| January 2007 | |
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16 Register for this event! |
REMAIN INDEPENDENT OR UTILIZE OUTSIDE INVESTORS TO GROW A FAMILY BUSINESS?
Featuring: Chris Doody, Bravo Development Company Our first Family Business Center Roundtable of 2007 will feature Chris Doody, one of the founders of Bravo Development Company, the parent company of the elite restaurants Bravo Cucina Italiana, Brio Tuscan Grille and Bon Vie. Under the family’s leadership, Bravo Development Company has grown to 58 restaurants in 21 states. Intent on maintaining the company’s growth and vitality, the family determined additional capital and industry expertise would be required. The Doody family sold the business to outside investors in June of 2006 as a way to achieve their company goals while maintaining a role in its day-to-day operation and a 20% stake in its future. The discussion at this roundtable will focus on factors family business leaders may want to consider as they look at the possibility of working with outside investors. Doody will share his family’s personal experience with this process and come prepared to answer member’s questions about the experience. This is a member-only event. To register for the program or for more information on becoming a member of the Family Business Center of Central Ohio, call (614) 253-4820 or visit www.familybusinesscenter.com
This
event is for members only (no cost for
members).
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| March 2007 | |
| 5 |
ESTATE PLANNING FOR FAMILY
BUSINESS LEADERS Including changes in the Ohio Trust Law Featuring: Bea Wolper of Chester Willcox and Saxbe and Jim Budros of Budros Ruhlin and Roe Estate planning is the process by which an individual or family arranges the transfer and protection of assets in anticipation of death. A good estate plan aims to preserve the maximum amount of wealth possible for the intended beneficiaries, flexibility for the Grantor during life, and sometimes, the protection of wealth for generations to come. Unfortunately, not all estate plans are good. Even if you think you have a solid estate plan in place, we encourage you to attend the Family Business Center of Central Ohio’s February Educational Program. Bea Wolper, FBC Board Member and partner in the law firm Chester Willcox and Saxbe and Jim Budros, a principal with Budros Ruhlin and Roe and one of the best financial advisors in the United States, according to Worth magazine, team up to offer suggestions and ideas family business owners will want to consider in order to preserve their assets and protect their families. January 2007 marks the effective date of changes to the Ohio Trust Code that will likely have an impact on all Ohio trusts and the current estate plans of those who own their own business. Join us as Bea and Jim explain the new trust implications and offer their expertise on the key components family business owner should include when developing their estate plan. This event is for members only (no cost for members). |
| 15 |
Family Business Travel: Travel
Ideas for the Extended Family and For Use as Employee Incentives
Thursday, March 15, 2007 Featuring: Susan and Robin Schneider of Twin Horizons Travel Join The Family Business Center of Central Ohio for our first ever discussion of extended family vacations for family business owners. Susan and Robin Schneider, twins, professional travel agents, and 2006 Family Business of the Year Award Winners, will suggest some of the best domestic destinations for family vacations. Robin and Susan will share strategies for effective ways to combine business meetings with leisure travel and provide information on how family business owners can make sure travel can become a deductible business expense. You will hear recommendations of outstanding venues and they will share secrets about how to structure and negotiate a getaway that will be sure to please everyone from the discriminating grandparents to the aloof teenagers to the energetic toddlers to the parents who just want to relax! Following the presentation, we will discuss with members, the Family Business Center’s interest in hosting an educational and fun conference in Florida next winter. We will be seeking ideas from members and using the discussion to gage interest.Get more info on this event! |
| April 2007 | |
| 26 |
2nd Annual Take Our Daughters
and Sons to Work Day® – Includes Tour of Krema Nut Company
Thursday, April 26, 2007 This Family Business Center event, held in conjunction with the national Take Our Daughters and Sons to Work Day® Program, is for adults and the school-aged children, grandchildren, nieces and nephews of owners and family members of family owned businesses. This program offers a way to for the younger generation with to gain a better understanding of “family business.” Beginning at 8:30 a.m., we will meet in Alumni Hall for an hour presentation as we look at the unique characteristics of family-owned businesses and discuss the benefits and opportunities of working with family members. Children will be given time to interact with other future leaders of Central Ohio’s family businesses and will learn more about what their parents and grandparents do during the work day. Adults will gain information about ways to initiate discussion with younger family members about future opportunities within the family business. Those in attendance will participate in a mock Family Business Council Meeting as a way to demonstrate their value to multiple generations. At 9:30 a.m., bus transportation will be provided to take participants from Ohio Dominican to Krema Nut Company on Goodale Boulevard so that we can spend time together and learn more about how family business works. Second generation family member and Senior Vice President of Krema Nut Company, Brian Giunta will lead us on a tour of his family’s company where we will get to see the peanut butter making process that has taken place at Krema for more than a century. At 11:30 a.m., we will return by bus to Ohio Dominican University. You are invited to