Events Calendar - Family Business Programs in Columbus | Peer Groups and Education

The Conway Center for Family Business provides highly relevant, topical and original programming that helps members learn, stay informed and share experiences with their peers. These family-focused educational programs are unique to the Center and cannot be found anywhere else in Central Ohio.

In addition, we offer enjoyable social interactions that allow members to build strong relationships. We believe that some of the most productive experiences are created in less formal, group settings where relationships can be built, ideas shared and new opportunities hatched.

Just some of these activities include our annual Family Business Awards & Expo, Monthly Educational Programs, Networking and Social Events and Peer Groups. Please browse the calendar below for events and topics that can provide solutions to your family business challenge.

Events Calendar

Tuesday Apr 7, 2020
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Categories: CCFB Peer Group
Wednesday Apr 8, 2020
This program will now be a LIVE WEBINAR! Register to view (in listen-only mode) with the opportunity to ask questions to Sharon via Q&A. Registration is required and limited to 100, a recording will be available to all registrants. HR and Coronavirus As the COVID-19 crisis continues and updates are coming in daily, Sharon DeLay, President of GO-HR will address HR issues you are currently facing in your family business. Guidance on the federal Family First Coronavirus Response Act (FFCRA); navigating mandatory paid sick and FMLA leaves for businesses; issues with working with a remote workforce, etc. will be addressed. After an update on the latest information, Sharon will answer the questions you have and you will have the opportunity to share what you are doing to navigate this new world and learn from one another. You will be able to submit questions during the session via Q&A and view a recording post session. *There will also be a link in your registration confirmation for you to submit questions prior to the session for Sharon to address. Sharon DeLay, President of GO-HR, is a family business member and friend of the Conway Center, has been instrumental in keeping us up-to-date during this crisis. REGISTER now and join us for this live webinar on 4/8. You'll have the opportunity to submit questions during the session and view a recording post session. This quarterly forum is facilitated by family business owner Sharon DeLay, President of GO-HR. a HR consultancy working with businesses across five areas: general HR, recruiting and on-boarding, training and development, benefits and benefits consulting, and career and corporate outplacement. ... read more
Categories: CCFB Forum
Wednesday Apr 8, 2020
Goal Setting & Leadership Facilitator: TBA Our Next Generation Leaders Peer Group is for up-and-coming family business members who are interested in assuming greater leadership roles in their family-owned business. Each month, guest speakers will discuss topics that are relevant and necessary to your growth as a next gen leader – from goal setting, to business valuation, to succession planning, and more. ... read more
Categories: CCFB Peer Group
Thursday Apr 9, 2020
We will be using ZOOM for our meetings since we cannot meet in person! Here is the link for this peer group virtual meeting, please register in advance: https://zoom.us/meeting/register/v5UsdOuopzMiTQlAM1QuDt4KwZv_0P_O4A After you register, an email will be sent to you from ZOOM with log-in information for the meeting. Note that you do not need a ZOOM account to join, you can attend this meeting from anywhere using a compatible computer or mobile device. We want to see your face so video will be enabled for peer group virtual meetings! Remember this is a casual group so appear as you are (messy hair/no make-up totally fine!). ** If you are new to ZOOM, you can test your device here: https://zoom.us/test Insurance Who do you have covered…and for what purpose? Role of insurance as business/ spousal safeguards Role of insurance in buy-sell death situations Unanticipated or overlooked risks regarding insurance ownership Generously sponsored by Morgan Stanley It is never too early to think about succession planning in a family owned business! This dynamic monthly peer group is facilitated by Bea Wolper of Emens & Wolper Law Firm, Thaddeus O’Brien of O’Brien & Associates, and Meredith Sugar of Taft Law. They provide a forum to discuss all aspects of succession planning - from inter-family dynamics to strategic planning - in interactive sessions that will provide the foundation for transitioning your family business to the next generation. This program is not just for founders/owners – attending together with successors or next gens is very important and beneficial. ... read more
Categories: CCFB Peer Group
Thursday Apr 9, 2020
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Categories: CCFB Peer Group
Tuesday Apr 14, 2020
We will be using ZOOM for our meetings since we cannot meet in person! Here is the link for this peer group virtual meeting, please register in advance: https://zoom.us/meeting/register/u5UvcuqsrzwiqCrMGdAYsvyXQ-C2y9GMtA After you register, an email will be sent to you from ZOOM with log-in information for the meeting. You do not need a ZOOM account to join, you can attend this meeting from anywhere using a compatible computer or mobile device. We want to see your face so video will be enabled for peer group virtual meetings! Remember this is a casual group so appear as you are (messy hair/no make-up totally fine!). Note that if you do not have video capability, you are still welcome to join. ** If you are new to ZOOM, you can test your device here: https://zoom.us/test Closer Look at Family Dynamics Including Responsibility of Being a Trustee Avoid the pitfalls of family dynamics in a family business. Discussion will include: • Issues that impact the day-to-day operation including the pressure to hire family members • Trustee duties and responsibilities and why naming the right trustee is critical for your family business ... read more
