January  2006
19

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January Roundtable
Transfer Your Family Business Success Into Long Term Family Wealth   
Thursday, January 19, 2006
7:30 a.m. - 8:00 a.m. - Networking
8:00 a.m. - 9:00 a.m. - Roundtable Discussion

Alumni Hall at Ohio Dominican University

Featuring:

David Daugherty, President of EmerigTech Inc.
Bill Calvert of Merrill Lynch Global Private Group
Rob Mason of Merrill Lynch Business Financial Services
Alumni Hall at Ohio Dominican University

Plan to join us for our breakfast roundtable as we talk about ways to transfer family business success into long term family wealth. David Daugherty , President of EmergiTech will be joined by Bill Calvert of Merrill Lynch Global Private Group and Rob Mason of Merrill Lynch Business Financial Services as they share some of the financial strategies the Daugherty family employed to ensure the perpetuation of their business and the future financial security of their family. EmergiTech was established 1984 by Donald and Loretta Daugherty and is an industry-leading public safety software solutions provider. The company was sold in 2004 and the new owners have retained David as President of the Company. Join us as David, Bill, and Rob share their thoughts about the importance of financial goals, financial planning, investment management, asset allocation, and offer suggestions for alternative investment strategies for family businesses.

 

This event is for members only (no cost for members).

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30

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1st MEETING OF WOMEN FAMILY BUSINESS LEADERS 
Monday, January 30, 2006
7:30 a.m. - 9:00 a.m.
Alumni Hall at Ohio Dominican University

The first meeting of the newly established peer group, Women Family Business Leaders, was held on January 30, 2006 with fourteen women present. The group, led by Bea Wolper, Family Business Center Advisory Board Member and partner in the law firm Chester Willcox and Saxbe. Bea will kick-off the year with her presentation Are You Getting the Respect You Deserve?: Professional Advice for Women Family Businesses Leaders.

If you are a female member of a family business, either as an owner, family member or non-family member manager, we invite you to join us as FBC follows the growing national trend of establishing peer groups. This group of women family business leaders will meet quarterly to explore topics of interest. The theme for 2006 is Earning Respect. We believe there is much to be gained from the input of experts and from each other. Take advantage of this opportunity to engage in discussion and share ideas with other women leaders of central Ohio family businesses in a small and confidential environment. Future meeting dates will be determined by the group on January 30th. Continental breakfast will be provided. If you are able to join us please e-mail Becky Blatt at blatt@familybusinesscenter.com and you will receive directions to the office and instructions for convenient parking on campus.

This event is for members only (no cost for members).

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February  2006
16

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The Power of Publicity:
Defining a Succession Strategy
Presented by Kelly Borth, President of Greencrest
 
Thursday, February 16, 2006
8:30 - 9:00 a.m. Networking
8:30 a.m. - 11:00 a.m.  Educational Program
Alumni Hall at Ohio Dominican University

Kelly Borth, APR, CBC, president of GREENCREST Marketing, Advertising and Public Relations, will present strategies for working with the media and the value of establishing a media relations program within a family business. Borth has assisted countless organizations reach their business goals through aggressive public relations initiatives.

Business First Assistant Managing Editor Susan Parker Geier will be moderating a panel discussion of family business owners. Panelists Chris Bouzounis of Artina Promotional Products, Mike Schmitt of Jet Container Company, Joe Lorenz of PRO-TERRA Environmental Contracting Company, David Schoedinger of Schoedinger Funeral and Cremation Service, and Luke Secrest of The Basement Guys will share how publicity has placed their businesses above the radar screen.

Open to the public. $ 65.00 for non-members.

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March  2006
16

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March Roundtable
Who Can You Trust: Dealing with Non-Family Management Issues
Kyle Lucus, President of Capitol Tunneling with Bea Wolper, partner, Chester Willcox & Saxbe     
Thursday, March 16, 2006
7:30 a.m. - 8:00 a.m. - Networking
8:00 a.m. - 9:00 a.m. - Roundtable Discussion

Alumni Hall at Ohio Dominican University

Kyle Lucus, President and Owner of Capitol Tunneling, Inc., will discuss his recent experience of dealing with the loss of a long-time key employee who left the company to form a competing business. Kyle will share his thoughts about what should have been done –in hind-sight and Beatrice Wolper, Partner of the law firm of Chester, Willcox & Saxbe LLP  will suggest techniques available to protect family businesses.

