Loading

Goering Center News October 2023

In This Issue

Our thought leaders cover a wide range of topics from employee wellness, to cyber security and succession planning! Keep scrolling to see who this year's honorees were at the 2023 Family & Private Business Awards. Plus, we've opened nominations for the 8th Annual Rising Leader Award. Do you have an up and coming leader in your organization? Also see what's coming up at the Goering Center.

From Our Thought Leaders

Focus on Employee Wellness to Increase Work Readiness

Colin Cassady, Employee Benefits Practice Leader, USI

Recognizing and prioritizing your employees’ interconnected wellness needs can increase employee satisfaction and engagement, and help your workforce thrive. Read full article.

Your Financial Advisor: A Key Succession Planning Partner

Jason Hamilton, CFP, Manager of Financial Planning and Wealth Advisor, Stock Yards Bank & Trust

Many business owners have spent years building wealth within their companies by intently focusing on maintaining happy employees and growing their businesses. Often, that means neglecting some of the most critical issues at hand — planning for a future business succession and their own retirement needs. Read full article.

10 Ways to Protect Your Organization From Cyber Threats

Karen Morgan, Director of Marketing, OptimizedIT

With companies leaning on technology more and more every day, they are finding themselves vulnerable to a growing array of cyber threats. These threats can range from data breaches to ransomware attacks. Keep reading.

Nominate Your Rising Leader

From October 2023 to June 2024, nine Rising Leader Finalists will be selected from a pool of nominees by an independent panel of judges. All nominees are on a leadership or succession track of a family or private business, and have successfully advanced the 10 Best Practices of Family and Private Businesses. Nominate a Rising Leader today!

Next Generation Institute (NGI)

Your Legacy. Their Future. Registration is now open for NGI.

What if you could speak to your family — your next generation successors — with complete candor, helping them finally understand what it means to you to turn over the family business you founded, or were the steward of, over so many years of your life? And what if you are a potential successor to the ownership and leadership of that family business? Filled with ambition one day, reluctance and unanswered questions the next? The Goering Center has over 20 years experience working with family businesses on succession planning.

Begin your family business transition journey with us.

Upcoming Events

October 18 / 7:30 - 9:30 a.m. / Exploring the 2024 Economy with the Fed / Breakfast / In-person / Register

Are you ready for what the economy may throw at you in 2024? Leading a business requires keeping an eye on your economic landscape in order to manage risks and grow.

October 19 / 7:30 - 9:30 a.m. / Boom or Bust Three Must Haves for a No Regret Sale / Breakfast / In-person / Register

There are 3 essential steps most owners miss to insure a no-regret sale. They aren't difficult, but moving forward without them will cost you time, money and peace of mind.

November 15 / 8:00 - 11:30 a.m. /Complimentary Overview Breakfast for executives and leaders to learn about the Center's Roundtables program and experience a roundtable session for themselves. / In-Person / Register

November 16 / 11:30 a.m. - 1:30 p.m. / Sierra Nevada: Family Owned, Operated and Argued Over/ Luncheon / In-person / Register

When your family brewery business reaches 1,000 employees, doing the "Right Thing" and doing it quickly is essential to success and remaining authentic. From keeping the founders philosophies about growth to putting it all on the line to finance the deal, we will look at brand positioning, the role of the Board of Directors and how "Doing the Right Thing," made all the difference.

November 28 / 8:00 - 10:00 a.m. / Next Generation Institute (NGI) / Session 1 of 12 / Virtual / Register

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

Welcome To Our Community

W. Bradford, Will Sears, President & CEO - Core Member

Live N Learn, Robin Hunsucker, Co-Founder & CEO - Core Member

Commerce Bank - Corporate Partner

Our Honorees for 2023

This year The Goering Center inducted Verst Logistics into the Family Business Hall of Fame. Brad Haas, Partner & Attorney for Katz Teller was named our Volunteer of the Year and Billie Vega, of Sweets & Meats BBQ received the Larry Grypp Rising Leader Award.

Premier Sponsors: Clark Schaefer Hackett, Fifth Third Bank, USI Insurance Services