Events Calendar

Year-End Tax Update Join the team from Meaden & Moore as they discuss key tax law changes and strategies that will help put your family business on the right track as a new year begins. Introduction – Jonathan Ciccotelli, Partner   Greg Gibbons, Senior Manager, Federal Tax 1. Tax Law Changes Bonus depreciation Section 163(j) Interest Expense Limitation Net Operating Loss Carryforwards 2. R&D Credit and Section 174 Expenses 3. Inflation Reduction Act   David Harris, Senior Manager, State and Local Tax 1. Ohio Pass-Through Entity Tax 2. House Bill 515 Questions* (5 - 10 mins) REGISTER now and join us for this live webinar on Wednesday, 12/7. You'll have the opportunity to submit questions during the session* and view a recording post session. * Questions can be submitted through the Q&A and chat during the webinar but to ensure we address your specific questions, please SUBMIT to the team by 12/5. ... read more

The Women's Peer Group is changing its format and moving to a lunch time slot! Join us for this important planning session on December 13 from 11:45am - 1:30 pm to discuss the new Women's Peer Group format and help us plan the session topics for 2023! This brown-bag lunch monthly peer group will be co-facilitated by Bea Wolper and Donna Musilli and is for women - both family and non-family - who work in a family-owned business. Our new format allows for connection, sharing, inspiration, and support. The sessions will address some of the unique challenges for women in family-owned businesses including: Self Care for Women Leaders in Family Business Building Confidence in your Role as a Leader in a Family Business Skills for Managing Conflict Resolution in Family Business Generously sponsored by KeyBank ... read more

Integrating work and life is a struggle for women, especially working in a family business. As we kick off the new year, join us for an interactive discussion on time management strategies to improve your sense of balance at work and at home to avoid physical and emotional exhaustion. Ways to prioritize your time, establishing boundaries, saying no (how to do it and why you shouldn’t feel guilty), FOMO (Fear Of Missing Out) and JOMO (Joy Of Missing Out) – we’ll explore it all! ... read more

Join us for this important session focusing on current tax laws, strategy, and planning that can help your family business build a succession plan that reduces tax impacts. Discussion will include: Gift tax vs. estate tax Utilizing value discounts Considerations of gift or stock bonus Other options to reduce taxes during a transition will be discussed including: How to wisely transfer assets How to exit the business with tax planning Determining which is best - Transfer now? Transfer at death? Transfer over time? Join us to learn how you can minimize your taxes while succeeding in the continuity of your family-owned business. 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 ... read more

Whether you have an existing 401(k) plan or are considering offering this benefit soon, it?s important to know that the government just passed sweeping legislation in December for the second time in three years encouraging access to and participation in retirement plans. As a plan trustee or plan committee member, you need to know what to watch for since you are liable as a plan fiduciary. Join Eric Shisler and Jamie Bond, members of CI Budros Ruhlin Roe Retirement Plan Services team. They will summarize what has changed and what requires action in the recently passed SECURE Act 2.0 as it relates to your company-sponsored retirement plan. You won?t want to miss this informative session! ... read more

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

... read more

The CEO Peer Group of Rising and New Leaders of family-owned businesses. The group is by invitation only and there is an additional annual fee to attend. ... read more

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

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

How can you help other family members achieve their dreams for a legacy? How will you begin to consider your own? We’ll discuss the role of BHAGs (Big Hairy Audacious Goals) and how to go about achieving them to create a lasting impression of your family and the business. ... read more

Family businesses can sometimes be dysfunctional ones, with disgruntled employees not speaking honestly, being actively disengaged, and then leaving. We’ll discuss steps to take in interviewing and onboarding that will lead to more employee retention and engagement. ... read more

Things I Wish I Would Have Known Everyone has at least one lesson they learned the hard way that they wish they would have known before joining or starting a family business. Good or bad, happy or sad, our panelists will discuss those things that a crystal ball might have helped them with along the way. Join us for this candid discussion with: Steve Harmon - second generation President of Spartan Logistics. We'll find out what advice he gave his own son when he officially joined the family business and what Steve wishes he'd known - and maybe had done differently - when he joined Spartan 20+ years ago. Angela Petro - Founder & CEO of Together & Company and Sweet Carrot. She will let us in on the ups and downs of her family business journey and lessons she learned along the way. Donovan Wahl is a second generation family member of Classic Plumbing who recently decided to leave the family business. Donovan will discuss why she chose to enter - and exit - and the things she wishes she'd have known from the start. Facilitated by Jim Bishop, Morgan Stanley Generously sponsored by Huntington Bank ... read more

Succession happens whether planned for or not. It is therefore imperative that family-owned businesses go through thoughtful, strategic succession planning if they are going to transition smoothly from generation to generation ? and the process isn?t always easy! It?s also never too early to start thinking about succession because it is indeed a marathon and not a sprint! Our panelists will discuss their approach to succession planning: detours and all! Panelists: Luconda Dager, President, Velvet Ice Cream Tom Mosure, Chairman of the Board, ms consultants, inc. Steve Wathen, CEO, Equity Patrick Wathen, President, Equity Facilitated by Meredith Sugar, Taft/ ... read more

As we all know by now, Intel plans for an initial investment of more than $20 billion for two new chip factories in Licking County. There has never been a project of this size, or magnitude, in the entire state of Ohio?s history. How will this project impact your family business? Join Betsy Goldstein, director of business development with MA Design, as she walks us through the Intel project and the overall impact to the Central Ohio region. ... read more

In our continuing quest to explore how to attract and retain the best workforce, this month we'll explore total compensation: what it is, what's included, what's hot, and what's not. There is no one correct total compensation package to attract and retain a workforce, but our discussion can help you identify opportunities for your current and future team. Don't miss this opportunity to dig deep into HR issues, engage with each other, and consult with our experts! REGISTER today! Sponsored by Budros, Ruhlin & Roe ... read more

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