Education

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. ... read more

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This group is for EOS Integrators or the equivalent on the leadership team. These facilitated sessions will provide group members the opportunity to get and share advice on EOS best practices as well as implementation challenges and other issues they are facing. Facilitated by Kim Troy, Civilis Consulting. ... read more

Establishing Personal Values Within the Bigger Picture - Defining values is critical for success in business. We hope to work where our values and company values align. We’ll discuss how to navigate differences in values from one generation to the next within the family business and how to create a personal values statement that will guide your behaviors at the office and reflect your family’s and company’s values. We’ll also examine how establishing values can eliminate unnecessary conflict in the office. ... read more

Ever wonder what it’s like for those folks whose name is not on the building and who probably will never sit in the CEO seat? Our panelists will discuss how they navigate family dynamics, what they get out of working at the executive level alongside family members, why they stay, and what they get out of helping lead a family firm. ... read more

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Are you receiving the financial reporting tools that you need to make informed decisions about your family-owned business? Join Michele Himes and Michelle Lindsey from Kaiser Consulting as they cover several key aspects of a strong financial reporting function and how to recognize potential issues in the reporting process. The types of accountants and how to determine the skill set your team needs will also be covered in this session. This is the first* in a series of four webinars presented by Kaiser Consulting that will address some financial tools and best practices for your family business. ... read more

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There has been a lot of recent activity recently that impacts how you are operating your workplace. You may be hearing that all of these new rules are being challenged, but now is not the time to be complacent. Sharon DeLay, President of GO-HR, will conduct this live webinar covering what you need to know so you can be prepared. ... read more

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QuickBooks is one of the most common accounting software programs used by small businesses. We will share tips and trips about the software, gleaned from our experienced consultants who provide outsourced accounting services. The session will allow time for Q&A. The topics covered will illustrate how to optimize efficiency, accuracy, and productivity. We will also cover the basic understanding that non-accountant business owners should have in order to navigate QuickBooks to obtain key financial information. This is the second* in a series of four webinars presented by Kaiser Consulting that will address some financial tools and best practices for your family business. ... read more

John and Angela Petro are excited to invite you to the High Line Car House for the Together & Company Family Business Showcase. The Family Business Showcase, open to Central Ohio's family businesses and community leaders, offers an inside view of members organizations and the opportunity to hear from the families who run them. Together & Company, a full-service catering and events company, began in 1997 as Two Caterers and has grown to provide much more than box lunches. Hear the story of how Angela Petro and a friend kicked off their business by giving away coffee and menus at traffic lights - and grew to the complete hospitality company of today, going “all in” with John joining the business just six months before the onset of the Covid pandemic. The Petros brand of vulnerability in storytelling will remind us of the importance of building for the future while allowing ourselves the space to pivot as needed. Guests can expect the full hospitality treatment with hors d’ oeuvres, beer, wine and N/A beverages and tours of the recently renovated High Line Car House, including insights on the historic 1870’s building they call home. ... read more