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 19, 2019
Jake Kaufman of Adept Marketing will facilitate a panel discussion on best practices in digital marketing. Hear from family business leaders Jay Amstutz of Ohio Power Tool and Michele Uber of QuickStitch Plus on their experiences - good and bad - with employing digital marketing strategies. Sponsored by KeyBank ... read more
Categories: CCFB Educational Program
Thursday Jan 16, 2020
Facilitated by Mary Beth Koester from Rea & Associates, the panelists will discuss their best practices on attracting and retaining non-family employees. They will give insight into what has worked best for their businesses and offer advice on launching and sustaining recruitment efforts. The family business panelists include Kent Johnson, CEO of Highlights for Children, Sharon DeLay, Founder of GO-HR, and Kim Troy of Civilis Marketing. Carley Childress, director of HR and a non-family leader at Schoedinger Funeral & Cremation Service will also join the panel. Sponsored by KeyBank ... read more
Categories: CCFB Educational Program
Tuesday Jan 28, 2020
Building Enterprise Value over Time - Jim Rollins and Lloyd Bell of Meaden & Moore will address: What was your company worth 10 years ago ? What is your company worth today ? What do you want it to be worth at the start of the next decade? What are you doing now to increase value? How do I start this process? ... read more
Categories: CCFB Roundtable
Wednesday Jan 29, 2020
Is the Performance Review Dead? We hate to do them. We have to do them. Is there a better way? Let's take this time to talk about why and how we're evaluating performance, share best practices, and generate new ideas for rewarding performance and correcting behavior. Sharon DeLay, President, GO-HR, will moderate this event. This quarterly peer group is facilitated by family business owner Sharon DeLay, President of GO-HR. a HR consultancy working with businesses across five areas: general HR, recruiting and on-boarding, training and development, benefits and benefits consulting, and career and corporate outplacement. ... read more
Categories: CCFB Roundtable
Wednesday Feb 5, 2020
Curious about the Conway Center? Already a member and want to learn more? Back by popular demand, we are hosting a breakfast for new, prospective, returning members, or any other family business or service provider members interested in learning more about getting the most out of your Conway Center membership. Get insight from current, long-time members, and make some new friends! This event will give everyone an opportunity to network with other family business leaders, and to learn more about the history of the Conway Center, its offerings and member benefits. Hear from some of our members on how they maximize their membership and on ways to get engaged! FREE for all to attend but please register ... read more
Categories: CCFB Roundtable, CCFB Networking & Social Events
Thursday Feb 20, 2020
This session will help clear the haze on what family business leaders can do in the event of positive and false positive drug screenings, how to incorporate drug policies into your employee handbook, the importance of management training for upholding drug policies, drug-related terminations and more. Panelists are Janica Pierce Tucker and Devin Spencer from Taft/ Kim Smith from Confirmed Integrity Sponsored by GREENCREST. ... read more
Categories: CCFB Educational Program
Tuesday Feb 25, 2020
In this unique forum, hear from family business owners as they share with other Conway family business owners their company's growth journey -- how marketing (everything from sales to building a brand to traditional marketing to digital marketing) played a role in that growth. Learn the trials and errors they made along the way, the tough decisions and investment risks venturing into unchartered waters and how the company measured success. This February 25th session features Mark DeBellis, Managing Partner of Suburban Steel Supply Company. ... read more
Categories: CCFB Roundtable
Friday Feb 28, 2020
Would Your Retirement Plan Survive an IRS or Dept. of Labor Audit? Traps for the Unwary and How to Fix Them - Each year, the Internal Revenue Service (IRS) and Department of Labor (DOL) audits a small number of 401(k) plans. Over time, it is almost certain that either the IRS or DOL will audit your plan. Many employers do not understand how despite having a team of professionals to help manage these plans, the IRS or DOL (let alone an aggressive plaintiff’s attorney) can find problems with the plan. Knowing the common areas where administration can get tripped up and the traps for the unwary can help save your company value time and money. Topics we will cover include (i) ERISA fiduciary issues and other DOL audit items, (ii) IRS audits and the importance of making sure plan administration is consistent with the documents, and (iii) what do if the IRS or DOL comes knocking at the door. ... read more
Categories: CCFB Roundtable
Thursday Mar 26, 2020
This program will now be a LIVE WEBINAR! Register to view (in listen-only mode) and ask questions to the panelists via chat. Registration is required and limited to 100, a recording will be available to all registrants. Join Bea Wolper, President of Emens Wolper Jacobs & Jasin, and panelists Laurie McEnery of MAC Construction and Brian Dew of Mid City Electric/Technologies to hear best practices on figuring out who should run the family business - sometimes the answer is obvious, but sometimes it means a change in strategic leadership direction. REGISTER now and join us for this live webinar on 3/26 to find out what these family business leaders are doing to ensure the legacy and longevity of their companies. You'll have the opportunity to submit questions during the session and view a recording post session! ... read more
