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

Thursday Mar 25, 2021
Joseph Gastaldo, MD, System Medical Director of Infectious Diseases and Medical Director of Quality & Safety at OhioHealth Riverside Methodist Hospital will discuss the COVID-19 vaccine and what it means for a returning workforce and employers. Join us for this unique opportunity to ask Dr. Gastaldo your specific questions during this session. Dr Gastaldo has been at the helm of COVID-19 vaccine education for our associates and the community. Dr. Gastaldo has been practicing medicine for over 20 years, attending Wright State University, Boonshoft School of Medicine, and the Ohio State University Wexner Medical Center for his internal medicine residency and infectious diseases fellowship. ... read more
Categories: CCFB Webinar
Monday Mar 8, 2021
Are You Eligible for the Employee Retention Tax Credit? The Employee Retention Tax Credit (ERTC) didn’t get as much attention as part of the CARES Act because businesses could not claim both the PPP and ERTC. Since the PPP was a more lucrative stimulus in most cases, the majority of eligible businesses opted for the PPP. PPP + ERTC now allowed - Fast forward to the recently passed Consolidated Appropriations Act (CAA). While yes, PPP Part 2 was funded, a change in the CAA allowed businesses that previously claimed a PPP to now retroactively claim an ERTC in addition to any PPP forgiveness received. As a result, many businesses are eligible for up to an additional $5,000 refundable credit per employee for 2020. Further, the ERTC was extended and sweetened for 2021 – a refundable credit is also available for up to $14,000 per employee for Q1 and Q2 of 2021. ... read more
Categories: CCFB Webinar
Thursday Feb 25, 2021
Branding for Non-Branding People ''We're different from our competitors, but no one can see why.'' ''Nobody knows who we are and we can't break through the noise.'' ''We're struggling to charge a premium, even though what we do is top shelf.'' These may seem like sales or tactical challenges. In reality, they're brand issues. But what does ''brand'' mean in 2021? Together, we'll shed light on what branding is and how the branding process should work. We'll draw on our own experience as well as examples and best practices for context. In the end, we'll have a better understanding of how taking the time to get it right can help with some of the most common business challenges. REGISTER now and join us for this live webinar on 2/25 presented by Neil Wengerd, partner and creative director at Nonfiction, a brand and design agency for visionaries, change-makers, and big thinkers. Nonfiction helps clients connect the dots between why they exist, what they do, and how they're perceived. For him, it boils down to this: the future must be simpler, smarter, and more sustainable. And if we don’t shape the future, it will shape us. You'll have the opportunity to submit questions during the session and view a recording post session. ... read more
Categories: CCFB Roundtable, CCFB Webinar
Wednesday Dec 2, 2020
Year-End Tax Update Jonathan Ciccotelli, CPA, MT, from Meaden & Moore will discuss the importance of how having the right tax strategy will help your family business navigate this time of historic disruption and put you on the right track as a new year begins. His discussion will include: 1) Payroll Protection Program Loans Planning & Reporting, 2) Federal Tax Developments with regards to The CARES Act and 3) Tax Policies of President Elect Joseph Biden. ... read more
Categories: CCFB Roundtable
Thursday Aug 6, 2020
This August 6th session features Jim Wasserstrom, CEO of Advance Sign Group. Growing his family business to a position of national leadership was an evolution. Hear from Jim Wasserstrom of Advance Sign Group as he shares the multiple pivots he made to increase sales, change the company’s customer focus, hire a key management team, implement EOS and shift his sales and marketing to meet the changing needs of his customers. Learn what it took to build a foundation for growth and how the trust and value the family owners put on their people to drive the company’s vision has led to its national success. ... read more
Categories: CCFB Roundtable
Thursday Aug 20, 2020
If you feel like today’s world is often too much to handle at once, you’re not alone. Join certified health coach, registered dietitian & yoga instructor Jenny Pitcher from OhioHealth as she presents some of the research and science behind creating a resilient spirit and generating hope, two things that may be hard to elicit in this uncertain time. Experience resilience practices and walk away with tools & strategies for practicing resiliency to build hope for yourself and those around you - both personally and in your family business. REGISTER now and join us for this live webinar on 8/20. You'll have the opportunity to ask Jenny questions during the session and view a recording post session. ... read more
