Education

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We will be using ZOOM for our meetings since we cannot meet in person! Here is the link for this peer group virtual meeting, please register in advance: https://zoom.us/meeting/register/v5UsdOuopzMiTQlAM1QuDt4KwZv_0P_O4A After you register, an email will be sent to you from ZOOM with log-in information for the meeting. Note that you do not need a ZOOM account to join, you can attend this meeting from anywhere using a compatible computer or mobile device. We want to see your face so video will be enabled for peer group virtual meetings! Remember this is a casual group so appear as you are (messy hair/no make-up totally fine!). ** If you are new to ZOOM, you can test your device here: https://zoom.us/test Insurance Who do you have covered…and for what purpose? Role of insurance as business/ spousal safeguards Role of insurance in buy-sell death situations Unanticipated or overlooked risks regarding insurance ownership Generously sponsored by 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. ... read more

This program will now be a LIVE WEBINAR! Register to view (in listen-only mode) with the opportunity to ask questions to the panelists via chat. Registration is required and limited to 100, a recording will be available to all registrants. We think having an advisory board is an important tool in ensuring the success of family-owned businesses. Family business leaders can gain valuable insight and advice from trusted resources who can help move the business forward. Join this webinar to learn best practices and shared experiences from Rhett Ricart of Ricart Automotive and Bob Coco of Choice Properties, both of whom have utilized outside advisors for their family-owned businesses and served on boards themselves. Facilitated by Joel Guth of Gryphon Financial Partners. Sponsored by GREENCREST. REGISTER now and join us for this live webinar on 4/16. You'll have the opportunity to submit questions during the session and view a recording post session! ... read more

We will be using ZOOM for our meetings since we cannot meet in person! More details will be sent with your meeting invitation, but here is the link our meeting, please register in advance: https://zoom.us/meeting/register/vJcrduGqrD0uQ1VAk5hJe60YvIjF12C-0A After you register, an email will be sent to you from ZOOM with log-in information for the meeting. Note that you do not need a ZOOM account to join, you can attend this meeting from anywhere using a compatible computer or mobile device. ** If you are new to ZOOM, you can test your device here: https://zoom.us/test We want to see your face so video will be enabled! Remember this is a casual group so bad hair and furry friends are welcome! Enrollment is closed for this Leadership 2.0 series - for other Leadership meetings, please contact Amy at adotts@familybusinesscenter.com Leadership is complex; and especially for family businesses. Join this Leadership 2.0 group to find your safe place for monthly support, peer mentoring and group coaching to discover how to lead well in ambiguity. Donna Musilli of DM360 will leads these sessions focusing on your most relevant business challenges. These sessions may have some teaching components, but the bulk of the time will be for what’s on your mind. What are your needs? And how can the group support you? ... read more

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Costing and Inventory Management Strategies - A lot of you likely have some type of inventory, and the answers to these questions are likely as diverse as the group of companies that could benefit from attending this presentation. How do you track your inventory? Do you store/organize your inventory for maximum efficiency in the production and shipping processes? Do you know how much it costs to make your product? Are you capturing all the costs of moving, storing, and tracking your inventory? How do you track your work-in-process, if you can track it at all? Carlin Culbertson of Meaden & Moore will cover various topics including the below that help you answer some of the questions posed above: Tracking inventory quantities – physical inventories and cycle counts. Assigning overhead costs to inventory. Just in time inventory. Technology to assist with inventory management. Consignment inventory considerations. Including purchasing and sales in inventory management discussions. Perpetual inventory systems and their benefits. Inventory control procedures. If you have inventory then you know that sometimes it can be difficult to manage it. Sometimes you may perform a physical count and realize you have significantly more or less of a product than you originally thought and wonder “how did that happen?” Maybe you don’t have enough for your next round of shipments and you need to expedite the delivery of raw materials and rush the order through your shop, possibly resulting in defects, late delivery, or other items. Or perhaps you have significant sales of an item but can never seem to turn a profit on it. Please join us on April 29th for this informative discussion and the opportunity to share similar issues or successes you’ve had in dealing with these challenges. Presenter: Carlin Culbertson of Meaden & Moore. ... read more