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

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

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