This event is for members only (no cost for members).

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21

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2nd MEETING OF WOMEN FAMILY BUSINESS LEADERS 
Tuesday, March 21, 2006
7:30 a.m. - 9:00 a.m.
Neighborhood House at Ohio Dominican University

If you are a female member of a family business, either as an owner, family member or non-family member manager, we invite you to join us.  This group of women family business leaders will meet quarterly to explore topics of interest. The theme for 2006 is Earning Respect.  Discussion will be facilitated by Bea Wolper, Family Business Center Board Member and partner in the law firm Chester Willcox and Saxbe.

We believe there is much to be gained from the input of experts and from each other. Take advantage of this opportunity to engage in discussion and share ideas with other women leaders of central Ohio family businesses in a small and confidential environment. Future meeting dates will be determined by the group Continental breakfast will be provided. If you are able to join us please e-mail Becky Blatt at blatt@familybusinesscenter.com and you will receive directions to the office and instructions for convenient parking on campus.

No cost for members.  $ 65 for non-members.


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April  2006
27

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Family Business Center of Ohio Celebrates
Take Our Daughters and Sons to Work Day!   
Thursday, April 27, 2006
8:30 a.m. - 11:00 a.m. - Educational Program
Alumni Hall at Ohio Dominican University

“Take Our Daughters And Sons To Work® Day" is designed to expand opportunities for girls and boys, expose them to what adults in their lives do during the work day, show them the value of their education, and give them an opportunity to share how they envision their future,” said Sara K. Gould, President & CEO Ms. Foundation for Women.

This year, the Family Business Center of Central Ohio will be offering a program for parents and/or grandparents and their school-aged children or grandchildren on Thursday, April 27, 2006, the nationally recognized Take Our Daughters And Sons To Work® day. Many school districts in central Ohio encourage children and the adults in their lives to take advantage of this opportunity to expose students to professional occupations by offering excused absences from school.

This program will allow the children to interact with other children who may, one day, be the future leaders of our central Ohio family businesses. During this program we will examine the benefits and challenges of working in a family business, expose students to the resources available to family businesses and examine the differences between working for family businesses and other types of organizations. Continental breakfast provided. Door prizes will be given to each student attending.

Open to the public. $ 35.00 for non-members.

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May 2006
16

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3rd MEETING OF WOMEN FAMILY BUSINESS LEADERS 
Tuesday, May 16, 2006
7:30 a.m. - 9:00 a.m.
Neighborhood House at Ohio Dominican University

If you are a female member of a family business, either as an owner, family member or non-family member manager, we invite you to join us.  This group of women family business leaders will meet quarterly to explore topics of interest. The theme for 2006 is Earning Respect.  Discussion will be facilitated by Bea Wolper, Family Business Center Board Member and partner in the law firm Chester Willcox and Saxbe.

We believe there is much to be gained from the input of experts and from each other. Take advantage of this opportunity to engage in discussion and share ideas with other women leaders of central Ohio family businesses in a small and confidential environment. Future meeting dates will be determined by the group Continental breakfast will be provided. If you are able to join us please e-mail Becky Blatt at blatt@familybusinesscenter.com and you will receive directions to the office and instructions for convenient parking on campus.

No cost for members.  $ 65 for non-members.


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18

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Strategic Planning:
Keeping the Brand in the Family
Thursday, May 18, 2006
8:30 - 8:30 a.m. Networking
8:30 a.m. - 11:00 a.m. Educational Program

Alumni Hall at Ohio Dominican University

Featuring Craig Kurz, CEO, The HoneyBaked Ham

Craig Kurz, third generation family member of The HoneyBaked Ham Company, will share secrets of his company’s success at our Educational Program. The HoneyBaked Ham Company was established in 1957 by Harry Hoenselaar in Detroit, Michigan.  Harry invented and patented the first spiral-slicing machine and process, creating a revolutionary product of its time along with a unique curing and cooking/smoking procedure for a one-of-a kind, high quality, bone-in smoked ham which quickly became a hit in the Detroit area.  In 1966, Harry Hoenselaar’s daughter and son-in-law opened a second store in Parma, Ohio and during the next twenty years, the family expanded the company to other Ohio cities and key markets outside of the state. Grandson Craig Kurz became employed full time with his family’s business in 1984.  Twenty two years later, there are four divisions operating across the country, each run by second and third generation founding family members and now operate more than 310 family owned retail stores and another 70 HoneyBaked Ham Company franchise locations nationwide.  As the current President of The HoneyBaked Ham National Board of Directors, Craig Kurz brings strong strategic planning, business building, consumer insight and branding experience to his family business.

