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MONTHLY MESSAGE – March 2016
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Maximize Your Money: Negotiating Tax Challenges that Impact Your Family Businesses’ Future
March 17 – 7:30 a.m. – 9:00 a.m.
Alumni Hall at Ohio Dominican University
1215 Sunbury Rd., Columbus, OH 43219
Sponsored by:
Join us for a discussion with
Ed Morrow, Director of Wealth Transfer and Tax Strategies for the Key Private Bank Family Wealth Advisory Service Group and Matt Stewart, Senior Financial Planner with Key Private Bank as they present some “thinking outside the box” ideas for tax planning and asset protection for family businesses. Topics include:
- Update on tax laws
- Ways to minimize capital gains tax and estate tax on the sale or transfer of appreciated assets
- Methods to protect your wealth from lawsuits and creditors
The program will also include Conway Center members Dwight Smith of Sophisticated Systems and Brian Hina of Hina Environmental Solutions who will share their thoughts and experiences with ESOPS.
RSVP to Amy Dotts at ADotts@FamilyBusinessCenter.com or 614-253-4820.
The program is free for Conway Center members and $35 for non-members. Family business leaders attending for the first time may attend as our guest.
Networking and light breakfast at 7:30 a.m.
Program begins promptly at 8:00 a.m. |
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Where are you in the Succession Planning Process? Tips to Move Any Family Business to the Next Level
April 21 – 7:30 a.m. – 9:00 a.m.
Alumni Hall at Ohio Dominican University
Sponsored by:
Join Tony Kington of Taft/ and Steve Harmon of Spartan Logistics for an up-close look at succession planning and what it takes to move the process forward. Put this date on your calendar now and watch for more details in the next Monthly Message.
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Roundtable
Optimizing Cash Flow: Overcoming Your Biggest Challenges with Timely Solutions
April 8 – 8:00 a.m. – 9:00 a.m.
Griffin Student Center, Room 274
Ohio Dominican University
Brad Martyn, Founder of Conway Center Service Provider Focus CFO, will facilitate our second quarterly roundtable.
RSVP to Amy Dotts at ADotts@FamilyBusinessCenter.com or 614-253-4820.
These programs are free for Conway Center members and $35 for non-members. Family business leaders attending for the first time may attend as our guest.
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Family Business Night at the Clippers
Monday, June 6 – 7:05 p.m.
Huntington Park
The 8th Annual Family Business Night at the Columbus Clippers is coming up soon so mark your calendars! Root for your home team as the Clippers take on Indianapolis while you enjoy an evening with your family, employees, clients, and others who are passionate about family business. We’ve purchased a block of tickets in Sections 2 & 3 and hope you can join us. Watch for more details coming soon.
Questions? Ready to buy your tickets? Contact Jill Hofmans at
JHofmans@FamilyBusinessCenter.com
or calling the office at 614-253-4820
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Spring is in the air! Even though we had a mild winter, we welcome the hope of sunny skies and warmer weather.
We have several networking and educational opportunities this spring and summer, and hope you can attend many of them: Family Business Night at the Clippers and Breakfast with Business First in June, our Golf Outing in July, and the annual Family Business Tour & Networking event – this year at Highlights for Children as they celebrate 75 years – in August.
Check out our website for dates and further information. As always, our Educational Programs and Peer Groups are great places to connect and learn from industry experts and other family business leaders.
We hope you enjoy the Center programs and peer groups as much as we do. We look forward to seeing more of you this spring!
Best,
Dick & Jill
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Conway Center Peer Groups
To sign up for any of our peer group meetings, or to learn more about peer group opportunities, contact Event Coordinator, Amy Dotts, at ADotts@FamilyBusinessCenter.com or visit
www.FamilyBusinessCenter.com
for a full schedule of Peer Group programs.
Business Development Peer Group
Date TBD
7:30 a.m. – 9:00 a.m.
Room 274 – Griffin Center
Ohio Dominican University
Topic: New Trends in Prospecting: New Ways to Generate Leads
CEO Peer Group – West
March 24, 2016
3:30 p.m. – 7:30 p.m.
Artina Promotional Products
50 South Liberty St. #250
Powell, Ohio 43065
*RSVP required
Online Strategy Peer Group
April 6, 2016
8:00 a.m. – 9:30 a.m.
Fathom Columbus
1465 Northwest Blvd., Columbus 43212
Topic: Risk Management
Women in Family Business Peer Group
April 12, 2016
7:30 a.m. – 9:00 a.m.
Room 274 – Griffin Center
Ohio Dominican University
Topic: Sharing Finances: When & How Much?
Next Generation Leaders Peer Group *Note location change*
April 12, 2016
Noon – 1:00 p.m.
Room 274 – Griffin Center
Ohio Dominican University
Topic: Parental and Sibling Relationships in the Family Business
Leadership 2.0
April 13, 2016
8:00 a.m. – 9:30 a.m.
Integrated Leadership Systems
501 W. Schrock Rd.
Suite 200
Westerville, OH 43081
*RSVP required
Succession Planning Peer Group
April 14, 2016
7:30 a.m. – 9:00 a.m.
Room 274 – Griffin Center
Ohio Dominican University
Topic: Surviving Spouses
Sponsored by The BCA Group at Morgan Stanley
CEO Peer Group – East
April 14, 2016
3:30 p.m. – 7:30 p.m.
Location TBD
*RSVP Required
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WELCOME NEW MEMBERS
Jay-Car Construction Company, Inc.
