Events Calendar
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Wednesday Nov 16, 2022
Celebrate the accomplishments of Central Ohio family businesses with us at our 24th Annual Family Business Awards & Expo! The Awards Luncheon honors recipients in categories consistent with the success and longevity of a family business: leadership, planning, communication, support and community service.
Come early (expo hours are from 10am - 12 noon) so that you have enough time to meet and mingle with the many expo participants!
?VIEW information about participating in our Expo. You must register separately for an Expo space. Expo registration includes 2 lunch tickets.
Attire is business casual.
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Categories: CCFB Networking & Social Events, CCFB Annual Awards Program
- Registration Closed
Wednesday Nov 2, 2022
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Categories: Member-Sponsored Event
Tuesday Feb 28, 2023
Monday Jul 24, 2023
Join us this year for our Golf Outing at our new location - The Golf Club of Dublin! Shotgun start begins at 9am. A grilled lunch will be available at the turn. A buffet reception following golf will start at 2pm. ALL Conway Center members are welcome, along with and any guests wanting to support the work of Central Ohio family-owned business - this outing is not exclusive to Conway Center membership.
Register even if you are not part of a foursome - we'll put you on a team! Great prizes will be awarded for Longest Drive, Longest Putt, Closest to the Pin, and Best Team Score!
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Categories: CCFB Networking & Social Events
- Registration Closed
Tuesday Mar 14, 2023
Buy-sell agreements are critical documents that help facilitate the successful transfer of ownership in a family business; however, the valuation-related language in buy-sell agreements is often the source of confusion, dispute, and unfair outcomes.
Join us as we present several case studies involving the valuation elements of buy-sell agreements, dissecting the problems to avoid and the essential elements to include in the drafting and administration of your buy-sell agreements. Key takeaways will include:
- The importance of the valuation language and process contained within buy-sell agreements;
- The problems with formula-based buy-sell agreements;
- Critical valuation elements that should be addressed in agreements;
- Potential areas for concern with certain valuation language common in agreements;
- Best practices and recommendations for a successful buy-sell agreement.
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Categories: CCFB Webinar
Friday Jan 6, 2023
We are hosting a breakfast for new, returning, or any other family business or service provider members interested in learning more about getting the most out of your Conway Center membership!
This event will give everyone an opportunity to network with other family business leaders, and to learn more about the history of the Conway Center, its offerings and member benefits.
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Categories: CCFB Networking & Social Events
Friday Mar 31, 2023
We are hosting a breakfast for new, returning, or any other family business or service provider members interested in learning more about getting the most out of your Conway Center membership!
This event will give everyone an opportunity to network with other family business leaders, and to learn more about the history of the Conway Center, its offerings and member benefits.
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Categories: CCFB Networking & Social Events
Thursday Aug 25, 2022
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 Sep 22, 2022
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
Tuesday Nov 22, 2022
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 23, 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 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 Apr 27, 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 Jan 26, 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
Thursday Feb 16, 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 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
Thursday Jul 27, 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 Oct 20, 2022 -
Friday Oct 21, 2022
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Categories: CCFB Peer Group
Friday Oct 7, 2022
Powered by EasyIT, this tournament will benefit the OSUCCC Brain Cancer Research to help find a cure for the life-threatening condition affecting approximately 700,000 people living with primary brain tumors living in the US today.
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Categories: Member-Sponsored Event
Wednesday Nov 9, 2022
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Categories: Member-Sponsored Event
Thursday Apr 20, 2023
Eclipse Exhibits presents 60 Tradeshow Tips:
Join us as we share lessons learned and valuable information to help you exhibit successfully!
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Categories: Member-Sponsored Event
Friday Apr 21, 2023
Earth Day electronics recycling drive sponsored by Integrated Building Systems with shredding by Royal Document Destruction.
Help us keep our landfills clean by dropping off electronics for recycling and confidential paperwork for secure, professional shredding. Stay in your car for curbside drop-off!
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Categories: Member-Sponsored Event
Thursday Apr 27, 2023
In the “gig economy,” it is increasingly common for companies to engage independent contractors. Yet, is simply calling someone a contractor and having them signing an independent contractor agreement enough to make them a contractor?
Misclassifying workers can have significant consequences both to workers and to companies. Employees who are misclassified as contractors may be improperly excluded from participation in employee benefit plans and incur tax withholding complications. The IRS could assess penalties on employers for failure to withhold and remit appropriate taxes for misclassified workers. The Department of Labor and other federal and state government agencies also may penalize employers for misclassification.
