Education - Conway Center for Family Business

Education

Tuesday Oct 27, 2020
L2 Fall Fun Get Together! By invitation only for Leadership 2.0 peer group members - meeting & dinner on Guzman deck! 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? ... read more
Categories: CCFB Peer Group
Tuesday Nov 3, 2020
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Categories: CCFB Peer Group
Thursday Nov 5, 2020
Caring for an Aging Loved One Join our guest speaker Melanie Hankinson, an Aging Life Care Professional®, as she reviews the options and hurdles of caring for an aging loved one. Discussion will focus on you as business owners who may not have the flexibility to “leave the business in someone else’s hands” thus need help with what can often be an overwhelming task of navigating services and care while running a business. We will explore in-home, community,and facility care - as well as end-of-life care options. Examples of current and past client case studies will be shared along with other issues including: Pros and cons whether care should continue in the home or placement in a facility What is the cost of care and who pays for this care? How caregiver stress can take a toll? Health directive forms’ interplay and terms Financial Powers of Attorney 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, Thaddeus O?Brien of O?Brien & Associates, 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. ... read more
Categories: CCFB Peer Group
Tuesday Nov 10, 2020
This session is two parts and will be held exclusively remote via ZOOM. Rocketbook - Tips/Tricks & Conflict Management: Defining Roles & Accountability Rocketbook - Tips/Tricks As follow up from last month's meeting about discussing favorite life hacks and apps, Conway member Karen Sullivan will share with us how she has been benefitting for years using the Rocketbook - a reusable/erasable ''smart'' notebook that can be connected to all your favorite cloud services. Conflict Management: Defining Roles & Accountability Conflicts are a natural part of the workplace, so it is important to understand conflicts and know how to resolve them effectively. Skills discussed will include: Handling confrontations tactfully and constructively Creating positive outcomes from disputes and disagreements Ensuring the roles and responsibilities of each employee are clearly passed on to them ? 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: 838 7514 2689 Conflicts are a natural part of the workplace, so it is important to understand conflicts and know how to resolve them effectively. Skills discussed will include: Handling confrontations tactfully and constructively Creating positive outcomes from disputes and disagreements Ensuring the roles and responsibilities of each employee are clearly passed on to them ... read more
Categories: CCFB Peer Group
Thursday Nov 12, 2020
Join Kimmi Wernli of Crazy Richard's Peanut Butter Company and Mike Schoedinger of Schoedinger Funeral and Cremation for an insightful discussion on how they define success, what steps they've taken to succeed in their own leadership roles, and their strategy around family business longevity and legacy. Facilitated by Mike Derringer of FocusCFO. REGISTER now and join us for this live webinar on 11/12. You'll have the opportunity to submit questions during the session and view a recording post session! ... read more
Categories: CCFB Educational Program
Tuesday Nov 17, 2020
Leadership Self-Awareness Great lea Leadership Self-Awareness Great leaders know that their ability to lead others is primarily limited by their understanding of their own strengths and weaknesses. Therefore, developing the skill of self-awareness empowers leaders to achieve things other can’t, such as helping engage employees and out-perform. In this session, we will discuss how to identify your leaderships strengths and weaknesses, and where to focus your energy to achieve the best results. 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 ? Please register accordingly - either for the ONSITE session or ONLINE via ZOOM ONSITE REGISTRATION All attending in person must comply with safety guidelines, including the face mask and social distancing policies. Please refer to the Conway Center Re-Opening FAQs for details as to what to expect when attending an onsite Conway Center event during this COVID-19 crisis. Ohio Dominican University Griffin Student Center - Rooms 258-259 1215 Sunbury Road Columbus 43219 *Please place this PARKING PASS on your dashboard and remember to wear your mask! register button ONLINE REGISTRATION VIA ZOOM To attend remotely via ZOOM, register through this link: https://us02web.zoom.us/meeting/register/tZEldeioqD4jEtCmMEkHtSurLlT1uwVJCPJJ 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: 858 2106 5984ders know that their ability to lead others is primarily limited by their understanding of their own strengths and weaknesses. Therefore, developing the skill of self-awareness empowers leaders to achieve things other can’t, such as helping engage employees and out-perform. In this session, we will discuss how to identify your leaderships strengths and weaknesses, and where to focus your energy to achieve the best results. 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 ... read more
Categories: CCFB Peer Group
Thursday Nov 19, 2020
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Categories: CCFB Peer Group
Tuesday Dec 1, 2020
Ignite Your Family Business featuring Schmidt's - Live Virtual Meeting This December 1st session features Andy Schmidt, President of Schmidt Hospitality Concepts. Established in 1886 and now in it's 5th generation, Andy will share Schmidt's growth journey and how marketing (sales, promotion, digital marketing, etc.) played a role in that growth. The trials and errors made along the way and the tough decisions to invest and venture into unchartered waters, the risks made, how they measured success, etc. will also be discussed. ... read more
Categories: CCFB Roundtable
Tuesday Dec 1, 2020
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Categories: CCFB Peer Group
Wednesday Dec 2, 2020
Year-End Tax Update Jonathan Ciccotelli, CPA, MT, from Meaden & Moore will discuss the importance of how having the right tax strategy will help your family business navigate this time of historic disruption and put you on the right track as a new year begins. His discussion will include: 1) Payroll Protection Program Loans Planning & Reporting, 2) Federal Tax Developments with regards to The CARES Act and 3) Tax Policies of President Elect Joseph Biden. ... read more
Categories: CCFB Roundtable
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. ... 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
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
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 ... read more
Categories: CCFB Peer Group
Thursday Dec 17, 2020
Join Rick Ricart, President of Ricart Automotive Group, and Jeff Baldwin, Vice President of Franchising and Development for Donatos as they share how their roles and experiences in a family business have helped them evolve and thrive during times of change, transition, and challenges. Facilitated by Kelly Borth of GREENCREST. Sponsored by GREENCREST. ... read more
Categories: CCFB Educational Program
Thursday Dec 17, 2020
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Categories: CCFB Peer Group

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