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Tuesday Mar 2, 2021
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
Thursday Mar 4, 2021
Leadership is complex; and especially for family businesses. This Leadership 2.0 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.
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Categories: CCFB Peer Group
Thursday Mar 4, 2021
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
Monday Mar 8, 2021
Are You Eligible for the Employee Retention Tax Credit?
The Employee Retention Tax Credit (ERTC) didn’t get as much attention as part of the CARES Act because businesses could not claim both the PPP and ERTC. Since the PPP was a more lucrative stimulus in most cases, the majority of eligible businesses opted for the PPP.
PPP + ERTC now allowed - Fast forward to the recently passed Consolidated Appropriations Act (CAA). While yes, PPP Part 2 was funded, a change in the CAA allowed businesses that previously claimed a PPP to now retroactively claim an ERTC in addition to any PPP forgiveness received. As a result, many businesses are eligible for up to an additional $5,000 refundable credit per employee for 2020. Further, the ERTC was extended and sweetened for 2021 – a refundable credit is also available for up to $14,000 per employee for Q1 and Q2 of 2021.
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Categories: CCFB Webinar
Tuesday Mar 9, 2021
All About Boards
Characteristics of high-performing boards and how you can attract, retain, and enhance the performance of your own board. Discussion will focus on:
• Board of Directors – purpose, roles, selecting, transitioning, compensation
• Advisory Boards – who, why and how
• Advisory Groups – pros and cons
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Categories: CCFB Peer Group
Thursday Mar 11, 2021
Operating Agreement
Without a solid operating agreement, conflict can cause harm to a family business including loss of control of the business. A thoughtful operating agreement can mitigate such harm as family dynamics change over time. This discussion will include:
Transfer restrictions
What happens when someone leaves?
Death; Divorce
Puts and calls
Cash flow distributions
Management – member-managed versus manager-managed
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
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Categories: CCFB Peer Group
Tuesday Mar 16, 2021
Managing Conflict -
One of the consistent characteristics of strong leaders is the ability to manage conflict in an organization or team. Learn the best practices of managing conflict and how this can help improve the relationships around you.
This session will address the different types of conflicts and situations therein, in addition to learning how to help people productively address conflict.
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
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Categories: CCFB Peer Group
Thursday Mar 18, 2021
Did you know that more than 30% of all family-owned businesses make the transition into the second generation? 12% will still be viable into the third generation, with only 3% of all family businesses operating at the fourth-generation level and beyond. Therefore, it is crucial that we focus our efforts on preparing and supporting the next wave of leadership, but how can we empower the next generation to step into leadership roles with the confidence and ability to transform the future of their family business?
Facilitated by Kelly Borth (GREENCREST), our panel will feature family business leaders, Chelsea King (King Business Interiors, Inc.) and Steve, Austin, and Patrick Wathen (Equity, LLC).
Our panelists will share their experiences from all perspectives - those who have successfully passed leadership on, those who have succeeded as the next generation, and those who are currently taking steps towards leadership as a Next Gen. Our panelists will also speak candidly about what the next generation means to their family business and how to support and prepare Next Gens to make a lasting impact.
Sponsored by: GREENCREST
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Categories: CCFB Educational Program
Thursday Mar 25, 2021
Joseph Gastaldo, MD, System Medical Director of Infectious Diseases and Medical Director of Quality & Safety at OhioHealth Riverside Methodist Hospital will discuss the COVID-19 vaccine and what it means for a returning workforce and employers. Join us for this unique opportunity to ask Dr. Gastaldo your specific questions during this session.
Dr Gastaldo has been at the helm of COVID-19 vaccine education for our associates and the community.
Dr. Gastaldo has been practicing medicine for over 20 years, attending Wright State University, Boonshoft School of Medicine, and the Ohio State University Wexner Medical Center for his internal medicine residency and infectious diseases fellowship.
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Categories: CCFB Webinar
Thursday Apr 1, 2021
Leadership is complex; and especially for family businesses. This Leadership 2.0 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 Apr 6, 2021
Ignite Your Family Business - Live Virtual Meeting
his 4/6 session features Mark Swepston, President of Atlas Butler.
Atlas Butler has seen much transition in its 100-years and four generations of family business history. Mark will explain the marketing reason why Ramey Manufacturing changed its name to Atlas Butler in 1936. Discover how the business transitioned into and then backed away from the commercial industry. Be inspired by how each generation followed their grandfather’s footsteps of community involvement and his forward thinking vision and risk tolerance for how to evolve the family business to the next level.
Are you ready to take your family business to the next level? Join Kelly Borth, CEO and Chief Strategy Officer of GREENCREST as she facilitates this quarterly forum to hear first-hand from fellow family business owners on what they are doing to grow their business. It will help you as a business owner or leader gain the insights you need to ignite your business!
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Categories: CCFB Roundtable
Thursday Apr 8, 2021
Business Valuation
Our guest contributor will discuss why a current business valuation is important for your family business, including:
• Valuation strategies that can help you increase your profitability
• How a company is valued, and how others outside the business view that value
• Why you need to get an updated valuation and why an accurate valuation is important if there is a gift.
Generously sponsored by Morgan Stanley
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Categories: CCFB Peer Group
Thursday Apr 8, 2021
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
Tuesday Apr 13, 2021
Conversation with Lori Kaiser, Founder and CEO of Kaiser Consulting
Lori founded Kaiser Consulting in 1992, an award winning accounting and information technology consulting firm with a unique workplace for employees seeking better work-life balance. Lori will share her journey to success along with the lessons learned along the way. We hope you join us in this informal discussion with Lori that will no doubt leave you energized and inspired!
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Categories: CCFB Peer Group
Wednesday Apr 14, 2021
Hot off the DOL guidance presses, Sharon DeLay, President of GO-HR will discuss what you need to know regarding the recently passed American Rescue Act including:
* COBRA Premium Subsidies - who is eligible, how you as an employer must prepare for compliance and recoup costs of the subsidy
* Revised FFCRA paid sick and expanded leave options
* New stricter OSHA guidance
We will also have consultation from Sara Goldhardt, CPA from our friends at GBQ. Sara is the Director of State and Local Tax Services at GBQ and will provide guidance on to some of the tax-related issues all of this brings with it.
Join us for this live virtual meeting* of what you need to know now - questions and feedback are welcome and encouraged. If you can't attend this meeting due to a scheduling conflict, register anyway and we will send you the recording!
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Categories: CCFB Roundtable
Thursday Apr 15, 2021
Advisory Boards are an integral part of many successful businesses and organizations because they offer various perspectives, expert advice, and a neutral voice.
Join us for a virtual discussion with Suzanne Amstutz (Ohio Power Tool), Tony Durieux (ALNI), and Jon Eesley (Windsor Advisory Group), as we share how family businesses effectively utilize their boards by establishing roles, responsibilities, and proper governance. Tips, strategies, and tactics will be shared for improving engagement, communication, and understanding expectations for you and your board.
Sponsored by GREENCREST
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Categories: CCFB Educational Program
Tuesday Apr 20, 2021
Tuckman's Model - Team Formation & Development
The most common challenge for any leader is the ability to effectively manage a team of people. Learn about the natural progression of team formation and how this can help you better achieve your goals. We will discuss and review the state of your teams, what point in the process they are at and how to move them forward.
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
Categories: CCFB Peer Group
Thursday Apr 22, 2021
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
