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

Wednesday Oct 21, 2020
The IRS recently published its operational compliance list for qualified plans. This list includes changes that employers must make to their 401(k) plan administration by the end of the year. Recent legislation and regulatory guidance also will require more changes and possible document amendments in 2021. Greg Daugherty from Porter Wright will discuss what you need to do to keep your 401(k) plans up-to-date and to fulfill your fiduciary duties to your participants. ... read more
Categories: CCFB Roundtable
Thursday Nov 12, 2020
Join Kimmi Wernli of Crazy Richard's Peanut Butter Company and Mike Schoedinger of Schoedinger Funeral and Cremation for an insightful discussion on how they define success, what steps they've taken to succeed in their own leadership roles, and their strategy around family business longevity and legacy. Facilitated by Mike Derringer of FocusCFO. REGISTER now and join us for this live webinar on 11/12. You'll have the opportunity to submit questions during the session and view a recording post session! ... read more
Categories: CCFB Educational Program
Tuesday Dec 1, 2020
Ignite Your Family Business featuring Schmidt's - Live Virtual Meeting This December 1st session features Andy Schmidt, President of Schmidt Hospitality Concepts. Established in 1886 and now in it's 5th generation, Andy will share Schmidt's growth journey and how marketing (sales, promotion, digital marketing, etc.) played a role in that growth. The trials and errors made along the way and the tough decisions to invest and venture into unchartered waters, the risks made, how they measured success, etc. will also be discussed. ... read more
Categories: CCFB Roundtable
Wednesday Dec 2, 2020
Year-End Tax Update Jonathan Ciccotelli, CPA, MT, from Meaden & Moore will discuss the importance of how having the right tax strategy will help your family business navigate this time of historic disruption and put you on the right track as a new year begins. His discussion will include: 1) Payroll Protection Program Loans Planning & Reporting, 2) Federal Tax Developments with regards to The CARES Act and 3) Tax Policies of President Elect Joseph Biden. ... read more
Categories: CCFB Roundtable
Thursday Dec 17, 2020
Join Rick Ricart, President of Ricart Automotive Group, and Jeff Baldwin, Vice President of Franchising and Development for Donatos as they share how their roles and experiences in a family business have helped them evolve and thrive during times of change, transition, and challenges. Facilitated by Kelly Borth of GREENCREST. Sponsored by GREENCREST. ... read more
Categories: CCFB Educational Program

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