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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
Wednesday Jul 1, 2020
Succession Planning Opportunities for Family-Owned Businesses Post-Coronavirus - Live Webinar
Are you wondering how the COVID-19 crisis has impacted the value of your business? Join Mary Beth Koester, CVA, CEPA, director of valuation and transaction advisory services at Rea & Associates, during this hour-long webinar when she will break down the impact this pandemic has had on small- to mid-sized businesses.
Mary Beth will discuss powerful succession planning opportunities that are now available to family business owners who are considering exiting their businesses over the next few years or who want to start their succession plan.
Specifically, if you attend this webinar, you will:
Gain insight into conversations taking place throughout the valuation profession with regard to COVID-19 and its impact on business valuations.
Learn about opportunities now available to family business owners who are interested in crafting an ideal succession plan post-pandemic.
Develop a greater understanding of the impact coronavirus has had on mergers and acquisitions and what you can do to successfully prepare your business for sale, including strategies for stabilizing cash flow and capturing value.
You'll have the opportunity to submit questions during the session and view a recording post session.
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Categories: CCFB Roundtable
Tuesday Jul 7, 2020
Tuesday Jul 14, 2020
Stages of Wealth including Utilizing Donor-Advised Funds
We will explore the three stages of wealth: accumulation, preservation, and distribution. Discussion will encourage you to consider these three phases and make sure you’re being proactive, because without a plan to transition smoothly from phase one to two and then phase three, you run the risk of dropping the baton suffering the consequences.
Importance and strategies for transitioning smoothly into each of the stages
Utilizing Donor-Advised funds – benefits, difference between a Foundation
How to set up a Donor-Advised fund
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
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Categories: CCFB Peer Group
Wednesday Jul 22, 2020
Data Analytics and Business Intelligence
In the current economic environment, uncertainty is certainly one thing we can all count on. But there is also the power of data that can help us navigate our current situation and allow us to evaluate where we were, where we are, and where we will be and how to effectively get there.
Join Carlin Culbertson from Meaden & Moore as he discusses the power of data analytics and how it can allow an organization to decipher the results of its own operations and provide meaningful Business Intelligence (BI) results including:
Data analysis projects M&M has done to provide some real world examples
Simple ways to get started with data analytics and business intelligence
Examples of software you can use to get started
Challenges companies face when trying to implement and maintain a data analytics program and how to minimize these challenges
REGISTER now and join us for this live webinar on Wednesday, 7/22. You'll have the opportunity to submit questions during the session and view a recording post session.
This quarterly forum is generously sponsored by Conway Service Provider Meaden & Moore.
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Categories: CCFB Roundtable
Thursday Jul 23, 2020
