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: $1500/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: $500/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: $900/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 Event 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 Event 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

Thursday Mar 3, 2022
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, Rising CEO
Thursday Mar 3, 2022
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, Leadership Development 2.0
Tuesday Mar 1, 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, C-Suite Non-Family Leaders
Thursday Feb 24, 2022
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 Feb 24, 2022
... read more
Categories: CCFB Peer Group
Thursday Feb 10, 2022
The Importance of Separating Business and Personal Assets - Differentiating between personal and business finances sets your family business up for tax advantages and even higher profit margins — all while reducing potential risk to your personal assets. Join us as we discuss the reasons why it is important to keep business and personal assets separate, along with tips for keeping them apart. This session will be offered live via ZOOM. Generously sponsored by Morgan Stanley. ... read more
Categories: CCFB Peer Group
Wednesday Feb 9, 2022
Influencing Company Culture as a Family Member Facilitator: M.J. Clark, Integrated Leadership Systems Are you allowing your company culture to just evolve as you go, or are you, as a family member, taking active steps to create the culture your family desires? We’ll discuss how you can be part of molding the culture. ... read more
Categories: CCFB Peer Group
Tuesday Feb 8, 2022
Employee Ownership in Family Business For some family business owners, transitioning to employee ownership can help overcome some emotional barriers, knowing that the staff and customers will continue to be taken care of. When transitioning a family-owned business into an employee-owned company, the business is put into the hands of the employees who will have a personal and financial interest in the continued success and values of the company. Join us in this discussion of how employee ownership can be an important part of some family business succession plans. Generously sponsored by KeyBank ... read more
Categories: CCFB Peer Group
Thursday Feb 3, 2022
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 Feb 1, 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
Thursday Jan 27, 2022
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 Jan 27, 2022
... read more
Categories: CCFB Peer Group
Tuesday Jan 25, 2022
With the great resignation still under way, now may be a good time to conduct stay interviews with your employees and new(er) hires to find out what’s working and what opportunities you have to improve your retention rates. We’ll explore who to talk to, when to talk, what to ask, and what to do with the information you learn. We’ll touch on culture and the Employee Value Proposition as part of our time together. Bring your best stay interview questions to share! During this in-person program, Sharon DeLay, President of GO-HR will lead the discussion and provide her expertise of the challenges that face family businesses. Don’t miss this in-person opportunity to dig deep into HR issues, engage with each other and consult with Sharon! ... read more
Categories: CCFB Roundtable, CCFB Peer Group
Thursday Jan 13, 2022
Goals & Intentions for the New Year! - 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 Jan 13, 2022
Family Business Employment Guidelines - Hiring family members in your family business is both an opportunity and a challenge of family business. It is very important to clearly delineate between the family member relationship and the employee relationship and to define clear expectations. Join us in a discussion of best practices when employing family members including: Will family members seeking full-time employment be encouraged to work in an outside business venture before joining the family business? Should your family business have a ''no in-laws'' policy? Should a job be created for a family member when no openings are currently available? What is the rationale for this decision? How to go about establishing boundaries and ways of avoiding favoritism of family members? Do family members have to adhere to behavior and performance standards established for other associates? This session will be offered virtually via ZOOM and is FREE to attend for all employees of any member business who belong to the Conway Center! ... read more
Categories: CCFB Peer Group
Wednesday Jan 12, 2022
Topic: Building Trust with Non-Family Staff Facilitator: M.J. Clark, Integrated Leadership Systems Sometimes staff are reluctant or nervous to engage fully and be transparent with family members, who are often perceived as intimidating. We’ll discuss how to break down walls to allow more authenticity in the workplace so family members will understand staff and missed organizational opportunities more completely. ... read more
Categories: CCFB Peer Group
Tuesday Jan 11, 2022
Get Your Groove Back! Join us for a session themed “Get Your Groove Back” with motivational speaker Tracie Patten. We’ll look at human responses to trials, unpack why we react the way we do, switch our mindset to get through any hardship and find the woman you were designed to be. This will be an interactive and thought-provoking session sure to kick off your New Year with excitement about your journey ahead. The Women in Family Business Peer Group provides women leaders a safe space to learn, share and grow when discussion topics with members facing the same challenges. All Conway Center women are invited to attend these sessions! Generously sponsored by KeyBank ... read more