Mr. Kurz, a 2003 Entrepreneurial Fellow in the Thomas C. Page Center for Entrepreneurship at Miami University and a trained brain at Eureka Ranch in Cincinnati, a think tank that provides Fortune 100 companies with inventing, training, success forecasting and consulting services, will offer insight on the value of risk taking, suggest tools for encouraging open communication, recommend strategies for knowing your customers and will stress the importance of seeking opportunity without diluting your brand.

Join us on May 18th as we welcome Craig Kurz to Columbus.
 

Open to the public. $ 65.00 for non-members.

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August 2006
17

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2006 Family Business Connection:
Tour & Networking Event  
Thursday, August 17, 2006
4:00 p.m. – 7:00 p.m.

Hosted by the R.W. Setterlin Building Company at the Ohio Fire Academy, 8895 E. Main Street in Reynoldsburg

 

This event will take us away from Ohio Dominican and allow us learn more about a central Ohio Family Business from an up-close and personal tour of one of their current construction projects. R.W. Setterlin Building Company will host the Family Business Center by providing a tour of the Ohio Fire Academy. This tour starts at 4:00 p.m. and will give us an opportunity to see the Academy’s search and rescue training facilities, fire trucks and equipment, and Live Fire Training as well as the new construction project being completed by R.W. Setterlin. This event is appropriate for all ages and we encourage you to bring your families. Cocktails and food will be provided.

Open to the public. $ 65.00 for non-members. 

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Women in Family Business Peer Group
For Women Employed in Family Business as Owners, Managers or Family Members
Tuesday, August 29, 2006
7:30 a.m. – 9:00 a.m.

Family Business Center Office in the Neighborhood Center
Ohio Dominican University
1216 Sunbury Road
Columbus, Ohio 43219

The Women in Family Business Peer Group will meet on Tuesday, August 29th to continue our discussion of Jim Collins book Good to Great. During this meeting we will focus on the importance of building the right team for your family business. Bea Wolper, Family Business Center Board Member and partner in the law firm Chester Willcox and Saxbe will lead the discussion as we examine strategies for employee selection and retention—both of family members and non-family members.

Good to Great author Jim Collins found, in his study of 28 companies that he and his research team determined had made the leap from good to great that “the executives who ignited transformation from good to great did not first figure out where to drive the bus and then get people to take it there. No, they first got the right people on the bus (and the wrong people off the bus) and then figured out where to drive it. They said in essence, "Look, I don’t really know where we should take this bus. But I know this much: If we get the right people on the bus, the right people in the right seats, and the wrong people off the bus, then we’ll figure out how to take it someplace great.”

For those of you who strive to lead great companies, I encourage you to read or reread Chapter 3 of Good to Great and join us for what promises to be an outstanding family business conversation.

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September 2006
21

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Transition the Leadership of your Family Business into an Integrated Management Team
Thursday, September 21, 2006
8:00 – 8:30 a.m. Networking
8:30 a.m. - 11:00 a.m. Educational Program
Alumni Hall at Ohio Dominican University

Featuring Jason Mlicki, President, Mlicki, Inc. and John Baker of Sequent

It is important for leaders, family members and employees of family business to anticipate the need for change and to prepare for it.

During our September Educational Program, Jason Mlicki of Mlicki, Inc., and John Baker of Sequent will use the transitional experience of a family business, Mlicki, Inc., to demonstrate the elements of transition and the plan that helped them accomplish the change. Understanding the key components of transition; leadership, accountability and behavior, is vital to the successful implementation of the change process.

During this program we will investigate the issues of family succession, and show how Mlicki, Inc., moved the company from the founding generation to the next generation of leadership while managing growth and enhancing the effectiveness of the Mlicki team.

