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Thursday Feb 22, 2024
We are in a golden age of tax-free wealth transfers. Gifts up to $13.61 million (or $27.22 million for a married couple) can be made on a tax-free basis. But in less than two years, this is expected to change. The federal estate tax exemption will be cut by more than half and adjusted for inflation on December 31, 2025, the date of its expiration.
Even though it is possible that new tax laws will be passed between now and then, it's best to start thinking ahead and implementing strategic wealth transfer plans now for your family business. Our discussion will include explanations and pros/cons of GRATs, SLATs, FLPs, and more!
Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion, give practical guidance, and answer any questions you may have. Don't miss this opportunity!
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Categories: CCFB Roundtable, Succession Planning
Friday Feb 23, 2024
The Rising & CEO Peer Groups will meet for discussion groups on family business topics. The first hour will be a facilitated session with Kelly Borth from GREENCREST on strategic marketing.
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Categories: CEO
Tuesday Feb 27, 2024
Thursday Feb 29, 2024
Come mix and mingle at King! In business for more than 25 years, King Business Interiors is a family-run provider of flooring and office furniture for businesses. You will hear from their owner and visionary, Darla King, about the family business history as well as from their 2nd generation leader, Chelsea King, about the future of King.
After you grab a drink and a snack, they will take you on a tour through their showroom as they highlight trends in furniture and flooring, experience the latest in ergonomic chairs, and gain insights on how to turn your office into a vibrant social hub where employee engagement thrives!
Please RSVP for this fun, free networking event.
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Categories: CCFB Networking & Social Events
Tuesday Mar 5, 2024
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
Thursday Mar 7, 2024
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
Friday Mar 8, 2024
Tuesday Mar 12, 2024
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.
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Categories: CCFB Peer Group, Women in Family Business
Wednesday Mar 13, 2024
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.
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Categories: CCFB Peer Group, Next Generation Leaders
Thursday Mar 14, 2024
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
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Categories: CCFB Peer Group, CEO
Friday Mar 15, 2024
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.
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Categories: CCFB Peer Group, EOS Integrator
Tuesday Mar 19, 2024
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.
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Categories: CCFB Webinar
Wednesday Mar 20, 2024
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
Thursday Mar 21, 2024
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.
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Categories: CCFB Educational Program
Wednesday Mar 27, 2024
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 Apr 2, 2024
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 Apr 3, 2024
Wednesday Apr 3, 2024
Validating data sources, using data & technology to your advantage, incorporating multiple sources, and adapting to your organization’s compensation strategy are just a few of the challenges facing companies. Add to that, candidates, employees, managers, job boards, and leaders adjusting to new pay transparency expectations and regulations, and you find compensation rising up the ladder of importance in most businesses.
Join Jim Morgan, Vice President, Business Development & Workforce Strategies at MRA as he reviews MRA’s 2023 Compensation Trends survey results. Jim will share the top comp trends that will help you attract & retain the high-quality talent you need, while navigating the complex compensation environment today.
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Categories: CCFB Webinar
Thursday Apr 4, 2024
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 Apr 9, 2024
Setting Boundaries - Setting healthy boundaries at work is essential. Without them, it can lead to toxic situations, overwhelm, disrespect, and increased stress levels. To set healthy boundaries, it is important to know your bandwidth and learn to say no. In family businesses, where the lines are much hazier, defining boundaries can be particularly difficult.
Join us as we discuss specific examples and strategies of how to set and communicate boundaries. By being clear, concise, and addressing boundary violations on the spot, learn how to protect your time, energy, mental well-being, and avoid negative consequences.
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Categories: CCFB Peer Group, Women in Family Business
Wednesday Apr 10, 2024
Emotional Intelligence within the Family -
Self-Awareness and emotional intelligence go hand in hand, but how do we differentiate between the two concepts? We’ll talk about how emotional intelligence is the key to self-awareness, why it’s increasingly needed in today’s workplace, and how to grow in emotional intelligence. We’ll also look at how emotional intelligence helps us handle conflict and confrontation on the job.
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Categories: CCFB Peer Group, Next Generation Leaders
Thursday Apr 11, 2024
Monday Apr 15, 2024
The Kentucky Derby and the Family Business featuring Hall of Fame Jockey – Chris McCarron
The flag is up for the 150th running of the Kentucky Derby on May 4, 2024. Join us for the behind-the-scenes look at The Greatest Two Minutes in Sports on April 15.
Moderator Jill Hofmans, Executive Director of Conway Center for Family Business, grew up at Santa Anita Park and shares stories of the famous and infamous. Panelists include legendary, Hall of Fame Jockey Chris McCarron winner of 7,141 races, six Triple Crown races, and $264 million in purse money, the Superintendent of Stalls at Santa Anita Racetrack, Jeff Metz and his daughter Zoe Metz, and one of the best female handicappers in America, Ellen Patrick Leavell.
We are collaborating with NxtGen Nexus and other family business centers on this program.
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Categories: CCFB Webinar
Thursday Apr 18, 2024
Regardless of the economic outlook, how can you position your company to grow?
If applicable, learn from the last recession. What worked/didn?t work for your business?
Look for opportunities
Incorporate Scenario Planning and be mindful of your customer mix
Communicate with your stakeholders
Regardless of the economic outlook, how can you position your company to grow?
If applicable, learn from the last recession. What worked or didn't work for your business?
* Look for opportunities
* Incorporate Scenario Planning and be mindful of your customer mix
* Communicate with your stakeholders
* Come hear how these family business leaders remained successful during recessions and other economic downturns.
Panelists:
Dan Erb, Jones Metal Products
Sanjay Patel, A-1 Nursing Care
Kathy Warnick, Warnick Consultants
Facilitated by Tim Martin, JACO Advisory Group
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Categories: CCFB Educational Program