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Thursday Nov 2, 2023
A well-drafted and executed buy-sell agreement can go a long way toward ensuring the multigenerational longevity of your family business. It can help to protect the family, the company, and can provide peace of mind about the future for family business owners.
Join us in person as we pull back the curtain to dig deep into the details of buy-sell agreements. Discussion will include:
• Who should own? Who are “Permitted Transferees?” Who should be?
• The 4 D’s (death, disability, d.i.v.o.r.c.e, and dissension)
• Calls and Puts
• Drag Along and Tag Along
• How to determine fair market value if buying out an interest…and values depending on circumstances
• What happens if the buy-sell agreement is TOO restrictive?
Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion, give practical guidance, and answer any questions you may have. Don't miss this opportunity!
Generously sponsored by Morgan Stanley
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Categories: CCFB Roundtable, Succession Planning
Thursday Nov 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.
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Categories: CCFB Peer Group, Rising CEO
Tuesday Nov 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.
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Categories: CCFB Peer Group, C-Suite Non-Family Leaders
Tuesday Nov 7, 2023
What is Self-Awareness and Why is it So Important? Family business is complicated and these last several years have been especially challenging. Your ability to objectively interpret your actions, feelings, and thoughts are key to recognizing the effect that you have on others and to change course if necessary.
Join us as we dig into what self-awareness is, why it is a vital skill, and learn ways to develop it.
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Categories: CCFB Peer Group, Women in Family Business
Wednesday Nov 8, 2023
Understanding Social Cues - A fine-tuned ability to read social cues can take family business dynamics to a whole new level. We’ll discuss some common social cues that you can practice identifying in others and also try out intentionally yourself. We’ll practice some of these subtle body cues in the session.
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Categories: CCFB Peer Group, Next Generation Leaders
Thursday Nov 9, 2023
Come hear the stories of family business leaders who survived - and some who thrived - through two major market upheavals. They will share their experiences and advice on how to weather business factors outside of your control.
Panelists:
Chip Chapman, President - Integrated Building Systems
Scott McComb, President - Heartland Bank
Jane Arthur Roslovic, CEO & Co-Founder, Treplus Communities
Facilitated by Michelle Haslinger, Heartland Bank
Generously sponsored by GREENCREST
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Categories: CCFB Educational Program
Wednesday Nov 15, 2023
Celebrate the accomplishments of Central Ohio family businesses at our 25th Annual Family Business Awards & Expo! The Awards Luncheon honors recipients in categories consistent with the success and longevity of a family business: leadership, planning, support, and community service.
Awards Luncheon tickets include Expo and can be purchased up until 11/7. Arrive early to visit the over 40 companies participating in the SOLD OUT Expo. Expo hours are from 10am - Noon.
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Categories: CCFB Networking & Social Events, CCFB Annual Awards Program
Wednesday Nov 15, 2023
The Family Business Expo is a wonderful business development opportunity available exclusively to Conway Center members. We are thrilled to offer this event, providing you with the occasion to showcase your business, products, or services to the hundreds of family business leaders and advisors who will attend our 25th Annual Awards Program celebrating the accomplishments of family businesses.
UPDATE! The 2023 Family Business Expo is SOLD OUT but tickets to the Awards Luncheon that includes visiting all the wonderful companies at the Expo are still available until 11/7.
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Categories: CCFB Networking & Social Events, CCFB Annual Awards Program
Thursday Nov 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.
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Categories: CCFB Peer Group, CEO
Tuesday Nov 21, 2023
Motivation Demystified -
To get the very best out of your people, and help them develop and grow within your organization, leaders must know how to discover and leverage a diverse set of intrinsic and extrinsic motivators. We will explore how to leverage motivation to get the best out of your people.
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Categories: CCFB Peer Group, Leadership Development
Wednesday Nov 29, 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.
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Categories: CCFB Peer Group, Rising CEO
Tuesday Dec 5, 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.
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Categories: CCFB Peer Group, C-Suite Non-Family Leaders
Friday Dec 8, 2023
This peer group is for C-Level executives in manufacturing or logistics family-owned businesses. The group meets quarterly over breakfast to discuss industry-specific trends and topics, as well as family business issues.
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Categories: CCFB Peer Group, Manufacturing/Logistics
Monday Dec 11, 2023
Year-End Tax Update
Join the team from Meaden & Moore as they discuss key tax law changes and strategies that will help put your family business on the right track as a new year begins. Their discussion will include:
Tax depreciation updates and planning considerations
Section 174 (capitalization of R&D costs) update
Tax Cuts and Jobs Act (TCJA) expiring provisions over the next few years
Ohio’s passthrough entity tax (PTET)
Ohio’s new rules for municipal nexus and apportionment related to employees working remotely
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Categories: CCFB Webinar
Tuesday Dec 12, 2023
As we wrap up the year, join us for this important planning session for 2024 topics!
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Categories: CCFB Peer Group, Women in Family Business
Wednesday Dec 13, 2023
Accountability can be tough with our teams but even more tricky when it comes to keeping family members accountable. How do you elicit behavioral change from those running the company when they are your parents, siblings or aunts/uncles? We’ll discuss accountability strategies for ourselves and other family members.
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Categories: CCFB Peer Group, Next Generation Leaders
Thursday Dec 14, 2023
This group is for EOS Integrators or the equivalent on the leadership team. These facilitated sessions will provide group members the opportunity to get and share advice on EOS best practices as well as implementation challenges and other issues they are facing.
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Categories: CCFB Peer Group, EOS Integrator
Thursday Dec 14, 2023
It's a given that each leading gen has the obligation to prepare the next gen to lead and take over the family business. However, it is then up to those next gen leaders to reclaim and foster a entrepreneurial mindset in order to grow the business and secure the family business legacy regardless of where they are in the generational sequence. We'll hear how successors are fostering and promoting entrepreneurism in their decades-old family businesses.
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Categories: CCFB Educational Program
Tuesday Dec 19, 2023
Psychological safety is the belief that you won’t be punished or humiliated for speaking up with ideas, questions, concerns or mistakes. Safe workplaces promote innovation as well as belonging – one of the key indicators of retention. We will explore the topic in depth and identify techniques and practices for promoting psychological safety.
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Categories: CCFB Peer Group, Leadership Development
Tuesday Dec 19, 2023
Wednesday Dec 20, 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.
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Categories: CCFB Peer Group, Rising CEO