Greg Daugherty and Nicole Mayo from Porter Wright will help explain how to determine whether a worker is a contractor or employee and steps your family business can take to achieve the desired classification.
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Categories: CCFB Webinar
Wednesday Apr 19, 2023
Join Taft Columbus' annual Employment and Labor Seminar where we'll discuss the latest employment and labor law developments including:
NLRB Changes Your Settlement Agreements ? and Other Things You Need to Know About Those Agreements
The Bermuda Triangle of Employee Leaves
Artificial Intelligence (AI) ? It Is Here to Stay. Now What?!
Pregnancy, Related Conditions, and Reasonable Accommodation
OSHA: What Happened in 2022 and What To Expect in 2023
Can an Employer Effect DEI Initiatives Without Discriminating?
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Categories: Member-Sponsored Event
Friday Apr 21, 2023
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 May 16, 2023
Tuesday Aug 23, 2022
Every business owner will eventually exit their business but wants to do so on their own terms. Whether it is through the eventual sale or transfer of the business to an outside party, employee, partner, or family member, it is critical to understand the personal and financial ramifications of a succession transition.
Isaiah Stidham, Senior Wealth Manager, Business Succession Lead at Budros, Ruhlin & Roe will discuss the many components of exit planning and the importance of planning your exit strategy well before it is time to leave. Join us as we consider life after the business and the personal and financial factors that play into determining a business owner’s readiness.
REGISTER now and join us for this live webinar on Tuesday, August 23. You'll have the opportunity to submit questions during the session and view a recording post session. If you can't attend the live session - register anyway and we'll email you the recording.
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Categories: CCFB Webinar
Wednesday Nov 16, 2022
The Family Business Expo is a wonderful business development opportunity available exclusively to Conway Center members. We are thrilled to offer this event, providing you with the opportunity to showcase your business, products, or services to hundreds of family business leaders and advisors who attend our 24th Annual Awards Program celebrating the accomplishments of Central Ohio family businesses.
Expo tables go fast so REGISTER TODAY!
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Categories: CCFB Networking & Social Events, CCFB Annual Awards Program
- Registration Closed
Tuesday Aug 8, 2023
We invite you to join us for our Family Business Showcase at Comfort Keepers of Central Ohio. Comfort Keepers of Central Ohio is owned by mother-daughter(s) team Tricia Hackett and Katie & Emily McConnell. In business for 23 years, Comfort Keepers provides non-medical in-home care to Seniors and their families.
Open to family business and community 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. Comfort Keepers of Central Ohio recently went through a two-year renovation of their state-of-the-art training facility in Westerville, Ohio. Join us to learn the ins and outs of training and running a home care company!
Please RSVP for this fun, free networking event. Mingle with other family and community business leaders while enjoying an array of food and beverage options.
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Categories: CCFB Networking & Social Events
Thursday Feb 9, 2023
We invite you to join us for our Family Business Showcase at Crimson Design Group, a full-service luxury interior design studio in Grandview Heights. 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.
Founded by Cheryl Stauffer, Crimson Design Group has grown from a one-woman business to a team of nearly 20 creatives, and is now celebrating its 20th year in business! Join us for a tour of the 10,000 square foot building that serves as Crimson HQ and The Bazaar, Crimson's in-house art gallery.
Learn how Crimson Design Group has evolved the past two decades, and how this family business has begun to venture into new sectors as a result of their growth. Appetizers and drinks will be provided for you while you meet and mingle with other family business and community leaders.
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Categories: CCFB Networking & Social Events
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
Tuesday Sep 13, 2022
At a certain point, families with substantial wealth outgrow traditional financial advisory services to help manage their personal financial complexities. As a result of wealth creation since 2008/2009, family office formation has been on the rise. Successful families have decisions to make regarding to build on their own or outsource – each comes with pros and cons.
Join Jon Eesley and Clayton Hall from Windsor Advisory Group for a discussion on why successful families consider building their own family offices or outsource. We will discuss scenarios for both so you can determine what is right for your family business.
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Categories: CCFB Webinar
Thursday Oct 13, 2022
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Categories: Member-Sponsored Event
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 Oct 6, 2022
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Categories: Member-Sponsored Event
Tuesday Dec 6, 2022
In our continuing quest to explore how to attract and retain the best workforce, this month we'll explore total compensation: what it is, what's included, what's hot, and what's not.
There is no one correct total compensation package to attract and retain a workforce, but our discussion can help you identify opportunities for your current and future team.
