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Tuesday May 5, 2020
As businesses both small and large navigate during this unprecedented time, data from Google shows that searching online for products & services is as popular as ever, even now. This session will help businesses take advantage of consumer behavior as the economy returns to a state of normalcy.
When someone goes to Google looking for your product or services, it's critical that your business shows up in the results. In this live webinar, Adept's Director of Acquisition, Megan Medeiros, will cover how your family business can most effectively combine paid (pay per click) and organic (SEO) strategies to ensure potential customers can find you.
REGISTER now and join us for this live webinar on 5/5. You'll have the opportunity to submit questions during the session and view a recording post session.
Online Strategy is a bi-annual forum facilitated by Conway Service Provider Adept, offering website design, development, e-commerce, content marketing PPC and consulting services to help change how businesses target customers and generate revenue.
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Categories: CCFB Roundtable
Tuesday May 5, 2020
Tuesday May 12, 2020
How to Stop Apologizing
Women are guilty of it more than men ? apologizing unnecessarily. The habit of often injecting the word ?sorry? into your conversations may seem harmless on the surface but it has consequences. Discussion will address:
? Drawbacks of too much apologizing
? Recognizing the right times to apologize and strategies for only doing so when you mean it
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Categories: CCFB Peer Group
Thursday May 14, 2020
Passing Wealth Tax Free
• What will the future bring regarding taxes?
• Gifting – annual giving & exclusions
• Tax law fluctuation
• Grantor retained annuity trusts
• Family limited partnerships
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Categories: CCFB Peer Group
Tuesday May 19, 2020
Tuckman’s Model - Team Formation & Development
Description: 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.
Objectives:
• Discuss and review Tuckman’s Team Formation and Development Model
• Review the state of your teams, what point in the process they are at and how to move them forward
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Categories: CCFB Peer Group
Wednesday May 20, 2020
Doing Business During the Pandemic
Over the past several weeks, you've likely been inundated with information and guidance regarding the various government funding programs related to the COVID-19 pandemic. Join Conway Center Service Provider Clark Schaefer Hackett as they help clear the noise surrounding recent coronavirus-related legislation, and more importantly, provide insight into what actions family businesses should be taking now.
CSH’s Phil Hurak and Kevin Dehner will discuss:
• Updates and business considerations regarding the CARES Act including PPP Loan forgiveness, Employee Retention credit, and FICA tax deferral
• Update on the proposed HEROES Act (possible “Phase IV” Coronavirus Stimulus Response)
The webinar will conclude with a Q&A allowing you to get your questions answered.
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MEET THE PRESENTERS
Phil Hurak leads CSH’s Government Funding Advisory and State and Local Tax practices. He specializes in helping clients across all industries understand the various rules and opportunities available in each taxing jurisdiction. He has extensive experience in assisting companies at the federal, state and local levels identify, apply and comply with both tax and non-tax benefits.
Kevin Dehner leads CSH’s Government Funding Advisory practice. In this role he assists companies in identifying, understanding, and receiving money through a variety of programs provided by governmental bodies. Kevin has a diverse background, including significant expertise in audit, tax and M&A practices. Kevin has served as a business advisor for public, private, domestic and multinational companies from a broad-based industry profile, including consumer products, technology, life sciences and industrial products.
REGISTER now and join us for this live webinar on Wednesday, 5/20. You'll have the opportunity to submit questions during the session and view a recording post session.
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Categories: CCFB Roundtable
Thursday May 21, 2020
Now that Ohio is slowly getting back to business, what's the best way to do that responsibly? Our panelists are Dianne Grote Adams, Safex, Steve Harmon, Spartan Logistics, and Andy Shaffer, Shaffer Entertainment. Each of them brings a different perspective on how to navigate the new rules around getting back to work.
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Categories: CCFB Educational Program
Wednesday May 27, 2020
Understanding COVID-19-Related Employee Benefit Plan Pitfalls and Opportunities
This timely webinar will address the employee benefit provisions buried within the CARES Act and other fiduciary issues that employers should consider. COVID-19 has affected all aspects of business. The economic fallout has created potential fiduciary and liability issues for employers with respect to their qualified retirement plans. Fortunately, Congress has provided relief with respect to some of these issues under the Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020. Topics will include:
• CARES Act changes to the tax qualified retirement plan rules and health and welfare plan rules.
