Education

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

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

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

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

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

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

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

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

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

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

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

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

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

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