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Tuesday Dec 3, 2019
Thursday Dec 5, 2019
TriMetrix EQ - Are we connecting?
TriMetrix EQ 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.
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Categories: CCFB Peer Group
Friday Dec 6, 2019
Join experts from Holbrook & Manter for everything you need to know to close out the year. Discussion will include a general overview of the tax climate, an update on changes to the 2020 tax code, and best practices related to tax planning and preparation for family-owned businesses.
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Categories: CCFB Roundtable
Thursday Dec 12, 2019
Asset Transfer Strategies
• How many of you have current valuations?
• Business valuation: what’s the business really worth?
• Starting the journey
• Pros & cons of gifts vs sales to successors
• Redemption techniques
• Estate transfers to Next Gen
• Overcoming entitlement challenges
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Categories: CCFB Peer Group
Thursday Dec 12, 2019
Tuesday Dec 17, 2019
Innovative Leadership
The journey of leadership is a process, and knowing the stages of that process will help to continually improve your leadership abilities and the impact it has on your environment.
Objectives:
• Review the innovative leader continuous improvement framework
• Discuss how to incorporate this type of system into your leadership journey
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Categories: CCFB Peer Group
Thursday Dec 19, 2019
Jake Kaufman of Adept Marketing will facilitate a panel discussion on best practices in digital marketing. Hear from family business leaders Jay Amstutz of Ohio Power Tool and Michele Uber of QuickStitch Plus on their experiences - good and bad - with employing digital marketing strategies.
Sponsored by KeyBank
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Categories: CCFB Educational Program
Thursday Dec 19, 2019
Tuesday Jan 7, 2020
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.
This group is open to family and non-family member leaders working in a family-owned business who desire:
? A safe and consistent space to share openly and seek advice and support for your day-to-day leadership challenges
? A deeper understanding of your unique voice in this group and in your business by taking the Clifton Strengths Assessment
? Leadership development education around topics such as:
o Growth Mindset
o Language of Strengths
o Conscious Leadership
o Healthy Conflict
o Equipping Talent
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Categories: CCFB Peer Group
Tuesday Jan 7, 2020
Thursday Jan 9, 2020
Separating Business & Personal Assets
• How many have the business in a separate entity from the land?
• Getting money out of the business
• LLC ownership of Property – rent – lease
• Personal assets; real estate assets
• Outside income
• Treating family members fairly while maintaining business control
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Categories: CCFB Peer Group
Tuesday Jan 14, 2020
Best Business Practices from 2019: What Worked and Why?
The new year is a time to reflect on the recent past as well as make adjustments and plan. Join us in this discussion to share best practices with other women business leaders. Share and learn from each other -what worked for you in 2019 and why?!
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Categories: CCFB Peer Group
Thursday Jan 16, 2020
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
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Categories: CCFB Educational Program
Tuesday Jan 21, 2020
Coaching/Guiding/Mentoring
While it is important to develop your leadership skills internally, the best measurement of a leader is how the engage and develop others. This course will discuss the three most common ways of empowering and developing the people you lead.
Objectives:
• Discuss and review the differences between the three types of leadership actions
• Determine how best to apply these tactics to your leadership situation
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Categories: CCFB Peer Group
Thursday Jan 23, 2020
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.
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Categories: CCFB Peer Group
Thursday Jan 23, 2020