Don't miss this opportunity to dig deep into HR issues, engage with each other, and consult with our experts! REGISTER today!
Sponsored by Budros, Ruhlin & Roe
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Categories: CCFB Roundtable, CCFB Peer Group, Human Resources
Thursday Mar 23, 2023
Let’s address total compensation and discuss ways to weave in creative leave strategies as a benefit to attract and retain employees.
The term ''leave'' covers any paid or unpaid time off you may want to offer your employees. We’ll discuss various leave options available to Ohio employees and have candid conversations on their impact to your business.
We’ll also discuss what you should put in writing regarding leaves to reserve your rights as an employer and set up employee expectations. This discussion will also include the good, bad, and ugly about “unlimited” leaves!
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Categories: CCFB Roundtable, CCFB Peer Group, Human Resources
Wednesday Jan 4, 2023
As we all know by now, Intel plans for an initial investment of more than $20 billion for two new chip factories in Licking County. There has never been a project of this size, or magnitude, in the entire state of Ohio?s history. How will this project impact your family business?
Join Betsy Goldstein, director of business development with MA Design, as she walks us through the Intel project and the overall impact to the Central Ohio region.
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Categories: CCFB Webinar
Tuesday Aug 16, 2022
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Categories: Member-Sponsored Event
Wednesday Mar 1, 2023
The truth is you need both in life to succeed. Successful women in business
and at work know all too well about grit. Author and sociologist Angela
Duckworth rightfully says that you can?t have success without grit. But grit
alone can?t sustain success.
Join Key4Women National Director, Rachael Sampson to help us kickoff
Women?s History month with guest speaker Cheryle Jackson for a discussion
on why practicing grace along with grit is the answer to not only sustaining
success but walking in your brilliance to live a life your soul desires.
Cheryle Jackson?s history-making career has been marked by her ability to
break barriers. She has served as a C-suite executive at a global aviation
company, CEO of the Chicago Urban League, a candidate for the U.S.
Senate seat vacated by President Obama, communications director for an
Illinois Governor, and a vice president at National Public Radio. In 2018,
Cheryle founded Grit and Grace, The Movement, a women?s empowerment,
coaching and media company. In 2020, she became CEO of MyOwnDoctor,
a telehealth company that offers culturally specific care with platforms Black
Telehealth and LatinX Telehealth.
In her intimate TEDx Talk ''Grit and Grace,'' Cheryle validates the career
trajectories of go getters but also implores women to place self-compassion
on par with ambition as a lasting model for success.
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Categories: Member-Sponsored Event
Tuesday Sep 27, 2022
Thursday Sep 1, 2022
Leadership is complex; and especially for family businesses. This Leadership 2.0 group allows you to find your safe place for monthly support, peer mentoring and group coaching to discover how to lead well in ambiguity. By invitation only.
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Categories: CCFB Peer Group, Leadership Development 2.0
Thursday Oct 6, 2022
Leadership is complex; and especially for family businesses. This Leadership 2.0 group allows you to find your safe place for monthly support, peer mentoring and group coaching to discover how to lead well in ambiguity. By invitation only.
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Categories: CCFB Peer Group, Leadership Development 2.0
Thursday Nov 3, 2022
Leadership is complex; and especially for family businesses. This Leadership 2.0 group allows you to find your safe place for monthly support, peer mentoring and group coaching to discover how to lead well in ambiguity. By invitation only.
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Categories: CCFB Peer Group, Leadership Development 2.0
Thursday Dec 1, 2022
Leadership 2.0 Peer Group Happy Hour! - Invitation Only
Leadership 2.0 Peer Group Happy Hour! - Invitation Only
Come celebrate our great run of leadership learning and sharing at a Happy Hour for all (past/present) Leadership 2.0 group members. Invitation only, please RSVP or let Amy know you can attend.
Snacks and drinks will be provided, and there will be food trucks if you need something more substantial!
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Categories: CCFB Peer Group, Leadership Development 2.0
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 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
Tuesday Apr 18, 2023
Leadership ? What?s Changed and Why It Matters -
It would not be a leadership discussion without discussing the massive change we have experienced recently. In order to be effective leaders, we must understand the factors and trends that impact the people we lead in order to best serve their needs and the needs of the business. We will look at data and trends and hear from our fellow professionals the challenges that we all face and why leadership can help us solve them.