Categories: CCFB Educational Program
Wednesday Apr 8, 2020
This program will now be a LIVE WEBINAR! Register to view (in listen-only mode) with the opportunity to ask questions to Sharon via Q&A. Registration is required and limited to 100, a recording will be available to all registrants. HR and Coronavirus As the COVID-19 crisis continues and updates are coming in daily, Sharon DeLay, President of GO-HR will address HR issues you are currently facing in your family business. Guidance on the federal Family First Coronavirus Response Act (FFCRA); navigating mandatory paid sick and FMLA leaves for businesses; issues with working with a remote workforce, etc. will be addressed. After an update on the latest information, Sharon will answer the questions you have and you will have the opportunity to share what you are doing to navigate this new world and learn from one another. You will be able to submit questions during the session via Q&A and view a recording post session. *There will also be a link in your registration confirmation for you to submit questions prior to the session for Sharon to address. Sharon DeLay, President of GO-HR, is a family business member and friend of the Conway Center, has been instrumental in keeping us up-to-date during this crisis. REGISTER now and join us for this live webinar on 4/8. You'll have the opportunity to submit questions during the session and view a recording post session. This quarterly forum is facilitated by family business owner Sharon DeLay, President of GO-HR. a HR consultancy working with businesses across five areas: general HR, recruiting and on-boarding, training and development, benefits and benefits consulting, and career and corporate outplacement. ... read more
Categories: CCFB Roundtable
Thursday Apr 16, 2020
This program will now be a LIVE WEBINAR! Register to view (in listen-only mode) with the opportunity to ask questions to the panelists via chat. Registration is required and limited to 100, a recording will be available to all registrants. We think having an advisory board is an important tool in ensuring the success of family-owned businesses. Family business leaders can gain valuable insight and advice from trusted resources who can help move the business forward. Join this webinar to learn best practices and shared experiences from Rhett Ricart of Ricart Automotive and Bob Coco of Choice Properties, both of whom have utilized outside advisors for their family-owned businesses and served on boards themselves. Facilitated by Joel Guth of Gryphon Financial Partners. Sponsored by GREENCREST. REGISTER now and join us for this live webinar on 4/16. You'll have the opportunity to submit questions during the session and view a recording post session! ... read more
Categories: CCFB Educational Program
Tuesday Apr 28, 2020
In this unique forum, hear from family business owners as they share with other Conway family business owners their company's growth journey -- how marketing (everything from sales to building a brand to traditional marketing to digital marketing) played a role in that growth. Learn the trials and errors they made along the way, the tough decisions and investment risks venturing into unchartered waters and how the company measured success. This April 28th session features Michael Schoedinger, President of Schoedinger Funeral and Cremation Service. Learn as Mike uncovers how Schoedinger Funeral & Cremation Services developed a marketing strategy, identified what messaging is important to convey, how the right media helped them reach the right audience and why an integrated approach to marketing was the best option for Schoedinger for market recognition and long term growth. REGISTER now and join us for this live webinar on 4/28. You'll have the opportunity to submit questions during the session. Are you ready to take your family business to the next level? Join GREENCREST for this quarterly forum to hear first-hand from fellow family business owners on what they are doing to grow their business. Designed especially for CEO’s, presidents and owners, it will help you gain the insights you need to ignite your business! ... read more
Categories: CCFB Roundtable
Wednesday Apr 29, 2020
Costing and Inventory Management Strategies - A lot of you likely have some type of inventory, and the answers to these questions are likely as diverse as the group of companies that could benefit from attending this presentation. How do you track your inventory? Do you store/organize your inventory for maximum efficiency in the production and shipping processes? Do you know how much it costs to make your product? Are you capturing all the costs of moving, storing, and tracking your inventory? How do you track your work-in-process, if you can track it at all? Carlin Culbertson of Meaden & Moore will cover various topics including the below that help you answer some of the questions posed above: Tracking inventory quantities – physical inventories and cycle counts. Assigning overhead costs to inventory. Just in time inventory. Technology to assist with inventory management. Consignment