Categories: CCFB Peer Group
Thursday Apr 16, 2020
This program will now be a LIVE WEBINAR! Register to view (in listen-only mode) with the opportunity to ask questions to the panelists via chat. Registration is required and limited to100, a recording will be available to all registrants. Why are advisors important for family-owned businesses? Join this webinar to learn best practices and shared experiences from Rhett Ricart of Ricart Automotive and Bob Coco of Choice Properties. Facilitated by Gryphon Financial Partners. Sponsored by GREENCREST. REGISTER now and join us for this live webinar on 4/16. You'll have the opportunity to submit questions during the session and view a recording post session! ... read more
Categories: CCFB Educational Program
Tuesday Apr 21, 2020
We will be using ZOOM for our meetings since we cannot meet in person! Here is the link for this peer group virtual meeting, please register in advance: https://zoom.us/meeting/register/u5cvcO2vqjsuWurqS3YPJHYyMS8122f-RQ After you register, an email will be sent to you from ZOOM with log-in information for the meeting. You do not need a ZOOM account to join, you can attend this meeting from anywhere using a compatible computer or mobile device. We want to see your face so video will be enabled for peer group virtual meetings! Remember this is a casual group so appear as you are (messy hair/no make-up totally fine!). Note that if you do not have video capability, you are still welcome to join. ** If you are new to ZOOM, you can test your device here: https://zoom.us/test Collaboration One of the most satisfying aspects of leadership is the ability to help people work together more effectively and productively. Learn the best practices on how to foster collaboration with anyone in your circle of influence. Objectives: • Learn a process for managing and improving collaboration • Participate in exercises to determine specific steps to improve the way you collaborate with others. This Peer Group focuses on four modules of Leadership: Leadership Styles; Developing Your People; Collaboration & Conflict Management; Team Development Facilitator Jonathon McKay with PATH will lead these leadership sessions focusing on the most relevant challenges and opportunities for your business today. This is a very collaborative group that encourages peer-to-peer sharing. Generously sponsored by Park National Bank ... read more
Categories: CCFB Peer Group
Wednesday Apr 22, 2020
We will be using ZOOM for our meetings since we cannot meet in person! More details will be sent with your meeting invitation, but here is the link our meeting, please register in advance: https://zoom.us/meeting/register/vJcrduGqrD0uQ1VAk5hJe60YvIjF12C-0A After you register, an email will be sent to you from ZOOM with log-in information for the meeting. Note that you do not need a ZOOM account to join, you can attend this meeting from anywhere using a compatible computer or mobile device. ** If you are new to ZOOM, you can test your device here: https://zoom.us/test We want to see your face so video will be enabled! Remember this is a casual group so bad hair and furry friends are welcome! Enrollment is closed for this Leadership 2.0 series - for other Leadership meetings, please contact Amy at adotts@familybusinesscenter.com Leadership is complex; and especially for family businesses. Join this Leadership 2.0 group to find your safe place for monthly support, peer mentoring and group coaching to discover how to lead well in ambiguity. Donna Musilli of DM360 will leads these sessions focusing on your most relevant business challenges. These sessions may have some teaching components, but the bulk of the time will be for what’s on your mind. What are your needs? And how can the group support you? ... read more
Categories: CCFB Peer Group
Thursday Apr 23, 2020
We will be using ZOOM for our meetings since we cannot meet in person! Here is the link for this peer group virtual meeting, please register in advance: https://zoom.us/meeting/register/vJAkfuGrrjwjZQsmpbAK65ufr2cUYBLR8g After you register, an email will be sent to you from ZOOM with log-in information for the meeting. You do not need a ZOOM account to join, you can attend this meeting from anywhere using a compatible computer or mobile device. We want to see your face so video will be enabled for peer group virtual meetings! Remember this is a casual group so appear as you are (messy hair/no make-up totally fine!). Note that if you do not have video capability, you are still welcome to join. ** If you are new to ZOOM, you can test your device here: https://zoom.us/test Maintaining Cultural Anchors Honor the Past Celebrate the Present Build on your Vision This is a great discussion to have within family businesses and with the Leaders who are not family but entrusted with maintaining those cultural anchors (Honor the Past). Take Away: Great companies, family businesses and entities of any kind, understand the importance of continually sharing stories that anchor the Core Values and Vision of it’s leaders and creating a long term sustainable culture. Being a non-family leader in a family-owned business can be incredibly rewarding… and challenging. This peer group will help determine strategies of influence and impact for non-family leaders. Led by experts from Driscoll Learning. ... read more
Categories: CCFB Peer Group
Thursday Apr 23, 2020
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Categories: CCFB Peer Group
Tuesday Apr 28, 2020
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Categories: CCFB Forum
Wednesday Apr 29, 2020
