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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
Tuesday Sep 15, 2020
Leadership: What has Changed and Why It Matters
It would not be a leadership discussion without discussing the massive change we have experienced recently. In order to be effective leaders, we must understand the factors and trends that impact the people we lead in order to best serve their needs and the needs of the business. This creates a common sense of why leadership matters in the first place by answering the question - what problems should we as leaders be trying to solve??
In this session, we will look at data and trends and hear from our fellow professionals the challenges that we all face and why leadership can help us solve them.
Facilitator Jonathon McKay with PATH will lead these leadership sessions focusing on the most relevant challenges and opportunities for your business today. This is 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 Sep 17, 2020
Join us for a panel discussion on what it takes to be a female leader of a family-owned business. How do women in leadership roles impact the bottom line? Why is it important to mentor and support rising female leaders in a family business? How did these women get to where they are in their family business and what are their hopes for the future of women in business
Moderated by Jennifer Griffith, Ohio Regional President - First Merchants Bank.
Our panelists are:
Elizabeth Blount McCormick, President – Uniglobe Travel Designers
Lori Kaiser, CEO - Kaiser Consulting
Darla King, President - King Business Interiors
Sponsored by GREENCREST
REGISTER now and join us for this live webinar on 9/17. 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
Thursday Sep 24, 2020
Wednesday Sep 30, 2020
Join us for this timely topic for your family business: How to implement and manage effective remote work agreements and keep your employees engaged and productive!
Sharon DeLay, President of GO-HR will moderate this event with guest speaker Larry English. Larry, the author of Office Optional: How to Build a Connected Culture with Virtual Teams, will join us for a discussion about how his company Centric Consulting has subscribed to a remote working arrangement early on, with over 1,000 employees across the United States and India.
We'll talk about the challenges around a remote workforce, as well as the benefits. Learn about creating and sustaining a culture of collaborative teams including:
- How and why you need to cultivate an atmosphere of trust in a virtual environment
- How to recruit and hire team members for remote work
- How to build strong relationships with people you don't see every day
- How to be a great virtual team member
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Categories: CCFB Roundtable
Thursday Oct 1, 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 Oct 6, 2020
Thursday Oct 8, 2020
Sibling Rivalry During Stressful Times
• What parents can do
• How to deal with situation when “chosen one” is struggling
• Treating children equally; treating children differently
• Which child becomes the leader – both?
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Categories: CCFB Peer Group
Tuesday Oct 13, 2020
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Categories: CCFB Peer Group
Wednesday Oct 14, 2020
Thursday Oct 15, 2020
From COVID-19 to insurance premiums, Dr. Glenn Williams and Ryan Sledge from OhioHealth will join us to talk about healthcare issues that your family business needs to know about for 2021.
REGISTER now and join us for this live webinar on 10/15. You'll have the opportunity to submit questions during the session and view a recording post session. If you have specific questions you would like addressed, please submit them when you register.
NEW! We encourage you to sign on early and chat/network with other members attending! You can sign-on anytime from 7:45am to introduce yourself and chat with others in ''the room!'' Note that audio/video will not be enabled for attendees but you can communicate via the CHAT function from your meeting menu (and please remember our non-solicitation policy!)
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Categories: CCFB Educational Program
Tuesday Oct 20, 2020
Building A Foundation for Great Leadership
The practice of leadership has been developed over decades over experience and practice. One thing we know – great leadership is hard. However, there is a proven way forward. The foundation of this path to great leadership rests on having a strong sense of purpose and values from which to operate from. Our ability to work through tough situations for both ourselves and others. Leaders must first understand what the foundational principles mean to us as individuals before we can help inspire others to join the journey.
In this session, we will discuss how to develop a personal purpose statement and what types of values are best suited for servant leadership.
Facilitator Jonathon McKay with PATH will lead these leadership sessions focusing on the most relevant challenges and opportunities for your business today. This is a very collaborative group that encourages peer-to-peer sharing.
Generously sponsored by Park National Bank
? Please register accordingly - either for the ONSITE session or ONLINE via ZOOM
ONSITE REGISTRATION
All attending in person must comply with safety guidelines, including the face mask and social distancing policies. Please refer to the Conway Center Re-Opening FAQs for details as to what to expect when attending an onsite Conway Center event during this COVID-19 crisis.
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Categories: CCFB Peer Group
Wednesday Oct 21, 2020
The IRS recently published its operational compliance list for qualified plans. This list includes changes that employers must make to their 401(k) plan administration by the end of the year. Recent legislation and regulatory guidance also will require more changes and possible document amendments in 2021.
Greg Daugherty from Porter Wright will discuss what you need to do to keep your 401(k) plans up-to-date and to fulfill your fiduciary duties to your participants.
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Categories: CCFB Roundtable
Thursday Oct 22, 2020
Tuesday Oct 27, 2020
L2 Fall Fun Get Together!
By invitation only for Leadership 2.0 peer group members - meeting & dinner on Guzman deck!
Donna Musilli of DM360 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 Nov 3, 2020
Thursday Nov 5, 2020
Caring for an Aging Loved One
Join our guest speaker Melanie Hankinson, an Aging Life Care Professional®, as she reviews the options and hurdles of caring for an aging loved one. Discussion will focus on you as business owners who may not have the flexibility to “leave the business in someone else’s hands” thus need help with what can often be an overwhelming task of navigating services and care while running a business. We will explore in-home, community,and facility care - as well as end-of-life care options. Examples of current and past client case studies will be shared along with other issues including:
Pros and cons whether care should continue in the home or placement in a facility
What is the cost of care and who pays for this care?
How caregiver stress can take a toll?
Health directive forms’ interplay and terms
Financial Powers of Attorney
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.
... read more
Categories: CCFB Peer Group
