Education

Results Found: 4 View Full Calendar
Wednesday Oct 22, 2025
Join us for an interactive discussion with a panel of benefits experts as they explore current benefits and wellness trends, and share how family business employers of all sizes can effectively package offerings - with or without medical coverage. Sharon DeLay, President of GO-HR, will facilitate the discussion by asking a series of questions and guiding conversation. The format will be an open discussion addressing the following topics: * The projected 2026 health insurance benefits price increases * Emerging benefits trends family businesses need to know * Strategies to help employers manage rising costs * Actionable steps to prepare for the future workforce Don’t miss this in-person opportunity to ask your own questions, engage with each other, and consult with our experts! Generously sponsored by Morgan Stanley ... read more
Categories: CCFB Roundtable, Human Resources
Thursday Oct 30, 2025
The estate tax doesn't have to be inevitable. Numerous legal strategies and planning techniques exist that can help family businesses avoid paying estate taxes entirely, making it what tax experts often call a 'voluntary' tax. To help family businesses navigate these complexities, attorneys Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will explore practical approaches - from trusts to gifting strategies - designed to minimize or eliminate estate tax liability and preserve wealth across generations including: * Understanding Estate Tax and Its Impact * Irrevocable Trusts in Succession Planning * Additional Methods for Reducing Estate Tax Liability ... read more
Categories: CCFB Roundtable, Succession Planning
Thursday Nov 20, 2025
Join us for a candid conversation between current leaders and next-generation members of successful family businesses. Learn strategies for effective generational transition and collaboration. Discussion Topics: Knowledge transfer between generations Innovation vs. tradition Leadership transition strategies Digital transformation challenges Maintaining family values Panelists: Jorgensen Farms - Val Jorgensen and David Karikomi The Cleary Company - George & George II Facilitated by: Darren Cherry, Area President, FocusCFO ... read more
Categories: CCFB Educational Program
Thursday Dec 18, 2025
Our panelists will share their proven succession strategies and transition frameworks as their family businesses have transitioned through the generations. Panel Focus: Leadership transition frameworks Next-gen preparation strategies Tax and legal considerations Governance structures Family dynamics management ... read more
Categories: CCFB Educational Program

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