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 4, 2021
Savvy business owners are increasingly discovering the unique advantages of using an Employee Stock Ownership Plan (ESOP) as a business succession strategy. ESOPs allow business owners to receive ?fair market value? from the sale of their ownership in a tax-advantaged sale, while at the same time protecting the company?s legacy as independent business. In addition, an ESOP provides important financial benefits and other competitive advantages to the sponsoring company, allows its employees to receive the financial rewards of ownership, while at the same time providing an attractive business succession plan for selling shareholders. You're invited to join members of GBQ?s ESOP Advisory team to learn what ?all the buzz is about? related to ESOPs. In this introductory session, designed for business owners and advisors with limited prior knowledge of ESOPs, we will discuss: ? How an ESOP works ? Advantages of ESOP ownership ? Which companies make good ESOP candidates ? Key steps to implementing an ESOP ... read more
Categories: CCFB Webinar
Thursday Aug 12, 2021
With unemployment numbers below 5% and labor shortages impacting businesses in all industries, employers are struggling to return to their full strength as we continue to work through the COVID-19 pandemic. To navigate this challenge, organizations are getting creative and pivoting to not only attract new talent, but also to retain the talent that they already have on their team. During this session, we’ll discuss: Common pain points employers are navigating while hiring talent Creative options to attract the talent you need Ways to “re-recruit” the talent you have now This informative session will be led by Robin Throckmorton, MA, SPHR, SHRM-SCP, Shareholder-in-Charge of the HR Business Advisory Group for Clark Schaefer Hackett. ... read more
Categories: CCFB Webinar
Tuesday Aug 17, 2021
Marketing is about reaching customers where they are. The internet offers unique opportunities to do just that in ways other marketing mediums cannot. Wide scope of reach, ability to communicate immediately, the option to personalize content, and the opportunity to build quality relationships with customers are just a few benefits to marketing online. Join Greg Stockmaster, Digital Marketing Strategist for GREENCREST, as he shows you the big picture view and learn game-winning strategies to get found and get business through your website, organic search (SEO), paid search (SEM), local searches and social media. In this webinar designed for business owners, advisors and C-level executives, we will discuss: • Creating a winning online marketing strategy • Avoiding common pitfalls • Focusing on what matters most and how to prioritize your digital strategy to outperform your competition • Maximizing the ROI of online marketing ... read more
Categories: CCFB Webinar
Tuesday Aug 24, 2021
Our friends from The Columbus Foundation will join us to discuss two important components for your family business: 1) Next Generation Philanthropy and 2) Emergency Assistance Programs (EAP). Next Generation Philanthropy As your businesses and families grow, it is important to consider the diverse interests of the next generation while also preserving any existing family philanthropic legacy. Join us as Lisa Jolley, Senior Director of Donor Services addresses: • Why Philanthropy differs amongst generations • What motivates us to be philanthropic • Start to picture your legacy • What do you want to accomplish? • How will your family/business engage to reach your desired outcomes? • Next steps Emergency Assistance Programs (EAP) An EAP is a great way for a company to assist their associates in a very private and efficient way for when the unexpected happens. Stefanie Coffman, Manager of Corporate Philanthropy will address: • What is an Emergency Assistance Program? • Why should my business consider an EAP? • The Columbus Foundation’s EAP Background/Approach • How to start an EAP with The Columbus Foundation ... read more
Categories: CCFB Webinar
Thursday Sep 16, 2021
What is it like to be a rising family business leader? How did they get there? How do they view the future of their family business, the overall business climate, and the evolution of their role? Join us as we welcome Columbus Business First's '40 Under 40' recipients, Alison Marker of Marker Inc. and Chris Knoppe of New City Homes. Alison and Chris will share their insights, thoughts, and ideas as representatives from the next wave of family business leadership. Facilitated by Molly Pensyl of Holbrook & Manter. Sponsored by KeyBank ... read more
Categories: CCFB Educational Program
Thursday Oct 21, 2021
Some may never entertain the thought; others can't imagine it any other way. Working side-by-side with your significant other can be both rewarding and challenging at times. Learn what it takes to balance a work-life relationship and become a family business ''Power Couple.'' Moderated by Jim Bishop of Morgan Stanley, join us as we welcome Jason and Karen Carpenter from Environmental Pest Management, the largest family-owned pest control company in Central Ohio. During this in-person program, Jason and Karen will speak candidly and share the lessons they've learned while working together as husband and wife, and how it impacts their business and relationship. Sponsored by GREENCREST ... read more
Categories: CCFB Educational Program
Wednesday Oct 27, 2021
