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 Dec 15, 2022
Things I Wish I Would Have Known Everyone has at least one lesson they learned the hard way that they wish they would have known before joining or starting a family business. Good or bad, happy or sad, our panelists will discuss those things that a crystal ball might have helped them with along the way. Join us for this candid discussion with: Steve Harmon - second generation President of Spartan Logistics. We'll find out what advice he gave his own son when he officially joined the family business and what Steve wishes he'd known - and maybe had done differently - when he joined Spartan 20+ years ago. Angela Petro - Founder & CEO of Together & Company and Sweet Carrot. She will let us in on the ups and downs of her family business journey and lessons she learned along the way. Donovan Wahl is a second generation family member of Classic Plumbing who recently decided to leave the family business. Donovan will discuss why she chose to enter - and exit - and the things she wishes she'd have known from the start. Facilitated by Jim Bishop, Morgan Stanley Generously sponsored by Huntington Bank ... read more
Categories: CCFB Educational Program
Wednesday Jan 4, 2023
As we all know by now, Intel plans for an initial investment of more than $20 billion for two new chip factories in Licking County. There has never been a project of this size, or magnitude, in the entire state of Ohio?s history. How will this project impact your family business? Join Betsy Goldstein, director of business development with MA Design, as she walks us through the Intel project and the overall impact to the Central Ohio region. ... read more
Categories: CCFB Webinar
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

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