Costing and Inventory Management Strategies - A lot of you likely have some type of inventory, and the answers to these questions are likely as diverse as the group of companies that could benefit from attending this presentation. How do you track your inventory? Do you store/organize your inventory for maximum efficiency in the production and shipping processes? Do you know how much it costs to make your product? Are you capturing all the costs of moving, storing, and tracking your inventory? How do you track your work-in-process, if you can track it at all? Carlin Culbertson of Meaden & Moore will cover various topics including the below that help you answer some of the questions posed above: Tracking inventory quantities – physical inventories and cycle counts. Assigning overhead costs to inventory. Just in time inventory. Technology to assist with inventory management. Consignment inventory considerations. Including purchasing and sales in inventory management discussions. Perpetual inventory systems and their benefits. Inventory control procedures. If you have inventory then you know that sometimes it can be difficult to manage it. Sometimes you may perform a physical count and realize you have significantly more or less of a product than you originally thought and wonder “how did that happen?” Maybe you don’t have enough for your next round of shipments and you need to expedite the delivery of raw materials and rush the order through your shop, possibly resulting in defects, late delivery, or other items. Or perhaps you have significant sales of an item but can never seem to turn a profit on it. Please join us on April 29th for this informative discussion and the opportunity to share similar issues or successes you’ve had in dealing with these challenges. Presenter: Carlin Culbertson of Meaden & Moore. ... read more
Categories: CCFB Forum
Tuesday May 5, 2020
Examples of Paid Search and SEO Synergy: Why You Need A Unified Approach ... read more
Categories: CCFB Forum
Tuesday May 5, 2020
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Categories: CCFB Peer Group
Thursday May 7, 2020
Leadership is complex; and especially for family businesses. Join this Leadership 2.0 group to find your safe place for monthly support, peer mentoring and group coaching to discover how to lead well in ambiguity. Enrollment is closed for this series, but if you are interested in this group - please contact Amy at adotts@familybusinesscenter.com. Donna Musilli of DM360 will leads these sessions focusing on your most relevant business challenges. These sessions may have some teaching components, but the bulk of the time will be for what’s on your mind. What are your needs? And how can the group support you? ... read more
Categories: CCFB Peer Group
Thursday May 7, 2020
What Is Family Office? ... read more
Categories: CCFB Forum
Thursday May 7, 2020
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Categories: CCFB Peer Group
Tuesday May 12, 2020
How to Stop Apologizing Women are guilty of it more than men – apologizing unnecessarily. The habit of often injecting the word “sorry” into your conversations may seem harmless on the surface but it has consequences. Discussion will address: • Drawbacks of too much apologizing • Recognizing the right times to apologize and strategies for only doing so when you mean it ... read more
Categories: CCFB Peer Group
Wednesday May 13, 2020
Who Is On Your Team? Facilitator: TBA Our Next Generation Leaders Peer Group is for up-and-coming family business members who are interested in assuming greater leadership roles in their family-owned business. Each month, guest speakers will discuss topics that are relevant and necessary to your growth as a next gen leader – from goal setting, to business valuation, to succession planning, and more. ... read more
Categories: CCFB Peer Group
Thursday May 14, 2020
Passing Wealth Tax Free • What will the future bring regarding taxes? • Gifting – annual giving & exclusions • Tax law fluctuation • Grantor retained annuity trusts • Family limited partnerships ... read more
Categories: CCFB Peer Group
Thursday May 14, 2020
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Categories: CCFB Peer Group
Tuesday May 19, 2020
Tuckman’s Model - Team Formation & Development Description: The most common challenge for any leader is the ability to effectively manage a team of people. Learn about the natural progression of team formation and how this can help you better achieve your goals. Objectives: • Discuss and review Tuckman’s Team Formation and Development Model • Review the state of your teams, what point in the process they are at and how to move them forward ... read more
Categories: CCFB Peer Group
Thursday May 21, 2020
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Categories: CCFB Educational Program
Thursday May 28, 2020
Boundaries for Non-Family Leaders In the end, as a leader, you are always going to get a combination of two things: “What you create and what you allow.” Ultimately, leaders own it! They are the ones who define and create the boundaries that drive standards of performance and culture and high-performance teams that are organized around the behaviors that drive sustainable high performance. Take Away: • Establishing one’s own boundaries as a Leader • Focusing our attention on the factors that create high performance teams and sustainable results • Boundaries that support an environment of transparency, accountability and trust. ... read more
Categories: CCFB Peer Group
Thursday May 28, 2020
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Categories: CCFB Peer Group
Tuesday Jun 2, 2020
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Categories: CCFB Peer Group
Thursday Jun 4, 2020
Leadership is complex; and especially for family businesses. Join this Leadership 2.0 group to find your safe place for monthly support, peer mentoring and group coaching to discover how to lead well in ambiguity. Enrollment is closed for this series, but if you are interested in this group - please contact Amy at adotts@familybusinesscenter.com. Donna Musilli of DM360 will leads these sessions focusing on your most relevant business challenges. These sessions may have some teaching components, but the bulk of the time will be for what’s on your mind. What are your needs? And how can the group support you? ... read more
Categories: CCFB Peer Group
Thursday Jun 4, 2020
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Categories: CCFB Peer Group

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