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Categories: CCFB Peer Group, Leadership Development
Wednesday Aug 17, 2022
Friday Mar 10, 2023
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
Thursday Mar 16, 2023
According to research done by Forbes, “a family-owned business engenders a strong sense of trust in consumers...family-owned businesses seem more stable, more customer-friendly, more approachable, and more trustworthy.” Our panelists put their family business pride front-and-center and use it not only as a marketing tool, but as a way to attract and retain employees. Indeed, we often hear them say, “we treat our employees like family” – they mean it and it shows.
Generously sponsored by GREENCREST
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Categories: CCFB Educational Program
Thursday Feb 16, 2023
We hear time and time again that being a spouse or in-law in a family business can be challenging. Not only are they impacted by decisions made by the business, but they, too, have a “pillow talk” effect. Our panelists will discuss the highs and lows of being on the outside looking in and how it affects their relationships with their partners, the family business, and their Thanksgiving dinner table gatherings.
Panelists:
Derek Lichtfuss, Director at Newmark; Spouse & In-Law (married to Katie Ricart Licthfuss of Ricart Automotive)
Dustin Wilshire, Co-CEO at Reitter, Inc; In-Law (married to Fritz Reitter's daughter, Rachel)
Facilitated by Bea Wolper, Co-Founder & Board President, Conway Center for Family Business; President, Emens Wolper Jacobs & Jasin Law Firm
Sponsored by GREENCREST
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Categories: CCFB Educational Program
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
Thursday Sep 15, 2022
How to Engage Non-Family Member Employees
An employee of a family-owned business who is a member of the family is tied to the owners in every possible way. Yet, non-family members can provide both skills and perspective that family members may not bring, and thus help grow the business. How does the family business owner align a non-family member employee’s interests to that of the owner?
This panel of professionals will discuss how they attract, develop, and retain key non-family member employees. Topics will include the importance of culture, communication, and compensation to align the goals and expectations of the business owners and employees. When successful, the business retains an employee who is as committed to the growth and success of the business as the owners, and the employee feels recognized and compensated for the contributions made to the business.
Panelists:
Steve Barton - General Manager, Two Men and a Truck
Sharon DeLay - President & Owner, GO-HR
Holli Houseworth - Office Manager, Cloud Cover
Amy Wilcox - COO, Crimson Design
Facilitated by Debbie Long of Clark Schaefer Hackett and Greg Daugherty of Porter Wright.
Sponsored by GREENCREST
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Categories: CCFB Educational Program
Thursday Apr 20, 2023
Prioritizing Mental Health: Coping with the Pressures of Family Dynamics - Running a business is hard. Adding family dynamics to the mix makes it that much more challenging ? and rewarding. Our panelists will discuss ways in which they help themselves and their employees cope with the added pressures of mixing family and business. From EAPs to mental-health days, panelists will share best practices on creating a culture that prioritizes the well-being of all members of a family-owned business.
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Categories: CCFB Educational Program
Thursday Jan 19, 2023
Succession happens whether planned for or not. It is therefore imperative that family-owned businesses go through thoughtful, strategic succession planning if they are going to transition smoothly from generation to generation ? and the process isn?t always easy! It?s also never too early to start thinking about succession because it is indeed a marathon and not a sprint! Our panelists will discuss their approach to succession planning: detours and all!
Panelists:
Luconda Dager, President, Velvet Ice Cream
Tom Mosure, Chairman of the Board, ms consultants, inc.
Steve Wathen, CEO, Equity
Patrick Wathen, President, Equity
Facilitated by Meredith Sugar, Taft/
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Categories: CCFB Educational Program
Thursday Nov 10, 2022
Taking Over Unexpectedly
50% of business owners leave involuntarily: death, disability, divorce,distress/departure, or disagreement. What is the impact of these involuntary departures and how does a family business recover? Join us for a discussion with family business leaders who have faced such scenarios. You'll learn from their experiences and glean what steps you can take to prepare for the unexpected.
Panelists:
Kent Johnson, 4th Gen CEO from Highlights for Children
Nick Trifelos, 5th Gen Sales Manager from Anthony Thomas Candy Co.
Donna Van Horn, President from Bloomingburg Spring & Wire Forms
Facilitated by Isaiah Stidham, Budros Ruhlin & Roe
Sponsored by GREENCREST
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Categories: CCFB Educational Program
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
... read more
Categories: CCFB Educational Program
Thursday Dec 15, 2022
Things I Wish I Would Have Known
Everyone has at least one lesson they learned the hard way that they wish they would have known before joining or starting a family business. Good or bad, happy or sad, our panelists will discuss those things that a crystal ball might have helped them with along the way.
