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

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 Roundtable
Thursday Mar 26, 2020
This program will now be a LIVE WEBINAR! Register to view (in listen-only mode) and ask questions to the panelists via chat. Registration is required and limited to 100, a recording will be available to all registrants. Join Bea Wolper, President of Emens Wolper Jacobs & Jasin, and panelists Laurie McEnery of MAC Construction and Brian Dew of Mid City Electric/Technologies to hear best practices on figuring out who should run the family business - sometimes the answer is obvious, but sometimes it means a change in strategic leadership direction. REGISTER now and join us for this live webinar on 3/26 to find out what these family business leaders are doing to ensure the legacy and longevity of their companies. You'll have the opportunity to submit questions during the session and view a recording post session! ... read more
Categories: CCFB Educational Program
Wednesday Apr 8, 2020
This program will now be a LIVE WEBINAR! Register to view (in listen-only mode) with the opportunity to ask questions to Sharon via Q&A. Registration is required and limited to 100, a recording will be available to all registrants. HR and Coronavirus As the COVID-19 crisis continues and updates are coming in daily, Sharon DeLay, President of GO-HR will address HR issues you are currently facing in your family business. Guidance on the federal Family First Coronavirus Response Act (FFCRA); navigating mandatory paid sick and FMLA leaves for businesses; issues with working with a remote workforce, etc. will be addressed. After an update on the latest information, Sharon will answer the questions you have and you will have the opportunity to share what you are doing to navigate this new world and learn from one another. You will be able to submit questions during the session via Q&A and view a recording post session. *There will also be a link in your registration confirmation for you to submit questions prior to the session for Sharon to address. Sharon DeLay, President of GO-HR, is a family business member and friend of the Conway Center, has been instrumental in keeping us up-to-date during this crisis. REGISTER now and join us for this live webinar on 4/8. You'll have the opportunity to submit questions during the session and view a recording post session. This quarterly forum is facilitated by family business owner Sharon DeLay, President of GO-HR. a HR consultancy working with businesses across five areas: general HR, recruiting and on-boarding, training and development, benefits and benefits consulting, and career and corporate outplacement. ... read more
Categories: CCFB Roundtable
Thursday Apr 16, 2020
This program will now be a LIVE WEBINAR! Register to view (in listen-only mode) with the opportunity to ask questions to the panelists via chat. Registration is required and limited to 100, a recording will be available to all registrants. We think having an advisory board is an important tool in ensuring the success of family-owned businesses. Family business leaders can gain valuable insight and advice from trusted resources who can help move the business forward. Join this webinar to learn best practices and shared experiences from Rhett Ricart of Ricart Automotive and Bob Coco of Choice Properties, both of whom have utilized outside advisors for their family-owned businesses and served on boards themselves. Facilitated by Joel Guth of Gryphon Financial Partners. Sponsored by GREENCREST. REGISTER now and join us for this live webinar on 4/16. You'll have the opportunity to submit questions during the session and view a recording post session! ... read more
Categories: CCFB Educational Program
Tuesday Apr 28, 2020
In this unique forum, hear from family business owners as they share with other Conway family business owners their company's growth journey -- how marketing (everything from sales to building a brand to traditional marketing to digital marketing) played a role in that growth. Learn the trials and errors they made along the way, the tough decisions and investment risks venturing into unchartered waters and how the company measured success. This April 28th session features Michael Schoedinger, President of Schoedinger Funeral and Cremation Service. Learn as Mike uncovers how Schoedinger Funeral & Cremation Services developed a marketing strategy, identified what messaging is important to convey, how the right media helped them reach the right audience and why an integrated approach to marketing was the best option for Schoedinger for market recognition and long term growth. REGISTER now and join us for this live webinar on 4/28. You'll have the opportunity to submit questions during the session. Are you ready to take your family business to the next level? Join GREENCREST for this quarterly forum to hear first-hand from fellow family business owners on what they are doing to grow their business. Designed especially for CEO’s, presidents and owners, it will help you gain the insights you need to ignite your business! ... read more
Categories: CCFB Roundtable

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