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

Tuesday Mar 19, 2024
Succession planning can pose many different challenges. Today our panelists will discuss figuring out how the next generation comes up with the proceeds to buy out the leading gen sellers. A cash balance plan can help solve that problem by contributing business revenue to pre-tax cash balance accounts, most of which benefit the leading gen, but to some extent benefiting other employees, too. The liability reduces the value of the business and thus cash and loan proceeds buyers need to come up with. The sellers, while receiving a lower purchase price, make up for that by receiving payments from their cash balance accounts, which also could be rolled over to an IRA. In that way, the cash balance plan benefits the buyers and sellers. We will discuss in more detail how this strategy works and which companies would be good candidates for this strategy. ... read more
Categories: CCFB Webinar
Thursday Mar 21, 2024
Accountability in a family business is critical – without it, issues of favoritism, nepotism, and entitlement creep in and erode the culture. There is much advice out in the world about this, and many different operating systems are designed to conquer it. Our panelists will share how they keep everyone accountable, from the receptionist to the CEO, and why it’s important for their family business to do so. ... read more
Categories: CCFB Educational Program
Wednesday Apr 3, 2024
Validating data sources, using data & technology to your advantage, incorporating multiple sources, and adapting to your organization’s compensation strategy are just a few of the challenges facing companies. Add to that, candidates, employees, managers, job boards, and leaders adjusting to new pay transparency expectations and regulations, and you find compensation rising up the ladder of importance in most businesses. Join Jim Morgan, Vice President, Business Development & Workforce Strategies at MRA as he reviews MRA’s 2023 Compensation Trends survey results. Jim will share the top comp trends that will help you attract & retain the high-quality talent you need, while navigating the complex compensation environment today. ... read more
Categories: CCFB Webinar
Thursday Apr 18, 2024
Regardless of the economic outlook, how can you position your company to grow? If applicable, learn from the last recession. What worked/didn’t work for your business? Look for opportunities Incorporate Scenario Planning and be mindful of your customer mix Communicate with your stakeholders Regardless of the economic outlook, how can you position your company to grow? If applicable, learn from the last recession. What worked or didn't work for your business? * Look for opportunities * Incorporate Scenario Planning and be mindful of your customer mix * Communicate with your stakeholders * Come hear how these family business leaders remained successful during recessions and other economic downturns. Panelists: Dan Erb, Jones Metal Products Sanjay Patel, A-1 Nursing Care Kathy Warnick, Warnick Consultants Facilitated by Tim Martin, JACO Advisory Group ... read more
Categories: CCFB Educational Program
Tuesday May 14, 2024
Join us for a live webinar with Ryan Yeoman, a Professional EOS Implementer. This is the second* in a series of three sessions on using EOS (Entrepreneurial Operating System®) tools to improve meetings and accountability at all levels in your family business. In this session, Ryan will cover IDS and how to use this tool in L10 meetings. IDS stands for Identify-Discuss-Solve and is a way to help get to and through the issues that matter most. ... read more
Categories: CCFB Webinar
Thursday May 16, 2024
How do you fire a family member and still show up at Thanksgiving dinner? What happens when a family member quits the business and with it the relationship? Why are difficult conversations so fraught when it comes to business and family? Our panelists will discuss times when they faced dilemmas in the business that threatened the family harmony and how they dealt with them. ... read more
Categories: CCFB Educational Program
Thursday Jun 20, 2024
Ever wonder what it’s like for those folks whose name is not on the building and who probably will never sit in the CEO seat? Our panelists will discuss how they navigate family dynamics, what they get out of working at the executive level alongside family members, why they stay, and what they get out of helping lead a family firm. ... read more
Categories: CCFB Educational Program
Thursday Sep 19, 2024
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Categories: CCFB Educational Program
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 panelists will talk about their journeys at that crossroad and how they made the decisions they did…as a family and a business. ... read more
Categories: CCFB Educational Program
Thursday Nov 21, 2024
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Categories: CCFB Educational Program
Thursday Dec 19, 2024
It is incumbent upon the leading generation to nurture and guide the next gens. However, we all know that doesn’t always happen! Back by popular demand, the panelists will discuss what they learned the hard way and what they wish they had known going into and ultimately leading their family business. ... read more
Categories: CCFB Educational Program

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