Join us for this candid discussion with:
Steve Harmon - second generation President of Spartan Logistics. We'll find out what advice he gave his own son when he officially joined the family business and what Steve wishes he'd known - and maybe had done differently - when he joined Spartan 20+ years ago.
Angela Petro - Founder & CEO of Together & Company and Sweet Carrot. She will let us in on the ups and downs of her family business journey and lessons she learned along the way.
Donovan Wahl is a second generation family member of Classic Plumbing who recently decided to leave the family business. Donovan will discuss why she chose to enter - and exit - and the things she wishes she'd have known from the start.
Facilitated by Jim Bishop, Morgan Stanley
Generously sponsored by Huntington Bank
... read more
Categories: CCFB Educational Program
Thursday Oct 13, 2022
Yes is the Answer! What is the Question?
Join us for a candid discussion with Cameron Mitchell on all aspects of his ''people first'' culture and philosophy. Moderated by Mike Schoedinger, this will be an enlightening and entertaining deep dive into what makes Cameron Mitchell Restaurants and Premier Events/Catering so popular and successful.
Sponsored by GREENCREST
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Categories: CCFB Educational Program
Tuesday Aug 23, 2022
Wednesday Dec 14, 2022
How can you help other family members achieve their dreams for a legacy? How will you begin to consider your own? We’ll discuss the role of BHAGs (Big Hairy Audacious Goals) and how to go about achieving them to create a lasting impression of your family and the business.
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Categories: CCFB Peer Group, Next Generation Leaders
Wednesday Jan 11, 2023
Family businesses can sometimes be dysfunctional ones, with disgruntled employees not speaking honestly, being actively disengaged, and then leaving. We’ll discuss steps to take in interviewing and onboarding that will lead to more employee retention and engagement.
... read more
Categories: CCFB Peer Group, Next Generation Leaders
Wednesday Feb 8, 2023
Are you managing your calendar, prioritizing tasks, and feeling productive – or are small daily crises dictating how and your family members in the business will spend your day? We’ll discuss how you can take back your time by getting organized, minimizing time wasters, and planning your day effectively.
... read more
Categories: CCFB Peer Group, Next Generation Leaders
Wednesday Mar 8, 2023
Sometimes you can get lost in a family business, just waiting for someone to tell you what your next role will be. How can we effectively navigate our career on our terms, ensuring we are using our best talents/passions to best serve the family business needs? We’ll discuss how to take charge of your career and build self-confidence.
... read more
Categories: CCFB Peer Group, Next Generation Leaders
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
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
Wednesday Apr 12, 2023
How do you navigate tricky conversations and still build trust and respect among your family members and staff? We’ll discuss how to effectively de-escalate conversations that are going sideways and communicate professionally to ensure peace and understanding in the business.
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Categories: CCFB Peer Group, Next Generation Leaders
Wednesday Sep 7, 2022
Navigating Family Biases - Each generation deals with some old school thinking about who should lead the organization, who should be promoted, and what to do about diversity and inclusion. We ll discuss how to uncover and best deal with family biases that you believe may negatively affect the future of the business.
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Categories: CCFB Peer Group, Next Generation Leaders
Tuesday Dec 6, 2022
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, CEO
Tuesday Sep 6, 2022
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
Categories: CCFB Peer Group, C-Suite Non-Family Leaders
Tuesday Oct 4, 2022
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
Categories: CCFB Peer Group, C-Suite Non-Family Leaders
Tuesday Nov 1, 2022
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
Categories: CCFB Peer Group, C-Suite Non-Family Leaders
Tuesday May 2, 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.
... read more
Categories: CCFB Peer Group, C-Suite Non-Family Leaders
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.
... read more
Categories: CCFB Peer Group, C-Suite Non-Family Leaders
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.
... read more
Categories: CCFB Peer Group, C-Suite Non-Family Leaders
Tuesday Aug 1, 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.
... read more
Categories: CCFB Peer Group, C-Suite Non-Family Leaders
Tuesday Jan 3, 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.
... read more
Categories: CCFB Peer Group, C-Suite Non-Family Leaders
Tuesday Feb 7, 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.
... read more
Categories: CCFB Peer Group, C-Suite Non-Family Leaders
Tuesday Mar 7, 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.
... read more
Categories: CCFB Peer Group, C-Suite Non-Family Leaders
Tuesday Apr 4, 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.