David Joslin, Mike Gordon, Nick Joslin
15935 US 62 SE, Mt Sterling, OH 43143
(614) 224-6732
Jay-Car Construction Company, Inc. was founded in 1967 by Jay Joslin and Carlos Joslin, a father and son team. Almost 50 years later, Jay-Car Construction provides general contracting services and construction management services for a broad range of commercial and industrial clients throughout the Central Ohio region. The company is currently operated by President, David Joslin, 3rd generation family member. Mike Gordon also serves the family business as Controller and Treasurer. Nick Joslin, David’s son, represents the 4th generation of the Joslin family involved in the business.
The Smoot Corporation
Lewis R. Smoot, Sr., Mark S. Cain, Lewis R. Smoot, Jr., Dana D. Smoot, Esq., Richard R. Smoot
1907 Leonard Avenue, 2nd Floor, Columbus, OH 43219
(614) 253-9000
The Smoot Corporation has a rich history that began in 1946 when Sherman R. Smoot launched his own masonry company in Charleston, West Virginia and later relocated to Columbus, Ohio. In 1972, his son, Lewis R. Smoot, Sr., assumed the leadership position and expanded the company into general contracting. Now, the Smoot Corporation and its entities offer a comprehensive range of design, build and construction management services to public and private clients throughout the Midwest, Ohio River Valley and Mid-Atlantic Region. The business currently employs four other family members: Mark S. Cain, President and Vice CEO, Lewis R. Smoot Jr., Senior Vice President, Dana D. Smoot, Esq., Assistant Vice President and General Counsel and Richard R. Smoot, Project Superintendent.
Tonti Organization
Thomas A. Tonti, Lauren Tonti
34 N. High Street, Suite 200, Columbus, OH 43215
(614) 224-4331
Tonti Organization began with Al Tonti’s passion for constructing houses after the Great Depression. His son, Pat, and his grandson, Tom, continued this passion for building houses, apartments and office buildings through the years. Over the last decade the primary focus of the business has been operating existing properties it owns, and expanding the banking business that was acquired in the 1970s. Tom’s daughter, Lauren, joined the family business in 2011. Together Tom and Lauren look forward moving the business back toward its building roots in the near future.
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MEMBER EVENTS
Two Men and a Truck
Join us for a FREE downsizing seminar
!
Are you downsizing or do you know someone who is? If so, join us for our free seminar at the Upper Arlington Senior Center. Our experts will discuss how to prepare for downsizing, moving from a house to a senior living facility, the differences between local and long distance moves and many other helpful moving tips!
When: Wednesday, March 16th, 2016 from 10am-12pm
(lunch will be provided following the seminar)
Where: Upper Arlington Senior Center
1945 Ridgeview Rd.
Columbus, OH 43221
This event is free and open to the public. RSVP to either of the following to secure your spot:
carly.turcu@twomen.com or 614-747-3905
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Driscoll Learning
Sales Executive Club of Central Ohio
When*: 3p to 5p
- Second Tuesday of Every Month
- Fourth Tuesday of Every Month
*Time and days are subject to change from time to time.
Location:
Dublin Entrepreneurial Center
565 Metro Place South, Suite 300
Dublin, OH 43017
Contact Bryan Driscoll to enroll:
Cyber Security Event
EasyIT, Rea & Associates,Taft Stettinius & Hollister, LLP, and FirstMerit Bank are partnering with the FBI to create a Cyber Security Series
Location:
Brookside Country Club
2770 W. Dublin Granville Rd.
Columbus, OH 43235
When: April 6, 2016 – 7:00 a.m. to 9:00 a.m.
Cost: FREE
Please visit website for more information!
Cyber Security Event
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Other Events
The Ohio Development Services Agency is seeking to pair summer interns with small-to-medium sized Buckeye State businesses emerging as exporters. Companies have until March 15 to apply for the program, through which the state provides 50 percent reimbursement to help cover the cost of interns’ wages.
“Students gain practical skills to compete in a globally competitive job market,” said agency director David Goodman, “while companies have the opportunity to expand internationally and create jobs.”
This program is a partnership with the Fisher College of Business at Ohio State University and Youngstown State University’s Williamson College of Business Administration. In the last four years, the student-company matches generated more than $19 million in expected global sales and 17 full-time job offers.
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Selling the Family Business
Inn and Spa at Cedar Falls
Succession planning is a complex process. It is not always easy and sometimes the plan involves key non-family members. As you will read below, it also can include selling the family business when there is no family willing or able to take the lead….
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Inquirer.net
…asks my friend Linda, a feisty 50-something second-generation head of their family trading business. “I get it. Women are still under-represented in …”
The Family Business Consulting Group
Too often we fail in our desired communication. We often believe this is due to failure on the part of the recipient to accept our message…
Chicago Business Journal
Business
founders often build their companies on charisma, drive, or uniqueness. But subsequent generations have to follow different principles to …
Chicago Business Journal
Leader Time: 6 tips for rebuilding trust in a family business … I am the president of a family–owned business – and the first person outside the family to …
Forbes
Running a family enterprise can be a complicated game. The closeness and trust inherent in a tight-knit family can yield bonds that makes running a …
WealthManagement.com
The family business applies for and owns a life insurance policy on the business owner’s life. The business pays the policy premiums and is the …
Wall Street Journal
The five siblings represented the third generation of their family business. At one time they had all been directly involved in the company’s operations, …
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Conway Center for Family Business
614-253-4820
1216 Sunbury Road,
Columbus, OH 43219
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Stay connected with the Conway Center!
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Copyright © 2015. All Rights Reserved.
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