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Tuesday Sep 13, 2022
At a certain point, families with substantial wealth outgrow traditional financial advisory services to help manage their personal financial complexities. As a result of wealth creation since 2008/2009, family office formation has been on the rise. Successful families have decisions to make regarding to build on their own or outsource – each comes with pros and cons.
Join Jon Eesley and Clayton Hall from Windsor Advisory Group for a discussion on why successful families consider building their own family offices or outsource. We will discuss scenarios for both so you can determine what is right for your family business.
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Categories: CCFB Webinar
Thursday Sep 15, 2022
How to Engage Non-Family Member Employees
An employee of a family-owned business who is a member of the family is tied to the owners in every possible way. Yet, non-family members can provide both skills and perspective that family members may not bring, and thus help grow the business. How does the family business owner align a non-family member employee’s interests to that of the owner?
This panel of professionals will discuss how they attract, develop, and retain key non-family member employees. Topics will include the importance of culture, communication, and compensation to align the goals and expectations of the business owners and employees. When successful, the business retains an employee who is as committed to the growth and success of the business as the owners, and the employee feels recognized and compensated for the contributions made to the business.
Panelists:
Steve Barton - General Manager, Two Men and a Truck
Sharon DeLay - President & Owner, GO-HR
Holli Houseworth - Office Manager, Cloud Cover
Amy Wilcox - COO, Crimson Design
Facilitated by Debbie Long of Clark Schaefer Hackett and Greg Daugherty of Porter Wright.
Sponsored by GREENCREST
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Categories: CCFB Educational Program
Tuesday Sep 20, 2022
The Story Behind Your Family Business
Behind every family business is a great story. We want to hear yours! If you are an owner or next gen, we'd like to hear the background of your family business including:
• What is your business, when/who started it?
• Where did the idea for your business come from?
• How did you get the name of your business?
• If next gen, why did you decide to become involved in your family business?
• How many family members are still in the business?
• What is your succession plan (if known)?
• What has been your biggest challenge and your biggest accomplishment since starting/joining your family business?
All are invited to this session - non-family and Service Providers members are welcome too! Learn, ask questions, and discover the inspiration and insight from those sharing their family business stories.
Generously sponsored by KeyBank
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Categories: CCFB Peer Group, Women in Family Business
Thursday Sep 22, 2022
The Conway Strong CEO Peer Group is for Presidents and CEOs of family-owned businesses. The group is by invitation only and there is an additional annual fee to attend.
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Categories: CCFB Peer Group, CEO
Tuesday Sep 27, 2022
Wednesday Sep 28, 2022
Thursday Sep 29, 2022
Join us in person for our first in this series of quarterly succession planning sessions as we discuss the key questions that families may ask in the early stages of the succession planning.
We will explore the fundamental concepts that underlie a successful succession process including the discussion of the hard/soft side of succession planning for family business. Why it is so complicated….what gets in the way? Why documents can’t be “cookie-cutter easy?…”
Attorneys Bea Wolper of Emens Wolper Jasin Jacobs and Meredith Sugar of Taft/ will facilitate this discussion, give practical advice, and answer any questions you may have.
Generously sponsored by Morgan Stanley
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Categories: CCFB Peer Group, Succession Planning
Tuesday Oct 4, 2022
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, C-Suite Non-Family Leaders
Thursday Oct 6, 2022
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. By invitation only.
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Categories: CCFB Peer Group, Leadership Development 2.0
Thursday Oct 6, 2022
The Rising CEO Peer Group is for next gens who will be taking a greater leadership position in their family business. The group is by invitation only and there is an additional annual fee to attend.
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Categories: CCFB Peer Group, Rising CEO
Tuesday Oct 11, 2022
Keys to Family Business Success
We all know that running a business has enough challenges without the added complication of family relationships. The importance of soft issues in family businesses and the way they are anchored in emotion, is often understated and if glossed over, they can lead to hard problems. In this session we will discuss the top essentials for a successful, harmonious family business.
What have you found to be the most important elements of your family business? Do you have a set of soft rules for your family business? Come share with the group and let's learn together!
Generously sponsored by KeyBank
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Categories: CCFB Peer Group, Women in Family Business
Thursday Oct 13, 2022
Yes is the Answer! What is the Question?
Join us for a candid discussion with Cameron Mitchell on all aspects of his ''people first'' culture and philosophy. Moderated by Mike Schoedinger, this will be an enlightening and entertaining deep dive into what makes Cameron Mitchell Restaurants and Premier Events/Catering so popular and successful.
Sponsored by GREENCREST
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Categories: CCFB Educational Program
Wednesday Oct 19, 2022
Google has already stopped updating its Universal Analytics (UA) platform and will be sunsetting it completely in 2023, replacing it is the new Google Analytics 4 (GA4). This is the first major update to analytics in years, and it is a major change. Is your company ready to make the switch?
Join Greg Stockmaster, GREENCREST digital marketing manager, as he walks us through what this change means for businesses and how and when to make the switch at your company.
You will learn:
Why Google is making the switch
Key differences between Universal Analytics and Google Analytics 4
The benefits of migrating to GA4
How to make the switch
Why you should be migrating to GA4 now!
The importance of analytics in digital marketing
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Categories: CCFB Webinar
Thursday Oct 20, 2022 -
Friday Oct 21, 2022
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Categories: CCFB Peer Group
Wednesday Oct 26, 2022
Tuesday Nov 1, 2022
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, C-Suite Non-Family Leaders
Thursday Nov 3, 2022
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. By invitation only.
... read more
Categories: CCFB Peer Group, Leadership Development 2.0
Thursday Nov 3, 2022
The Rising CEO Peer Group is for next gens who will be taking a greater leadership position in their family business. The group is by invitation only and there is an additional annual fee to attend.
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Categories: CCFB Peer Group, Rising CEO
Thursday Nov 10, 2022
Taking Over Unexpectedly
50% of business owners leave involuntarily: death, disability, divorce,distress/departure, or disagreement. What is the impact of these involuntary departures and how does a family business recover? Join us for a discussion with family business leaders who have faced such scenarios. You'll learn from their experiences and glean what steps you can take to prepare for the unexpected.
Panelists:
Kent Johnson, 4th Gen CEO from Highlights for Children
Nick Trifelos, 5th Gen Sales Manager from Anthony Thomas Candy Co.
Donna Van Horn, President from Bloomingburg Spring & Wire Forms
Facilitated by Isaiah Stidham, Budros Ruhlin & Roe
Sponsored by GREENCREST
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Categories: CCFB Educational Program
