In This Issue
This month, our featured thought leadership topics include the importance of legacy planning; addressing some areas you may not have considered and using this time of year to check your business finance health, including tips that may help improve profits. Our multi-day program Becoming a Best Place to Work: An Action Plan for Leadership kicks off 6/20 for those who want to intentionally and operationally facilitate better understanding and collaboration among their multi-generational workforce. Finally, the nominee deadline is approaching for this year's Family & Private Business Awards. Save the date: Monday September 11, 2023.
From Our Thought Leaders
Important Legacy Planning Considerations
Legacy planning can be difficult. Accounting for all the different aspects of one’s life, and where the pieces will fall, is humbling. Having recently been through the process personally, I was reminded, as my wife expressed relief knowing all was covered "just in case", why it’s important. As times change and evolve, remember to stay current with all aspects of your planning to pass on your full legacy. Here are some of the less discussed items that are more prevalent in this day and age, but not often discussed. Read full article.
Spring Cleaning for Your Business Finances
This is a great time of year to check on your business’ financial health, see how you are tracking against your goals, and identify ways to increase your bottom line. To start, here are a few ways you can potentially improve profits and find hidden cash in your business. Read full article.
Nominate A Rising Leader
Join the ranks of Bartlett Wealth Management, Donnellon McCarthy Enterprises, Hilltop Basic Resources, Pension Corporation of America, Sweets & Meats BBQ, USI Insurance Services, and more by submitting a nomination today!
Nominees must be employees of a Goering Center Member business (family or private), and will assume senior leadership positions within the next 5 – 15 years. An independent panel of judges will select one finalist each month, for a total of nine finalists. Finalists are chosen for their demonstrated success in advancing one of the 10 Best Practices of Successful Family and Private Businesses.
Kick Your Culture Up a Notch!
Becoming a Best Place to Work: An Action Plan for Leadership, formerly and affectionately known as “Scrappy Culture," begins June 20, 2023
This multi-day program is built for lean or resource-constrained companies who value the impact a great culture delivers, including: effective communication at and between all levels of the organization; improved employee engagement; greater employee retention; and tangible cost-savings. Interested in learning more? Contact Jim Bax, Program Director, at 513-556-7817 or jim.bax@uc.edu.
Upcoming Events
June 20 / 8:00 - Noon / Session 1: Becoming a Best Place to Work: An Action Plan for Leadership / In-person / Register
Enroll in the full six-session series for the most favorable pricing, or bundle required Session 1 – Values & Purpose – with your choice of a second session to get you started. Add sessions after that as you have the capacity to take on more.
The Overview is reserved for the incoming generation – the up-and-coming leaders – of our members' family businesses. This is an opportunity for participants to experience a "trial" Roundtable meeting to see if the opportunity is right for them.
July 26 / 7:30 - 9:30 a.m. / Complimentary Overview: Business Boards Institute and BLUEPRINT / In-person / Register
The Overview is an opportunity to understand how the two programs can work independently, or together, to deliver high-impact results for your business.
August 1 / 9:00 - 10:30 a.m. / Pricing Power Series Session One / Virtual Workshop / Register
Get paid for the excellence you deliver! First of 5 virtual 90-minute sessions designed to arm you with the methods, messaging, tools, and confidence to negotiate from a position confidence, not fear.
August 10 / 7:30 - 9:30 a.m. / AI & Cybersecurity: What You Should Know Now / Breakfast / Register
To fully harness the power of AI, it is vital to understand its strengths and weaknesses - and develop a strategy that maximizes its benefits while mitigating its risks.
View our 2023 Events Calendar and learn more about upcoming programs throughout the year.
Welcome To Our Community
Metal Working Group, Monica Lang, Vice President - Core Member
Savor Seasonings, Samantha Caudill, Vice President Operations - Core Member
Grove Transportation, John Grove, Owner - Core Member
Jewel-Craft, Inc., Nick Wesdorp, Co-Owner - Core Member
Redde-Zone Business Consultants, Rik Saylor, CEO - Associate Member
Deadlines Approaching
Last call! Nominee deadline is extended to midnight THIS FRIDAY, June 16, 2023. Don't wait to get your application submitted. Applications are due by midnight, June 23, 2023.
Save the date and join us for this year's Family & Private Business Awards celebration. Monday, September 11, 2023
Premier Sponsors: Clark Schaefer Hackett, Fifth Third Bank, USI Insurance Services
In Closing
It seems like AI is on everyone's mind. What is it? What are some of the potential hazards to your business? Jim Bax and his programming team have assembled an A-list panel for our August breakfast, AI & Cybersecurity: What You Should Know Now. Walk away understanding the benefits of having an AI policy plan as well as insights into how other, larger companies are deploying AI and what safeguards they are using.
Like our Facebook Page / Follow us on LinkedIn / Follow us on Twitter / Subscribe to our YouTube Channel