Categories: CCFB Roundtable
Wednesday Jul 22, 2020
Data Analytics and Business Intelligence In the current economic environment, uncertainty is certainly one thing we can all count on. But there is also the power of data that can help us navigate our current situation and allow us to evaluate where we were, where we are, and where we will be and how to effectively get there. Join Carlin Culbertson from Meaden & Moore as he discusses the power of data analytics and how it can allow an organization to decipher the results of its own operations and provide meaningful Business Intelligence (BI) results including: Data analysis projects M&M has done to provide some real world examples Simple ways to get started with data analytics and business intelligence Examples of software you can use to get started Challenges companies face when trying to implement and maintain a data analytics program and how to minimize these challenges REGISTER now and join us for this live webinar on Wednesday, 7/22. You'll have the opportunity to submit questions during the session and view a recording post session. This quarterly forum is generously sponsored by Conway Service Provider Meaden & Moore. ... read more
Categories: CCFB Roundtable
Wednesday Sep 30, 2020
Join us for this timely topic for your family business: How to implement and manage effective remote work agreements and keep your employees engaged and productive! Sharon DeLay, President of GO-HR will moderate this event with guest speaker Larry English. Larry, the author of Office Optional: How to Build a Connected Culture with Virtual Teams, will join us for a discussion about how his company Centric Consulting has subscribed to a remote working arrangement early on, with over 1,000 employees across the United States and India. We'll talk about the challenges around a remote workforce, as well as the benefits. Learn about creating and sustaining a culture of collaborative teams including: - How and why you need to cultivate an atmosphere of trust in a virtual environment - How to recruit and hire team members for remote work - How to build strong relationships with people you don't see every day - How to be a great virtual team member ... read more
Categories: CCFB Roundtable
Tuesday Aug 25, 2020
Join Ted Fireman, Franchise Consultant and Market President of FranNet of Central and Southeastern Ohio as he discusses franchising basics. Ted will explain the array of categories and investment levels available (starting at around $50K), and how to go about defining your own personal vision. For some family business owners, franchising is a way to diversify or to help adult children enter business ownership and receive strong ongoing training and support to help them succeed and possibly to prepare for a role in the family business. Among the topics Ted will cover include: ? Basic information on franchising, including the range of industry categories, investment levels and fees. ? Finding the right funding option to fit your circumstances. ? The legal regulations governing franchising that protect the buyer. ? A strategic approach to defining your personal business model, quantifying your returns and safely researching and selecting the business opportunity that best fits your unique personality, skills, needs and goals. ? Growth trends and choices in franchising that offer stability and success in weak and strong economies. You'll have the opportunity to submit questions during the session and view a recording post session. REGISTER now and join us for this live webinar on Tuesday, August 25. You'll have the opportunity to ask questions during the webinar and view a recording post session. ... read more
Categories: CCFB Roundtable
Wednesday Oct 21, 2020
The IRS recently published its operational compliance list for qualified plans. This list includes changes that employers must make to their 401(k) plan administration by the end of the year. Recent legislation and regulatory guidance also will require more changes and possible document amendments in 2021. Greg Daugherty from Porter Wright will discuss what you need to do to keep your 401(k) plans up-to-date and to fulfill your fiduciary duties to your participants. ... read more
Categories: CCFB Roundtable
Wednesday Jan 27, 2021