Join Brian Ravencraft from Holbrook & Manter as he covers everything from cost savings and growth efficiency exercises to tax tips and planning. Brian's discuss will include: - Ways to better utilize your time within your business - examples of how to eliminate time-sucks from your day-to-day operations. - When to pivot your business - when making changes makes financial sense. - How the current tax landscape for business owners is changing and how that could effect you. ... read more
Categories: CCFB Webinar
Wednesday Nov 3, 2021
HR Roundtable - Let's Talk! It’s been a while since we sat down and just talked about your HR needs. What is going on? What questions do you have? What can we chat about? Come back for the “new season” of HR Roundtable and let’s take some time to talk about you, your organization, and your HR needs. We’ll draw in your peers and capture their feedback and best practices. Sometimes, the best ideas are the people who are in the trenches experiencing what you’re experiencing and searching for the same solutions. Come prepared with questions and examples to share. During this in-person program, Sharon DeLay, President of GO-HR will lead the discussion and provide her expertise of the challenges that face family businesses. Don’t miss this in-person opportunity to dig deep into HR issues, engage with each other and consult with Sharon! ... read more
Categories: CCFB Roundtable, CCFB Peer Group
Thursday Nov 18, 2021
Family business is complicated. Relationships, history, and emotions combined with business dynamics can be a recipe for disaster if family issues are left unresolved. Join us as we facilitate a discussion about ways to approach and address difficult family business conversations, and why it's critical for the wellbeing of family relationships and the business to proactively initiate conversations before conflict can lead to resentment. Sponsored by GREENCREST ... read more
Categories: CCFB Educational Program
Tuesday Dec 7, 2021
Join family members from Anthony-Thomas Candy Co., the largest family-owned and operated candy company in the midwest. Hear their family business story as well as the risks that the company leadership has taken to ensure the viability of the family business and grow the family business – including investments it has made in marketing. 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 family business! ... read more
Categories: CCFB Webinar
Thursday Dec 16, 2021
Join us for a conversation with the Next Generation as they take charge. They will share their excitement, fears, biggest learnings (so far), best advice, what worked and what could of been handled better. All discussed in a confidential, safe environment that encourages information sharing and questions. Let's learn together. Panelists include: Mimi McCann, President (2nd Gen) 5 Star Staffing Aaron Siekmann, President (2nd Gen) The Siekmann Company Ben Stratton, Vice President (3rd Gen) Corrotec, Inc. Sponsored by GREENCREST ... read more
Categories: CCFB Educational Program
Wednesday Jan 5, 2022
Join us for a webinar on January 5th to learn about resources that can help companies export their products or services. Roberta Winch, the Export Assistance Network Director for the Columbus Small Business Development Center will provide an overview of: • How does a company know if they are ready to export? • What are the Ohio resources available to assist a new to export company or even those that are experienced with exporting? • What are the export grant programs available to Ohio companies and how to access them. • Learn about OSU Fisher students that are potential resources for companies who are interested in exporting. ... read more
Categories: CCFB Webinar
Thursday Jan 20, 2022
Justin and Stephanie Clarey, owners of Two Men and a Truck, will discuss their approach to reinvention. They will share how expanding their services not only helped grow their business, but also helped grow their people by providing more opportunity to take on new roles and responsibilities. New services and new roles in their company resulted in more customers, and the ability to grow their business despite the very challenging labor market. ... read more
Categories: CCFB Educational Program
Tuesday Jan 25, 2022
With the great resignation still under way, now may be a good time to conduct stay interviews with your employees and new(er) hires to find out what’s working and what opportunities you have to improve your retention rates. We’ll explore who to talk to, when to talk, what to ask, and what to do with the information you learn. We’ll touch on culture and the Employee Value Proposition as part of our time together. Bring your best stay interview questions to share! During this in-person program, Sharon DeLay, President of GO-HR will lead the discussion and provide her expertise of the challenges that face family businesses. Don’t miss this in-person opportunity to dig deep into HR issues, engage with each other and consult with Sharon! ... read more
Categories: CCFB Roundtable, CCFB Peer Group
Tuesday Feb 8, 2022
