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Tuesday Apr 13, 2021
Conversation with Lori Kaiser, Founder and CEO of Kaiser Consulting
Lori founded Kaiser Consulting in 1992, an award winning accounting and information technology consulting firm with a unique workplace for employees seeking better work-life balance. Lori will share her journey to success along with the lessons learned along the way. We hope you join us in this informal discussion with Lori that will no doubt leave you energized and inspired!
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Categories: CCFB Peer Group
Wednesday Apr 14, 2021
Our Next Generation Leaders Peer Group is for up-and-coming family business members who are interested in assuming greater leadership roles in their family-owned business. Each month, guest speakers will discuss topics that are relevant and necessary to your growth as a next gen leader – from goal setting, to business valuation, to succession planning, and more.
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Categories: CCFB Peer Group
Wednesday Apr 14, 2021
Hot off the DOL guidance presses, Sharon DeLay, President of GO-HR will discuss what you need to know regarding the recently passed American Rescue Act including:
* COBRA Premium Subsidies - who is eligible, how you as an employer must prepare for compliance and recoup costs of the subsidy
* Revised FFCRA paid sick and expanded leave options
* New stricter OSHA guidance
We will also have consultation from Sara Goldhardt, CPA from our friends at GBQ. Sara is the Director of State and Local Tax Services at GBQ and will provide guidance on to some of the tax-related issues all of this brings with it.
Join us for this live virtual meeting* of what you need to know now - questions and feedback are welcome and encouraged. If you can't attend this meeting due to a scheduling conflict, register anyway and we will send you the recording!
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Categories: CCFB Forum
Thursday Apr 15, 2021
Advisory Boards are an integral part of many successful businesses and organizations because they offer various perspectives, expert advice, and a neutral voice.
Join us for a virtual discussion with Suzanne Amstutz (Ohio Power Tool), Tony Durieux (ALNI), and Jon Eesley (Windsor Advisory Group), as we share how family businesses effectively utilize their boards by establishing roles, responsibilities, and proper governance. Tips, strategies, and tactics will be shared for improving engagement, communication, and understanding expectations for you and your board.
Sponsored by GREENCREST
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Categories: CCFB Educational Program
Tuesday Apr 20, 2021
Tuckman's Model - Team Formation & Development
The most common challenge for any leader is the ability to effectively manage a team of people. Learn about the natural progression of team formation and how this can help you better achieve your goals. We will discuss and review the state of your teams, what point in the process they are at and how to move them forward.
The purpose of this peer group is to share our diverse perspectives on what is important for leaders and hear what others are doing in order to build relationships, gain clarity on key leadership challenges or opportunities and support each other. Facilitator Jonathon McKay with PATH leads these sessions in a very collaborative group that encourages peer-to-peer sharing.
Generously sponsored by Park National Bank
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Categories: CCFB Peer Group
Thursday Apr 22, 2021
The Conway Strong CEO Peer Group is for Presidents and CEOs of family-owned businesses. The group is by invitation only and there is an additional annual fee to attend.
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Categories: CCFB Peer Group
Tuesday May 4, 2021
For non-family C-suite leaders working in a family business. Peer-to-peer driven, sessions focus on objective and thoughtful insight and advice from those in similar situations. Additional fee to attend. Pre-approval to join and RSVP required.
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Categories: CCFB Peer Group
Thursday May 6, 2021
Leadership is complex; and especially for family businesses. This Leadership 2.0 group allows you to find your safe place for monthly support, peer mentoring and group coaching to discover how to lead well in ambiguity. By invitation only.
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Categories: CCFB Peer Group
Thursday May 6, 2021
The Rising CEO Peer Group is for next gens who will be taking a greater leadership position in their family business. The group is by invitation only and there is an additional annual fee to attend.
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Categories: CCFB Peer Group
Tuesday May 11, 2021
Planning for Retirement – Financial and Emotional Considerations
Having set benchmarks and objectives are instrumental in reaching your retirement goals – regardless of your age. Learn what you should start doing right now and for each decade until you retire to meet these financial goals. Are you emotionally ready to retire? Considerations and tips to get you mentally prepared for this big life change.
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Categories: CCFB Peer Group
Wednesday May 12, 2021
Our Next Generation Leaders Peer Group is for up-and-coming family business members who are interested in assuming greater leadership roles in their family-owned business. Each month, guest speakers will discuss topics that are relevant and necessary to your growth as a next gen leader – from goal setting, to business valuation, to succession planning, and more.
... read more
Categories: CCFB Peer Group
Thursday May 13, 2021
Selling vs. Keeping Your Family Business
• When does the family business owner know it is time to sell the business?
• How can the owner structure to “keeping” the business in the family?
• What are the emotional tolls of selling?
• What are the mechanics of selling your business?