inventory considerations. Including purchasing and sales in inventory management discussions. Perpetual inventory systems and their benefits. Inventory control procedures. If you have inventory then you know that sometimes it can be difficult to manage it. Sometimes you may perform a physical count and realize you have significantly more or less of a product than you originally thought and wonder “how did that happen?” Maybe you don’t have enough for your next round of shipments and you need to expedite the delivery of raw materials and rush the order through your shop, possibly resulting in defects, late delivery, or other items. Or perhaps you have significant sales of an item but can never seem to turn a profit on it. Please join us on April 29th for this informative discussion and the opportunity to share similar issues or successes you’ve had in dealing with these challenges. Presenter: Carlin Culbertson of Meaden & Moore. ... read more
Categories: CCFB Roundtable
Tuesday May 5, 2020
As businesses both small and large navigate during this unprecedented time, data from Google shows that searching online for products & services is as popular as ever, even now. This session will help businesses take advantage of consumer behavior as the economy returns to a state of normalcy. When someone goes to Google looking for your product or services, it's critical that your business shows up in the results. In this live webinar, Adept's Director of Acquisition, Megan Medeiros, will cover how your family business can most effectively combine paid (pay per click) and organic (SEO) strategies to ensure potential customers can find you. REGISTER now and join us for this live webinar on 5/5. You'll have the opportunity to submit questions during the session and view a recording post session. Online Strategy is a bi-annual forum facilitated by Conway Service Provider Adept, offering website design, development, e-commerce, content marketing PPC and consulting services to help change how businesses target customers and generate revenue. ... read more
Categories: CCFB Roundtable
Wednesday May 20, 2020
Doing Business During the Pandemic Over the past several weeks, you've likely been inundated with information and guidance regarding the various government funding programs related to the COVID-19 pandemic. Join Conway Center Service Provider Clark Schaefer Hackett as they help clear the noise surrounding recent coronavirus-related legislation, and more importantly, provide insight into what actions family businesses should be taking now. CSH’s Phil Hurak and Kevin Dehner will discuss: • Updates and business considerations regarding the CARES Act including PPP Loan forgiveness, Employee Retention credit, and FICA tax deferral • Update on the proposed HEROES Act (possible “Phase IV” Coronavirus Stimulus Response) The webinar will conclude with a Q&A allowing you to get your questions answered. Register button MEET THE PRESENTERS Phil Hurak leads CSH’s Government Funding Advisory and State and Local Tax practices. He specializes in helping clients across all industries understand the various rules and opportunities available in each taxing jurisdiction. He has extensive experience in assisting companies at the federal, state and local levels identify, apply and comply with both tax and non-tax benefits. Kevin Dehner leads CSH’s Government Funding Advisory practice. In this role he assists companies in identifying, understanding, and receiving money through a variety of programs provided by governmental bodies. Kevin has a diverse background, including significant expertise in audit, tax and M&A practices. Kevin has served as a business advisor for public, private, domestic and multinational companies from a broad-based industry profile, including consumer products, technology, life sciences and industrial products. REGISTER now and join us for this live webinar on Wednesday, 5/20. You'll have the opportunity to submit questions during the session and view a recording post session. ... read more
Categories: CCFB Roundtable
Thursday May 21, 2020
Now that Ohio is slowly getting back to business, what's the best way to do that responsibly? Our panelists are Dianne Grote Adams, Safex, Steve Harmon, Spartan Logistics, and Andy Shaffer, Shaffer Entertainment. Each of them brings a different perspective on how to navigate the new rules around getting back to work. ... read more
Categories: CCFB Educational Program
Wednesday May 27, 2020
Understanding COVID-19-Related Employee Benefit Plan Pitfalls and Opportunities This timely webinar will address the employee benefit provisions buried within the CARES Act and other fiduciary issues that employers should consider. COVID-19 has affected all aspects of business. The economic fallout has created potential fiduciary and liability issues for employers with respect to their qualified retirement plans. Fortunately, Congress has provided relief with respect to some of these issues under the Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020. Topics will include: • CARES Act changes to the tax qualified retirement plan rules and health and welfare plan rules. • Potential ERISA liability and litigation risk related to investment options under 401(k) plans. • The impact of furloughs and layoffs on employee benefit plans. • Suspending matching contributions, and other related economic considerations on employee benefit plans Greg Daugherty from Porter Wright will help those involved with their organizations’ employee benefits administration and compliance manage the response to COVID-19 with respect to these plans. REGISTER now and join us for this live webinar on Wednesday, 5/27. You'll have the opportunity to submit questions to Greg during the session and view a recording post-session. ... read more