... read more
Categories: CCFB Peer Group, C-Suite Non-Family Leaders
Wednesday Oct 19, 2022
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Categories: Member-Sponsored Event
Tuesday Apr 25, 2023
We are doing a brand refresh and are looking for family business and service provider members to represent! We use our own members in all of our branding: website, social and print ads, and all other types of media and would love to have you join us from 4-6 p.m. on April 25th at Ohio Dominican University. It will be a blast!
There is no special dress code - wear whatever you wear to work! Refreshments will be served.
... read more
Categories: CCFB Networking & Social Events
Friday Sep 23, 2022
Wednesday Oct 19, 2022
Google has already stopped updating its Universal Analytics (UA) platform and will be sunsetting it completely in 2023, replacing it is the new Google Analytics 4 (GA4). This is the first major update to analytics in years, and it is a major change. Is your company ready to make the switch?
Join Greg Stockmaster, GREENCREST digital marketing manager, as he walks us through what this change means for businesses and how and when to make the switch at your company.
You will learn:
Why Google is making the switch
Key differences between Universal Analytics and Google Analytics 4
The benefits of migrating to GA4
How to make the switch
Why you should be migrating to GA4 now!
The importance of analytics in digital marketing
... read more
Categories: CCFB Webinar
Thursday Aug 3, 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.
... read more
Categories: CCFB Peer Group, Rising CEO
Wednesday Jan 25, 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.
... read more
Categories: CCFB Peer Group, Rising CEO
Wednesday Feb 22, 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.
... read more
Categories: CCFB Peer Group, Rising CEO
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.
... read more
Categories: CCFB Peer Group, Rising 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.
... read more
Categories: CCFB Peer Group, Rising CEO
Wednesday Jul 26, 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.
... read more
Categories: CCFB Peer Group, Rising CEO
Wednesday Apr 26, 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.
... read more
Categories: CCFB Peer Group, Rising CEO
Wednesday Mar 22, 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.
... read more
Categories: CCFB Peer Group, Rising CEO
Wednesday Aug 24, 2022
Wednesday Sep 28, 2022
Wednesday Oct 26, 2022
Wednesday Dec 14, 2022
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.
... read more
Categories: CCFB Peer Group, Rising CEO
Wednesday Jul 5, 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.
... read more
Categories: CCFB Peer Group, Rising CEO
Thursday Sep 1, 2022
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
Categories: CCFB Peer Group, Rising CEO
Thursday Oct 6, 2022
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
Categories: CCFB Peer Group, Rising CEO
Thursday Nov 3, 2022
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
Categories: CCFB Peer Group, Rising CEO
Thursday Dec 1, 2022
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
Categories: CCFB Peer Group, Rising CEO
Thursday Jan 5, 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.
... read more
Categories: CCFB Peer Group
Thursday Feb 2, 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.
... read more
Categories: CCFB Peer Group, Rising CEO
Thursday Mar 2, 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.
... read more
Categories: CCFB Peer Group, Rising CEO
Thursday Apr 6, 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.
... read more
Categories: CCFB Peer Group, Rising CEO
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.
... read more
Categories: CCFB Peer Group, Rising CEO
Friday Nov 4, 2022
... read more
Categories: Member-Sponsored Event
Friday Feb 10, 2023
Sales Connection Breakfast Series with Bill Kiefaber
You're invited to join us for the Sales Connection Breakfast Series where a special guest speaker discusses a topic of importance to the professional growth of sales and marketing professionals. This session features Bill Kiefaber, President and Owner of Marketing Works who will present ''9 Critical Elements to Succeed in the Post-COVID Sales Environment.''
... read more
Categories: Member-Sponsored Event
Friday Apr 14, 2023
Join us for the April Sales Connection Breakfast as we welcome Andy Wasserstrom, Partner and VP of Sales & Marketing at Advance Sign Group. Andy will share his insights on sales and marketing as he presents Growing an Entrepreneurial-sized Business Profitably to National Scale.
Andy will share how he built a documented system from the ground up for their sales division to ensure predictable future growth for ASG which includes penetrating some of the worlds largest companies to earn their business.
... read more
Categories: Member-Sponsored Event
Friday Mar 10, 2023
Sales Connection Breakfast Series with Patrick Ritchie
Grab a fresh cup of coffee and a light breakfast at the Chamber for the Sales Connection Breakfast Series as we bring sales professionals together from all over central Ohio. Join us for a new format for 2023 with a presentation and then a Q & A session.
This month?s speaker is Patrick Ritchie, Senior Director of Sales at the Gordon Flesch Company (GFC), the largest Midwestern independent provider of office technology solutions with a 66-year history as a family business. Patrick leads GFC?s East Region which includes Ohio, Indiana and Illinois as well as GFC?s Print Solutions business.
