Join Brian Ravencraft from Holbrook & Manter as he covers everything from cost savings and growth efficiency exercises to tax tips and planning. Brian's discuss will include: - Ways to better utilize your time within your business - examples of how to eliminate time-sucks from your day-to-day operations. - When to pivot your business - when making changes makes financial sense. - How the current tax landscape for business owners is changing and how that could effect you. ... read more

Our friends from The Columbus Foundation will join us to discuss two important components for your family business: 1) Next Generation Philanthropy and 2) Emergency Assistance Programs (EAP). Next Generation Philanthropy As your businesses and families grow, it is important to consider the diverse interests of the next generation while also preserving any existing family philanthropic legacy. Join us as Lisa Jolley, Senior Director of Donor Services addresses: • Why Philanthropy differs amongst generations • What motivates us to be philanthropic • Start to picture your legacy • What do you want to accomplish? • How will your family/business engage to reach your desired outcomes? • Next steps Emergency Assistance Programs (EAP) An EAP is a great way for a company to assist their associates in a very private and efficient way for when the unexpected happens. Stefanie Coffman, Manager of Corporate Philanthropy will address: • What is an Emergency Assistance Program? • Why should my business consider an EAP? • The Columbus Foundation’s EAP Background/Approach • How to start an EAP with The Columbus Foundation ... read more

Advisory Boards are an integral part of many successful businesses and organizations because they offer various perspectives, expert advice, and a neutral voice. Join us for a virtual discussion with Suzanne Amstutz (Ohio Power Tool), Tony Durieux (ALNI), and Jon Eesley (Windsor Advisory Group), as we share how family businesses effectively utilize their boards by establishing roles, responsibilities, and proper governance. Tips, strategies, and tactics will be shared for improving engagement, communication, and understanding expectations for you and your board. Sponsored by GREENCREST ... read more

Did you know that more than 30% of all family-owned businesses make the transition into the second generation? 12% will still be viable into the third generation, with only 3% of all family businesses operating at the fourth-generation level and beyond. Therefore, it is crucial that we focus our efforts on preparing and supporting the next wave of leadership, but how can we empower the next generation to step into leadership roles with the confidence and ability to transform the future of their family business? Facilitated by Kelly Borth (GREENCREST), our panel will feature family business leaders, Chelsea King (King Business Interiors, Inc.) and Steve, Austin, and Patrick Wathen (Equity, LLC). Our panelists will share their experiences from all perspectives - those who have successfully passed leadership on, those who have succeeded as the next generation, and those who are currently taking steps towards leadership as a Next Gen. Our panelists will also speak candidly about what the next generation means to their family business and how to support and prepare Next Gens to make a lasting impact. Sponsored by: GREENCREST ... read more

Some may never entertain the thought; others can't imagine it any other way. Working side-by-side with your significant other can be both rewarding and challenging at times. Learn what it takes to balance a work-life relationship and become a family business ''Power Couple.'' Moderated by Jim Bishop of Morgan Stanley, join us as we welcome Jason and Karen Carpenter from Environmental Pest Management, the largest family-owned pest control company in Central Ohio. During this in-person program, Jason and Karen will speak candidly and share the lessons they've learned while working together as husband and wife, and how it impacts their business and relationship. Sponsored by GREENCREST ... read more

Family business is complicated. Relationships, history, and emotions combined with business dynamics can be a recipe for disaster if family issues are left unresolved. Join us as we facilitate a discussion about ways to approach and address difficult family business conversations, and why it's critical for the wellbeing of family relationships and the business to proactively initiate conversations before conflict can lead to resentment. Sponsored by GREENCREST ... read more

What does diversity and inclusion really mean and why does it matter to family business? Facilitated by Erica Thompson (Dispatch Media Group), family business and community leaders, Nevin Bansal (Outreach Promotional Solutions/Small Biz Cares), Dr. Rhonda Talford Knight (Knight Consulting Group), and Todd Wilson (Accelerated Laboratory Logistics) will provide clarity around what it means to invite all perspectives to the table, for everyone to participate in the discussion, and to listen to understand. We’ll look at the impact of diversity, examine the benefits, share success stories as well as stumbling blocks, and ways our panelists have incorporated diversity and inclusion into their businesses. Sponsored by GREENCREST REGISTER now and join us for this live webinar on 2/18. You'll have the opportunity to submit questions during the session and view a recording post session! ... read more