HR Live Virtual Meeting - From Apathy to Zoom Fatigue – We All Just Need a (Socially-Distanced) Hug If nothing else, 2020 was a year where nobody could be too comfortable! Following months and months of navigating remote working, paid sick leave, viruses, vaccinations, and social unrest, let’s take an hour or so to check in with one another and hear about the best practices we’ve all developed from what we learned, and develop our 2021 checklists of what we need to do and what we need to watch. With a change in our federal leadership, there will definitely be (even more) changes coming! Come prepared with best practices, burning questions, and ready to receive your virtual hug to keep you going through Q1 2021! Sharon DeLay, President of GO-HR will facilitate this session - join us for this live meeting* to find practical advice around tackling the challenges you are facing. *Note: Because we want this to be interactive, this session will be a Zoom Meeting (same format as our peer groups) with audio/video enabled for all who join. Note that if you do not have video capability, you are still welcome to participate. ... read more
Categories: CCFB Roundtable, CCFB Peer Group
Wednesday Apr 14, 2021
Hot off the DOL guidance presses, Sharon DeLay, President of GO-HR will discuss what you need to know regarding the recently passed American Rescue Act including: * COBRA Premium Subsidies - who is eligible, how you as an employer must prepare for compliance and recoup costs of the subsidy * Revised FFCRA paid sick and expanded leave options * New stricter OSHA guidance We will also have consultation from Sara Goldhardt, CPA from our friends at GBQ. Sara is the Director of State and Local Tax Services at GBQ and will provide guidance on to some of the tax-related issues all of this brings with it. Join us for this live virtual meeting* of what you need to know now - questions and feedback are welcome and encouraged. If you can't attend this meeting due to a scheduling conflict, register anyway and we will send you the recording! ... read more
Categories: CCFB Roundtable
Wednesday Jul 29, 2020
HR Open Forum - Virtual Live Meeting Got questions? Sure you do! Businesses have been blindsided this year and navigating the ''new normal'' is not for the faint of heart. As staff continues to expand and contract to meet changing business needs, new employment laws are enacted and sunset, and expectations about how to get work done are constantly coming at us - it's no wonder we have HR fatigue! Let's come together and talk all things HR. Sharon DeLay, President of GO-HR will facilitate and address HR issues you are currently facing in your family business. We'll share best practices, must-knows and be the empathetic ear we all need right now. Topics such as remote working/productivity, employee health and well-being, best practices for encouraging diversity and inclusion in your workplace … just to name a few. Join us for this live interactive meeting to find practical advice around tackling the challenges you are facing. *Important Note: Because we want this to be interactive, this session will be a Zoom Meeting (same format as our peer groups) with audio/video enabled for all who join. Note that if you do not have video capability, you are still welcome to participate. This session will NOT be recorded. ... read more
Categories: CCFB Roundtable, CCFB Peer Group
Tuesday Jun 15, 2021
Ignite Your Family Business - Live Virtual Meeting featuring Matina Zenios of Artina Promotional Products This 6/15 session features Matina Zenios, President of Artina Promotional Products. Artina is a family business that has transformed, overcome obstacles and thrived due to its focus on its employee family, customer service and genuine ingenuity. Hear this family business story through the decades. Discover how the second generation of family leadership has added to this successful business story. Be inspired by how taking risks and infusing creativity continues to grow this family business to the next level. Are you ready to take your family business to the next level? Join Kelly Borth, CEO and Chief Strategy Officer of GREENCREST as she facilitates this quarterly forum to hear first-hand from fellow family business owners on what they are doing to grow their business. It will help you as a business owner or leader gain the insights you need to ignite your business! ... read more
Categories: CCFB Roundtable, CCFB Peer Group
Tuesday Apr 6, 2021
Ignite Your Family Business - Live Virtual Meeting his 4/6 session features Mark Swepston, President of Atlas Butler. Atlas Butler has seen much transition in its 100-years and four generations of family business history. Mark will explain the marketing reason why Ramey Manufacturing changed its name to Atlas Butler in 1936. Discover how the business transitioned into and then backed away from the commercial industry. Be inspired by how each generation followed their grandfather’s footsteps of community involvement and his forward thinking vision and risk tolerance for how to evolve the family business to the next level. Are you ready to take your family business to the next level? Join Kelly Borth, CEO and Chief Strategy Officer of GREENCREST as she facilitates this quarterly forum to hear first-hand from fellow family business owners on what they are doing to grow their business. It will help you as a business owner or leader gain the insights you need to ignite your business! ... read more
