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.
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
Search for Event by:
Tuesday Mar 14, 2023
Buy-sell agreements are critical documents that help facilitate the successful transfer of ownership in a family business; however, the valuation-related language in buy-sell agreements is often the source of confusion, dispute, and unfair outcomes.
Join us as we present several case studies involving the valuation elements of buy-sell agreements, dissecting the problems to avoid and the essential elements to include in the drafting and administration of your buy-sell agreements. Key takeaways will include:
- The importance of the valuation language and process contained within buy-sell agreements;
- The problems with formula-based buy-sell agreements;
- Critical valuation elements that should be addressed in agreements;
- Potential areas for concern with certain valuation language common in agreements;
- Best practices and recommendations for a successful buy-sell agreement.
... read more
Categories: CCFB Webinar
Thursday Mar 16, 2023
According to research done by Forbes, “a family-owned business engenders a strong sense of trust in consumers...family-owned businesses seem more stable, more customer-friendly, more approachable, and more trustworthy.” Our panelists put their family business pride front-and-center and use it not only as a marketing tool, but as a way to attract and retain employees. Indeed, we often hear them say, “we treat our employees like family” – they mean it and it shows.
Generously sponsored by GREENCREST
... read more
Categories: CCFB Educational Program
Thursday Mar 23, 2023
Let’s address total compensation and discuss ways to weave in creative leave strategies as a benefit to attract and retain employees.
The term ''leave'' covers any paid or unpaid time off you may want to offer your employees. We’ll discuss various leave options available to Ohio employees and have candid conversations on their impact to your business.
We’ll also discuss what you should put in writing regarding leaves to reserve your rights as an employer and set up employee expectations. This discussion will also include the good, bad, and ugly about “unlimited” leaves!
... read more
Categories: CCFB Roundtable, CCFB Peer Group, Human Resources
Thursday Mar 30, 2023
Succession Planning 101: Where to Begin?
If you know you need a plan but don’t know where to start, join us at the next quarterly Succession Planning Roundtable where we will discuss the basics:
What kind of owner are you? Operating? Captive? Burdened? Benevolent Dictator? There are several types of owners and identifying which you – and other stock-owning family members - is a great place to start.
What are your criteria for next gens to join the business? When, along with compensation and expectations – all important considerations. We’ll cover best practices on this sometimes-controversial topic!
Buy-Sell Agreements: Who needs them and the important reasons behind them.
Seven Keys to Family Business Succession: It’s more than signing over ownership! We’ll tackle the succession of ownership, management, leadership, authority, relationships, and values & respect.
... read more
Categories: CCFB Roundtable, CCFB Peer Group, Succession Planning
Thursday Apr 20, 2023
Prioritizing Mental Health: Coping with the Pressures of Family Dynamics - Running a business is hard. Adding family dynamics to the mix makes it that much more challenging ? and rewarding. Our panelists will discuss ways in which they help themselves and their employees cope with the added pressures of mixing family and business. From EAPs to mental-health days, panelists will share best practices on creating a culture that prioritizes the well-being of all members of a family-owned business.
... read more
Categories: CCFB Educational Program
Thursday Apr 27, 2023
In the “gig economy,” it is increasingly common for companies to engage independent contractors. Yet, is simply calling someone a contractor and having them signing an independent contractor agreement enough to make them a contractor?
Misclassifying workers can have significant consequences both to workers and to companies. Employees who are misclassified as contractors may be improperly excluded from participation in employee benefit plans and incur tax withholding complications. The IRS could assess penalties on employers for failure to withhold and remit appropriate taxes for misclassified workers. The Department of Labor and other federal and state government agencies also may penalize employers for misclassification.
Greg Daugherty and Nicole Mayo from Porter Wright will help explain how to determine whether a worker is a contractor or employee and steps your family business can take to achieve the desired classification.
... read more
Categories: CCFB Webinar
