The Conway Center for Family Business assists leaders and owners of family businesses in resolving issues related to their businesses and, when appropriate, in passing the family business on to the next generation.
Nine monthly educational programs are offered each year that provide valuable information on family business topics presented by family business leaders and experts.
Several family business Roundtables that focus on in-depth topics are also scheduled as needed and offered throughout the year.
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 invite guests to programs and events to introduce 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
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Friday Sep 12, 2025
Join industry experts from accounting, banking, sales, IT, HR, and insurance as they share critical year-end considerations for family businesses. Each panelist will provide practical insights and actionable takeaways to help you strengthen your business across key operational areas. Whether you're planning for succession, evaluating technology investments, or optimizing your financial position, this comprehensive session will equip you with the strategic knowledge needed for successful year-end planning.
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Categories: CCFB Roundtable
Thursday Sep 18, 2025
Family businesses have something special - a natural ability to create genuine, ''people first'' cultures built on trust, shared values, and a long-term vision. Join us as we dive into how nurturing that culture can spark loyalty, bring in great talent, and give you an edge that others just can’t replicate.
Discover practical ways to put your values to work and hear straight from a panel of family business members sharing their own stories of how strong culture has helped them grow, inspire their teams, and navigate big changes.
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Categories: CCFB Educational Program
Wednesday Oct 1, 2025
Becky Fromkes, Certified EOS Implementer, will discuss hands-on/ practical application of the LMA (Lead+Manage=Accountable) tool and best practices on how to hold Quarterly Conversations. Together, these tools help leaders strengthen team management. It covers how to effectively lead with vision, manage with consistency, and hold employees accountable using EOS principles.
Learn how to conduct Quarterly Conversations—structured, one-on-one meetings to provide feedback, align expectations, and discuss growth opportunities. Whether your company runs on EOS or not, these practical, proven best practices apply to anyone in a leadership role.
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Categories: CCFB Roundtable, CCFB Professional Development Program, Practical Tools for Managers
Tuesday Oct 14, 2025
In this session, we will discuss the implications of failing to plan for the exit of a key player in a family business, either through voluntary termination, disability or death. What is the default plan, and what pitfalls can you expect?
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Categories: CCFB Roundtable, Women in Family Business
Thursday Oct 16, 2025
Navigating Redemption Issues
Join us as we discuss strategies for managing buy-outs, valuation disputes, and maintaining business continuity. Hear from our family business panelists on what has worked - and what hasn't!
Key Topics:
Structuring redemption agreements
Business valuation methods
Financing redemption obligations
Tax implications of share transfers
Dispute resolution frameworks
Panelists:
Chris Knoppe, President - New City Homes & CBUS OZ Funds
Jay Amstutz, 2nd Gen President - Ohio Power Tool
Ken Heiberger, Founder - Heiberger Paving
Facilitated by: John Shockley, PNC Bank
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Categories: CCFB Educational Program
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
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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
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Categories: CCFB Roundtable, Succession Planning
