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Thursday Jan 19, 2023
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/
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Categories: CCFB Educational Program
Wednesday Jan 25, 2023
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.
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Categories: CCFB Peer Group, Rising CEO
Thursday Jan 26, 2023
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 Jan 31, 2023
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!
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Categories: CCFB Webinar
Thursday Feb 2, 2023
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, Rising CEO
Tuesday Feb 7, 2023
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, C-Suite Non-Family Leaders
Wednesday Feb 8, 2023
Are you managing your calendar, prioritizing tasks, and feeling productive – or are small daily crises dictating how and your family members in the business will spend your day? We’ll discuss how you can take back your time by getting organized, minimizing time wasters, and planning your day effectively.
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Categories: CCFB Peer Group, Next Generation Leaders
Thursday Feb 9, 2023
We invite you to join us for our Family Business Showcase at Crimson Design Group, a full-service luxury interior design studio in Grandview Heights. Open to family and community business leaders in Central Ohio, the Family Business Showcase provides an insider's perspective into what has made the business successful, and its plans for the future.
Founded by Cheryl Stauffer, Crimson Design Group has grown from a one-woman business to a team of nearly 20 creatives, and is now celebrating its 20th year in business! Join us for a tour of the 10,000 square foot building that serves as Crimson HQ and The Bazaar, Crimson's in-house art gallery.
Learn how Crimson Design Group has evolved the past two decades, and how this family business has begun to venture into new sectors as a result of their growth. Appetizers and drinks will be provided for you while you meet and mingle with other family business and community leaders.
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Categories: CCFB Networking & Social Events
Friday Feb 10, 2023
Sales Connection Breakfast Series with Bill Kiefaber
You're invited to join us for the Sales Connection Breakfast Series where a special guest speaker discusses a topic of importance to the professional growth of sales and marketing professionals. This session features Bill Kiefaber, President and Owner of Marketing Works who will present ''9 Critical Elements to Succeed in the Post-COVID Sales Environment.''
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Categories: Member-Sponsored Event
Tuesday Feb 14, 2023
Employee performance reviews are an important part of engaging employees and if done right, have a big impact on their success in your organization. However, giving performance feedback can be very uncomfortable and especially tricky in family business. Join us as we discuss elements of an effective performance review, how often they should be conducted, and practical strategies for delivering valuable feedback.
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Categories: CCFB Peer Group, Women in Family Business
Thursday Feb 16, 2023
We hear time and time again that being a spouse or in-law in a family business can be challenging. Not only are they impacted by decisions made by the business, but they, too, have a “pillow talk” effect. Our panelists will discuss the highs and lows of being on the outside looking in and how it affects their relationships with their partners, the family business, and their Thanksgiving dinner table gatherings.
Panelists:
Derek Lichtfuss, Director at Newmark; Spouse & In-Law (married to Katie Ricart Licthfuss of Ricart Automotive)
Dustin Wilshire, Co-CEO at Reitter, Inc; In-Law (married to Fritz Reitter's daughter, Rachel)
Facilitated by Bea Wolper, Co-Founder & Board President, Conway Center for Family Business; President, Emens Wolper Jacobs & Jasin Law Firm
Sponsored by GREENCREST
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Categories: CCFB Educational Program
Thursday Feb 16, 2023
Studies show that 99% of business owners agree that having a transition strategy is important for themselves and the future of their business, yet 79% of owners have no written transition plan. What entrepreneurs do not realize is that many business exits are not voluntary.
You are not alone in thinking that exit planning is something you will address down the road. In this informative session, CI Budros Ruhlin Roe Partner, Wealth Advisor and Certified Exit Planning Advisor Isaiah Stidham will help educate you on the steps you need to take now to avoid having to navigate a business transition in a crisis situation. You want to be in control of the process that impacts your future so substantially.
Register today and forward to friends and colleagues. Webinar recording will go to registered attendees.
