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 Nov 2, 2023
A well-drafted and executed buy-sell agreement can go a long way toward ensuring the multigenerational longevity of your family business. It can help to protect the family, the company, and can provide peace of mind about the future for family business owners. Join us in person as we pull back the curtain to dig deep into the details of buy-sell agreements. Discussion will include: • Who should own? Who are “Permitted Transferees?” Who should be? • The 4 D’s (death, disability, d.i.v.o.r.c.e, and dissension) • Calls and Puts • Drag Along and Tag Along • How to determine fair market value if buying out an interest…and values depending on circumstances • What happens if the buy-sell agreement is TOO restrictive? Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion, give practical guidance, and answer any questions you may have. Don't miss this opportunity! Generously sponsored by Morgan Stanley ... read more
Categories: CCFB Roundtable, Succession Planning
Thursday Nov 9, 2023
Come hear the stories of family business leaders who survived - and some who thrived - through two major market upheavals. They will share their experiences and advice on how to weather business factors outside of your control. Panelists: Chip Chapman, President - Integrated Building Systems Scott McComb, President - Heartland Bank Jane Arthur Roslovic, CEO & Co-Founder, Treplus Communities Facilitated by Michelle Haslinger, Heartland Bank Generously sponsored by GREENCREST ... read more
Categories: CCFB Educational Program
Monday Dec 11, 2023
Year-End Tax Update Join the team from Meaden & Moore as they discuss key tax law changes and strategies that will help put your family business on the right track as a new year begins. Their discussion will include: Tax depreciation updates and planning considerations Section 174 (capitalization of R&D costs) update Tax Cuts and Jobs Act (TCJA) expiring provisions over the next few years Ohio’s passthrough entity tax (PTET) Ohio’s new rules for municipal nexus and apportionment related to employees working remotely ... read more
Categories: CCFB Webinar
Thursday Dec 14, 2023
It's a given that each leading gen has the obligation to prepare the next gen to lead and take over the family business. However, it is then up to those next gen leaders to reclaim and foster a entrepreneurial mindset in order to grow the business and secure the family business legacy regardless of where they are in the generational sequence. We'll hear how successors are fostering and promoting entrepreneurism in their decades-old family businesses. ... read more
Categories: CCFB Educational Program

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