... read more
Categories: Member-Sponsored Event
Friday Dec 2, 2022
... read more
Categories: Member-Sponsored Event
Friday Oct 7, 2022
... read more
Categories: Member-Sponsored Event
Tuesday Jan 31, 2023
Whether you have an existing 401(k) plan or are considering offering this benefit soon, it?s important to know that the government just passed sweeping legislation in December for the second time in three years encouraging access to and participation in retirement plans. As a plan trustee or plan committee member, you need to know what to watch for since you are liable as a plan fiduciary.
Join Eric Shisler and Jamie Bond, members of CI Budros Ruhlin Roe Retirement Plan Services team. They will summarize what has changed and what requires action in the recently passed SECURE Act 2.0 as it relates to your company-sponsored retirement plan. You won?t want to miss this informative session!
... read more
Categories: CCFB Webinar
Thursday Mar 30, 2023
Succession Planning 101: Where to Begin?
If you know you need a plan but don’t know where to start, join us at the next quarterly Succession Planning Roundtable where we will discuss the basics:
What kind of owner are you? Operating? Captive? Burdened? Benevolent Dictator? There are several types of owners and identifying which you – and other stock-owning family members - is a great place to start.
What are your criteria for next gens to join the business? When, along with compensation and expectations – all important considerations. We’ll cover best practices on this sometimes-controversial topic!
Buy-Sell Agreements: Who needs them and the important reasons behind them.
Seven Keys to Family Business Succession: It’s more than signing over ownership! We’ll tackle the succession of ownership, management, leadership, authority, relationships, and values & respect.
... read more
Categories: CCFB Roundtable, CCFB Peer Group, Succession Planning
Thursday Sep 29, 2022
Join us in person for our first in this series of quarterly succession planning sessions as we discuss the key questions that families may ask in the early stages of the succession planning.
We will explore the fundamental concepts that underlie a successful succession process including the discussion of the hard/soft side of succession planning for family business. Why it is so complicated….what gets in the way? Why documents can’t be “cookie-cutter easy?…”
Attorneys Bea Wolper of Emens Wolper Jasin Jacobs and Meredith Sugar of Taft/ will facilitate this discussion, give practical advice, and answer any questions you may have.
Generously sponsored by Morgan Stanley
... read more
Categories: CCFB Peer Group, Succession Planning
Thursday Jan 12, 2023
Join us for this important session focusing on current tax laws, strategy, and planning that can help your family business build a succession plan that reduces tax impacts.
Discussion will include:
Gift tax vs. estate tax
Utilizing value discounts
Considerations of gift or stock bonus
Other options to reduce taxes during a transition will be discussed including:
How to wisely transfer assets
How to exit the business with tax planning
Determining which is best - Transfer now? Transfer at death? Transfer over time?
Join us to learn how you can minimize your taxes while succeeding in the continuity of your family-owned business. 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
... read more
Categories: CCFB Peer Group, Succession Planning
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
... read more
Categories: CCFB Roundtable, Succession Planning
Tuesday May 16, 2023
Thursday Sep 29, 2022
... read more
Categories: Member-Sponsored Event
Thursday Feb 16, 2023
Studies show that 99% of business owners agree that having a transition strategy is important for themselves and the future of their business, yet 79% of owners have no written transition plan. What entrepreneurs do not realize is that many business exits are not voluntary.
You are not alone in thinking that exit planning is something you will address down the road. In this informative session, CI Budros Ruhlin Roe Partner, Wealth Advisor and Certified Exit Planning Advisor Isaiah Stidham will help educate you on the steps you need to take now to avoid having to navigate a business transition in a crisis situation. You want to be in control of the process that impacts your future so substantially.
Register today and forward to friends and colleagues. Webinar recording will go to registered attendees.
... read more
Categories: Member-Sponsored Event
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.
... read more
Categories: CCFB Webinar
Tuesday Jan 10, 2023
Integrating work and life is a struggle for women, especially working in a family business. As we kick off the new year, join us for an interactive discussion on time management strategies to improve your sense of balance at work and at home to avoid physical and emotional exhaustion.
Ways to prioritize your time, establishing boundaries, saying no (how to do it and why you shouldn’t feel guilty), FOMO (Fear Of Missing Out) and JOMO (Joy Of Missing Out) – we’ll explore it all!
