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 Aug 7, 2019
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
Categories: CCFB Roundtable
Wednesday Aug 21, 2019
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
Categories: CCFB Educational Program
Friday Sep 13, 2019
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Categories: CCFB Roundtable
Thursday Oct 17, 2019
Join a panel of family business leaders who will share what to do - and what NOT to do - when bringing on next gens. Panelists include Mark DeBellis, President at Suburban Steel Supply, Julie Phelps, 4th Gen and President at Sutphen Towers, and Val Jorgensen, founder of Jorgensen Farms in Westerville. We will also be joined by Shelby Sutphen, 5th Gen at Sutphen Towers, to get the Next Gen perspective on this process! ... read more
Categories: CCFB Educational Program
Thursday Nov 21, 2019
Join Brian Moore of Morgan Stanley for an interesting panel discussion on what keeps senior family business leaders up at night. Conway Center member panelists include: Robin Flood - Flood Heliarc Tobi Gold - Skilken Gold Real Estate Fritz Reitter - Reitter Stucco & Supply Topics include: choosing the next gen leader, managing difficult employees to whom you are related, retaining non-family leaders with phantom stock or other ''golden handcuffs'' and more! Sponsored by GREENCREST. ... read more
Categories: CCFB Educational Program
Friday Dec 6, 2019
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
Categories: CCFB Roundtable
Thursday Dec 19, 2019
Jake Kaufman of Adept Marketing will facilitate a panel discussion on best practices in digital marketing. Hear from family business leaders Jay Amstutz of Ohio Power Tool and Michele Uber of QuickStitch Plus on their experiences - good and bad - with employing digital marketing strategies. Sponsored by KeyBank ... read more
Categories: CCFB Educational Program
Thursday Jan 16, 2020
Facilitated by Mary Beth Koester from Rea & Associates, the panelists will discuss their best practices on attracting and retaining non-family employees. They will give insight into what has worked best for their businesses and offer advice on launching and sustaining recruitment efforts. The family business panelists include Kent Johnson, CEO of Highlights for Children, Sharon DeLay, Founder of GO-HR, and Kim Troy of Civilis Marketing. Carley Childress, director of HR and a non-family leader at Schoedinger Funeral & Cremation Service will also join the panel. Sponsored by KeyBank ... read more
Categories: CCFB Educational Program
Tuesday Jan 28, 2020
Building Enterprise Value over Time - Jim Rollins and Lloyd Bell of Meaden & Moore will address: What was your company worth 10 years ago ? What is your company worth today ? What do you want it to be worth at the start of the next decade? What are you doing now to increase value? How do I start this process? ... read more
Categories: CCFB Roundtable
Wednesday Jan 29, 2020
Is the Performance Review Dead? We hate to do them. We have to do them. Is there a better way? Let's take this time to talk about why and how we're evaluating performance, share best practices, and generate new ideas for rewarding performance and correcting behavior. Sharon DeLay, President, GO-HR, will moderate this event. This quarterly peer group 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
Categories: CCFB Roundtable
Wednesday Feb 5, 2020
Curious about the Conway Center? Already a member and want to learn more? Back by popular demand, we are hosting a breakfast 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. Get insight from current, long-time members, and make some new friends! 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. Hear from some of our members on how they maximize their membership and on ways to get engaged! FREE for all to attend but please register ... read more
Categories: CCFB Roundtable, CCFB Networking & Social Events
Thursday Feb 20, 2020
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
Categories: CCFB Educational Program
Tuesday Feb 25, 2020
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
Categories: CCFB Roundtable
Friday Feb 28, 2020
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
Categories: CCFB Roundtable
Thursday Mar 26, 2020
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
Categories: CCFB Educational Program
Wednesday Apr 8, 2020
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
Categories: CCFB Roundtable
Thursday Apr 16, 2020
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
Categories: CCFB Educational Program
Tuesday Apr 28, 2020
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 April 28th session features Michael Schoedinger, President of Schoedinger Funeral and Cremation Service. Learn as Mike uncovers how Schoedinger Funeral & Cremation Services developed a marketing strategy, identified what messaging is important to convey, how the right media helped them reach the right audience and why an integrated approach to marketing was the best option for Schoedinger for market recognition and long term growth. REGISTER now and join us for this live webinar on 4/28. You'll have the opportunity to submit questions during the session. Are you ready to take your family business to the next level? Join GREENCREST for this quarterly forum to hear first-hand from fellow family business owners on what they are doing to grow their business. Designed especially for CEO’s, presidents and owners, it will help you gain the insights you need to ignite your business! ... read more
Categories: CCFB Roundtable
Wednesday Apr 29, 2020
Costing and Inventory Management Strategies - A lot of you likely have some type of inventory, and the answers to these questions are likely as diverse as the group of companies that could benefit from attending this presentation. How do you track your inventory? Do you store/organize your inventory for maximum efficiency in the production and shipping processes? Do you know how much it costs to make your product? Are you capturing all the costs of moving, storing, and tracking your inventory? How do you track your work-in-process, if you can track it at all? Carlin Culbertson of Meaden & Moore will cover various topics including the below that help you answer some of the questions posed above: Tracking inventory quantities – physical inventories and cycle counts. Assigning overhead costs to inventory. Just in time inventory. Technology to assist with inventory management. Consignment inventory considerations. Including purchasing and sales in inventory management discussions. Perpetual inventory systems and their benefits. Inventory control procedures. If you have inventory then you know that sometimes it can be difficult to manage it. Sometimes you may perform a physical count and realize you have significantly more or less of a product than you originally thought and wonder “how did that happen?” Maybe you don’t have enough for your next round of shipments and you need to expedite the delivery of raw materials and rush the order through your shop, possibly resulting in defects, late delivery, or other items. Or perhaps you have significant sales of an item but can never seem to turn a profit on it. Please join us on April 29th for this informative discussion and the opportunity to share similar issues or successes you’ve had in dealing with these challenges. Presenter: Carlin Culbertson of Meaden & Moore. ... read more
Categories: CCFB Roundtable
Tuesday May 5, 2020
As businesses both small and large navigate during this unprecedented time, data from Google shows that searching online for products & services is as popular as ever, even now. This session will help businesses take advantage of consumer behavior as the economy returns to a state of normalcy. When someone goes to Google looking for your product or services, it's critical that your business shows up in the results. In this live webinar, Adept's Director of Acquisition, Megan Medeiros, will cover how your family business can most effectively combine paid (pay per click) and organic (SEO) strategies to ensure potential customers can find you. REGISTER now and join us for this live webinar on 5/5. You'll have the opportunity to submit questions during the session and view a recording post session. Online Strategy is a bi-annual forum facilitated by Conway Service Provider Adept, offering website design, development, e-commerce, content marketing PPC and consulting services to help change how businesses target customers and generate revenue. ... read more
Categories: CCFB Roundtable
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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