State and local tax issues affect nearly every transaction?day-to-day buying and selling, retiring assets, paying your employees, even adding on to your business or passing it on to the next generation. Start 2022 with an enhanced awareness of SALT issues that could affect your business. You are invited to join Clark Schaefer Hackett?s SALT experts to help you understand: * How SALT issues can thwart efforts to sell your business or leave future generations holding a bag of you-know-what * How work-at-home policies can create cat-herding-like compliance responsibilities * How multiple CATs can create an additional CAT (does not involve birds/bees) * What the heck a ?ghost asset? is and why it?s scary * Which state tax credits you should be aware of * How to get around the Federal SALT cap * How to identify which sales and purchases are taxable ... read more
Categories: CCFB Webinar
Thursday Feb 17, 2022
Are there conversations that you are not comfortable discussing with your team or family members? Do you ever feel like it's lonely at the top? Join us as we welcome Conway Center members Jessica Anderson, President, Anderson Concrete and her coach Donna Musilli from DM360 to learn how coaching can support your development as a business owner and a leader. Sara Canterbury of Rider + Reinke Financial Group will moderate this discussion. Learn how a coaching relationship focusing on interpersonal and leadership skills, with emphasis on measurable results, can support you to discover your own best answers when faced with business or personal challenges, and how this can have a powerful positive impact in family business. ... read more
Categories: CCFB Educational Program
Tuesday Feb 22, 2022
Business Valuation - Important Considerations For Your Family Business Getting your arms around business valuation can be complicated. Misinformation, partially informed opinions, and internet calculators can easily lead one down an incorrect – and costly – path. Before you go down a potentially wrong path, let’s clear up a few of the most common myths and misconceptions about business valuations that could undermine your ability as a family business owner to achieve your goals. Join Kelly Noll, a valuation services director at GBQ Partners on February 22 at noon for a fun, fast-paced discussion about the most common valuation myths, including: * EBITDA times a multiple * Selling at the peak * Adding back owners’ compensation * Acquisitions always add value * Asset value + goodwill * And more! ... read more
Categories: CCFB Webinar
Thursday Mar 10, 2022
Retirement Plan Options for Family Business Today’s business owners have even more opportunities to save for retirement than individuals, but it can be challenging to know which options are the best fit for your unique needs. Join Nicole Davis and Justin Poling, Trust Officers from Park National Bank as they address retirement plan options including: 1. Does opening a retirement plan make sense for your family business? 2. What are the tax advantages? 3. Can a retirement plan attract and retain employees? REGISTER now and join us for this live webinar on Thursday 3/10. You'll have the opportunity to submit questions during the session and view a recording post session. If you can't attend the live session - register anyway and we'll email you the recording. ... read more
Categories: CCFB Webinar
Thursday Mar 17, 2022
There is a lot of hype around new technologies. Some of the hype is justified and some isn't. In this session, Ryan Frederick, a principal at the digital product firm AWH will review the benefits, considerations, and realities of leveraging technology to fuel growth. This can be done with limited tech teams, or none at all - with great impact. Many family businesses have differentiated themselves based on high-quality customer experiences. How can small to mid-size businesses still deliver this while continuing to bring on new technologies? Ryan will be joined by Conway Center member Jonathon McKay with PATH. Jonathon will be sharing best practices on how Customer and Employee Experience are important factors when considering how to use and implement technology. Jonathon has been working with businesses for 13 years on how to ensure investments in technology and operations drive value to your most important stakeholders and differentiate your business in the marketplace. Facilitated by Lisa Keller, Vice President - Columbus Treasury Management at Park National Bank Sponsored by GREENCREST ... read more
Categories: CCFB Educational Program
Wednesday Mar 23, 2022
Make the Most Out of Your Bonus Plan/Incentive Plan Are you getting the most out of your current bonus plan or do your employees just feel an entitlement at Christmas for extra & potentially “un-earned” income? Learn how an Incentive Plan can help your business… ATTRACT & KEEP your EMPLOYEES in very competitive market INCREASE THEIR WAGES w/out costing the company any extra money Improve your CULTURE & BOTTOM LINE both at the same time Create EMPLOYEE ENGAGEMENT and increase the ACCOUNTABILITY among your employees Join Matt Straker with Holbrook & Manter as he addresses Bonus Plan/Incentive Plan structures and the potential advantages for your business. ... read more
Categories: CCFB Webinar
Thursday Apr 21, 2022
How Buy/Sells Fit into your Succession Plan - Join us for a discussion on Buy-Sell agreements and why your family business needs one. Bea Wolper, President of the Board of the Conway Center and CEO of Emens Wolper Jacobs & Jasin Law Firm, will discuss the four Ds of buy-sells: Death, Disability, Divorce, and Discharge. Panelists Brian Dew of Mid-City Electric Technologies, Tobi Gold of Skilken Gold Real Estate Development, and Stephen McEnery of MAC Construction will offer their insight and advice from experience with their own family business buy sells. They will discuss protecting the business, ensuring smoother transitions, forestalling disagreements about fair value, and other issues that a buy-sell can address, including the emotional side of these agreements and how to navigate them. Generously sponsored by Huntington Bank ... read more
