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Goering Center News February 2023

In This Issue

This month, our featured thought leadership topics include "Family business – ‘the quiet giant’ – gets leadership voice on capitol hill with new congressional caucus," "Strategies for Small Businesses Considering Expansion," and "You can't take it with you, so make sure it gets to those you love." Explore our upcoming Leadership Development Institute(LDI) and newly created Goering Center HR Roundtables, read about 2023 programming, and meet the new members joining our community.

From Our Thought Leaders

Family business – ‘the quiet giant’ – gets leadership voice on capitol hill with new congressional caucus

Pat Soldano, President, Family Enterprise USA

You might call family businesses in America the “Quiet Giant.” “Quiet” because up until recently, the family business sector did not have a dedicated seat at the table in Congress. “Giant” because America’s family-owned businesses are the foundation of the U.S. economy, contributing nearly 60% of the country’s private employment, accounting for 78% of new job creation, and representing $7.7 trillion per year to GDP. Read full article.

Strategies for Small Businesses Considering Expansion

Mike Schueler, Chairman/CEO, Schueler Group

There are so many great things about being a small business: the close-knit working environment, contributing to your local economy, seeing your vision come to life and thrive. The ultimate goal – of course – is to grow into a bigger venture, whether it means buying commercial land to build on or leasing local office space to grow into. You need to have the right small business growth strategies in place if you want your business to expand in a stable way; strategies that will set you up for long-lasting success and take your bottom line into consideration. Read full article.

You can’t take it with you, so make sure it gets to those you love

E. Todd Wilkowski, Partner, Frost Brown Todd LLP
Joshua A. Graber, Associate, Frost Brown Todd LLP

You’ve devoted your best years to growing your business and accumulating wealth, which you hope to enjoy in your next chapter and eventually bless your loved ones or favorite charities. You also want to ensure that this wealth gets distributed according to your wishes instead of getting consumed by taxes both now and after your death. To accomplish this, there are things that you can and should do now. Read full article.

Congratulations Rising Leader Finalist

Join us in celebrating and congratulating our January Rising Leader Finalist: Catherine Miller, Bartlett Wealth ManagementVisit our website to learn how Catherine Miller leads by example with her selfless community involvement.

Nominate YOUR Rising Leader

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.

Leadership Development Institute™

Starting in March, learn alongside your peers over 10, half-day sessions

In a unique format, seasoned CEOs and presidents work side-by-side with emerging leaders to hone their leadership skills - from self to other to team to organization. This mix of tested experience and fresh perspective energizes and inspires participants while forming strong bonds across family and private businesses in our region.

Read why HAMILTON Casework Solutions will continue to send managers through LDI year after year and see what our 2022 graduates had to say upon completing the program. Interested in learning more about the LDI? Contact David Miller, Membership Director, at 513-556-5648 or david.miller@uc.edu.

Senior HR Leaders Invited to Explore Goering Center Roundtables

Newly created HR Roundtables at the Goering Center offer senior HR leaders a unique opportunity to discuss pertinent issues affecting their organization and gain invaluable insights from peers experiencing similar concerns within the HR space. Connect monthly to problem solve and learn from those who not only understand your specific challenges, but can share unique perspectives and speak to effective strategies implemented in their own companies. Designed for senior HR employees in a Goering Center member company.

Contact Lisa Bosse at lisa.bosse@uc.edu or 513-556-7403 to learn more about Roundtables and how to get involved.

Upcoming Events

Feb. 15 / 7:30 - 9:30 a.m. / Overview: Scrappy Culture for Growing Businesses / In-person / Register

Complimentary overview for business leaders to understand how their business culture can be intentionally shaped, with even the most minimal of resources.

Featured Sponsors: Johnson Investment Counsel, KeyBank, Plante Moran

Kicks off Mar. 8 / A.M. or P.M. sessions / Leadership Development Institute(LDI) / In-person / Register

Designed for business owners, CEOs, COOs, Vice Presidents, directors, managers, and emerging leaders, this comprehensive, 10-session program will maximize your effectiveness and accelerate your performance.

Mar. 22 / 7:30 - 9:30 a.m. / Overview: Business Boards Instituteand BLUEPRINT / In-person / Register

The Overview is an opportunity to understand how the Business Boards Institute and BLUEPRINT programs can work independently, or together, to deliver high-impact results for your businesses.

Featured Sponsors: HORAN, Modern Office Methods/Optimized IT, U.S. Bank/Ascent

Mar. 23 / 7:30 - 9:30 a.m. / Exploring the 2023 Economic Landscape / In-person Breakfast Series / Register

Hear local thought leaders pinpoint the facts and provide insights into the dynamics that may affect you, your employees, and your business in 2023.

Featured Sponsors: Beer House / Cavalier Distributing, Dinsmore & Shohl, TRUIST

Apr. 6 / 7:30 - 9:30 a.m. / Principles Course / In-person / Register

Learn how to make the most of your Goering Center membership and be sure to bring along key employees and/or any family members working in the business. This 90-minute program is more than an orientation to the Center and its core offerings; it is your opportunity to meet other new members, build your network, and become part of our business community.

View our 2023 Events Calendar and learn more about upcoming programs throughout the year.

Welcome To Our Community

eXp Realty, Jennifer Dardzinski, Realtor – Core Member

Mesa Industries, James Crosset, CFO – Core Member

In Closing

We are grateful for upcoming opportunities to gather together for continued connection and engagement: Feb. 15 Scrappy Culture Overview and Mar. 23 Breakfast Series. As always, thank you to our Corporate Partners, whose generosity enables us to strengthen and empower our evolving business community.

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