Events Calendar

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This group is for EOS Integrators or the equivalent on the leadership team. These facilitated sessions will provide group members the opportunity to get and share advice on EOS best practices as well as implementation challenges and other issues they are facing. ... read more

Motivation Demystified - To get the very best out of your people, and help them develop and grow within your organization, leaders must know how to discover and leverage a diverse set of intrinsic and extrinsic motivators. We will explore how to leverage motivation to get the best out of your people. ... read more

Psychological safety is the belief that you won’t be punished or humiliated for speaking up with ideas, questions, concerns or mistakes. Safe workplaces promote innovation as well as belonging – one of the key indicators of retention. We will explore the topic in depth and identify techniques and practices for promoting psychological safety. ... read more

Goal Setting - Let’s start the year off with a healthy look at goal-setting. We will review different types of goals and the best situational application of each. We will continue to explore how motivation (intrinsic and external rewards) play into savvy goal setting. And we will share some exercises to help in SMART goal setting. ... read more

This peer group is for C-Level executives in manufacturing or logistics family-owned businesses. The group meets quarterly over breakfast to discuss industry-specific trends and topics, as well as family business issues. ... read more

It's a given that each leading gen has the obligation to prepare the next gen to lead and take over the family business. However, it is then up to those next gen leaders to reclaim and foster a entrepreneurial mindset in order to grow the business and secure the family business legacy regardless of where they are in the generational sequence. We'll hear how successors are fostering and promoting entrepreneurism in their decades-old family businesses. ... read more

Accountability can be tough with our teams but even more tricky when it comes to keeping family members accountable. How do you elicit behavioral change from those running the company when they are your parents, siblings or aunts/uncles? We’ll discuss accountability strategies for ourselves and other family members. ... read more

Leadership as an Emotional Process - Leading within a family business presents many unique challenges, especially in a world that is in a constant state of change. How can we learn to lead most effectively while maintaining relationships and connections with the people in our family and business? We will discuss what makes a leader most effective and the role of our emotions in leadership. Note that these sessions are only for family members only who work in a family business. ... 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

Take a deep dive into the into the challenges faced by non-family executives and the strategies employed to overcome them. The scenarios explored will give participants a platform to share findings, collaborate, and deepen their understanding of the intricacies of blending family and non-family executives in leadership roles. ... 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

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

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

How to Set Priorities When Everything Seems Important - Managing all the tasks as a woman in a family business can be particularly challenging and result in feelings of being overworked or uninspired. Come learn from one another and exchange ideas. We'll talk about how to identify and set priorities, stay focused, and stop the pattern of procrastination to help you start the new year off right. We'll discuss how to refocus your attention on what matters most, which can help you save time and feel better overall by providing you with a methodical way to make decisions. ... read more

As we wrap up the year, join us for this important planning session for 2024 topics! ... read more

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. Their discussion will include: Tax depreciation updates and planning considerations Section 174 (capitalization of R&D costs) update Tax Cuts and Jobs Act (TCJA) expiring provisions over the next few years Ohio’s passthrough entity tax (PTET) Ohio’s new rules for municipal nexus and apportionment related to employees working remotely ... read more