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Wednesday Oct 15, 2025
Tuesday Oct 28, 2025
Thursday Oct 23, 2025
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
Wednesday Oct 22, 2025
Join us for an interactive discussion with a panel of benefits experts as they explore current benefits and wellness trends, and share how family business employers of all sizes can effectively package offerings - with or without medical coverage.
Sharon DeLay, President of GO-HR, will facilitate the discussion by asking a series of questions and guiding conversation. The format will be an open discussion addressing the following topics:
* The projected 2026 health insurance benefits price increases
* Emerging benefits trends family businesses need to know
* Strategies to help employers manage rising costs
* Actionable steps to prepare for the future workforce
Don’t miss this in-person opportunity to ask your own questions, engage with each other, and consult with our experts!
Generously sponsored by Morgan Stanley
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Categories: CCFB Roundtable, Human Resources
Tuesday Oct 28, 2025
Thursday Oct 9, 2025
Diversifying your family business: Is owning a franchise the solution?
Family businesses face unique challenges when it comes to growth, stability, and passing the torch to the next generation. In this webinar, we’ll explore whether franchising could be the right path to diversify your family business. We will cover:
The proven system of a franchise model
5 franchise industries to investigate now (and why)
Costs and funding opportunities
Timing and exit strategies
Join us to find out if owning a franchise is the solution for your family’s future.
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Categories: CCFB Webinar
Thursday Oct 16, 2025
Navigating Redemption Issues
Join us as we discuss strategies for managing buy-outs, valuation disputes, and maintaining business continuity. Hear from our family business panelists on what has worked - and what hasn't!
Key Topics:
Structuring redemption agreements
Business valuation methods
Financing redemption obligations
Tax implications of share transfers
Dispute resolution frameworks
Panelists:
Chris Knoppe, President - New City Homes & CBUS OZ Funds
Jay Amstutz, 2nd Gen President - Ohio Power Tool
Ken Heiberger, Founder - Heiberger Paving
Facilitated by: John Shockley, PNC Bank
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Categories: CCFB Educational Program
Tuesday Oct 7, 2025
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 Oct 1, 2025
Becky Fromkes, Certified EOS Implementer, will discuss hands-on/ practical application of the LMA (Lead+Manage=Accountable) tool and best practices on how to hold Quarterly Conversations. Together, these tools help leaders strengthen team management. It covers how to effectively lead with vision, manage with consistency, and hold employees accountable using EOS principles.
Learn how to conduct Quarterly Conversations—structured, one-on-one meetings to provide feedback, align expectations, and discuss growth opportunities. Whether your company runs on EOS or not, these practical, proven best practices apply to anyone in a leadership role.
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Categories: CCFB Roundtable, CCFB Professional Development Program, Practical Tools for Managers
Thursday Oct 2, 2025
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 Oct 30, 2025
The estate tax doesn't have to be inevitable. Numerous legal strategies and planning techniques exist that can help family businesses avoid paying estate taxes entirely, making it what tax experts often call a 'voluntary' tax.
To help family businesses navigate these complexities, attorneys Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will explore practical approaches - from trusts to gifting strategies - designed to minimize or eliminate estate tax liability and preserve wealth across generations including:
* Understanding Estate Tax and Its Impact
* Irrevocable Trusts in Succession Planning
* Additional Methods for Reducing Estate Tax Liability
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Categories: CCFB Roundtable, Succession Planning
Tuesday Oct 14, 2025
In this session, we will discuss the implications of failing to plan for the exit of a key player in a family business, either through voluntary termination, disability or death. What is the default plan, and what pitfalls can you expect?
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Categories: CCFB Roundtable, Women in Family Business
