Archived Webinars

All webinars are roughly 45-60 minutes in length, and are free to view

2011

May 26th, 2011 – Joint Leadership Teams: Why It’s a Smart Way of Doing Business – Presented by Sandra Kennedy, Jim Cowles, & Sandra Simon of the Ohio Labor-Management Cooperation Program – In today’s economy, your business needs every competitive advantage it can get. Only through the alignment of all levels of the workforce towards the common goals of safety, flexibility and profitability will the business be operating on all cylinders. This session will provide the framework for you to harness the power of teamwork in your business through joint leadership teams.Sponsored by the Ohio Department of Development (ODOD). View Recording Here

June 2nd,  2011 – Transitioning a Private Business to a Worker Co-op –  Presented by Roy Messing of the Cooperative Development Center at Kent State University – Employee ownership in the cooperative model has typically been completed on a start up basis. Changes in Ohio Cooperative Law allowed Select Machine Company in rural Ohio to take ground breaking steps of transitioning a private business to a worker cooperative. This session will highlight the model used to make such a transfer a reality. Sponsored by the Ohio Department of Development (ODOD) and co-sponsored by the Business Succession Planning Program at Kent State University. View Recording Here

June 7th, 2011 – Charitable Planning and Business Succession – How Giving It Away Helps You Keep More – Presented by Laura J. Malone, Director of Gift Planning at AEF (American Endowment Foundation) – The presentation will review an often overlooked option when planning for ownership succession of a business, Charitable Giving. We will explore how this strategy can increase your personal wealth while also creating a legacy of charitable wealth that can also transfer to the next generation.  This interactive session will use success stories and strategies from other business owners to discuss when the best time is to include charitable intent in your succession plans, who should be on our team and 10 key questions to ask. Sponsored by the Ohio Department of Development (ODOD). View Recording Here

June 16th, 2011 – Best Practices When Your Business is in Conflict or Turmoil – Presented by Jack Veale, President of PTCFO, Inc. – Covered will be the best practices of family owned and closely held businesses to avoid the typical pitfalls when families, partners and others run into trouble as conflicts impact growth, profitability and future prospects of the business. Sponsored by the Ohio Department of Development (ODOD). View Recording Here

June 9th, 2011 – Steps for Organizing a Worker Cooperative – Presented by Roy Messing of the Cooperative Development Center at Kent State University – Planning, Developing, and bringing a Worker Cooperative operational is no small undertaking. This session will provide the attendee with the basic steps necessary to help make the worker cooperative dream a reality. Sponsored by the Cooperative Development Center at Kent State University. View Recording Here

2009

May 11, 2009 – Using an Advisory Board to Help Manage and Exit Your Business – Dave Gaino, Apple Growth Partners 
view recording here
Download slides from webinar here (pdf only)

May 13, 2009 – Communicating Your Exit Plan to the Family – Randy Fairfax, Highland Consulting Associates 
view recording here
Download slides from webinar here (pdf only)

Fri, May 15, 2009 – Selling Your Business To Your Employees: Employee-Owned Cooperative – Mark Stewart, Shumaker Loop & Kendrick
view recording here
Link to articles on cooperatives
Download slides from webinar here (pdf only)

May 27, 2009 – Structuring a Sale of Your Business to an Employee Stock Ownership Plan (ESOP) – Carl Grassi, McDonald Hopkins
view recording here
Download slides from webinar here (pdf only)

Fri, May 29, 2009 – Transferring Your Business Through Gifting and Trusts – Tom Gilbride, Gilbride & Company
view recording here
Download slides from webinar here (pdf only)

Mon, Jun 01, 2009 – The Uses of Insurance in Your Succession Plan – Jim Aussem, Cavitch Familo Durkin & Frutkin
view recording here
Download slides from webinar here (pdf only)

Wed, Jun 03, 2009 – Selling Your Business to an Outside Buyer – Andy Sathe, The Malibu Group
view recording here
Download slides from webinar here (pdf only)

Jun 05, 2009 –  The ABCs of Transferring a Business to Family – Chuck Adler, Schneider, Smeltz, Ranney & LaFond
view recording here
Download slides from webinar here (pdf only)

2008

May 20th 2008 – Selling Your Business to Your Employees: The ABCs of ESOPs – Richard Tanner, Ownership Advisors
view recording here

May 22nd 2008 – The ABCs of Succession Planning: A Practical Approach to Achieve a Workable Plan – Jim Aussem, Weston Hurd
view recording here

June 3rd 2008 – Tax-Advantaged Strategies for Transferring the Business – David Umbaugh, Ohio Exit Planning
view recording here

June 5th 2008 – Family Issues in Succession Planning – Randall Fairfax, Highland Consulting Associates
view recording here

November 3rd 2008 – Determining Who Can Run the Business After You – Richard Tanner, Ownership Advisors
view recording here

November 5th 2008 – Financing a Sale to an Employee Stock Ownership Plan – Robert Massengill, SES Advisors
view recording here

November 7th 2008 – S-Corp, C-Corp, Partnership? Entity Selection in Succession Planning – James Aussem, Weston Hurd
view recording here

November 17th 2008 – Management Succession – Michael Pappas, Barnes Wendling CPAs view recording here

November 19th 2008 – Legal Documents 1: Protecting the Company- Mary Giganti, Waldheger Coyne
view recording here

November 21st 2008 – Ships Passing in the Night? Integrating Your Estate and Succession Plans – Neil Waxman, Capital Advisors

view recording here

December 8th 2008 – Business Valuation: Maximizing and Minimizing Value – Davin Gustafson, Apple Growth Partners
view recording here

December 10th 2008 – Legal Documents 2: Ownership Transition – Mary Giganti, Waldheger Coyne
view recording here