The Conway Center for Family Business assists leaders and owners of family businesses in resolving issues related to their businesses and, when appropriate, in passing the family business on to the next generation.
Nine monthly educational programs are offered each year that provide valuable information on family business topics presented by family business leaders and experts.
Several family business Roundtables that focus on in-depth topics are also scheduled as needed and offered throughout the year.
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 invite guests to programs and events to introduce 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
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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.
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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.
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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
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Categories: CCFB Educational Program
Tuesday Sep 24, 2024
You have probably heard the statistic that 70% of family wealth is lost by the 2nd generation and 90% is lost by the third generation. What are you doing to lower that number for your business?
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Categories: CCFB Webinar
Thursday Oct 17, 2024
As Rhett Ricart said at one of our ed programs, ''There is no guarantee we’re going to make it just because we’ve made it this far.” Deciding to sell the family business is indeed more than a simple transaction. Our panelist Bill Mead, formerly of Golf Car Company, will talk about his journey at that crossroad and how he made the decisions he did…as a family member and a business.
Facilitator, Jon Eesley, Windsor Advisory Group
Generously sponsored by GREENCREST
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Categories: CCFB Educational Program
Thursday Oct 24, 2024
A well designed and dynamic system of internal controls is needed to safeguard your business assets, protect against fraud, and ensure complete and accurate financials. Learn how family-owned businesses can assess their risk areas and implement or strengthen internal controls….and sleep more soundly at night!
By tapping into our firm's experience of implementing, testing, and remediating internal controls at large corporations, we have developed an assessment of the internal controls that are key to smaller organizations. We’ll cover entity level controls, business process controls, and key IT controls as well as how to navigate the challenges that are specific to smaller organizations.
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Categories: CCFB Webinar
