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 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
Search for Event by:
Tuesday Apr 7, 2020
Thursday Apr 9, 2020
We will be using ZOOM for our meetings since we cannot meet in person! Here is the link for this peer group virtual meeting, please register in advance:
https://zoom.us/meeting/register/v5UsdOuopzMiTQlAM1QuDt4KwZv_0P_O4A
After you register, an email will be sent to you from ZOOM with log-in information for the meeting. Note that you do not need a ZOOM account to join, you can attend this meeting from anywhere using a compatible computer or mobile device. We want to see your face so video will be enabled for peer group virtual meetings! Remember this is a casual group so appear as you are (messy hair/no make-up totally fine!).
** If you are new to ZOOM, you can test your device here: https://zoom.us/test
Insurance
Who do you have covered…and for what purpose?
Role of insurance as business/ spousal safeguards
Role of insurance in buy-sell death situations
Unanticipated or overlooked risks regarding insurance ownership
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 O’Brien of O’Brien & 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.
... read more
Categories: CCFB Peer Group
Tuesday Apr 14, 2020
We will be using ZOOM for our meetings since we cannot meet in person! Here is the link for this peer group virtual meeting, please register in advance:
https://zoom.us/meeting/register/u5UvcuqsrzwiqCrMGdAYsvyXQ-C2y9GMtA
After you register, an email will be sent to you from ZOOM with log-in information for the meeting. You do not need a ZOOM account to join, you can attend this meeting from anywhere using a compatible computer or mobile device. We want to see your face so video will be enabled for peer group virtual meetings! Remember this is a casual group so appear as you are (messy hair/no make-up totally fine!). Note that if you do not have video capability, you are still welcome to join.
** If you are new to ZOOM, you can test your device here: https://zoom.us/test
Closer Look at Family Dynamics Including Responsibility of Being a Trustee
Avoid the pitfalls of family dynamics in a family business.
Discussion will include:
• Issues that impact the day-to-day operation including the pressure to hire family members
• Trustee duties and responsibilities and why naming the right trustee is critical for your family business
... read more
Categories: CCFB Peer Group
Tuesday Apr 21, 2020
We will be using ZOOM for our meetings since we cannot meet in person! Here is the link for this peer group virtual meeting, please register in advance:
https://zoom.us/meeting/register/u5cvcO2vqjsuWurqS3YPJHYyMS8122f-RQ
After you register, an email will be sent to you from ZOOM with log-in information for the meeting. You do not need a ZOOM account to join, you can attend this meeting from anywhere using a compatible computer or mobile device. We want to see your face so video will be enabled for peer group virtual meetings! Remember this is a casual group so appear as you are (messy hair/no make-up totally fine!). Note that if you do not have video capability, you are still welcome to join.
** If you are new to ZOOM, you can test your device here: https://zoom.us/test
Collaboration
One of the most satisfying aspects of leadership is the ability to help people work together more effectively and productively. Learn the best practices on how to foster collaboration with anyone in your circle of influence.
Objectives:
• Learn a process for managing and improving collaboration
• Participate in exercises to determine specific steps to improve the way you collaborate with others.
This Peer Group focuses on four modules of Leadership:
Leadership Styles; Developing Your People; Collaboration & Conflict Management; Team Development
Facilitator Jonathon McKay with PATH will lead these leadership sessions focusing on the most relevant challenges and opportunities for your business today. This is a very collaborative group that encourages peer-to-peer sharing.
Generously sponsored by Park National Bank
... read more
Categories: CCFB Peer Group
Wednesday Apr 22, 2020
We will be using ZOOM for our meetings since we cannot meet in person! More details will be sent with your meeting invitation, but here is the link our meeting, please register in advance:
https://zoom.us/meeting/register/vJcrduGqrD0uQ1VAk5hJe60YvIjF12C-0A
After you register, an email will be sent to you from ZOOM with log-in information for the meeting. Note that you do not need a ZOOM account to join, you can attend this meeting from anywhere using a compatible computer or mobile device.
** If you are new to ZOOM, you can test your device here: https://zoom.us/test
We want to see your face so video will be enabled! Remember this is a casual group so bad hair and furry friends are welcome!
Enrollment is closed for this Leadership 2.0 series - for other Leadership meetings, please contact Amy at adotts@familybusinesscenter.com
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.