... read more
Categories: CCFB Peer Group, Women in Family Business
Tuesday Oct 11, 2022
Keys to Family Business Success
We all know that running a business has enough challenges without the added complication of family relationships. The importance of soft issues in family businesses and the way they are anchored in emotion, is often understated and if glossed over, they can lead to hard problems. In this session we will discuss the top essentials for a successful, harmonious family business.
What have you found to be the most important elements of your family business? Do you have a set of soft rules for your family business? Come share with the group and let's learn together!
Generously sponsored by KeyBank
... read more
Categories: CCFB Peer Group, Women in Family Business
Tuesday Dec 13, 2022
The Women's Peer Group is changing its format and moving to a lunch time slot! Join us for this important planning session on December 13 from 11:45am - 1:30 pm to discuss the new Women's Peer Group format and help us plan the session topics for 2023!
This brown-bag lunch monthly peer group will be co-facilitated by Bea Wolper and Donna Musilli and is for women - both family and non-family - who work in a family-owned business. Our new format allows for connection, sharing, inspiration, and support. The sessions will address some of the unique challenges for women in family-owned businesses including:
Self Care for Women Leaders in Family Business
Building Confidence in your Role as a Leader in a Family Business
Skills for Managing Conflict Resolution in Family Business
Generously sponsored by KeyBank
... read more
Categories: CCFB Peer Group, Women in Family Business
Tuesday Feb 14, 2023
Employee performance reviews are an important part of engaging employees and if done right, have a big impact on their success in your organization. However, giving performance feedback can be very uncomfortable and especially tricky in family business. Join us as we discuss elements of an effective performance review, how often they should be conducted, and practical strategies for delivering valuable feedback.
... read more
Categories: CCFB Peer Group, Women in Family Business
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.
... read more
Categories: CCFB Peer Group, Women in Family Business
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!
... read more
Categories: CCFB Peer Group, Women in Family Business
Tuesday Apr 11, 2023
Exploring Generational Differences in Family Business - Integrating multiple generations into day-to-day operations of family business as each generation carries different goals and motivations can be difficult, especially for women. Senior leaders have institutional knowledge and experience, while those younger coming into the business bring energy, fresh ideas, and technology experience. We’ll gain new perspectives and share strategies of how to navigate these generational differences.
... read more
Categories: CCFB Peer Group, Women in Family Business
Tuesday Sep 20, 2022
The Story Behind Your Family Business
Behind every family business is a great story. We want to hear yours! If you are an owner or next gen, we'd like to hear the background of your family business including:
• What is your business, when/who started it?
• Where did the idea for your business come from?
• How did you get the name of your business?
• If next gen, why did you decide to become involved in your family business?
• How many family members are still in the business?
• What is your succession plan (if known)?
• What has been your biggest challenge and your biggest accomplishment since starting/joining your family business?
All are invited to this session - non-family and Service Providers members are welcome too! Learn, ask questions, and discover the inspiration and insight from those sharing their family business stories.
Generously sponsored by KeyBank
... read more
Categories: CCFB Peer Group, Women in Family Business
Tuesday Mar 21, 2023
How well are you able to adjust your communication style specific to those you lead? Communication in family business is critical, especially for women leaders, so if you are often asking yourself why can't everyone be like me?or why is this so difficult?- then you may need some work in this area!
Join us as we explore how to determine your communication style, and the importance of recognizing and adapting the ways you come across to others based on their unique learning style and situation.
... read more
Categories: CCFB Peer Group, Women in Family Business
Wednesday Dec 7, 2022
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.
Introduction – Jonathan Ciccotelli, Partner
Greg Gibbons, Senior Manager, Federal Tax
1. Tax Law Changes
Bonus depreciation
Section 163(j) Interest Expense Limitation
Net Operating Loss Carryforwards
2. R&D Credit and Section 174 Expenses
3. Inflation Reduction Act
David Harris, Senior Manager, State and Local Tax
1. Ohio Pass-Through Entity Tax
2. House Bill 515
Questions* (5 - 10 mins)
REGISTER now and join us for this live webinar on Wednesday, 12/7. You'll have the opportunity to submit questions during the session* and view a recording post session.
* Questions can be submitted through the Q&A and chat during the webinar but to ensure we address your specific questions, please SUBMIT to the team by 12/5.
... read more
Categories: CCFB Webinar
Printed courtesy of www.familybusinesscenter.com – Contact the Conway Center for Family Business for more information.
P.O. Box 361106, Columbus, OH 43236 – (614) 253-4820 – info@familybusinesscenter.com