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

Peer Group Programs

Peer groups provide a confidential environment for idea exchange, family business education, and personal growth.

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

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.

Peer Groups

CEO

This peer group is for Presidents/CEOs.  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.  Accountability, personal support, and feedback from peers are important components of this group.

Facilitator: Jill Hofmans, Executive Director
Frequency: Monthly
Fee: $1,750/year
Pre-approval to join? Yes

C-Suite Non-Family Leaders

This peer group is for non-family executives. Non-competing family business leaders come together monthly in a confidential environment to discuss business, personal or family business related issues.  Participant 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.

Facilitator: Jill Hofmans, Executive Director
Frequency: Monthly
Fee: $750/year
Pre-approval to join? Yes

EOS Integrator

This peer group is for EOS Integrators or the equivalent on the leadership team. These facilitated sessions will provide group members the opportunity to get and share advice on EOS best practices as well as implementation challenges and other issues they are facing.

Please note, this group is for companies that are already running EOS and limited to one member/company.

Facilitator: Kim Troy, Founder and CEO of Civilis Consulting
Frequency: Quarterly
Fee: FREE for Conway Center members
Pre-approval to join? Yes

Leadership Development

This peer group addresses relevant leadership challenges and opportunities while providing the strategies to effectively manage them. This is a very collaborative group open to all that encourages peer-to-peer discussions, provides support to one another while gaining clarity on key leadership challenges.

Facilitator: Jackie Schetter, founder of Lead for Culture
Frequency: Monthly
Fee: FREE for all Conway Center members
Pre-approval to join? No, this is a drop-in group, but meeting RSVP is required

Generously sponsored by Park National Bank

Manufacturing/Logistics C-Level Peer Group

This peer group is for C-Level executives in manufacturing or logistics family-owned businesses. The group meets quarterly over breakfast to discuss industry-specific trends and topics, as well as family business issues. The session topics are decided in advance.

Facilitator: Jeff Cope of JACO Advisory Group
Frequency: Quarterly
Fee: FREE for Conway Center members
Pre-approval to join? Yes

 

Next Generation Leaders

This peer group is for next generation family business members who are interested in assuming greater leadership roles in their family-owned business. Specific content and group discussion relevant and necessary for growth as a next gen family business leader will be addressed each month. This is a very collaborative group that encourages seeking input and advice when discussing leadership challenges and opportunities of being a next gen.

Facilitator: Mike O'Donnell of Integrated Leadership Systems
Frequency: Monthly
Fee: FREE for Conway Center members
Pre-approval to join? No, but this is a drop-in group for family business members only, meeting RSVP is required

Rising CEO

This peer group is for next gens who are imminently next in line or who have recently taken over running the family business. 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.

Facilitator: Jill Hofmans, Executive Director
Frequency: Monthly
Fee: $1,150/year
Pre-approval to join? Yes

Women In Family Business

This peer group is for women - both family and non-family - who own, work for, or play a supporting role in a family business. Topics addressing leadership, self-care, effective communication, and skills for managing conflict resolution will be the focus of these sessions that allow for connection, sharing, inspiration, and support.

Facilitators: Bea Wolper and Kelly Jasin of Emens Wolper Jacobs & Jasin
Frequency: Monthly
Fee: FREE for all Conway Center members
Pre-approval to join? No, this is a drop-in group, but meeting RSVP is required

Quarterly Roundtables

Human Resources

These collaborative sessions explore hot topics in Human Resources from a family-owned business perspective.  The content and collective knowledge of the group provides resources and insight to help make good decisions in a changing business environment. These sessions are beneficial to members who manage the HR functions by default and HR professionals with training and experience - but all are welcome.

Facilitator: Sharon DeLay of GO-HR
Frequency: Quarterly
Fee: FREE for all Conway Center members
Pre-approval to join? No, this is a drop-in group, but meeting RSVP is required

Generously sponsored by Morgan Stanley

Succession Planning

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.

Facilitator: Facilitated by Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ Law
Frequency: Quarterly
Fee: FREE for all Conway Center members
Pre-approval to join? No, this is a drop-in group, but meeting RSVP is required

Generously sponsored by Morgan Stanley

Interested in joining a peer group? Not sure how to get started?

Peer Groups are open to all Conway Center members and their employees. Except for the C-Suite Peer Groups – all peer groups are drop-in, you just need to RSVP and show up!

If you have any questions, visit the Peer Group FAQs or contact Amy Dotts, COO and Events Manager at ADotts@FamilyBusinessCenter.com

Peer Groups Frequently Asked Questions

Peer Groups meet monthly and are small groups, ranging from 6-15. These small, topic-driven facilitated groups provide a confidential environment for idea exchange, family business education, and personal growth. Peer Groups give you an opportunity to learn by seeking advice from professionals and peers who have “been there, done that” and who are willing to share their knowledge and experiences – all while respecting the confidentiality of members in a small group setting.

Roundtables are larger peer groups that do not meet monthly. The peer-to-peer interaction and learning from each other is still an integral part of the sessions, but these are often more didactic in nature.

Session descriptions, dates, times and locations for each specific group can be found by clicking the Learn More button in each description above.  A complete listing of peer group sessions can be found here.  Facilitators keep the unique needs of family businesses in mind while preparing and delivering best practice-based content.

Most Peer Groups are open to all Conway Center members and their employees. Note that each session description will further delineate who may attend.  Click the Learn More button in the group description for further specifications.

Except for the C-Suite Peer Groups – all Peer Groups are drop-in, you just need to RSVP and show up!  Simply RSVP via the register button through the website or send an email to Amy at: adotts@familybusinesscenter.com.

