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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
Wednesday Jul 29, 2020
HR Open Forum - Virtual Live Meeting
Got questions? Sure you do! Businesses have been blindsided this year and navigating the ''new normal'' is not for the faint of heart. As staff continues to expand and contract to meet changing business needs, new employment laws are enacted and sunset, and expectations about how to get work done are constantly coming at us - it's no wonder we have HR fatigue!
Let's come together and talk all things HR. Sharon DeLay, President of GO-HR will facilitate and address HR issues you are currently facing in your family business. We'll share best practices, must-knows and be the empathetic ear we all need right now.
Topics such as remote working/productivity, employee health and well-being, best practices for encouraging diversity and inclusion in your workplace … just to name a few. Join us for this live interactive meeting to find practical advice around tackling the challenges you are facing.
*Important Note: Because we want this to be interactive, this session will be a Zoom Meeting (same format as our peer groups) with audio/video enabled for all who join. Note that if you do not have video capability, you are still welcome to participate. This session will NOT be recorded.
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Categories: CCFB Roundtable, CCFB Peer Group
Tuesday Aug 4, 2020
Thursday Aug 6, 2020
This August 6th session features Jim Wasserstrom, CEO of Advance Sign Group. Growing his family business to a position of national leadership was an evolution. Hear from Jim Wasserstrom of Advance Sign Group as he shares the multiple pivots he made to increase sales, change the company’s customer focus, hire a key management team, implement EOS and shift his sales and marketing to meet the changing needs of his customers. Learn what it took to build a foundation for growth and how the trust and value the family owners put on their people to drive the company’s vision has led to its national success.
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Categories: CCFB Roundtable
Tuesday Aug 11, 2020
How to Avoid Probate When There is No Plan
Join us for a discussion of the ins and outs of avoiding probate and why it is important – to your family, for your business, and for your own peace of mind. What to do when there is no plan resulting in additional frustrations, delay, and costs for your loved ones.
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Categories: CCFB Peer Group
Thursday Aug 20, 2020
If you feel like today’s world is often too much to handle at once, you’re not alone. Join certified health coach, registered dietitian & yoga instructor Jenny Pitcher from OhioHealth as she presents some of the research and science behind creating a resilient spirit and generating hope, two things that may be hard to elicit in this uncertain time. Experience resilience practices and walk away with tools & strategies for practicing resiliency to build hope for yourself and those around you - both personally and in your family business.
REGISTER now and join us for this live webinar on 8/20. You'll have the opportunity to ask Jenny questions during the session and view a recording post session.
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Categories: CCFB Roundtable
Tuesday Aug 25, 2020
Join Ted Fireman, Franchise Consultant and Market President of FranNet of Central and Southeastern Ohio as he discusses franchising basics. Ted will explain the array of categories and investment levels available (starting at around $50K), and how to go about defining your own personal vision.
For some family business owners, franchising is a way to diversify or to help adult children enter business ownership and receive strong ongoing training and support to help them succeed and possibly to prepare for a role in the family business.
Among the topics Ted will cover include:
? Basic information on franchising, including the range of industry categories, investment levels and fees.
? Finding the right funding option to fit your circumstances.
? The legal regulations governing franchising that protect the buyer.
? A strategic approach to defining your personal business model, quantifying your returns and safely researching and selecting the business opportunity that best fits your unique personality, skills, needs and goals.
? Growth trends and choices in franchising that offer stability and success in weak and strong economies.
You'll have the opportunity to submit questions during the session and view a recording post session.
REGISTER now and join us for this live webinar on Tuesday, August 25. You'll have the opportunity to ask questions during the webinar and view a recording post session.
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Categories: CCFB Roundtable
Thursday Aug 27, 2020
Tuesday Sep 1, 2020
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 Sep 3, 2020
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.
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 facilitates these sessions focusing on your most relevant business challenges.
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Categories: CCFB Peer Group
Tuesday Sep 8, 2020
WBE Certification Opportunities & Challenges
How do you become a Women’s Business Enterprise (WBE)?
What are the benefits of certification?
Who should apply for WBE, who should not apply
Discussion of criteria, cost, how long it takes for certification
?Our guest speakers Myrna Taylor and Valencia McNeil from Women's Business Enterprise Council Ohio River Valley will provide the information you need and answer your questions.
Hear also from Conway member speaker Susan Snyder-Hina, President of Hina Environmental Solutions, Inc. who as been through the process of certification and can discuss the benefits and challenges!
Please register accordingly - either for the ONSITE session or ONLINE via ZOOM
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Categories: CCFB Peer Group
Thursday Sep 10, 2020
The CARES Act: Implications for your family businesses
Reps from Porter Wright and W3 Global Accounting will be our guest contributors for this meeting, sharing the latest information and guidance about tax, loan forgiveness, benefits, and general business planning aspects of the CARES Act.
The CARES Act effect on retirement
PPP loan and tax implications
Consideration of a trust provision for staying home vs. nursing home
Generously sponsored by Morgan Stanley
It is never too early to think about succession planning in a family owned business! This dynamic monthly peer group is facilitated by Bea Wolper of Emens & Wolper Law Firm, Thaddeus O’Brien of O’Brien & Associates, and Meredith Sugar of Taft Law. They provide a forum to discuss all aspects of succession planning - from inter-family dynamics to strategic planning - in interactive sessions that will provide the foundation for transitioning your family business to the next generation. This program is not just for founders/owners – attending together with successors or next gens is very important and beneficial.
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Categories: CCFB Peer Group
