Events Calendar

Join C-Suite executives from successful family-owned businesses as they reveal their most effective tax strategies and share invaluable insights from their personal experiences. They'll offer practical advice on what has worked well and discuss what they might do differently in the future. This is a great opportunity to learn from their successes and mistakes to optimize your own tax planning. ... read more

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Creator of ProfitWorks® and Expert EOS Implementer™ Alex Freytag will discuss how to create a simple, self-funded incentive plan to help end employee entitlement, and get your vision Shared by All. ... 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

Your succession plan should lay out a strategy to protect your assets and transfer ownership. Come learn about ways to significantly reduce future tax obligations, ranging from trusts and lifetime gifts to tax-efficient investment planning. We'll also delve into the key points about redemption as an asset protection strategy, and specific ways it can protect the assets of your family business. Generously sponsored by Morgan Stanley ... 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

Simplifying Success for Our Family Business - Feeling overwhelmed? You’re certainly not alone! How do we build success, maintain relationships, take care of ourselves, and show up for our family? The answer lies in a surprisingly effective method of amplifying by simplifying. This will be a great way to unwind a bit during a busy season and keep us aligned with our business into the New Year. *New format! Dedicated time will be allotted to work through particular coaching scenarios and provide tools for relevant issues and situations you are now facing. We'll spend time exchanging experiences and knowledge on these issues so that we can all learn from one another. ... read more

Are your business taxes on track for a successful year-end and beyond? Join us for an hour of insightful content, covering all the things your organization needs to know to maximize your tax potential and minimize liability. Our experts will arm you with essential strategies and planning considerations to aid in navigating the complexities of year-end tax planning, while helping you chart a course for a successful 2025. Changes to the tax landscape from the result of the November election will also be addressed. Be prepared to walk away with actionable insights, best practices and updates that will ensure your business stays positioned for success. Our experts will cover a diverse range of topics, including: Corporate Tax Rates Tax Law Changes and Expiring Provisions SALT – State Nexus Considerations Bonus Depreciation and Expensing of Capital Investments Pass-Through Entity Considerations (S Corporations, Partnerships) Tax Deferrals and Income Shifting ... read more

Giving Tough Feedback - The Achilles heel of many leaders is their ability to provide honest, constructive feedback. Whether you fear giving feedback, or could use a little more finesse in your delivery - we will explore a range of scenarios and best practices related to communication and giving feedback. ... read more

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It is incumbent upon the leading generation to nurture and guide the next gens. However, we all know that doesn’t always happen! Back by popular demand, the panelists will discuss what they learned the hard way and what they wish they had known going into and ultimately leading their family business. ... 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

There are 8 key factors that drive value in your family business. Whether you anticipate transitioning ownership in the next two years or the next 20, founders who focus on shoring up these key areas can create a financially sound, operationally strong business that will platform the next generation for success. Join us January 9 from 10-11 AM as we explore what makes your company valuable through the eyes of an acquirer, and why that matters in a family business that is destined to be passed on to the next generation. 8 Key Drivers: Financial Performance Growth Potential Dependence on Key Employees, Suppliers or Customers Cash Flow Influencers Creating Recurring Revenue Differentiating Your Business from Competitors Customer Satisfaction Your Company’s Ability to Perform in the Absence of the Owner ... read more

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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

CEO Peer Group ... read more

Join us as leading family business owners share proven strategies for sustainable growth, governance, and family harmony. Key Topics: Governance structures that work Family councils and boards Communication protocols Conflict resolution frameworks Next-gen development Financial management ... 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