Categories: CCFB Roundtable
Tuesday Dec 1, 2020
Ignite Your Family Business featuring Schmidt's - Live Virtual Meeting This December 1st session features Andy Schmidt, President of Schmidt Hospitality Concepts. Established in 1886 and now in it's 5th generation, Andy will share Schmidt's growth journey and how marketing (sales, promotion, digital marketing, etc.) played a role in that growth. The trials and errors made along the way and the tough decisions to invest and venture into unchartered waters, the risks made, how they measured success, etc. will also be discussed. ... read more
Categories: CCFB Roundtable
Thursday Feb 18, 2021
What does diversity and inclusion really mean and why does it matter to family business? Facilitated by Erica Thompson (Dispatch Media Group), family business and community leaders, Nevin Bansal (Outreach Promotional Solutions/Small Biz Cares), Dr. Rhonda Talford Knight (Knight Consulting Group), and Todd Wilson (Accelerated Laboratory Logistics) will provide clarity around what it means to invite all perspectives to the table, for everyone to participate in the discussion, and to listen to understand. We’ll look at the impact of diversity, examine the benefits, share success stories as well as stumbling blocks, and ways our panelists have incorporated diversity and inclusion into their businesses. Sponsored by GREENCREST REGISTER now and join us for this live webinar on 2/18. You'll have the opportunity to submit questions during the session and view a recording post session! ... read more
Categories: CCFB Educational Program
Thursday May 20, 2021
Do you use compensation and/or incentives to drive outcomes for your family business? Want to learn more about how to align behavior with the goals of your organization? Compensation and incentives can take on many forms within a business strategy, such as bonus structures, stock options, employee recognition programs, etc. Join us as Nate West (KeyBank) facilitates a conversation with Holli Houseworth (CloudCover), and Thor Hess, (Southeastern Equipment Co.) on methods and creative ways they motivate, encourage, and drive employee success in a family business. Sponsored by KeyBank ... read more
Categories: CCFB Educational Program
Thursday Jun 17, 2021
Disagreement and tension can occur in any business environment, and it can be especially challenging within a family business structure, but what happens when we view conflict differently? What if we approach conflict as a way for a business to grow and change? Facilitated by Rebekah Smith (GBQ), join us for a conversation with Carla Epler (Schmidt's Sausage Haus) and Jonathon McKay (PATH), as we discuss how to approach differences, healthy and productive ways to resolution, and how businesses can find value from conflict. Sponsored by GREENCREST ... read more
Categories: CCFB Educational Program
Thursday Oct 15, 2020
From COVID-19 to insurance premiums, Dr. Glenn Williams and Ryan Sledge from OhioHealth will join us to talk about healthcare issues that your family business needs to know about for 2021. REGISTER now and join us for this live webinar on 10/15. You'll have the opportunity to submit questions during the session and view a recording post session. If you have specific questions you would like addressed, please submit them when you register. NEW! We encourage you to sign on early and chat/network with other members attending! You can sign-on anytime from 7:45am to introduce yourself and chat with others in ''the room!'' Note that audio/video will not be enabled for attendees but you can communicate via the CHAT function from your meeting menu (and please remember our non-solicitation policy!) ... read more
Categories: CCFB Educational Program
Thursday Sep 17, 2020
Join us for a panel discussion on what it takes to be a female leader of a family-owned business. How do women in leadership roles impact the bottom line? Why is it important to mentor and support rising female leaders in a family business? How did these women get to where they are in their family business and what are their hopes for the future of women in business Moderated by Jennifer Griffith, Ohio Regional President - First Merchants Bank. Our panelists are: Elizabeth Blount McCormick, President – Uniglobe Travel Designers Lori Kaiser, CEO - Kaiser Consulting Darla King, President - King Business Interiors Sponsored by GREENCREST REGISTER now and join us for this live webinar on 9/17. You'll have the opportunity to submit questions during the session and view a recording post session! ... read more
