Education - Monthly Meetings & Family Business Roundtables - Conway Center for Family Business

Monthly Meetings & Family Business Roundtables

The Conway Center for Family Business helps family business owners and leaders solve business and family business problems and, when appropriate, with transitioning the family business to the next generation

Monthly educational programs provide valuable information on family business topics presented by family business leaders and experts. Peer Groups give family business leaders the opportunity to discuss key issues with one another in focused groups.

Annually, the Center offers ten educational presentations on family business issues and several Family Business Roundtables that focus on in-depth topics.

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Join us for a Conway Center Program or Event!

RESERVATIONS may be made online or by emailing ADotts@FamilyBusinessCenter.com. Conway Center members are encouraged to bring guests to programs and events to introduce Central Ohio family business leaders to the resources provided by the Conway Center. Family business leaders attending for the first time are free. Educational programs and webinars are open to the public for a small fee unless otherwise noted.  VIEW the Non Member Guest Policy.

Education

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/ ... read more
Categories: CCFB Educational Program
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! ... read more
Categories: CCFB Webinar
Thursday Feb 16, 2023
We hear time and time again that being a spouse or in-law in a family business can be challenging. Not only are they impacted by decisions made by the business, but they, too, have a “pillow talk” effect. Our panelists will discuss the highs and lows of being on the outside looking in and how it affects their relationships with their partners, the family business, and their Thanksgiving dinner table gatherings. Panelists: Derek Lichtfuss, Director at Newmark; Spouse & In-Law (married to Katie Ricart Licthfuss of Ricart Automotive) Dustin Wilshire, Co-CEO at Reitter, Inc; In-Law (married to Fritz Reitter's daughter, Rachel) Facilitated by Bea Wolper, Co-Founder & Board President, Conway Center for Family Business; President, Emens Wolper Jacobs & Jasin Law Firm Sponsored by GREENCREST ... read more
Categories: CCFB Educational Program

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