Leadership Development
Creating High Performing Teams - As your family business grows, so do the needs of your team members. Rather than hiring individuals that we like or who think like we do, we’ll spend time dissecting the best approaches to building high performing teams, retaining talent, and impacting the performance of the organization.
Human Resources Roundtable
Join us for an interactive discussion with a panel of benefits experts as they explore current benefits and wellness trends, and share how family business employers of all sizes can effectively package offerings - with or without medical coverage. Sharon DeLay, President of GO-HR, will facilitate the discussion by asking a series of questions and guiding conversation. The format will be an open discussion addressing the following topics: * The projected 2026 health insurance benefits price increases * Emerging benefits trends family businesses need to know * Strategies to help employers manage rising costs * Actionable steps to prepare for the future workforce Don’t miss this in-person opportunity to ask your own questions, engage with each other, and consult with our experts! Generously sponsored by Morgan Stanley
Conway Strong Peer Group
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.
Member Sponsored Event: A THREAD of Hope: Shoot For The Stars
A THREAD of Hope is a fun and amazing evening full of live music, a THREAD fashion presentation, delicious light bites & drinks, and both a live & silent auction. By supporting A THREAD of Hope, you help support Sam’s Fans’ mission to support and enhance music and art therapy programs that serve seriously ill children and their families in Columbus and beyond. Sam’s Fans is a non-profit 501(c) (3) organizatio. Sam, born in 1998, was diagnosed with Fanconi Anemia (FA), an inherited anemia that leads to bone marrow failure, when she was in the first grade. She underwent a bone marrow transplant at just ten years old. Following her transplant, Sam spent much of the next fourteen months in the hospital. Throughout this difficult and isolating experience, one bright spot for Sam was the music therapist who would visit with her and could bring a small bit of normalcy and beauty to her days through music. It allowed her to better express her emotions, relieved stress, and was often the highlight of her day. In her memory, Sam’s Fans raises money to help provide art and music therapy for seriously ill children and their families. Despite her courageous battle, Samantha McCarthy passed away on October 15, 2009 at the age of eleven. In 2015, to honor Sam’s life and legacy, her parents Nikki & Dan McCarthy founded Sam’s Fans with the mission of providing therapeutic music and art interventions to children with life-threatening illnesses.
Succession Planning Roundtable - Managing the Estate Tax: How Family Businesses Can Avoid Paying It
The estate tax doesn't have to be inevitable. Numerous legal strategies and planning techniques exist that can help family businesses avoid paying estate taxes entirely, making it what tax experts often call a 'voluntary' tax. To help family businesses navigate these complexities, attorneys Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will explore practical approaches - from trusts to gifting strategies - designed to minimize or eliminate estate tax liability and preserve wealth across generations including: * Understanding Estate Tax and Its Impact * Irrevocable Trusts in Succession Planning * Additional Methods for Reducing Estate Tax Liability
Non-Family C-Suite Leaders Peer Group
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.
Next Gen Leaders *Note DATE change to 11/5
Effective Stress Management - The holidays are coming up! That means fun, family, and STRESS. We spent some time last year learning about how anxiety affects us and how we can overcome it, but stress is different from anxiety. It’s important that we understand the difference so that we can effectively cope with stress as it comes to us in various forms. We’ll gain practical insights into how to manage stress, how to foster a work/life balance when we work with family and explore what our beliefs about stress have to do with how it affects us.
Rising CEO Peer Group
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.