Categories: CCFB Educational Program
Tuesday Apr 26, 2022
Unplugging, Unwinding, and Establishing Boundaries in the Workplace - The shift in how we work is continuing with a model likely landing squarely in the hybrid model. What does this mean for employers and employees when it comes to communication across the hours and the various platforms? By member request, we will talk about the importance of creating a culture with boundaries around when and how to communicate, while still ensuring we get work done. Meeting this lofty goal includes understanding how to discuss and set boundaries, exploring the technology and traditional strategies available, and thinking about all of this in relation to employment law and attracting and retaining todays workforce. During this in-person program, Sharon DeLay, President of GO-HR will lead the discussion and provide her expertise of the challenges that face family businesses. Dont miss this in-person opportunity to dig deep into HR issues, engage with each other and consult with Sharon! ... read more
Categories: CCFB Roundtable, CCFB Peer Group, Human Resources
Thursday May 19, 2022
Join us for a discussion on tips to ensure the right people are in the right seats in your family business. We'll discuss assessment tools, the EOS people analyzer, and other strategies our panelists utilize. The discussion will include their successes and challenges with hiring - and keeping - the right people in the right seats. Panelists: Sharon DeLay, GOHR Bryan Driscoll, Driscoll Learning Brandon Dupler, Dupler Office Kyle Reitter, Reitter, Inc. Generously sponsored by Huntington Bank ... read more
Categories: CCFB Educational Program
Wednesday May 25, 2022
Staffing shortages, supply chain issues, long hours - if you feel like today's work world is often too much to handle, you're not alone! Join certified health coach and registered dietitian Jenny Pitcher from OhioHealth as she explores the concept of stress and anxiety in the workplace. As part of this interactive webinar, Jenny will talk us through strategies for completing the stress cycle. Learn practices to change the way you think about your stressors and your response to them. Walk away with these tools and strategies to better manage your stress and anxiety - both for you and your family business! REGISTER now and join us for this live webinar on 5/25. You'll have the opportunity to ask Jenny questions during the session and view a recording post session. If you can't attend the live session, register anyway and we will send you the recording. ... read more
Categories: CCFB Webinar
Wednesday Jun 1, 2022
EOS and Family Business Alex Freytag, Expert EOS Implementer and longtime friend of the Conway, joins us for an experience-share and a deep dive into EOS® (Entrepreneurial Operating System™). Alex will be accompanied by Conway Center member Chelsea King of King Business Interiors, who runs on EOS with Alex as their coach. Chelsea will share her experience with implementing EOS from the family business perspective. EOS (also known as Traction) is a holistic business system with a simple set of practical tools that help entrepreneurial leadership teams gain traction and move the business forward. Join Alex and Chelsea to learn more about EOS and if it is right for your family business. ... read more
Categories: CCFB Webinar
Thursday Jun 16, 2022
Stepping into a Giant's Shoes - Growing up in the family business - or even entering at a later date - presents challenges and opportunities for next gens. Join us for an honest discussion of what it's like to step into a leadership role when following a founder/ leading gen with a big personality and a cadre of loyal employees and followers who may still see you as the boss's kid. Panel: Thor Hess from Southeastern Equipment Company, and Katie Hornik Windholtz from Security Plus Insurance. Sponsored by GREENCREST ... read more
Categories: CCFB Educational Program
Tuesday Jul 12, 2022
In an employee’s market it doesn't make sense that employers need to be concerned about unions. Exactly the opposite is true! The workplace is undergoing dramatic changes and unions have greater opportunities to recruit frustrated employees in a political climate that may be more favorable to their goals. During this in-person program, Sharon DeLay, President of GO-HR will facilitate this HR Roundtable discussion on this hot-button issue. Catherine Burgett from Frost Brown Todd will also join us and provide her expertise by walking us through the impact of current and projected NLRB actions including: How the unionization process works Should family businesses really be concerned about union activity? Components of the Protecting the Right to Organize (PRO) Act that may show up in other acts empowering unions. What can/should employers be doing NOW to counter union activity? What should we be watching? What can we do to educate our employees? Don’t miss this opportunity to dig deep into HR issues, engage with each other, and consult with our experts! REGISTER today! Sponsored by Budros, Ruhlin & Roe ... read more
Categories: CCFB Roundtable, CCFB Peer Group, Human Resources

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