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
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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.
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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.
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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.
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Categories: CCFB Webinar
Thursday May 11, 2023
Should you gift your family business to the next generation, or should the next generation be asked to buy the family business? What happens when the next generation inherits the family business? Should you gift your family business to the next generation, or should the next generation be asked to buy the family business? What happens when the next generation inherits the family business?
Join us for this Succession Planning Roundtable as we address these transfer issues, including:
When you should start the discussion to minimize disruption around your family relationships and your family business.
Ways to transfer your business to your son or daughter so you incur the least amount debt and tax liability possible.
How each transfer technique affect the new owner’s basis, and how to best structure your transition plan to meet your overall goals.
Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion, give practical advice, and answer any questions you may have.
Generously sponsored by Morgan Stanley
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Categories: CCFB Roundtable, Succession Planning
Thursday May 18, 2023
The impact on a family-owned business of not having a next gen to lead the family business - or a next gen who isn't quite ready - is huge. The future, vision, direction, and succession planning processes aren't as straightforward as when there is a lineal descendent ready to take the helm. Our panelists will discuss what they did - or wish they had done differently - when faced with this issue and offer advice on how to navigate this often challenging situation.
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Categories: CCFB Educational Program
Wednesday May 24, 2023
If you or your company is planning to build, purchase or renovate a building, or has done so in the past several years, a cost segregation study is a powerful tool that may help boost your cash flow and decrease your tax liability.
Join Brendan Walsh, cost segregation expert and tax leader from Clark Schaefer Hackett for this webinar on May 24. Brendan will walk us through who should consider a cost segregation study, the benefits, what types of properties qualify, and more.
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Categories: CCFB Webinar