Ignite Your Family Business - Live Virtual Meeting his 4/6 session features Mark Swepston, President of Atlas Butler. Atlas Butler has seen much transition in its 100-years and four generations of family business history. Mark will explain the marketing reason why Ramey Manufacturing changed its name to Atlas Butler in 1936. Discover how the business transitioned into and then backed away from the commercial industry. Be inspired by how each generation followed their grandfather’s footsteps of community involvement and his forward thinking vision and risk tolerance for how to evolve the family business to the next level. Are you ready to take your family business to the next level? Join Kelly Borth, CEO and Chief Strategy Officer of GREENCREST as she facilitates this quarterly forum to hear first-hand from fellow family business owners on what they are doing to grow their business. It will help you as a business owner or leader gain the insights you need to ignite your business! ... read more

HR Roundtable - Let's Talk! It’s been a while since we sat down and just talked about your HR needs. What is going on? What questions do you have? What can we chat about? Come back for the “new season” of HR Roundtable and let’s take some time to talk about you, your organization, and your HR needs. We’ll draw in your peers and capture their feedback and best practices. Sometimes, the best ideas are the people who are in the trenches experiencing what you’re experiencing and searching for the same solutions. Come prepared with questions and examples to share. During this in-person program, Sharon DeLay, President of GO-HR will lead the discussion and provide her expertise of the challenges that face family businesses. Don’t miss this in-person opportunity to dig deep into HR issues, engage with each other and consult with Sharon! ... read more

HR Live Virtual Meeting - From Apathy to Zoom Fatigue – We All Just Need a (Socially-Distanced) Hug If nothing else, 2020 was a year where nobody could be too comfortable! Following months and months of navigating remote working, paid sick leave, viruses, vaccinations, and social unrest, let’s take an hour or so to check in with one another and hear about the best practices we’ve all developed from what we learned, and develop our 2021 checklists of what we need to do and what we need to watch. With a change in our federal leadership, there will definitely be (even more) changes coming! Come prepared with best practices, burning questions, and ready to receive your virtual hug to keep you going through Q1 2021! Sharon DeLay, President of GO-HR will facilitate this session - join us for this live meeting* to find practical advice around tackling the challenges you are facing. *Note: Because we want this to be interactive, this session will be a Zoom Meeting (same format as our peer groups) with audio/video enabled for all who join. Note that if you do not have video capability, you are still welcome to participate. ... read more

Savvy business owners are increasingly discovering the unique advantages of using an Employee Stock Ownership Plan (ESOP) as a business succession strategy. ESOPs allow business owners to receive ?fair market value? from the sale of their ownership in a tax-advantaged sale, while at the same time protecting the company?s legacy as independent business. In addition, an ESOP provides important financial benefits and other competitive advantages to the sponsoring company, allows its employees to receive the financial rewards of ownership, while at the same time providing an attractive business succession plan for selling shareholders. You're invited to join members of GBQ?s ESOP Advisory team to learn what ?all the buzz is about? related to ESOPs. In this introductory session, designed for business owners and advisors with limited prior knowledge of ESOPs, we will discuss: ? How an ESOP works ? Advantages of ESOP ownership ? Which companies make good ESOP candidates ? Key steps to implementing an ESOP ... read more

Branding for Non-Branding People ''We're different from our competitors, but no one can see why.'' ''Nobody knows who we are and we can't break through the noise.'' ''We're struggling to charge a premium, even though what we do is top shelf.'' These may seem like sales or tactical challenges. In reality, they're brand issues. But what does ''brand'' mean in 2021? Together, we'll shed light on what branding is and how the branding process should work. We'll draw on our own experience as well as examples and best practices for context. In the end, we'll have a better understanding of how taking the time to get it right can help with some of the most common business challenges. REGISTER now and join us for this live webinar on 2/25 presented by Neil Wengerd, partner and creative director at Nonfiction, a brand and design agency for visionaries, change-makers, and big thinkers. Nonfiction helps clients connect the dots between why they exist, what they do, and how they're perceived. For him, it boils down to this: the future must be simpler, smarter, and more sustainable. And if we don’t shape the future, it will shape us. You'll have the opportunity to submit questions during the session and view a recording post session. ... read more

With unemployment numbers below 5% and labor shortages impacting businesses in all industries, employers are struggling to return to their full strength as we continue to work through the COVID-19 pandemic. To navigate this challenge, organizations are getting creative and pivoting to not only attract new talent, but also to retain the talent that they already have on their team. During this session, we’ll discuss: Common pain points employers are navigating while hiring talent Creative options to attract the talent you need Ways to “re-recruit” the talent you have now This informative session will be led by Robin Throckmorton, MA, SPHR, SHRM-SCP, Shareholder-in-Charge of the HR Business Advisory Group for Clark Schaefer Hackett. ... read more