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Thursday Mar 23, 2023
Let’s address total compensation and discuss ways to weave in creative leave strategies as a benefit to attract and retain employees.
The term ''leave'' covers any paid or unpaid time off you may want to offer your employees. We’ll discuss various leave options available to Ohio employees and have candid conversations on their impact to your business.
We’ll also discuss what you should put in writing regarding leaves to reserve your rights as an employer and set up employee expectations. This discussion will also include the good, bad, and ugly about “unlimited” leaves!
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Categories: CCFB Roundtable, CCFB Peer Group, Human Resources
Thursday Mar 30, 2023
Succession Planning 101: Where to Begin?
If you know you need a plan but don’t know where to start, join us at the next quarterly Succession Planning Roundtable where we will discuss the basics:
What kind of owner are you? Operating? Captive? Burdened? Benevolent Dictator? There are several types of owners and identifying which you – and other stock-owning family members - is a great place to start.
What are your criteria for next gens to join the business? When, along with compensation and expectations – all important considerations. We’ll cover best practices on this sometimes-controversial topic!
Buy-Sell Agreements: Who needs them and the important reasons behind them.
Seven Keys to Family Business Succession: It’s more than signing over ownership! We’ll tackle the succession of ownership, management, leadership, authority, relationships, and values & respect.
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Categories: CCFB Roundtable, CCFB Peer Group, Succession Planning
Thursday Apr 20, 2023
Prioritizing Mental Health: Coping with the Pressures of Family Dynamics - Running a business is hard. Adding family dynamics to the mix makes it that much more challenging ? and rewarding. Our panelists will discuss ways in which they help themselves and their employees cope with the added pressures of mixing family and business. From EAPs to mental-health days, panelists will share best practices on creating a culture that prioritizes the well-being of all members of a family-owned business.
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Categories: CCFB Educational Program
Thursday May 11, 2023
Should you gift your family business to the next generation, or should the next generation be asked to buy the family business? What happens when the next generation inherits the family business? Should you gift your family business to the next generation, or should the next generation be asked to buy the family business? What happens when the next generation inherits the family business?
Join us for this Succession Planning Roundtable as we address these transfer issues, including:
When you should start the discussion to minimize disruption around your family relationships and your family business.
Ways to transfer your business to your son or daughter so you incur the least amount debt and tax liability possible.
How each transfer technique affect the new owner’s basis, and how to best structure your transition plan to meet your overall goals.
Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion, give practical advice, and answer any questions you may have.
Generously sponsored by Morgan Stanley
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Categories: CCFB Roundtable, Succession Planning
Thursday May 18, 2023
The impact on a family-owned business of not having a next gen to lead the family business - or a next gen who isn't quite ready - is huge. The future, vision, direction, and succession planning processes aren't as straightforward as when there is a lineal descendent ready to take the helm. Our panelists will discuss what they did - or wish they had done differently - when faced with this issue and offer advice on how to navigate this often challenging situation.
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Categories: CCFB Educational Program
Printed courtesy of www.familybusinesscenter.com – Contact the Conway Center for Family Business for more information.
P.O. Box 361106, Columbus, OH 43236 – (614) 253-4820 – info@familybusinesscenter.com