Categories: CCFB Peer Group
Thursday Jan 6, 2022
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 4, 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
Thursday Dec 16, 2021
... read more
Categories: CCFB Peer Group
Tuesday Dec 14, 2021
Financial Dashboards Part 2 & Planning Session for 2022 Topics! Please plan to join us as we welcome back Hilary Dodson from Kaiser Consulting as our guest contributor for the first portion of this session, covering financial dashboards (more details coming soon). The second half of this session will be devoted to planning topics/format for 2022! We hope you join us for this important planning session! ... read more
Categories: CCFB Peer Group
Thursday Dec 9, 2021
Year-end Tax Planning: Denial, Inertia, Confusion, Crystal Balling, Fear, Urgency - What to Do? With so many unknowns given the recent tax proposals from the Biden administration, it can be difficult to determine what these proposals might mean for your family business. Join us for this important updated discussion so that you are prepared to act quickly should the provisions become law. ... read more
Categories: CCFB Peer Group
Wednesday Dec 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
Wednesday Dec 8, 2021
Finding motivation when feeling discouraged Figuring out the “why” Steps to move in the right direction Facilitator: Scott Galloway, Galloway Resource Partners 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, the group will discuss topics that are relevant and necessary to growth as a next gen leader from goal setting, to business valuation, to succession planning, and more. ... read more
Categories: CCFB Peer Group
Thursday Dec 2, 2021
L2 Holiday Happy Hour & Book Swap! We will be meeting at Robin Enterprises (thank you Lindsey!) on Thur Dec. 2 from 5-6:30 pm for drinks, hors d'oeuvres, and a BOOK SWAP! Donna will orchestrate how this works, but please bring a favorite book (fiction or non-fiction) WRAPPED to swap with the group. ... read more
Categories: CCFB Peer Group
Tuesday Nov 23, 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
Friday Nov 19, 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
Wednesday Nov 3, 2021
HR Roundtable - Let's Talk! It’s been a while since we sat down and just talked about your HR needs. What is going on? What questions do you have? What can we chat about? Come back for the “new season” of HR Roundtable and let’s take some time to talk about you, your organization, and your HR needs. We’ll draw in your peers and capture their feedback and best practices. Sometimes, the best ideas are the people who are in the trenches experiencing what you’re experiencing and searching for the same solutions. Come prepared with questions and examples to share. During this in-person program, Sharon DeLay, President of GO-HR will lead the discussion and provide her expertise of the challenges that face family businesses. Don’t miss this in-person opportunity to dig deep into HR issues, engage with each other and consult with Sharon! ... read more
Categories: CCFB Roundtable, CCFB Peer Group
Tuesday Nov 2, 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 Oct 28, 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
Friday Oct 22, 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 Oct 14, 2021
The Biden administration is expected to make significant changes to federal estate tax, gift tax, and generation-skipping transfer tax law, and to income tax basis and capital gains tax law as well. Join us for this important discussion so that you are prepared to act quickly should the provisions become law. Learn why wealth transfer techniques that were once efficient need to be reevaluated to ensure they are still effective. Estate plans will also need to be revisited. to protect wealth for future generations. ... read more
Categories: CCFB Peer Group
Wednesday Oct 13, 2021
Dealing with Generational Differences Understanding what differences exist Steps to take to influence other generations Facilitator: Scott Galloway, Galloway Resource Partners ... read more
Categories: CCFB Peer Group
Tuesday Oct 12, 2021
Life/Efficiency Hacks & Preparing for Year-End Tax Law Changes Staying on top of everything and keeping it all together can be challenging - especially these days! Join the discussion to share what has improved your life in some way or saved you time. Or, if there is something keeping you up at night - come discuss your needs/issue to take advantage of the collective brainpower of the group! Also discussed in this session will be things you can do to prepare for the end of the year in light of the anticipated tax changes coming. Programming Note: We realize many of you are under continued time constraints as we adapt to new demands brought on by the pandemic, so we will be offering this session virtually online via ZOOM. ... read more
Categories: CCFB Peer Group
Thursday Oct 7, 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 Sep 23, 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 Sep 21, 2021
Leadership – What’s Changed and Why It Matters It would not be a leadership discussion without discussing the massive change we have experienced recently. In order to be effective leaders, we must understand the factors and trends that impact the people we lead in order to best serve their needs and the needs of the business. This creates a common sense of why leadership matters in the first place by answering the question – “what problems should we as leaders be trying to solve?” Objectives: In this session, we will look at data and trends and hear from our fellow professionals the challenges that we all face and why leadership can help us solve them. ... read more
