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 Scott Galloway of Galloway Resource Partners
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 Morgan Stanley
Co-facilitated by Bea Wolper, Emens Wolper Jacobs & Jasin 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

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!

 

Events Calendar - CCFB Peer Group

Tuesday May 11, 2021
Planning for Retirement – Financial and Emotional Considerations Joyce Salizzoni, Senior VP and Senior Relationship Manager from KeyBank will be our guest speaker for this session discussing: * Benchmarks/guidelines of how much you should save each decade, and strategies to help you meet your financial and retirement goals; * Retirement risks - investments, inflation, long-term care expenses and taxes; * Social Security and how that figures into your retirement plan; * Investment planning - taxable vs. tax deferred vs. tax free Learn what you should start doing right now and for each decade until you retire to meet your financial goals. We'll also discuss how to know if you are emotionally ready to retire, along with considerations and tips to get you mentally prepared for this big life change! ... read more
Categories: CCFB Peer Group
Wednesday May 12, 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 May 13, 2021
Selling vs. Keeping Your Family Business • When does the family business owner know it is time to sell the business? • How can the owner structure to “keeping” the business in the family? • What are the emotional tolls of selling? • What are the mechanics of selling your business? 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, 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. Please register accordingly - either for the ONSITE session or ONLINE via ZOOM ... read more
Categories: CCFB Peer Group
Thursday May 13, 2021
... read more
Categories: CCFB Peer Group
Tuesday May 18, 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 May 27, 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 Jun 1, 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 Jun 3, 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
Tuesday Jun 8, 2021
Importance of Setting Clear Boundaries in Family Business • Examples of ways to create appropriate boundaries and having the discipline to maintain them. • Rules of entry into the family business – why establishing entry criteria is crucial to your family business. • Importance of having the ability and courage to say “no” and not feeling guilty for doing so. This group is for women who own, work for, or play a supporting role in a family business. 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. Facilitated by Bea Wolper from Emens Wolper Jacobs & Jasin Law Firm. ... read more
Categories: CCFB Peer Group
Wednesday Jun 9, 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 Jun 10, 2021
Elder Law Our guest speaker will discuss elder law estate ethical issues and will cover other elder law matters including: • Disability planning • Protecting assets from nursing-home costs • Transferring funds to children to avoid recapture rules • Avoiding will contests among family members. 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 OBrien of OBrien & 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. 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 Jun 10, 2021
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Categories: CCFB Peer Group
Tuesday Jun 15, 2021
ILeadership Wrap-Up/Adjournment Details TBA 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 Jun 24, 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
Thursday Jul 1, 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
Tuesday Jul 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 Jul 8, 2021
... read more
Categories: CCFB Peer Group

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