We will explore the importance of developing a short term strategic business plan to help govern the transition period, identifying new roles within the family business, developing strategies for holding those with new responsibilities accountable.

We will also look at the factors that have an impact on the success of changes in behavior; skill acquisition of newly designated leaders, coaching, and the human dynamic of accepting and dealing with the gains and obstacles of change.

Join us on Thursday, September 21, 2006 from 8:00 a.m. to 11:00 a.m. as we study the elements of change, explore ways to ease the transition all family businesses will some day face and hear more about Mlicki Inc.’s successful leadership transition story.

Open to the public. $ 65.00 for non-members.

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26

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Women in Family Business Peer Group
Family Dynamics in the Family Business
Tuesday, September 26, 2006
7:30 – 9:00 a.m.
Neighborhood House Conference Room at Ohio Dominican University

Sponsored by the Family Business Center of Central Ohio

Facilitated by Bea Wolper, FBC Board Member and partner at Chester, Willcox and Saxbe

Reading: Family Business Basics: The Guide to Family Business Financial Success, by Emens and Wolper, Chapter One

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October  2006
19

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FOCUS ON INVESTMENT TOOLS FOR FAMILY BUSINESS OWNERS

Developing Assets Outside of the Family Business

Featuring -

Scott Rider of Mass Mutual, Chip Elliott and Chandon Simonis of Mellon, Bill Calvert of Merrill Lynch, Bill Chen and Susan Bottiggi of National City, and Duke Bitterman of First Merchants Trust, an affiliate of Commerce National Bank



Thursday, October 19, 2006
7:30 a.m. - 9:30 a.m.
Alumni Hall at Ohio Dominican University

Plan to join us in October when we will learn what the experts are saying about the stock markets and our economy. Dick Emens, Executive Director, will facilitate discussion to help us gain an understanding of the investment tools and products available today that can help family business owners develop assets outside their business, plan for their retirement and provide for their families and their futures.

This event is for members only (no cost for members).

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November  2006
3

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Celebration of Family Business
8th Annual Family Business Awards Luncheon
 
 
 
Friday, November 3, 2006
11:30 a.m. - 1:30 p.m.
Sansbury Hall at Ohio Dominican University
 

Please join family business leaders throughout Central Ohio, Ohio Dominican University President Jack Calareso, the Board of the Family Business Center and our Event Sponsors, Commerce National Bank, Mass Mutual, Chester Willcox and Saxbe, GREENCREST and Business First as we recognize, honor and congratulate the 2006 outstanding family businesses and announce the Family Businesses of the Year.

  • Archer Meek Weiler
  • Blue Chip Manufacturing and Sales
  • Columbus Showcase
  • Converse Electric
  • Courtesy Ambulance
  • Donatos Pizza
  • Laser Reproducations
  • More Time For You
  • Pistachio
  • Sanese Services
  • Twin Horizons Travel
  • Vargo Material Handling
  • Yesteryear Acres

The cost to attend the luncheon is $ 25.00 per person. Reservations to attend are required and can be made by responding to this e-mail, calling the office at 614.253.4820 or registering online here.

Payment for the luncheon can be mailed to the office prior to the luncheon. Checks only please.

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Women in Family Business Peer Group
 
 
 
Tuesday, November 14, 2006
7:30 a.m. - 9:30 p.m.
FBC Office at Ohio Dominican University

Discussion topic:  Family Dynamics. 
Recommended Reading:  Family Business Basics: The Guide To FamilyBusiness Financial Success by Emens and Wolper,  Chapters 1-3.
 

This event is for members only.

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December 2006
7

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December Roundtable
Succession Planning: Ensuring the Continuity of the Family Legacy
Kent Johnson, CEO, Highlights for Children

Thursday, December 7, 2006
7:30 a.m. - 8:00 a.m. - Networking
8:00 a.m. - 9:00 a.m. - Roundtable Discussion

Alumni Hall at Ohio Dominican University

We can't think of a better way to wrap-up the year than by spending the morning of Thursday, December 7th with family business leader, Kent Johnson, CEO, of Highlights for Children, to learn more about how this family business has maintained family leadership and a family commitment for five generations and over sixty years.
 

This event is for members only (no cost for members).

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