Generously sponsored by Morgan Stanley
Family business often has special characteristics and needs that will affect the determination of which entity is best. This session will include discussion of the following:
Hear the reasons why LLC’s are preferred for owning real estate
Understand why Ohio corporations need shareholder and director minutes
What is “piercing the corporate veil” and what happens if it occurs?
What are the benefits of subsidiaries in a family owned business?
Generously sponsored by Morgan Stanley
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Categories: CCFB Peer Group
Thursday May 13, 2021
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Categories: CCFB Peer Group
Tuesday May 18, 2021
Tuckman's Model - Team Formation & Development
The most common challenge for any leader is the ability to effectively manage a team of people. Learn about the natural progression of team formation and how this can help you better achieve your goals. We will discuss and review the state of your teams, what point in the process they are at and how to move them forward.
The purpose of this peer group is to share our diverse perspectives on what is important for leaders and hear what others are doing in order to build relationships, gain clarity on key leadership challenges or opportunities and support each other. Facilitator Jonathon McKay with PATH leads these sessions in a very collaborative group that encourages peer-to-peer sharing.
Generously sponsored by Park National Bank
... read more
Categories: CCFB Peer Group
Thursday May 20, 2021
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Categories: CCFB Educational Program
Thursday May 27, 2021
The Conway Strong CEO Peer Group is for Presidents and CEOs of family-owned businesses. The group is by invitation only and there is an additional annual fee to attend.
... read more
Categories: CCFB Peer Group
Tuesday Jun 1, 2021
Ignite Your Family Business - Live Virtual Meeting
Speaker TBA
Are you ready to take your family business to the next level? Join Kelly Borth, CEO and Chief Strategy Officer of GREENCREST as she facilitates this quarterly forum to hear first-hand from fellow family business owners on what they are doing to grow their business. It will help you as a business owner or leader gain the insights you need to ignite your business!
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Categories: CCFB Forum
Tuesday Jun 1, 2021
For non-family C-suite leaders working in a family business. Peer-to-peer driven, sessions focus on objective and thoughtful insight and advice from those in similar situations. Additional fee to attend. Pre-approval to join and RSVP required.
... read more
Categories: CCFB Peer Group
Thursday Jun 3, 2021
Leadership is complex; and especially for family businesses. This Leadership 2.0 group allows you to find your safe place for monthly support, peer mentoring and group coaching to discover how to lead well in ambiguity. By invitation only.
... read more
Categories: CCFB Peer Group
Thursday Jun 3, 2021
The Rising CEO Peer Group is for next gens who will be taking a greater leadership position in their family business. The group is by invitation only and there is an additional annual fee to attend.
... read more
Categories: CCFB Peer Group
Tuesday Jun 8, 2021
Importance of Setting Clear Boundaries in Family Business
• Examples of ways to create appropriate boundaries and having the discipline to maintain them.
• Rules of entry into the family business – why establishing entry criteria is crucial to your family business.
• Importance of having the ability and courage to say “no” and not feeling guilty for doing so.
This group is for women who own, work for, or play a supporting role in a family business. Earning respect, leadership, employment practices, family dynamics, and communication in the family business are just a few of the topics that are explored in this interactive group. Facilitated by Bea Wolper from Emens Wolper Jacobs & Jasin Law Firm.
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Categories: CCFB Peer Group
Wednesday Jun 9, 2021
Our Next Generation Leaders Peer Group is for up-and-coming family business members who are interested in assuming greater leadership roles in their family-owned business. Each month, guest speakers will discuss topics that are relevant and necessary to your growth as a next gen leader – from goal setting, to business valuation, to succession planning, and more.
... read more
Categories: CCFB Peer Group
Thursday Jun 10, 2021
Elder Law
Our guest speaker will discuss elder law estate ethical issues and will cover other elder law matters including:
• Disability planning
• Protecting assets from nursing-home costs
• Transferring funds to children to avoid recapture rules
• Avoiding will contests among family members.
Generously sponsored by Morgan Stanley
It is never too early to think about succession planning in a family owned business! This dynamic monthly peer group is facilitated by Bea Wolper of Emens & Wolper Law Firm, Thaddeus OBrien of OBrien & Associates, and Meredith Sugar of Taft Law. They provide a forum to discuss all aspects of succession planning - from inter-family dynamics to strategic planning - in interactive sessions that will provide the foundation for transitioning your family business to the next generation. This program is not just for founders/owners attending together with successors or next gens is very important and beneficial.
Family business often has special characteristics and needs that will affect the determination of which entity is best. This session will include discussion of the following:
Hear the reasons why LLC’s are preferred for owning real estate
Understand why Ohio corporations need shareholder and director minutes
What is “piercing the corporate veil” and what happens if it occurs?
What are the benefits of subsidiaries in a family owned business?
Generously sponsored by Morgan Stanley
... read more
Categories: CCFB Peer Group
Thursday Jun 10, 2021
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Categories: CCFB Peer Group
