Events Calendar - CCFB Peer Group - Peer Group Programs - Conway Center for Family Business

If you are considering participating in a peer group, would like to observe one, or have any questions, visit the Peer Group FAQs or contact Amy Dotts, COO, at ADotts@FamilyBusinessCenter.com.

Peer groups are one of the most powerful and best learning forums offered by the Conway Center for Family Business.

Peer groups provide a confidential environment for idea exchange, family business education, and personal growth. They present an opportunity to learn by seeking advice from peers and professionals who have "been there, done that" and who are willing to share their experiences and knowledge. Each peer group has a shared purpose and agreed upon expectations. In addition, participants commit to respecting the confidentiality of group members.

Below are descriptions of the Peer Groups that we offer. At the end of this listing is a calendar of all upcoming Peer Groups with links to register.

Monthly Peer Groups

CEO

Facilitated by Jill Grube, Conway Center Managing Director
Non-competing family business CEOs come together monthly in a confidential environment to discuss business, personal or family business related issues. Participants can seek input and advice when discussing executive level business issues. Groups meet monthly at different locations as posted. Additional fee to attend. Pre-approval to join and RSVP required.

C-Suite Non-Family Leaders

Facilitated by Jill Grube, Conway Center Managing Director
This peer group is for non-family executives. Similar to the CEO peer group, non-competing leaders come together monthly in a confidential environment to discuss business, personal or family business related issues. Participants can seek input and advice when discussing executive level business issues and the challenges and opportunities of being a non-family leader in a family run business.  Additional fee to attend. Pre-approval to join and RSVP required.

Leadership Development

Generously sponsored by Park National Bank. Facilitated by Jonathon McKay from PATH
Members share diverse perspectives on what is important for leaders and hear what others are doing in order to build relationships, gain clarity on key leadership challenges or opportunities and support each other.  This is a very collaborative group that encourages peer-to-peer sharing.

Leadership Development 2.0

Facilitated by Donna Musilli of DM360
Monthly support, peer mentoring, and group coaching helps this group delve into leadership topics and challenges.   Pre-approval and pre-requisites to join.

Next Generation Leaders

Facilitated by Jill Grube, Conway Center Managing Director
This peer group is for next generation family business members. Seasoned family business leaders will join the group each month to address topics relevant to the attendees assuming greater leadership roles in their own family business.

Rising CEO

Facilitated by Jill Grube, Conway Center Managing Director
This peer group is for next gens who are taking a greater leadership position in their family business. Similar to the other C-level peer groups, non-competing family business leaders come together monthly in a confidential environment to discuss business, personal or family business related issues. Participants can seek input and advice when discussing executive level business issues and the challenges and opportunities of being a next gen.  Additional fee to attend. Pre-approval to join and RSVP required.

Succession Planning

Generously sponsored by The Fortis Group at Morgan Stanley
Co-facilitated by Bea Wolper, Emens Wolper Jacobs & Jasin, Thaddeus O'Brien, O'Brien & Associates, and Meredith Sugar, Taft/ Law
From inter-family dynamics to strategic planning, these interactive sessions will provide the foundation for transitioning the 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.

Women in Family Business

Facilitated by Bea Wolper from Emens Wolper Jacobs & Jasin
This group is for women who own, work for, or play a supporting role in a family business are discussed each month. Earning respect, leadership, employment practices, family dynamics, and communication in the family business are just a few of the topics that are explored in this interactive group.

Quarterly Forums

Finances for Family Businesses

Generously sponsored and facilitated by experts from Meaden & Moore
Explore topics in financial literacy - KPIs, dashboards, tax updates, balance sheet/P&L issues, and more.

Human Resources

Facilitated by Sharon DeLay of GO HR
This Peer Group explores hot topics in HR from a family-owned business perspective and is appropriate for members who manage the HR functions by default and HR professionals with training and experience.

Ignite Your Family Business™

Facilitated by experts from GREENCREST
Are you ready to take your family business to the next level? You will hear first-hand from fellow family business owners on what they are doing to grow their business. Designed especially for CEO's, presidents and owners but open to all Conway Center members, it will help you gain the insights you need to ignite your business!

Online Strategy

Facilitated by experts from Adept Marketing
Get relevant and current insight into internet and digital strategies such as SEO, inbound marketing, analytics, and web design. Held bi-annually.