Categories: CCFB Roundtable
Thursday Jun 18, 2020
Join us for an in-depth discussion with Steve Wathen, founder of Equity, Inc. Joined by his sons Patrick and Austin, Steve will discuss their succession plans and share how clear expectations and open communication are essential to the succession process Moderated by Kelley King of King Insurance Advisors. Sponsored by GREENCREST. REGISTER now and join us for this live webinar on 6/18. You'll have the opportunity to submit questions during the session and view a recording post session! ... read more
Categories: CCFB Educational Program
Wednesday Jun 24, 2020
Curious about the Conway Center? Already a member and want to learn more? We are hosting a virtual meeting for new, prospective, returning members, or any other family business or service provider members interested in learning more about getting the most out of your Conway Center membership. This event will give everyone an opportunity to learn more about the history of the Conway Center, its offerings and member benefits. Hear from some of our members on how they maximize their membership and on ways to get engaged! ... read more
Categories: CCFB Roundtable, CCFB Networking & Social Events
Wednesday Jul 1, 2020
Succession Planning Opportunities for Family-Owned Businesses Post-Coronavirus - Live Webinar Are you wondering how the COVID-19 crisis has impacted the value of your business? Join Mary Beth Koester, CVA, CEPA, director of valuation and transaction advisory services at Rea & Associates, during this hour-long webinar when she will break down the impact this pandemic has had on small- to mid-sized businesses. Mary Beth will discuss powerful succession planning opportunities that are now available to family business owners who are considering exiting their businesses over the next few years or who want to start their succession plan. Specifically, if you attend this webinar, you will: Gain insight into conversations taking place throughout the valuation profession with regard to COVID-19 and its impact on business valuations. Learn about opportunities now available to family business owners who are interested in crafting an ideal succession plan post-pandemic. Develop a greater understanding of the impact coronavirus has had on mergers and acquisitions and what you can do to successfully prepare your business for sale, including strategies for stabilizing cash flow and capturing value. You'll have the opportunity to submit questions during the session and view a recording post session. ... read more
Categories: CCFB Roundtable
Wednesday Jul 22, 2020
Data Analytics and Business Intelligence In the current economic environment, uncertainty is certainly one thing we can all count on. But there is also the power of data that can help us navigate our current situation and allow us to evaluate where we were, where we are, and where we will be and how to effectively get there. Join Carlin Culbertson from Meaden & Moore as he discusses the power of data analytics and how it can allow an organization to decipher the results of its own operations and provide meaningful Business Intelligence (BI) results including: Data analysis projects M&M has done to provide some real world examples Simple ways to get started with data analytics and business intelligence Examples of software you can use to get started Challenges companies face when trying to implement and maintain a data analytics program and how to minimize these challenges REGISTER now and join us for this live webinar on Wednesday, 7/22. You'll have the opportunity to submit questions during the session and view a recording post session. This quarterly forum is generously sponsored by Conway Service Provider Meaden & Moore. ... read more
Categories: CCFB Roundtable
Wednesday Jul 29, 2020
HR Open Forum - Virtual Live Meeting Got questions? Sure you do! Businesses have been blindsided this year and navigating the ''new normal'' is not for the faint of heart. As staff continues to expand and contract to meet changing business needs, new employment laws are enacted and sunset, and expectations about how to get work done are constantly coming at us - it's no wonder we have HR fatigue! Let's come together and talk all things HR. Sharon DeLay, President of GO-HR will facilitate and address HR issues you are currently facing in your family business. We'll share best practices, must-knows and be the empathetic ear we all need right now. Topics such as remote working/productivity, employee health and well-being, best practices for encouraging diversity and inclusion in your workplace … just to name a few. Join us for this live interactive meeting to find practical advice around tackling the challenges you are facing. *Important 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. This session will NOT be recorded. ... read more
Categories: CCFB Roundtable, CCFB Peer Group
Thursday Aug 6, 2020
