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.
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.
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.
Generously sponsored and led by Fishel Downey Albrecht Riepenhoff LLP
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 fuel your marketing and take your family business to the next level? Join Conway Center service provider GREENCREST for a quarterly peer group to help you learn how to execute marketing, advertising, public relations and digital programs that deliver results and ignite your family business! Held quarterly as posted.
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.
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.
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.
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.