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.
Family Business Showcase at Triad Marketing & Media
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!
Rising CEO Peer Group - by invitation only
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.
Women's Peer Group
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.
Next Gen Leaders Peer Group
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.
Succession Planning Roundtable: Gifting, Selling, or Inheriting – Transferring your Family Business to the Next Generation
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
Leadership Development Peer Group
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
Monthly Educational Program: What Happens When: Next Gen Isn't Ready to Lead? No Next Gen?
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.
