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Tuesday Jan 3, 2023
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
Wednesday Jan 4, 2023
As we all know by now, Intel plans for an initial investment of more than $20 billion for two new chip factories in Licking County. There has never been a project of this size, or magnitude, in the entire state of Ohio?s history. How will this project impact your family business?
Join Betsy Goldstein, director of business development with MA Design, as she walks us through the Intel project and the overall impact to the Central Ohio region.
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Categories: CCFB Webinar
Thursday Jan 5, 2023
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
Friday Jan 6, 2023
We are hosting a breakfast for new, returning, 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 network with other family business leaders, and to learn more about the history of the Conway Center, its offerings and member benefits.
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Categories: CCFB Networking & Social Events
Tuesday Jan 10, 2023
Integrating work and life is a struggle for women, especially working in a family business. As we kick off the new year, join us for an interactive discussion on time management strategies to improve your sense of balance at work and at home to avoid physical and emotional exhaustion.
Ways to prioritize your time, establishing boundaries, saying no (how to do it and why you shouldn’t feel guilty), FOMO (Fear Of Missing Out) and JOMO (Joy Of Missing Out) – we’ll explore it all!
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Categories: CCFB Peer Group, Women in Family Business
Wednesday Jan 11, 2023
Family businesses can sometimes be dysfunctional ones, with disgruntled employees not speaking honestly, being actively disengaged, and then leaving. We’ll discuss steps to take in interviewing and onboarding that will lead to more employee retention and engagement.
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Categories: CCFB Peer Group, Next Generation Leaders
Thursday Jan 12, 2023
Join us for this important session focusing on current tax laws, strategy, and planning that can help your family business build a succession plan that reduces tax impacts.
Discussion will include:
Gift tax vs. estate tax
Utilizing value discounts
Considerations of gift or stock bonus
Other options to reduce taxes during a transition will be discussed including:
How to wisely transfer assets
How to exit the business with tax planning
Determining which is best - Transfer now? Transfer at death? Transfer over time?
Join us to learn how you can minimize your taxes while succeeding in the continuity of your family-owned business. Bea Wolper of Emens Wolper Jacobs & Jasin 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
Thursday Jan 19, 2023
Succession happens whether planned for or not. It is therefore imperative that family-owned businesses go through thoughtful, strategic succession planning if they are going to transition smoothly from generation to generation ? and the process isn?t always easy! It?s also never too early to start thinking about succession because it is indeed a marathon and not a sprint! Our panelists will discuss their approach to succession planning: detours and all!
Panelists:
Luconda Dager, President, Velvet Ice Cream
Tom Mosure, Chairman of the Board, ms consultants, inc.
Steve Wathen, CEO, Equity
Patrick Wathen, President, Equity
Facilitated by Meredith Sugar, Taft/
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Categories: CCFB Educational Program
Wednesday Jan 25, 2023
The CEO Peer Group of Rising and New Leaders 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, Rising CEO
Thursday Jan 26, 2023
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
Tuesday Jan 31, 2023
Whether you have an existing 401(k) plan or are considering offering this benefit soon, it?s important to know that the government just passed sweeping legislation in December for the second time in three years encouraging access to and participation in retirement plans. As a plan trustee or plan committee member, you need to know what to watch for since you are liable as a plan fiduciary.
Join Eric Shisler and Jamie Bond, members of CI Budros Ruhlin Roe Retirement Plan Services team. They will summarize what has changed and what requires action in the recently passed SECURE Act 2.0 as it relates to your company-sponsored retirement plan. You won?t want to miss this informative session!
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Categories: CCFB Webinar
