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

Peer Group Programs

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, Event Manager, 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.

CEO

Facilitated by Jill Hofmans, Conway Center Executive 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.

Finances for Family Businesses

Generously sponsored and led by The Fortis Group at Morgan Stanley
Explore topics in financial literacy and asset management. Topics include applications in financial planning, portfolio management, saving for retirement, effective management of your company's 401(k) plan, promoting financial wellness within your company, and more. Held quarterly as posted.

Human Resources

Led by Sharon DeLay, Founder and President 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. In true Conway Center Peer Group fashion, participants also learn from one another and share best practices. Held quarterly as posted from 8:00-10:00 a.m.

Ignite Your Family Business

Generously sponsored by Huntington Bank. Led 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 members, it will help you gain the insights you need to ignite your business! Meets quarterly as posted.

Leadership Development

Generously sponsored by Park National Bank. Led by Jonathon McKay from PATH
This interactive peer group covers relevant leadership challenges and opportunities and provides strategies and skills training to effectively manage them. The sessions begin with structured content followed by ample time for collaborative, peer-to-peer discussions about the work and leadership issues participants face. Held monthly on the third Tuesday from 8:00-9:30 a.m.

Next Generation Leaders

Led by Thaddeus O'Brien from O'Brien & Associates
This peer group for next generation family business members discusses issues specific to navigating the process of assuming greater leadership roles in the family/business. Meets monthly from noon - 1:00 p.m. An Orientation for prospective members is offered each December. Monthly attendance is expected at this year-long program.

Non-Family Leaders

Led by experts from Driscoll Learning
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. Held monthly on the fourth Thursday (beginning Oct 2018) from 7:30-9:00 a.m.

Online Strategy

Led by experts from Adept Marketing
Join Conway Center service provider Adept Marketing for a quarterly peer group offering the latest in Internet strategies such as SEO, inbound marketing, analytics, and web design. Held bi-annually as posted.

Rising CEO

Facilitated by Jill Hofmans, Conway Center Executive Director

This peer group is for next gens who will be taking a greater leadership position in their family business. Similar to the CEO peer group, 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. Meets monthly at different locations as posted. Additional fee to attend. Pre-approval to join and RSVP required.

Succession Planning 1.0

Generously sponsored by The Fortis Group at Morgan Stanley
Led by Bea Wolper, Emens & Wolper Law Firm, 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. Held monthly on the second Thursday from 7:30-9:00 a.m.

Women in Family Business

Led by Bea Wolper from Emens &Wolper Law Firm
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. Held monthly on the second Tuesday from 7:30-9:00 a.m.

Events Calendar - CCFB Peer Group

Thursday Nov 14, 2019
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Categories: CCFB Peer Group
Thursday Nov 14, 2019
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Categories: CCFB Peer Group
Tuesday Nov 19, 2019
Situational Leadership Not all leadership situations are the same, and effective leaders know how to navigate different situations based on the level of development others are at. Objectives: • Review the various leadership examples and discuss techniques to adapt to different situations and people • Identify where the source of your leadership lies and how to improve it. ... read more
Categories: CCFB Peer Group
Thursday Nov 21, 2019
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Categories: CCFB Peer Group
Tuesday Dec 3, 2019
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Categories: CCFB Peer Group
Thursday Dec 5, 2019
TriMetrix EQ - Are we connecting? TriMetrix EQ combines Behaviors, 12 Driving Forces and Emotional Intelligence in a fully integrated assessment and reveals the effects on family business relationships. Leveraging the power of three sciences, we will measure your ability to sense, apply the power and acumen of emotions to facilitate high levels of collaboration and productivity within your family business. Take Away: • An understanding of our own behavior style along with key family business leaders • Your personalized 55-page assessment * * Prework is required. Everyone attending should complete a TriMetrix EQ assessment. Access to the complimentary TriMetrix EQ assessment will be provided to you upon registration for this session. Please complete prior to this session and bring your results. ... read more
Categories: CCFB Peer Group
Tuesday Dec 10, 2019
Planning session for 2020 topics at Conway Office, 1388 Sunbury Rd (Ohio Dominican University campus) - Guzman House. ... read more
Categories: CCFB Peer Group
Tuesday Dec 10, 2019
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Categories: CCFB Peer Group
Thursday Dec 12, 2019
Asset Transfer Strategies • How many of you have current valuations? • Business valuation: what’s the business really worth? • Starting the journey • Pros & cons of gifts vs sales to successors • Redemption techniques • Estate transfers to Next Gen • Overcoming entitlement challenges ... read more
Categories: CCFB Peer Group
Thursday Dec 12, 2019
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Categories: CCFB Peer Group
Tuesday Dec 17, 2019
Innovative Leadership The journey of leadership is a process, and knowing the stages of that process will help to continually improve your leadership abilities and the impact it has on your environment. Objectives: • Review the innovative leader continuous improvement framework • Discuss how to incorporate this type of system into your leadership journey ... read more
Categories: CCFB Peer Group
Thursday Dec 19, 2019
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Categories: CCFB Peer Group
Tuesday Jan 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. This group is open to family and non-family member leaders working in a family-owned business who desire: ? A safe and consistent space to share openly and seek advice and support for your day-to-day leadership challenges ? A deeper understanding of your unique voice in this group and in your business by taking the Clifton Strengths Assessment ? Leadership development education around topics such as: o Growth Mindset o Language of Strengths o Conscious Leadership o Healthy Conflict o Equipping Talent ... read more
Categories: CCFB Peer Group
Tuesday Jan 7, 2020
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Categories: CCFB Peer Group
Thursday Jan 9, 2020
Separating Business & Personal Assets • How many have the business in a separate entity from the land? • Getting money out of the business • LLC ownership of Property – rent – lease • Personal assets; real estate assets • Outside income • Treating family members fairly while maintaining business control ... read more
Categories: CCFB Peer Group
Thursday Jan 9, 2020
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Categories: CCFB Peer Group
Tuesday Jan 14, 2020
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Categories: CCFB Peer Group

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