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Tuesday Dec 3, 2019
Thursday Dec 5, 2019
TriMetrix EQ - Are we connecting?
TriMetrix EQ combines Behaviors, 12 Driving Forces and Emotional Intelligence in a fully integrated assessment and reveals the effects on family business relationships.
Leveraging the power of three sciences, we will measure your ability to sense, apply the power and acumen of emotions to facilitate high levels of collaboration and productivity within your family business.
Take Away:
• An understanding of our own behavior style along with key family business leaders
• Your personalized 55-page assessment *
* Prework is required. Everyone attending should complete a TriMetrix EQ assessment.
Access to the complimentary TriMetrix EQ assessment will be provided to you upon registration for this session. Please complete prior to this session and bring your results.
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Categories: CCFB Peer Group
Friday Dec 6, 2019
Join experts from Holbrook & Manter for everything you need to know to close out the year. Discussion will include a general overview of the tax climate, an update on changes to the 2020 tax code, and best practices related to tax planning and preparation for family-owned businesses.
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Categories: CCFB Roundtable
Thursday Dec 12, 2019
Asset Transfer Strategies
• How many of you have current valuations?
• Business valuation: what’s the business really worth?
• Starting the journey
• Pros & cons of gifts vs sales to successors
• Redemption techniques
• Estate transfers to Next Gen
• Overcoming entitlement challenges
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Categories: CCFB Peer Group
Thursday Dec 12, 2019
Tuesday Dec 17, 2019
Innovative Leadership
The journey of leadership is a process, and knowing the stages of that process will help to continually improve your leadership abilities and the impact it has on your environment.
Objectives:
• Review the innovative leader continuous improvement framework
• Discuss how to incorporate this type of system into your leadership journey
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Categories: CCFB Peer Group
Thursday Dec 19, 2019
Jake Kaufman of Adept Marketing will facilitate a panel discussion on best practices in digital marketing. Hear from family business leaders Jay Amstutz of Ohio Power Tool and Michele Uber of QuickStitch Plus on their experiences - good and bad - with employing digital marketing strategies.
Sponsored by KeyBank
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Categories: CCFB Educational Program
Thursday Dec 19, 2019