This August 6th session features Jim Wasserstrom, CEO of Advance Sign Group. Growing his family business to a position of national leadership was an evolution. Hear from Jim Wasserstrom of Advance Sign Group as he shares the multiple pivots he made to increase sales, change the company’s customer focus, hire a key management team, implement EOS and shift his sales and marketing to meet the changing needs of his customers. Learn what it took to build a foundation for growth and how the trust and value the family owners put on their people to drive the company’s vision has led to its national success. ... read more
Categories: CCFB Roundtable
Thursday Aug 20, 2020
If you feel like today’s world is often too much to handle at once, you’re not alone. Join certified health coach, registered dietitian & yoga instructor Jenny Pitcher from OhioHealth as she presents some of the research and science behind creating a resilient spirit and generating hope, two things that may be hard to elicit in this uncertain time. Experience resilience practices and walk away with tools & strategies for practicing resiliency to build hope for yourself and those around you - both personally and in your family business. REGISTER now and join us for this live webinar on 8/20. You'll have the opportunity to ask Jenny questions during the session and view a recording post session. ... read more
Categories: CCFB Roundtable
Tuesday Aug 25, 2020
Join Ted Fireman, Franchise Consultant and Market President of FranNet of Central and Southeastern Ohio as he discusses franchising basics. Ted will explain the array of categories and investment levels available (starting at around $50K), and how to go about defining your own personal vision. For some family business owners, franchising is a way to diversify or to help adult children enter business ownership and receive strong ongoing training and support to help them succeed and possibly to prepare for a role in the family business. Among the topics Ted will cover include: ? Basic information on franchising, including the range of industry categories, investment levels and fees. ? Finding the right funding option to fit your circumstances. ? The legal regulations governing franchising that protect the buyer. ? A strategic approach to defining your personal business model, quantifying your returns and safely researching and selecting the business opportunity that best fits your unique personality, skills, needs and goals. ? Growth trends and choices in franchising that offer stability and success in weak and strong economies. You'll have the opportunity to submit questions during the session and view a recording post session. REGISTER now and join us for this live webinar on Tuesday, August 25. You'll have the opportunity to ask questions during the webinar and view a recording post session. ... read more
Categories: CCFB Roundtable
Thursday Sep 17, 2020
Join us for a panel discussion on what it takes to be a female leader of a family-owned business. How do women in leadership roles impact the bottom line? Why is it important to mentor and support rising female leaders in a family business? How did these women get to where they are in their family business and what are their hopes for the future of women in business Moderated by Jennifer Griffith, Ohio Regional President - First Merchants Bank. Our panelists are: Elizabeth Blount McCormick, President – Uniglobe Travel Designers Lori Kaiser, CEO - Kaiser Consulting Darla King, President - King Business Interiors Sponsored by GREENCREST REGISTER now and join us for this live webinar on 9/17. You'll have the opportunity to submit questions during the session and view a recording post session! ... read more
Categories: CCFB Educational Program
Wednesday Sep 30, 2020
Join us for this timely topic for your family business: How to implement and manage effective remote work agreements and keep your employees engaged and productive! Sharon DeLay, President of GO-HR will moderate this event with guest speaker Larry English. Larry, the author of Office Optional: How to Build a Connected Culture with Virtual Teams, will join us for a discussion about how his company Centric Consulting has subscribed to a remote working arrangement early on, with over 1,000 employees across the United States and India. We'll talk about the challenges around a remote workforce, as well as the benefits. Learn about creating and sustaining a culture of collaborative teams including: - How and why you need to cultivate an atmosphere of trust in a virtual environment - How to recruit and hire team members for remote work - How to build strong relationships with people you don't see every day - How to be a great virtual team member ... read more
Categories: CCFB Roundtable
Thursday Oct 15, 2020
From COVID-19 to insurance premiums, Dr. Glenn Williams and Ryan Sledge from OhioHealth will join us to talk about healthcare issues that your family business needs to know about for 2021. REGISTER now and join us for this live webinar on 10/15. You'll have the opportunity to submit questions during the session and view a recording post session. If you have specific questions you would like addressed, please submit them when you register. NEW! We encourage you to sign on early and chat/network with other members attending! You can sign-on anytime from 7:45am to introduce yourself and chat with others in ''the room!'' Note that audio/video will not be enabled for attendees but you can communicate via the CHAT function from your meeting menu (and please remember our non-solicitation policy!) ... read more
Categories: CCFB Educational Program
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

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