Education

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Corporate Entities Family business often has special characteristics and needs that will affect the determination of which entity is best. This session will include discussion of the following: Hear the reasons why LLC’s are preferred for owning real estate Understand why Ohio corporations need shareholder and director minutes What is “piercing the corporate veil” and what happens if it occurs? What are the benefits of subsidiaries in a family owned business? Generously sponsored by Morgan Stanley ... read more

Employee Experience (EX) and Why It Matters Let's be honest, Employee Experience is a buzzword. Nevertheless, the concept holds significant value for organizations who are willing to do the tough work required to make it part of their culture. Yet, many times we lack the necessary definition and data around the concept to make it impactful for organizations. In this session, we will discuss the process of Employee Engagement and how it should be approached to achieve the value of empowering employees to do great work. The purpose of this peer group is to share our diverse perspectives on what is important for leaders and hear what others are doing in order to build relationships, gain clarity on key leadership challenges or opportunities and support each other. Facilitator Jonathon McKay with PATH leads these sessions in a very collaborative group that encourages peer-to-peer sharing. Generously sponsored by Park National Bank ... read more

HR Live Virtual Meeting - From Apathy to Zoom Fatigue – We All Just Need a (Socially-Distanced) Hug If nothing else, 2020 was a year where nobody could be too comfortable! Following months and months of navigating remote working, paid sick leave, viruses, vaccinations, and social unrest, let’s take an hour or so to check in with one another and hear about the best practices we’ve all developed from what we learned, and develop our 2021 checklists of what we need to do and what we need to watch. With a change in our federal leadership, there will definitely be (even more) changes coming! Come prepared with best practices, burning questions, and ready to receive your virtual hug to keep you going through Q1 2021! Sharon DeLay, President of GO-HR will facilitate this session - join us for this live meeting* to find practical advice around tackling the challenges you are facing. *Note: Because we want this to be interactive, this session will be a Zoom Meeting (same format as our peer groups) with audio/video enabled for all who join. Note that if you do not have video capability, you are still welcome to participate. ... read more

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. ... read more

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

Asset Protection Planning – an Important Component of Estate Planning To protect what you have, it is vital to take some defensive measures. This session will address how to protect your assets and giving up control as it relates to: Titling of assets Legacy Trusts Separate Property trusts Prenuptials Generously sponsored by Morgan Stanley Family business often has special characteristics and needs that will affect the determination of which entity is best. This session will include discussion of the following: Hear the reasons why LLC’s are preferred for owning real estate Understand why Ohio corporations need shareholder and director minutes What is “piercing the corporate veil” and what happens if it occurs? What are the benefits of subsidiaries in a family owned business? Generously sponsored by Morgan Stanley ... read more

What does diversity and inclusion really mean and why does it matter to family business? Facilitated by Erica Thompson (Dispatch Media Group), family business and community leaders, Nevin Bansal (Outreach Promotional Solutions/Small Biz Cares), Dr. Rhonda Talford Knight (Knight Consulting Group), and Todd Wilson (Accelerated Laboratory Logistics) will provide clarity around what it means to invite all perspectives to the table, for everyone to participate in the discussion, and to listen to understand. We’ll look at the impact of diversity, examine the benefits, share success stories as well as stumbling blocks, and ways our panelists have incorporated diversity and inclusion into their businesses. Sponsored by GREENCREST REGISTER now and join us for this live webinar on 2/18. You'll have the opportunity to submit questions during the session and view a recording post session! ... read more