Education

Would Your Retirement Plan Survive an IRS or Dept. of Labor Audit? Traps for the Unwary and How to Fix Them - Each year, the Internal Revenue Service (IRS) and Department of Labor (DOL) audits a small number of 401(k) plans. Over time, it is almost certain that either the IRS or DOL will audit your plan. Many employers do not understand how despite having a team of professionals to help manage these plans, the IRS or DOL (let alone an aggressive plaintiff’s attorney) can find problems with the plan. Knowing the common areas where administration can get tripped up and the traps for the unwary can help save your company value time and money. Topics we will cover include (i) ERISA fiduciary issues and other DOL audit items, (ii) IRS audits and the importance of making sure plan administration is consistent with the documents, and (iii) what do if the IRS or DOL comes knocking at the door. ... read more

Spouses • Is your spouse currently involved? • Providing for surviving spouses • Spouses - Active and non-active in business • Spouses serving as trustees • Children from several marriages ... read more

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This program will now be a LIVE WEBINAR! Register to view (in listen-only mode) and ask questions to the panelists via chat. Registration is required and limited to 100, a recording will be available to all registrants. Join Bea Wolper, President of Emens Wolper Jacobs & Jasin, and panelists Laurie McEnery of MAC Construction and Brian Dew of Mid City Electric/Technologies to hear best practices on figuring out who should run the family business - sometimes the answer is obvious, but sometimes it means a change in strategic leadership direction. REGISTER now and join us for this live webinar on 3/26 to find out what these family business leaders are doing to ensure the legacy and longevity of their companies. You'll have the opportunity to submit questions during the session and view a recording post session! ... read more

Enrollment is closed for this Leadership 2.0 series - for other Leadership meetings, please contact Amy at adotts@familybusinesscenter.com Leadership is complex; and especially for family businesses. This Leadership 2.0 group helps you to find your safe place for monthly support, peer mentoring and group coaching to discover how to lead well in ambiguity. Donna Musilli of DM360 will 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

This program will now be a LIVE WEBINAR! Register to view (in listen-only mode) with the opportunity to ask questions to Sharon via Q&A. Registration is required and limited to 100, a recording will be available to all registrants. HR and Coronavirus As the COVID-19 crisis continues and updates are coming in daily, Sharon DeLay, President of GO-HR will address HR issues you are currently facing in your family business. Guidance on the federal Family First Coronavirus Response Act (FFCRA); navigating mandatory paid sick and FMLA leaves for businesses; issues with working with a remote workforce, etc. will be addressed. After an update on the latest information, Sharon will answer the questions you have and you will have the opportunity to share what you are doing to navigate this new world and learn from one another. You will be able to submit questions during the session via Q&A and view a recording post session. *There will also be a link in your registration confirmation for you to submit questions prior to the session for Sharon to address. Sharon DeLay, President of GO-HR, is a family business member and friend of the Conway Center, has been instrumental in keeping us up-to-date during this crisis. REGISTER now and join us for this live webinar on 4/8. You'll have the opportunity to submit questions during the session and view a recording post session. This quarterly forum is facilitated by family business owner Sharon DeLay, President of GO-HR. a HR consultancy working with businesses across five areas: general HR, recruiting and on-boarding, training and development, benefits and benefits consulting, and career and corporate outplacement. ... read more

We will be using ZOOM for our meetings since we cannot meet in person! Here is the link for this peer group virtual meeting, please register in advance: https://zoom.us/meeting/register/u5UvcuqsrzwiqCrMGdAYsvyXQ-C2y9GMtA After you register, an email will be sent to you from ZOOM with log-in information for the meeting. You do not need a ZOOM account to join, you can attend this meeting from anywhere using a compatible computer or mobile device. We want to see your face so video will be enabled for peer group virtual meetings! Remember this is a casual group so appear as you are (messy hair/no make-up totally fine!). Note that if you do not have video capability, you are still welcome to join. ** If you are new to ZOOM, you can test your device here: https://zoom.us/test Closer Look at Family Dynamics Including Responsibility of Being a Trustee Avoid the pitfalls of family dynamics in a family business. Discussion will include: • Issues that impact the day-to-day operation including the pressure to hire family members • Trustee duties and responsibilities and why naming the right trustee is critical for your family business ... read more

We will be using ZOOM for our meetings since we cannot meet in person! Here is the link for this peer group virtual meeting, please register in advance: https://zoom.us/meeting/register/u5cvcO2vqjsuWurqS3YPJHYyMS8122f-RQ After you register, an email will be sent to you from ZOOM with log-in information for the meeting. You do not need a ZOOM account to join, you can attend this meeting from anywhere using a compatible computer or mobile device. We want to see your face so video will be enabled for peer group virtual meetings! Remember this is a casual group so appear as you are (messy hair/no make-up totally fine!). Note that if you do not have video capability, you are still welcome to join. ** If you are new to ZOOM, you can test your device here: https://zoom.us/test Collaboration One of the most satisfying aspects of leadership is the ability to help people work together more effectively and productively. Learn the best practices on how to foster collaboration with anyone in your circle of influence. Objectives: • Learn a process for managing and improving collaboration • Participate in exercises to determine specific steps to improve the way you collaborate with others. This Peer Group focuses on four modules of Leadership: Leadership Styles; Developing Your People; Collaboration & Conflict Management; Team Development 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

We will be using ZOOM for our meetings since we cannot meet in person! Here is the link for this peer group virtual meeting, please register in advance: https://zoom.us/meeting/register/vJAkfuGrrjwjZQsmpbAK65ufr2cUYBLR8g After you register, an email will be sent to you from ZOOM with log-in information for the meeting. You do not need a ZOOM account to join, you can attend this meeting from anywhere using a compatible computer or mobile device. We want to see your face so video will be enabled for peer group virtual meetings! Remember this is a casual group so appear as you are (messy hair/no make-up totally fine!). Note that if you do not have video capability, you are still welcome to join. ** If you are new to ZOOM, you can test your device here: https://zoom.us/test Maintaining Cultural Anchors Honor the Past Celebrate the Present Build on your Vision This is a great discussion to have within family businesses and with the Leaders who are not family but entrusted with maintaining those cultural anchors (Honor the Past). Take Away: Great companies, family businesses and entities of any kind, understand the importance of continually sharing stories that anchor the Core Values and Vision of it’s leaders and creating a long term sustainable culture. 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. ... read more

In this unique forum, hear from family business owners as they share with other Conway family business owners their company's growth journey -- how marketing (everything from sales to building a brand to traditional marketing to digital marketing) played a role in that growth. Learn the trials and errors they made along the way, the tough decisions and investment risks venturing into unchartered waters and how the company measured success. This April 28th session features Michael Schoedinger, President of Schoedinger Funeral and Cremation Service. Learn as Mike uncovers how Schoedinger Funeral & Cremation Services developed a marketing strategy, identified what messaging is important to convey, how the right media helped them reach the right audience and why an integrated approach to marketing was the best option for Schoedinger for market recognition and long term growth. REGISTER now and join us for this live webinar on 4/28. You'll have the opportunity to submit questions during the session. Are you ready to take your family business to the next level? Join GREENCREST for this quarterly forum to hear first-hand from fellow family business owners on what they are doing to grow their business. Designed especially for CEO’s, presidents and owners, it will help you gain the insights you need to ignite your business! ... read more