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Tuesday Apr 2, 2019
Disrupting the Industry and Capturing Market Share - Want to take your family business from market player to industry leader? Learn how VARGO® did just that, along with the investments it made to help increase revenues and capture market share. Listen to the company?s second-generation president, Mike Vargo, share lessons learned and what you can do to make the leap.
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Categories: CCFB Peer Group
Friday Apr 5, 2019
Are you an owner/operator? Join us as Conway Center member Air Force One facilitates a round table on how to use strategic planning to save money, time, and resources by assessing facilities and determining operational goals. Issues surrounding sustainablity and efficiency goals will be discussed.
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Categories: CCFB Roundtable
Wednesday Apr 10, 2019
Thursday Apr 11, 2019
Wealth Transfer and Philanthropy - Discussion will include:
• Recommended amount to save for healthcare in retirement
• Family Office considerations
Generously sponsored by The Fortis Group at 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 Apr 16, 2019
Collaboration -
This Peer Group exists to empower ourselves as leaders to build better culture that improves our business and others. Facilitators Jonathon McKay and Sarah Ahern with PATH will lead these leadership sessions on various topics focusing on the most relevant challenges and opportunities for your business today.
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Categories: CCFB Peer Group
Wednesday Apr 17, 2019
Creative ways to Recruit & Retain Employees - Low unemployment. High turnover rates. Millennials. Gen Z. There are more job openings than people to fill them. With attracting and retaining employees at the top of the list of what keeps us up at night, we’ll have a candid conversation in a moderated roundtable format about what we’re doing now and what we can do differently to grow our teams and sleep better at night.
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Categories: CCFB Peer Group
Thursday Apr 18, 2019
Did you know 80% of businesses were targets of fraud in ’18. Join us for an informative conversation with experts to understand how you can detect what your potential fraud risks are and how you can put defensive measures in place to protect your business from the bad guys. Mike Kramer, VP of First Merchants Bank will moderate the conversation with Kurt Hoeft from EasyIT, Doug Davidson from GBQ Partners, Aimee Gilliland from First Merchants Bank. Nate Fisher, a family business leader, will discuss the way his company got caught in a phishing scam and how it cost them time and resources.
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Categories: CCFB Educational Program
Wednesday Apr 24, 2019
Captive Insurance Companies - Business owners generally have three common goals; to reduce taxes, reduce business risk, and reduce health care costs. In this session, we will be introducing Captive Insurance Companies, commonly called ''Captives,'' as an innovative (and somewhat-secret) solution to accomplish these goals.
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Categories: CCFB Peer Group
Thursday Apr 25, 2019
Right People/Right Seat - Being a non-family leader in a family-owned business can be incredibly rewarding… and challenging. This peer group will help determine strategies of influence and impact for non-family leaders.
Led by experts from Driscoll Learning.
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Categories: CCFB Peer Group
Thursday Apr 25, 2019
Tuesday Apr 30, 2019
When the next generation of leadership took over The Strait & Lamp Group, a company with five distinct and different locations, they realized a need to create a unified organization. Hear from president and owner, Steve Arnold, as he describes the process of how The Strait & Lamp Group embraced a fresh approach yet honored their rich history of more than 100 years.
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Categories: CCFB Peer Group
