Education - Monthly Meetings & Family Business Forums - Conway Center for Family Business

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 nine educational presentations on family business issues and several roundtables that focus on in-depth topics.

About Conway Family Business Center

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, round tables and webinars are open to the public for a small fee unless otherwise noted.

Education

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 Forum
Thursday Mar 19, 2020
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Categories: CCFB Educational Program
Wednesday Apr 8, 2020
Let's Talk About Pot. Medical marijuana is a reality in the workplace, but is zero tolerance realistic? Let's have a conversation about policy, possibilities, and practicality when it comes to navigating marijuana in the workplace. Feel free to bring your company's policies and philosophies to share! ... read more
Categories: CCFB Forum
Thursday Apr 16, 2020
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Categories: CCFB Educational Program
Tuesday Apr 28, 2020
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Categories: CCFB Forum
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 Forum
Thursday May 7, 2020
What Is Family Office? ... read more
Categories: CCFB Forum
Thursday May 21, 2020
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Categories: CCFB Educational Program
Thursday Jun 18, 2020
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Categories: CCFB Educational Program
Wednesday Jul 15, 2020
Working Capital Management ... read more
Categories: CCFB Forum
Wednesday Jul 29, 2020
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Categories: CCFB Forum
Thursday Aug 6, 2020
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Categories: CCFB Forum
Thursday Sep 17, 2020
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Categories: CCFB Educational Program
Wednesday Oct 7, 2020
Budgeting and Cash Flow Presenters: Jim Rollins and Lloyd Bell of Meaden & Moore. ... read more
Categories: CCFB Forum
Thursday Oct 15, 2020
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Categories: CCFB Educational Program
Wednesday Oct 28, 2020
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Categories: CCFB Forum
Thursday Nov 12, 2020
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Categories: CCFB Educational Program
Tuesday Dec 1, 2020
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Categories: CCFB Forum

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