join us for an all you can eat lunch buffet in the Student Center on campus, compliments of our friends at Mellon. What a great opportunity to provide exposure to campus life. For those who are interested in learning more about Ohio Dominican University, a tour of campus, a visit to a dorm room, a discussion about academic offerings, admissions and athletics will take place from 12:30-1:30 p.m. This is an optional activity for those who desire a closer look at the University. Many school districts in central Ohio encourage participation in Take Our Daughters and Sons to Work Day® as a way to expose students to career options and occupations by offering excused absences from school. This event is free for FBC members. $35 per adult/child pair if not a member of the Center. Members are encouraged to invite other family business owners with children or grandchildren. No cost for additional children. All children must be accompanied by an adult to participate. We would like to send personal invitations out to those students you would like to invite to participate in this event. Please e-mail Becky at blatt@familybusinesscenter.com with their names and addresses so that invitations to attend this special event can be mailed directly to the students, at their homes, at the end of March. If your children participated last year, we already have your information on file.Get more info on this event! |
| May 2007 | |
| 17 |
Understanding the Purpose and
Method of Determining the Value of a Closely Held Business
Thursday, May 17, 2007 Do you know the current market value of your family business? If you don't, you should. Calling upon the top business valuation experts in Central Ohio, the Family Business Center will offer an educational program on May 17th to explain the purpose and method of determining the value of a closely-held business. Our panel of
speakers includes Brian Bornino of GBQ Partners, Andrew Coen of
Norman Jones Enlow and Tim McDaniel of Rea Strategic Solutions who
will reveal the process valuation experts use to determine value and
the documentation a business owner will be required to provide as
part of this process. In addition, we will learn the advantages of
knowing and understanding the market value of a closely-held
business and the qualifications one should expect from a
professional who may be hired to perform this service. Reserve the
date on your calendar and plan to join us on May 17th. |
| August 2007 | |
| 16 |
Family Business Tour and
Networking Event
Thursday, August 16
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| September 2007 | |
| 20 |
Employee Benefits for Family
Business:
Panelists:
Scott Rider and Earl Avakian of Mass Mutual, Bruce Miller of
Sequent, and Todd Cullen of Willis
Panelists include Scott Rider and
Earl Avakian of Mass Mutual, Bruce Miller of Sequent and Todd Cullen
of Willis. This educational program is designed to help you think
outside the box and consider new benefit alternatives for your
company. Plenty of time will be set aside for your questions and we
will be eager to hear about innovative ideas or solutions you have
introduced at your family business. Members of your HR staff are
welcome and encouraged to join us for this presentation. Let us know
who you will be bringing when you register for this event. |
| October 2007 | |
| 18 |
Advice From Parents Who Have
Handed Down Their Family Business
Thursday, October 18th, 2007 Join us on Thursday, October 18, 2007 for an up close and personal look at the way two central Ohio family business owners tackled the issues surrounding family business succession and transition. Come learn the about the processes they used and hear the advice they will share with family business owners. Ken Keller, one of the founders of local PR and marketing firm Triad, Inc. will discuss the structure of Triad’s buyout agreement, the importance of developing a workable transition plan, the changing roles of management, dealing with the complexities of family dynamics, and the importance of structuring a workable plan to develop the leadership skills of the next generation before take over. Jerry Bordner, founder of Laser Reproductions, will share the challenges many family business owners face of choosing a successor when multiple children are employed in the business. Jerry will talk about the process he used to arrive at a conclusion, the emotional aspects of this decision on himself, his family and the company’s employees and how he communicated this business decision to those affected. The conversation on October 18th will be candid and the information shared will be valuable to those who will one day be making transition decisions for their family businesses and valuable for those who will be affected by the transition plans of the generation ahead of them. Let us know you will be there by registering online at http://www.familybusinesscenter.com/contact_eventreg_new.htm, by responding to this e-mail or by calling the office at 614.253.4820Get more info on this event! |
| November 2007 | |
| 2 |
9th Annual Family Business
Awards Luncheon Celebrating Family Business in Central Ohio
Friday, November 2nd, 2007 |
| 6 |
Gender
Communication Gap
is the topic of the next
Tuesday, November
6th, 2007 Bea Wolper, Family Business Center Board Member and partner in law firm Chester Willcox and Saxbe will discuss “Understanding the Gender Communication Gap in your Family Business”. Any female owner, employee or family member of a Family Business Center member company is welcome to attend. Come prepared to discuss
the gender communication gap(s) in your businesses and together
we’ll uncover ways to narrow them. Please let us know if you will
be joining us so we can make sure to have plenty of coffee on hand
for our eye-opening conversation. RSVP to
Blatt@familybusinesscenter.com
or by calling the office at 614.253.4820. |
| December 2007 | |
| 6 |
UNRAVELING THE
WEB
Thursday,
December 6th, 2007 |
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Reference All 2006 Events Here
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