Categories: CCFB Educational Program
Thursday Mar 18, 2021
Did you know that more than 30% of all family-owned businesses make the transition into the second generation? 12% will still be viable into the third generation, with only 3% of all family businesses operating at the fourth-generation level and beyond. Therefore, it is crucial that we focus our efforts on preparing and supporting the next wave of leadership, but how can we empower the next generation to step into leadership roles with the confidence and ability to transform the future of their family business? Facilitated by Kelly Borth (GREENCREST), our panel will feature family business leaders, Chelsea King (King Business Interiors, Inc.) and Steve, Austin, and Patrick Wathen (Equity, LLC). Our panelists will share their experiences from all perspectives - those who have successfully passed leadership on, those who have succeeded as the next generation, and those who are currently taking steps towards leadership as a Next Gen. Our panelists will also speak candidly about what the next generation means to their family business and how to support and prepare Next Gens to make a lasting impact. Sponsored by: GREENCREST ... read more
Categories: CCFB Educational Program
Thursday Jan 21, 2021
Family businesses encounter a variety of situations where leadership and adaptability are tested. Join us for our January Monthly Education Program as we welcome Genevieve Reiner Mills, Oakland Nurseries and Debra Penzone, Penzone Salons + Spas. Facilitated by Jeff Lagusch (Gryphon Financial Partners), Debra and Genevieve will share candidly about their family business journey, situations they’ve faced along the way (especially after a difficult 2020), and how they maintain composure when challenges arise. Sponsored by Kelly Borth of GREENCREST. REGISTER now and join us for this live webinar on 1/21. You'll have the opportunity to submit questions during the session and view a recording post session! ... read more
Categories: CCFB Educational Program
Thursday Apr 15, 2021
Advisory Boards are an integral part of many successful businesses and organizations because they offer various perspectives, expert advice, and a neutral voice. Join us for a virtual discussion with Suzanne Amstutz (Ohio Power Tool), Tony Durieux (ALNI), and Jon Eesley (Windsor Advisory Group), as we share how family businesses effectively utilize their boards by establishing roles, responsibilities, and proper governance. Tips, strategies, and tactics will be shared for improving engagement, communication, and understanding expectations for you and your board. Sponsored by GREENCREST ... read more
Categories: CCFB Educational Program
Thursday Dec 17, 2020
Join Rick Ricart, President of Ricart Automotive Group, and Jeff Baldwin, Vice President of Franchising and Development for Donatos as they share how their roles and experiences in a family business have helped them evolve and thrive during times of change, transition, and challenges. Facilitated by Kelly Borth of GREENCREST. Sponsored by GREENCREST. ... read more
Categories: CCFB Educational Program
Thursday Nov 12, 2020
Join Kimmi Wernli of Crazy Richard's Peanut Butter Company and Mike Schoedinger of Schoedinger Funeral and Cremation for an insightful discussion on how they define success, what steps they've taken to succeed in their own leadership roles, and their strategy around family business longevity and legacy. Facilitated by Mike Derringer of FocusCFO. REGISTER now and join us for this live webinar on 11/12. You'll have the opportunity to submit questions during the session and view a recording post session! ... read more
Categories: CCFB Educational Program
Wednesday May 26, 2021
Payments Fraud & Fraud Prevention Did you know that 74% of businesses were targets of fraud in 2020? Join us for an informative conversation with experts from First Merchants Bank to understand how you can mitigate potential fraud. Learn best practices and defensive measures you can put into place to protect your family business! Our guest speakers are Aimee Gilliland, VP & Treasury Management Officer and Nicole Kauffman, Merchant Card Sales Officer - both from First Merchants Bank. They will be providing information on different types of payment fraud and ways to mitigate your risk for fraud in an ever changing electronic environment. REGISTER now and join us for this important live webinar on 5/26. You'll have the opportunity to submit questions during the session and view a recording post session. ... read more
Categories: CCFB Webinar

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