On select Peer Group pages you will see a mailing list form. By joining a Peer Group mailing list, you will receive an email invitation of the topic and location one week prior to each session, along with a link to RSVP.  You do not need to belong to a mailing list to attend, it is just a convenience to alert you to upcoming sessions.

Note that not all Peer Groups have mailing lists as some groups are not open to all. Roundtable and webinar invitations are sent to the entire membership.  If you already receive invitations, please complete the form to continue - we're cleaning up our lists and want to make sure we do not send you emails you do not want.

Yes, except for the C-Suite peer groups and Next Gen Leaders.  Service Providers are welcome to attend the Leadership Development, and Women in Family Business Peer Groups.  Service Providers are also welcome and encouraged to attend the Human Resources and Succession Planning Roundtables.

Webinars and all of our Monthly Educational Programs are also open to Service Provider members.  For full list of programs, visit the Programs page of our website.

The C-Suite Peer Groups, EOS Integrator, and the Manufacturing/Logistics Peer Groups have an additional fee to attend – all others are FREE as part of your Conway Center membership.  This includes all family AND non-family employees!

Most Peer Groups are held on the 2nd floor of the Griffin Student Center at Ohio Dominican University, 1215 Sunbury Rd, Columbus, OH 43219.  There is free parking in the lot but you must display a PARKING PASS.  Session descriptions, dates, times and locations are found here.

Sure!  We ask you to register so we can have a name tent for you and make appropriate arrangements based on group size.  If you forget, please come anyway!

Please just send Amy an email at adotts@familybusinesscenter.com if you know in advance that you are unable to attend.

No, only Conway Center members are eligible to participate in Peer Groups. 

If you are interested in Conway Center membership, you are welcome to attend a monthly educational program as our guest.  Please contact Amy at adotts@familybusinesscenter.com for more information.

Feel free to reach out anytime to Amy Dotts, COO and Events Manager at adotts@familybusinesscenter.com or 614-847-0160.

I still have questions. How can I get more information about Peer Groups and Roundtables?

Contact Amy Dotts, COO and Events Manager at adotts@familybusinesscenter.com or 614-847-0160

Not yet a member?

Learn more about membership and APPLY TODAY to access Peer Groups and other Conway Center offerings!

Events Calendar - CCFB Peer Group

Tuesday Dec 6, 2022
In our continuing quest to explore how to attract and retain the best workforce, this month we'll explore total compensation: what it is, what's included, what's hot, and what's not. There is no one correct total compensation package to attract and retain a workforce, but our discussion can help you identify opportunities for your current and future team. Don't miss this opportunity to dig deep into HR issues, engage with each other, and consult with our experts! REGISTER today! Sponsored by Budros, Ruhlin & Roe ... read more
Categories: CCFB Roundtable, CCFB Peer Group, Human Resources
Tuesday Dec 6, 2022
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, CEO
Tuesday Dec 13, 2022
The Women's Peer Group is changing its format and moving to a lunch time slot! Join us for this important planning session on December 13 from 11:45am - 1:30 pm to discuss the new Women's Peer Group format and help us plan the session topics for 2023! This brown-bag lunch monthly peer group will be co-facilitated by Bea Wolper and Donna Musilli and is for women - both family and non-family - who work in a family-owned business. Our new format allows for connection, sharing, inspiration, and support. The sessions will address some of the unique challenges for women in family-owned businesses including: Self Care for Women Leaders in Family Business Building Confidence in your Role as a Leader in a Family Business Skills for Managing Conflict Resolution in Family Business Generously sponsored by KeyBank ... read more
Categories: CCFB Peer Group, Women in Family Business
Wednesday Dec 14, 2022
How can you help other family members achieve their dreams for a legacy? How will you begin to consider your own? We’ll discuss the role of BHAGs (Big Hairy Audacious Goals) and how to go about achieving them to create a lasting impression of your family and the business. ... read more
Categories: CCFB Peer Group, Next Generation Leaders
Wednesday Dec 14, 2022
... read more
Categories: CCFB Peer Group, Rising CEO
Tuesday Jan 3, 2023
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, C-Suite Non-Family Leaders
Thursday Jan 5, 2023
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 Jan 10, 2023
Integrating work and life is a struggle for women, especially working in a family business. As we kick off the new year, join us for an interactive discussion on time management strategies to improve your sense of balance at work and at home to avoid physical and emotional exhaustion. Ways to prioritize your time, establishing boundaries, saying no (how to do it and why you shouldn’t feel guilty), FOMO (Fear Of Missing Out) and JOMO (Joy Of Missing Out) – we’ll explore it all! ... read more
Categories: CCFB Peer Group, Women in Family Business
Wednesday Jan 11, 2023
Family businesses can sometimes be dysfunctional ones, with disgruntled employees not speaking honestly, being actively disengaged, and then leaving. We’ll discuss steps to take in interviewing and onboarding that will lead to more employee retention and engagement. ... read more
Categories: CCFB Peer Group, Next Generation Leaders
Thursday Jan 12, 2023
Join us for this important session focusing on current tax laws, strategy, and planning that can help your family business build a succession plan that reduces tax impacts. Discussion will include: Gift tax vs. estate tax Utilizing value discounts Considerations of gift or stock bonus Other options to reduce taxes during a transition will be discussed including: How to wisely transfer assets How to exit the business with tax planning Determining which is best - Transfer now? Transfer at death? Transfer over time? Join us to learn how you can minimize your taxes while succeeding in the continuity of your family-owned business. Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion, give practical advice, and answer any questions you may have. Generously sponsored by Morgan Stanley ... read more
Categories: CCFB Peer Group, Succession Planning
Wednesday Jan 25, 2023
The CEO Peer Group of Rising and New Leaders 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, Rising CEO
Thursday Jan 26, 2023
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

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