discussion will include:
Gift tax vs. estate tax
Utilizing value discounts
Considerations of gift or stock bonus
Other options to reduce taxes during a transition will be discussed including:
How to wisely transfer assets
How to exit the business with tax planning
Determining which is best - Transfer now? Transfer at death? Transfer over time?
Join us to learn how you can minimize your taxes while succeeding in the continuity of your family-owned business. Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion, give practical advice, and answer any questions you may have.
Generously sponsored by Morgan Stanley
... read more
Categories: CCFB Peer Group, Succession Planning
Thursday Jan 19, 2023
Succession happens whether planned for or not. It is therefore imperative that family-owned businesses go through thoughtful, strategic succession planning if they are going to transition smoothly from generation to generation ? and the process isn?t always easy! It?s also never too early to start thinking about succession because it is indeed a marathon and not a sprint! Our panelists will discuss their approach to succession planning: detours and all!
Panelists:
Luconda Dager, President, Velvet Ice Cream
Tom Mosure, Chairman of the Board, ms consultants, inc.
Steve Wathen, CEO, Equity
Patrick Wathen, President, Equity
Facilitated by Meredith Sugar, Taft/
... read more
Categories: CCFB Educational Program
Wednesday Jan 25, 2023
The CEO Peer Group of Rising and New Leaders 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, Rising CEO
Thursday Jan 26, 2023
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 Jan 31, 2023
Whether you have an existing 401(k) plan or are considering offering this benefit soon, it?s important to know that the government just passed sweeping legislation in December for the second time in three years encouraging access to and participation in retirement plans. As a plan trustee or plan committee member, you need to know what to watch for since you are liable as a plan fiduciary.
Join Eric Shisler and Jamie Bond, members of CI Budros Ruhlin Roe Retirement Plan Services team. They will summarize what has changed and what requires action in the recently passed SECURE Act 2.0 as it relates to your company-sponsored retirement plan. You won?t want to miss this informative session!
... read more
Categories: CCFB Webinar
Thursday Feb 2, 2023
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, Rising CEO
Tuesday Feb 7, 2023
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, C-Suite Non-Family Leaders
Wednesday Feb 8, 2023
Are you managing your calendar, prioritizing tasks, and feeling productive – or are small daily crises dictating how and your family members in the business will spend your day? We’ll discuss how you can take back your time by getting organized, minimizing time wasters, and planning your day effectively.
... read more
Categories: CCFB Peer Group, Next Generation Leaders
Thursday Feb 9, 2023
We invite you to join us for our Family Business Showcase at Crimson Design Group, a full-service luxury interior design studio in Grandview Heights. Open to family and community business leaders in Central Ohio, the Family Business Showcase provides an insider's perspective into what has made the business successful, and its plans for the future.
Founded by Cheryl Stauffer, Crimson Design Group has grown from a one-woman business to a team of nearly 20 creatives, and is now celebrating its 20th year in business! Join us for a tour of the 10,000 square foot building that serves as Crimson HQ and The Bazaar, Crimson's in-house art gallery.
Learn how Crimson Design Group has evolved the past two decades, and how this family business has begun to venture into new sectors as a result of their growth. Appetizers and drinks will be provided for you while you meet and mingle with other family business and community leaders.
... read more
Categories: CCFB Networking & Social Events
Tuesday Feb 14, 2023
Employee performance reviews are an important part of engaging employees and if done right, have a big impact on their success in your organization. However, giving performance feedback can be very uncomfortable and especially tricky in family business. Join us as we discuss elements of an effective performance review, how often they should be conducted, and practical strategies for delivering valuable feedback.
... read more
Categories: CCFB Peer Group, Women in Family Business
Thursday Feb 16, 2023
We hear time and time again that being a spouse or in-law in a family business can be challenging. Not only are they impacted by decisions made by the business, but they, too, have a “pillow talk” effect. Our panelists will discuss the highs and lows of being on the outside looking in and how it affects their relationships with their partners, the family business, and their Thanksgiving dinner table gatherings.
Panelists:
Derek Lichtfuss, Director at Newmark; Spouse & In-Law (married to Katie Ricart Licthfuss of Ricart Automotive)
Dustin Wilshire, Co-CEO at Reitter, Inc; In-Law (married to Fritz Reitter's daughter, Rachel)
Facilitated by Bea Wolper, Co-Founder & Board President, Conway Center for Family Business; President, Emens Wolper Jacobs & Jasin Law Firm
Sponsored by GREENCREST
... read more
Categories: CCFB Educational Program
Thursday Feb 16, 2023
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, CEO
Wednesday Feb 22, 2023
The CEO Peer Group of Rising and New Leaders 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, Rising CEO
Thursday Mar 2, 2023
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, Rising CEO
Tuesday Mar 7, 2023
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, C-Suite Non-Family Leaders
Wednesday Mar 8, 2023
Sometimes you can get lost in a family business, just waiting for someone to tell you what your next role will be. How can we effectively navigate our career on our terms, ensuring we are using our best talents/passions to best serve the family business needs? We’ll discuss how to take charge of your career and build self-confidence.
... read more
Categories: CCFB Peer Group, Next Generation Leaders
Friday Mar 10, 2023