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Categories: Member-Sponsored Event
Thursday Feb 16, 2023
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, CEO
Wednesday Feb 22, 2023
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.
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Categories: CCFB Peer Group, Rising CEO
Tuesday Feb 28, 2023
Wednesday Mar 1, 2023
The truth is you need both in life to succeed. Successful women in business
and at work know all too well about grit. Author and sociologist Angela
Duckworth rightfully says that you can?t have success without grit. But grit
alone can?t sustain success.
Join Key4Women National Director, Rachael Sampson to help us kickoff
Women?s History month with guest speaker Cheryle Jackson for a discussion
on why practicing grace along with grit is the answer to not only sustaining
success but walking in your brilliance to live a life your soul desires.
Cheryle Jackson?s history-making career has been marked by her ability to
break barriers. She has served as a C-suite executive at a global aviation
company, CEO of the Chicago Urban League, a candidate for the U.S.
Senate seat vacated by President Obama, communications director for an
Illinois Governor, and a vice president at National Public Radio. In 2018,
Cheryle founded Grit and Grace, The Movement, a women?s empowerment,
coaching and media company. In 2020, she became CEO of MyOwnDoctor,
a telehealth company that offers culturally specific care with platforms Black
Telehealth and LatinX Telehealth.
In her intimate TEDx Talk ''Grit and Grace,'' Cheryle validates the career
trajectories of go getters but also implores women to place self-compassion
on par with ambition as a lasting model for success.
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Categories: Member-Sponsored Event
Thursday Mar 2, 2023
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, Rising CEO
Tuesday Mar 7, 2023
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, C-Suite Non-Family Leaders
Wednesday Mar 8, 2023
Sometimes you can get lost in a family business, just waiting for someone to tell you what your next role will be. How can we effectively navigate our career on our terms, ensuring we are using our best talents/passions to best serve the family business needs? We’ll discuss how to take charge of your career and build self-confidence.
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Categories: CCFB Peer Group, Next Generation Leaders
Friday Mar 10, 2023
Friday Mar 10, 2023
Sales Connection Breakfast Series with Patrick Ritchie
Grab a fresh cup of coffee and a light breakfast at the Chamber for the Sales Connection Breakfast Series as we bring sales professionals together from all over central Ohio. Join us for a new format for 2023 with a presentation and then a Q & A session.
This month?s speaker is Patrick Ritchie, Senior Director of Sales at the Gordon Flesch Company (GFC), the largest Midwestern independent provider of office technology solutions with a 66-year history as a family business. Patrick leads GFC?s East Region which includes Ohio, Indiana and Illinois as well as GFC?s Print Solutions business.
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Categories: Member-Sponsored Event
Tuesday Mar 14, 2023
Buy-sell agreements are critical documents that help facilitate the successful transfer of ownership in a family business; however, the valuation-related language in buy-sell agreements is often the source of confusion, dispute, and unfair outcomes.
Join us as we present several case studies involving the valuation elements of buy-sell agreements, dissecting the problems to avoid and the essential elements to include in the drafting and administration of your buy-sell agreements. Key takeaways will include:
- The importance of the valuation language and process contained within buy-sell agreements;
- The problems with formula-based buy-sell agreements;
- Critical valuation elements that should be addressed in agreements;
- Potential areas for concern with certain valuation language common in agreements;
- Best practices and recommendations for a successful buy-sell agreement.
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Categories: CCFB Webinar
Thursday Mar 16, 2023
According to research done by Forbes, “a family-owned business engenders a strong sense of trust in consumers...family-owned businesses seem more stable, more customer-friendly, more approachable, and more trustworthy.” Our panelists put their family business pride front-and-center and use it not only as a marketing tool, but as a way to attract and retain employees. Indeed, we often hear them say, “we treat our employees like family” – they mean it and it shows.
Generously sponsored by GREENCREST
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Categories: CCFB Educational Program
