Events Calendar

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

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

Join us for a live webinar with Ryan Yeoman, a Professional EOS Implementer. Ryan will present a series of webinars on using EOS (Entrepreneurial Operating System®) tools to improve meetings and accountability at all levels in your family business. This is the first in a series of three sessions on using EOS tools to improve meetings and accountability at all levels in your family business. In this session, he will go through the Level 10 (L10) meetings: how to structure them, what to include, why they are important, and more! ... read more

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Juggling Responsibilities - Do you stick to your priorities and feel productive, or do small, everyday emergencies control how you spend your days at work? Join us for a discussion on how to become more productive, reduce time waste, and efficiently manage your multiple responsibilities so you can reclaim your time and improve your overall well-being. ... read more

How Self-Awareness Impacts the Family Business - Working with people who’ve known you forever can create some roles and norms that may be outdated. We’ll define self-awareness, discuss why it matters, and explore how it can help your business grow. ... read more

Join us for a candid discussion with Todd Wilson, President of Accelerated Laboratory Logistics. Learn the remarkable story of this 103-year-old company that has evolved from moving household goods to relocating laboratories throughout the United States, weathering the storms of both the Great Depression and Covid. Now in its 3rd generation of leadership, Todd will share the history, values, succession journey, and hopes for the future. He'll also discuss their plans to open the Columbus Museum of African American History and Culture for the many artifacts they have on display. ... read more

Alex Canters love of his family business and desire for change led to creating Ordermark where he raised $100+M and changed the restaurant industry. Alex Canter loves Canter?s Deli ? the legendary Jewish Deli in Los Angeles that hosted dignitaries including Mick Jagger, Haim, and Guns & Roses. Known as ?Mini Patrón,? or ?El Patrón? which is little boss, Alex started waiting tables at age 13. After college, he returned to Canter?s and introduced POS and other innovations that didn?t always go well with the family members and employees. In 2015, Canter?s delivery business started to boom as they signed up for GrubHub, DoorDash, UberEATS, Postmates, delivery.com and more. Each company had its own proprietary software so there were nine separate tablets handling to-go orders in the kitchen. From this chaos, a new company was formed. Alex shares stories ranging from being a family-owned restaurant open 24/7 for the past 50-years to receiving a check for $100+M in venture meeting that lasted 25-minutes. During Family Business Entrepreneur?s Dream webinar, Alex will discuss everything from growing up in the family business to raising initial capital for the business. Afterwards, there will be a short Q&A session. ... read more

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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

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

Delegation Issues - We all know that delegation is a crucial skill for building a strong and capable team, but it is sometimes very hard to do. Join us as we explore how to delegate effectively, choose the right tasks to delegate, identify the best people for the job, and support them along the way. We will also address the obstacles to delegation and the issues that arise in a family business when family members make decisions ''over the dinner table'' without consulting their team. ... read more

Increasing Self-Awareness - Knowing that self-awareness is important is one thing. Living in it is something else entirely. This month we will look at ways we can grow in self-awareness and begin to benefit from understanding ourselves and our roles within the family business, along with some practical steps we can take to encourage others toward greater self-awareness. ... read more

The CEO Peer Group is for Presidents and CEOs of family owned businesses. There is an additional annual fee to attend. For more information contact: JHofmans@FamilyBusinessCenter.com ... read more

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

Succession planning can pose many different challenges. Today our panelists will discuss figuring out how the next generation comes up with the proceeds to buy out the leading gen sellers. A cash balance plan can help solve that problem by contributing business revenue to pre-tax cash balance accounts, most of which benefit the leading gen, but to some extent benefiting other employees, too. The liability reduces the value of the business and thus cash and loan proceeds buyers need to come up with. The sellers, while receiving a lower purchase price, make up for that by receiving payments from their cash balance accounts, which also could be rolled over to an IRA. In that way, the cash balance plan benefits the buyers and sellers. We will discuss in more detail how this strategy works and which companies would be good candidates for this strategy. ... 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

Accountability in a family business is critical – without it, issues of favoritism, nepotism, and entitlement creep in and erode the culture. There is much advice out in the world about this, and many different operating systems are designed to conquer it. Our panelists will share how they keep everyone accountable, from the receptionist to the CEO, and why it’s important for their family business to do so. ... 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