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

Results Found: 6 View Full Calendar
Thursday Jul 25, 2024
QuickBooks is one of the most common accounting software programs used by small businesses. We will share tips and trips about the software, gleaned from our experienced consultants who provide outsourced accounting services. The session will allow time for Q&A. The topics covered will illustrate how to optimize efficiency, accuracy, and productivity. We will also cover the basic understanding that non-accountant business owners should have in order to navigate QuickBooks to obtain key financial information. This is the second* in a series of four webinars presented by Kaiser Consulting that will address some financial tools and best practices for your family business. ... read more
Categories: CCFB Webinar
Wednesday Aug 14, 2024
Join us for a live webinar with Ryan Yeoman, a Professional EOS Implementer. This is the third and final* session on using EOS (Entrepreneurial Operating System®) tools to improve meetings and accountability at all levels in your family business. Ryan will discuss assigning 90-day Rocks and how this is a powerful accountability tool for everyone on your team. ... read more
Categories: CCFB Webinar
Thursday Aug 15, 2024
Are you curious about EOS? If so, please join us for this special event. You'll hear first-hand from Conway Center CEOs who have implemented EOS into their family business and how it has impacted them. Panelists: Chip Chapman, President, Integrated Building Systems Chris Converse, President, Converse Electric Kaci King, CEO, West Ohio Tool Co. Facilitated by Jason Block and Becky Fromkes, Professional EOS Implementers and Conway Center Service Providers ... read more
Categories: CCFB Roundtable
Thursday Aug 29, 2024
While audits are typically associated with larger corporations, being audit ready can help a family-owned business demonstrate financial credibility, mitigate risks, and position themselves for growth. There are many triggers for an audit which include investor, lender, and legal requirements. Our team has many years of combined experience in public accounting firms and large public companies. As consultants we have supported internal audit departments of large organizations and have helped organizations of all sizes prepare for their first audit. We know what is required for an efficient audit process. Join us to learn how to employ best practices year-round that will ensure that your organization can relax when the audit team arrives. ... read more
Categories: CCFB Webinar
Thursday Sep 12, 2024
If you are new to succession planning, need expert advice, or simply don't know where to start, don't miss this in-person roundtable where we will cover the fundamentals! 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. Topics we will discuss in this session include: * What kind of owner are you? 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, and respect. ... read more
Categories: CCFB Roundtable, CCFB Peer Group, Succession Planning
Thursday Sep 19, 2024
Meet the Zambitos! ZSG (Zambito Search Group) was founded 21 years ago by John Zambito, a nationally-recognized recruiting expert. ZSG is a recruiting firm specializing in professional to executive-level searches. Join us for a candid conversation with John and his sons Ben and Max as they discuss the founding of the company, the son's entering the family business, and their approach to succession and succession planning. Facilitated by Sara Canterbury, Rider + Reinke Financial Group ... read more
Categories: CCFB Educational Program

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