Categories: CCFB Peer Group
Tuesday Sep 14, 2021
Financial Considerations for Your Family Business How to set up and effectively use financial dashboards - providing detailed overview of an income statement with net profit, revenue, and other relevant performance ratios. Sharing financial information – how much do you have to tell? Tax saving strategies for family business owners 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
Thursday Sep 9, 2021
We’re excited to be back in person as we re-group and discuss the crazy year-end we will all have due to the likely lowering of the estate tax exemption, valuations, gifting, Covid effects on your family business … just to name a few! We also want to hear from you, and discuss issues important to you: What brings you here today and what do you want out of this group? Where are you in your succession process – timeline? What are the key challenges you anticipate or are encountering? This group provides you with the opportunity to share experiences/struggles in a confidential environment for the purpose of learning and growing. Generously sponsored by Morgan Stanley ... read more
Categories: CCFB Peer Group
Wednesday Sep 8, 2021
Professional Development (Networking and Mentors) Networking – Developing the right relationships for you and your business. Mentors – How to find the right mentor for you. Facilitator: Scott Galloway, Galloway Resource Partners 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, the group will discuss topics that are relevant and necessary to growth as a next gen leader from goal setting, to business valuation, to succession planning, and more. ... read more
Categories: CCFB Peer Group
Tuesday Sep 7, 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 Sep 2, 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 Aug 12, 2021
... read more
Categories: CCFB Peer Group
Thursday Aug 5, 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 Aug 3, 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 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
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
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
Tuesday Jun 15, 2021
Leadership Peer Group Networking Get-Together *PLEASE NOTE: This June meeting will be a Happy Hour Networking Social (in place of the usual morning meeting) at HighBank Distillery in Grandview. All who have attended any of the Leadership Development Peer Group sessions are invited to attend! ... read more
Categories: CCFB Peer Group
Tuesday Jun 15, 2021
Ignite Your Family Business - Live Virtual Meeting featuring Matina Zenios of Artina Promotional Products This 6/15 session features Matina Zenios, President of Artina Promotional Products. Artina is a family business that has transformed, overcome obstacles and thrived due to its focus on its employee family, customer service and genuine ingenuity. Hear this family business story through the decades. Discover how the second generation of family leadership has added to this successful business story. Be inspired by how taking risks and infusing creativity continues to grow this family business to the next level. Are you ready to take your family business to the next level? Join Kelly Borth, CEO and Chief Strategy Officer of GREENCREST as she facilitates this quarterly forum to hear first-hand from fellow family business owners on what they are doing to grow their business. It will help you as a business owner or leader gain the insights you need to ignite your business! ... read more
Categories: CCFB Roundtable, CCFB Peer Group
Thursday Jun 10, 2021
... read more
Categories: CCFB Peer Group
Thursday Jun 10, 2021
Elder Law Our guest speaker Jessica Roshon, attorney from Taps & Sutton, will join us in the discussion of elder law estate ethical issues and 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 ... 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
Tuesday Jun 1, 2021
L2 Wrap Up Happy Hour! By invitation only for Leadership 2.0 peer group members - meeting wrap-up & snacks at Guzman office! Donna Musilli of DM360 leads these sessions focusing on your most relevant business challenges. These sessions may have some teaching components, but the bulk of the time will be for what’s on your mind. What are your needs? And how can the group support you? ... 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 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 13, 2021
... 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
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
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
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
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 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 Apr 20, 2021
Tuckman's Model - Team Formation & Development The most common challenge for any leader is the ability to effectively manage a team of people. Learn about the natural progression of team formation and how this can help you better achieve your goals. We will discuss and review the state of your teams, what point in the process they are at and how to move them forward. 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
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
Thursday Apr 8, 2021
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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
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 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 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 Mar 11, 2021
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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
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

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