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We are hosting a breakfast for new, returning, 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 network with other family business leaders, and to learn more about the history of the Conway Center, its offerings and member benefits. ... read more

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

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

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

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

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

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

This workshop explores the various business transition channels and the pros and cons of each: Learn how and why a business owner’s motives, financial and mental readiness impacts the transfer channel selected and ultimately the valuation and financing options Learn how to give yourself more options based on developing a framework to analyze and prepare for a transition while analyzing the impacts to affected stakeholders Learn how a thorough strategic option analysis can help owners minimize transition risk, negotiate higher sale prices, and make the deal process run more smoothly. Presented by Michael B. Ella, CPA, CEPA Director of Family Wealth Consulting Key Private Bank ... read more

Join experts from Holbrook & Manter for everything you need to know to close out the year. Discussion will include a general overview of the tax climate, an update on changes to the 2020 tax code, and best practices related to tax planning and preparation for family-owned businesses. ... read more