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Wednesday May 3, 2023
We invite you to join us for our Family Business Showcase at TriAd Marketing & Media, a full-service marketing and advertising agency in Westerville. Now entering its third generation as a family-owned company, TriAd is currently celebrating its 50th year in business! Meet TriAd’s founder, Ken Keller, President, Dave Keller, and Vice President, Ryan Keller.
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. TriAd features a multi-disciplinary team of creatives with a passion for helping their clients achieve success through tried-and-true marketing practices and cutting-edge digital services.
Please RSVP for this fun, free networking event. Mingle with other family business and community leaders while enjoying an array of food and beverage options. Additionally, all those who attend will have the opportunity to receive a free professional headshot compliments of TriAd!
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Categories: CCFB Networking & Social Events
Thursday May 4, 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 May 9, 2023
Increased workload due to staffing shortages, downsizing, a pressure to perform, and issues with co-workers can all contribute to stress and anxiety. Join us as we discuss strategies for dealing with the pressures of working in family business. Learn how to identify signs of stress in you and co-workers, and how best to handle it.
In addition, Genevieve Mills from Oakland Nursery, will share the importance of biophilic design in creating a sense of harmony between your work environment and nature. She will give examples of how incorporating biophilic design elements can result in improved well-being and productivity.
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Categories: CCFB Peer Group, Women in Family Business
Wednesday May 10, 2023
Family members in business together often feel the added stress of providing a living for all those who work at the company. How can we deal effectively with stress and anxiety when business pressures are all around us? We’ll discuss ways to keep your sanity in check even during especially stressful times.
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Categories: CCFB Peer Group, Next Generation Leaders
Thursday May 11, 2023
Should you gift your family business to the next generation, or should the next generation be asked to buy the family business? What happens when the next generation inherits the family business? Should you gift your family business to the next generation, or should the next generation be asked to buy the family business? What happens when the next generation inherits the family business?
Join us for this Succession Planning Roundtable as we address these transfer issues, including:
When you should start the discussion to minimize disruption around your family relationships and your family business.
Ways to transfer your business to your son or daughter so you incur the least amount debt and tax liability possible.
How each transfer technique affect the new owner’s basis, and how to best structure your transition plan to meet your overall goals.
Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion, give practical advice, and answer any questions you may have.
Generously sponsored by Morgan Stanley
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Categories: CCFB Roundtable, Succession Planning
Tuesday May 16, 2023
Tuckman’s Model - Team Formation & Development
The most common challenge for any leader is the ability to effectively manage a team of people. Learn about the natural progression of team formation and how this can help you better achieve your goals.
• Discuss and review Tuckman’s Team Formation and Development Model
• Review the state of your teams, what point in the process they are at and how to move them forward
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Categories: CCFB Peer Group, Leadership Development
Tuesday May 16, 2023
Tuesday May 16, 2023
Thursday May 18, 2023
The impact on a family-owned business of not having a next gen to lead the family business - or a next gen who isn't quite ready - is huge. The future, vision, direction, and succession planning processes aren't as straightforward as when there is a lineal descendent ready to take the helm. Our panelists will discuss what they did - or wish they had done differently - when faced with this issue and offer advice on how to navigate this often challenging situation.
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Categories: CCFB Educational Program
Wednesday May 24, 2023
If you or your company is planning to build, purchase or renovate a building, or has done so in the past several years, a cost segregation study is a powerful tool that may help boost your cash flow and decrease your tax liability.
Join Brendan Walsh, cost segregation expert and tax leader from Clark Schaefer Hackett for this webinar on May 24. Brendan will walk us through who should consider a cost segregation study, the benefits, what types of properties qualify, and more.
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Categories: CCFB Webinar
Wednesday May 24, 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 May 25, 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
Thursday Jun 1, 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 Jun 6, 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
Friday Jun 9, 2023
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.
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Categories: CCFB Peer Group, Manufacturing/Logistics
Tuesday Jun 13, 2023
Family business roles can be complicated and stressful. Doubting yourself and feeling like you don’t deserve success can take its toll on your well-being, so it’s important to confront your feelings and take steps to rid yourself of your doubts and fears. Our discussion will include key points from “The Confidence Code,” and what you can do about your feelings of inadequacy in the workplace associated with imposter syndrome.
Find out exactly what imposter syndrome is, how to identify it, and – most important of all – how to overcome it!
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Categories: CCFB Peer Group, Women in Family Business
Wednesday Jun 14, 2023
Senior leaders have so much knowledge, common sense and experience while new hires bring so much energy, fresh ideas and technological know-how. So why can’t we all just get along? We’ll discuss how to navigate the tricky generational differences we experience in family businesses.
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Categories: CCFB Peer Group, Next Generation Leaders
Thursday Jun 15, 2023
Creating impact in and around community is becoming increasingly important to family business leaders that we work with. Philanthropic efforts not only feel good, but they do good and can help foster a workplace culture of giving and growing. In addition, creating a culture of philanthropy benefits the family by: Nurturing the family legacy; Strengthening the bonds between generations; Involving Next Gens in the future of the family business.
Our panelists will share how their approach to community, giving, and philanthropic efforts creates impact in our communities and on the family business itself.
Panelists:
Nevin Bansal, President & CEO, Outreach Promos
Erin Shannon, Corporate Relations Manager, White Castle System
Matina Zenios, President, Artina Promotional Products
Facilitated by Stefanie Coffman, The Columbus Foundation
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Categories: CCFB Educational Program
Tuesday Jun 20, 2023
Reflecting on Leadership - Wrap Up Session
With every beginning, there is an end. After 5 years, this will be Jonathon's last Leadership Peer Group that he facilitates. Join us as we reflect on important leadership moments in our careers and discuss what key takeaways there are to help focus your efforts moving forward. We will also discuss the key leadership priorities every leader should be focusing on in the future. Don't miss this last Leadership Development peer group before summer break to say goodbye to Jonathon!*
*The Leadership Development Peer Group will resume in September, details will be posted on our website soon.
Generously sponsored by Park National Bank
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Categories: CCFB Peer Group, Leadership Development
Thursday Jun 22, 2023
Coaching and mentoring are key components of a strong organizational culture and key to attracting and retaining talent. Research shows that a strong coaching and mentoring program contributes to increased engagement and productivity, improved employee well-being, enhanced D, E & I, and better stakeholder experiences.
Surveys show that the consistently top-ranked “wants” of today’s employees include frequent and constructive feedback and career development opportunities. Join us for this Human Resources Roundtable to discuss best practices and great ideas when it comes to implementing coaching and mentoring into your organization as a retention, engagement, and recruiting tool.
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Categories: CCFB Roundtable, Human Resources
Thursday Jun 22, 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 Jun 28, 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 Jun 29, 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