 

Events Calendar - CCFB Peer Group

Tuesday Mar 9, 2021
All About Boards Characteristics of high-performing boards and how you can attract, retain, and enhance the performance of your own board. Discussion will focus on: • Board of Directors – purpose, roles, selecting, transitioning, compensation • Advisory Boards – who, why and how • Advisory Groups – pros and cons ... read more
Categories: CCFB Peer Group
Wednesday Mar 10, 2021
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 Mar 11, 2021
Operating Agreement Without a solid operating agreement, conflict can cause harm to a family business including loss of control of the business. A thoughtful operating agreement can mitigate such harm as family dynamics change over time. This discussion will include: Transfer restrictions What happens when someone leaves? Death; Divorce Puts and calls Cash flow distributions Management – member-managed versus manager-managed Family business often has special characteristics and needs that will affect the determination of which entity is best. This session will include discussion of the following: Hear the reasons why LLC’s are preferred for owning real estate Understand why Ohio corporations need shareholder and director minutes What is “piercing the corporate veil” and what happens if it occurs? What are the benefits of subsidiaries in a family owned business? Generously sponsored by Morgan Stanley ... read more
Categories: CCFB Peer Group
Thursday Mar 11, 2021
... read more
Categories: CCFB Peer Group
Tuesday Mar 16, 2021
Managing Conflict - One of the consistent characteristics of strong leaders is the ability to manage conflict in an organization or team. Learn the best practices of managing conflict and how this can help improve the relationships around you. This session will address the different types of conflicts and situations therein, in addition to learning how to help people productively address conflict. The purpose of this peer group is to share our diverse perspectives on what is important for leaders and hear what others are doing in order to build relationships, gain clarity on key leadership challenges or opportunities and support each other. Facilitator Jonathon McKay with PATH leads these sessions in a very collaborative group that encourages peer-to-peer sharing. Generously sponsored by Park National Bank ... read more
Categories: CCFB Peer Group
Thursday Apr 1, 2021
Leadership is complex; and especially for family businesses. This Leadership 2.0 group allows you to find your safe place for monthly support, peer mentoring and group coaching to discover how to lead well in ambiguity. By invitation only. ... read more
Categories: CCFB Peer Group
Tuesday Apr 6, 2021
For non-family C-suite leaders working in a family business. Peer-to-peer driven, sessions focus on objective and thoughtful insight and advice from those in similar situations. Additional fee to attend. Pre-approval to join and RSVP required. ... read more
Categories: CCFB Peer Group
Thursday Apr 8, 2021
Business Valuation Our guest contributor will discuss why a current business valuation is important for your family business, including: • Valuation strategies that can help you increase your profitability • How a company is valued, and how others outside the business view that value • Why you need to get an updated valuation and why an accurate valuation is important if there is a gift. Generously sponsored by Morgan Stanley ... read more
Categories: CCFB Peer Group
Thursday Apr 8, 2021
The Rising CEO Peer Group is for next gens who will be taking a greater leadership position in their family business. The group is by invitation only and there is an additional annual fee to attend. ... read more
Categories: CCFB Peer Group
Thursday Apr 8, 2021
... read more
Categories: CCFB Peer Group
Tuesday Apr 13, 2021
Conversation with Lori Kaiser, Founder and CEO of Kaiser Consulting Lori founded Kaiser Consulting in 1992, an award winning accounting and information technology consulting firm with a unique workplace for employees seeking better work-life balance. Lori will share her journey to success along with the lessons learned along the way. We hope you join us in this informal discussion with Lori that will no doubt leave you energized and inspired! ... read more
Categories: CCFB Peer Group
Wednesday Apr 14, 2021
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
Tuesday Apr 20, 2021
Collaboration One of the most satisfying aspects of leadership is the ability to help people work together more efficiently and productively. Learn the best practices on how to foster collaboration with anyone in your circle of influence. Take-aways: Learn a process for managing and improving collaboration Participate in exercises to determine specifics steps to improve the way you collaborate with others. The purpose of this peer group is to share our diverse perspectives on what is important for leaders and hear what others are doing in order to build relationships, gain clarity on key leadership challenges or opportunities and support each other. Facilitator Jonathon McKay with PATH leads these sessions in a very collaborative group that encourages peer-to-peer sharing. Generously sponsored by Park National Bank ... read more
Categories: CCFB Peer Group
Thursday Apr 22, 2021
The Conway Strong CEO Peer Group is for Presidents and CEOs of family-owned businesses. The group is by invitation only and there is an additional annual fee to attend. ... read more
Categories: CCFB Peer Group
Tuesday May 4, 2021
For non-family C-suite leaders working in a family business. Peer-to-peer driven, sessions focus on objective and thoughtful insight and advice from those in similar situations. Additional fee to attend. Pre-approval to join and RSVP required. ... read more
Categories: CCFB Peer Group
Thursday May 6, 2021
Leadership is complex; and especially for family businesses. This Leadership 2.0 group allows you to find your safe place for monthly support, peer mentoring and group coaching to discover how to lead well in ambiguity. By invitation only. ... read more
Categories: CCFB Peer Group
Thursday May 6, 2021
The Rising CEO Peer Group is for next gens who will be taking a greater leadership position in their family business. The group is by invitation only and there is an additional annual fee to attend. ... read more
Categories: CCFB Peer Group

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