• Potential ERISA liability and litigation risk related to investment options under 401(k) plans.
• The impact of furloughs and layoffs on employee benefit plans.
• Suspending matching contributions, and other related economic considerations on employee benefit plans
Greg Daugherty from Porter Wright will help those involved with their organizations’ employee benefits administration and compliance manage the response to COVID-19 with respect to these plans.
REGISTER now and join us for this live webinar on Wednesday, 5/27. You'll have the opportunity to submit questions to Greg during the session and view a recording post-session.
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Categories: CCFB Roundtable
Thursday May 28, 2020
Boundaries for Non-Family Leaders
In the end, as a leader, you are always going to get a combination of two things:
“What you create and what you allow.”
Ultimately, leaders own it! They are the ones who define and create the boundaries that drive standards of performance and culture and high-performance teams that are organized around the behaviors that drive sustainable high performance.
Take Away:
• Establishing one’s own boundaries as a Leader
• Focusing our attention on the factors that create high performance teams and sustainable results
• Boundaries that support an environment of transparency, accountability and trust.
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Categories: CCFB Peer Group
Thursday May 28, 2020
Tuesday Jun 2, 2020
Thursday Jun 4, 2020
Homework for this June 4 session:
In our continuing discussion of Conscious Leadership, read through the first commitment of Taking Responsibility in “The 15 Commitments of Conscious Leadership.”
Continue to ask yourself, “Where am I?''
Enrollment is closed for this series, but if you are interested in this group - please contact Amy at adotts@familybusinesscenter.com.
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?
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Categories: CCFB Peer Group
Tuesday Jun 9, 2020
Adapting to a Changing Employment Market
Sharon DeLay, Conway member and owner of GO-HR will be our guest facilitator this month! Join us as we discuss the current job market and how it has all changed with COVID-19.
Discussion will include:
• Bringing employees back to work in the wake of Covid-19
• Remote working considerations
• Best practices for recruiting and retaining employees
AND MUCH 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://us02web.zoom.us/meeting/register/tZYrfuqtrz0pHdzWPi3hcWyQY7NYhMzwmoDu
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
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Categories: CCFB Peer Group
Tuesday Jun 16, 2020
Development Plan -After having completed the previous nine sessions, it’s time to put the collective learning into action. Learn how to put these concepts and frameworks into an actionable plan to help achieve your goals.
Objectives:
• Review your current state and goals
• Develop clear and measurable actions that can improve your environment and the lives of people around you
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Categories: CCFB Peer Group
Thursday Jun 18, 2020
Join us for an in-depth discussion with Steve Wathen, founder of Equity, Inc. Joined by his sons Patrick and Austin, Steve will discuss their succession plans and share how clear expectations and open communication are essential to the succession process
Moderated by Kelley King of King Insurance Advisors.
Sponsored by GREENCREST.
REGISTER now and join us for this live webinar on 6/18. You'll have the opportunity to submit questions during the session and view a recording post session!
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Categories: CCFB Educational Program
Tuesday Jun 23, 2020
Buying or Selling a Business
• Are you planning on buying or selling within two years?
• Confidentiality Agreement (NDA)
• Reasons to sell/buy
• Bringing on investors
• Valuation revisited
• Creating life after succession
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Categories: CCFB Peer Group
Wednesday Jun 24, 2020
Curious about the Conway Center? Already a member and want to learn more? We are hosting a virtual meeting for new, prospective, returning members, or any other family business or service provider members interested in learning more about getting the most out of your Conway Center membership.
This event will give everyone an opportunity to learn more about the history of the Conway Center, its offerings and member benefits. Hear from some of our members on how they maximize their membership and on ways to get engaged!
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Categories: CCFB Roundtable, CCFB Networking & Social Events
Thursday Jun 25, 2020
Emotional Quotient - Isn't it all about IQ?
TriMetrix EQ - Are we connecting? (cont.) 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 *
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Categories: CCFB Peer Group
Thursday Jun 25, 2020