Donna Musilli of DM360 will 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 Apr 23, 2020
We will be using ZOOM for our meetings since we cannot meet in person! Here is the link for this peer group virtual meeting, please register in advance:
https://zoom.us/meeting/register/vJAkfuGrrjwjZQsmpbAK65ufr2cUYBLR8g
After you register, an email will be sent to you from ZOOM with log-in information for the meeting. You do not need a ZOOM account to join, you can attend this meeting from anywhere using a compatible computer or mobile device. We want to see your face so video will be enabled for peer group virtual meetings! Remember this is a casual group so appear as you are (messy hair/no make-up totally fine!). Note that if you do not have video capability, you are still welcome to join.
** If you are new to ZOOM, you can test your device here: https://zoom.us/test
Maintaining Cultural Anchors
Honor the Past
Celebrate the Present
Build on your Vision
This is a great discussion to have within family businesses and with the Leaders who are not family but entrusted with maintaining those cultural anchors (Honor the Past).
Take Away:
Great companies, family businesses and entities of any kind, understand the importance of continually sharing stories that anchor the Core Values and Vision of it’s leaders and creating a long term sustainable culture.
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.
Led by experts from Driscoll Learning.
... read more
Categories: CCFB Peer Group
Thursday Apr 23, 2020
Tuesday May 5, 2020
Tuesday May 12, 2020
How to Stop Apologizing
Women are guilty of it more than men ? apologizing unnecessarily. The habit of often injecting the word ?sorry? into your conversations may seem harmless on the surface but it has consequences. Discussion will address:
? Drawbacks of too much apologizing
? Recognizing the right times to apologize and strategies for only doing so when you mean it
... read more
Categories: CCFB Peer Group
Thursday May 14, 2020
Passing Wealth Tax Free
• What will the future bring regarding taxes?
• Gifting – annual giving & exclusions
• Tax law fluctuation
• Grantor retained annuity trusts
• Family limited partnerships
... read more
Categories: CCFB Peer Group
Tuesday May 19, 2020
Tuckman’s Model - Team Formation & Development
Description: 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.
Objectives:
• Discuss and review Tuckman’s Team Formation and Development Model
• Review the state of your teams, what point in the process they are at and how to move them forward
... read more
Categories: CCFB Peer Group
Thursday May 28, 2020
Boundaries for Non-Family Leaders
In the end, as a leader, you are always going to get a combination of two things:
“What you create and what you allow.”
Ultimately, leaders own it! They are the ones who define and create the boundaries that drive standards of performance and culture and high-performance teams that are organized around the behaviors that drive sustainable high performance.
Take Away:
• Establishing one’s own boundaries as a Leader
• Focusing our attention on the factors that create high performance teams and sustainable results
• Boundaries that support an environment of transparency, accountability and trust.
... read more
Categories: CCFB Peer Group
Thursday May 28, 2020
Tuesday Jun 2, 2020
Thursday Jun 4, 2020
Homework for this June 4 session:
In our continuing discussion of Conscious Leadership, read through the first commitment of Taking Responsibility in “The 15 Commitments of Conscious Leadership.”
Continue to ask yourself, “Where am I?''
Enrollment is closed for this series, but if you are interested in this group - please contact Amy at adotts@familybusinesscenter.com.
Donna Musilli of DM360 will 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
Tuesday Jun 9, 2020
Adapting to a Changing Employment Market
Sharon DeLay, Conway member and owner of GO-HR will be our guest facilitator this month! Join us as we discuss the current job market and how it has all changed with COVID-19.
Discussion will include:
• Bringing employees back to work in the wake of Covid-19
• Remote working considerations
• Best practices for recruiting and retaining employees
AND MUCH MORE!
We will be using ZOOM for our meetings since we cannot meet in person! Here is the link for this peer group virtual meeting, please register in advance:
https://us02web.zoom.us/meeting/register/tZYrfuqtrz0pHdzWPi3hcWyQY7NYhMzwmoDu
After you register, an email will be sent to you from ZOOM with log-in information for the meeting. You do not need a ZOOM account to join, you can attend this meeting from anywhere using a compatible computer or mobile device. We want to see your face so video will be enabled for peer group virtual meetings! Remember this is a casual group so appear as you are (messy hair/no make-up totally fine!). Note that if you do not have video capability, you are still welcome to join.
** If you are new to ZOOM, you can test your device here: https://zoom.us/test
... read more
Categories: CCFB Peer Group
Tuesday Jun 16, 2020
Development Plan -After having completed the previous nine sessions, it’s time to put the collective learning into action. Learn how to put these concepts and frameworks into an actionable plan to help achieve your goals.
Objectives:
• Review your current state and goals
• Develop clear and measurable actions that can improve your environment and the lives of people around you
... read more
Categories: CCFB Peer Group
Tuesday Jun 23, 2020
Buying or Selling a Business
• Are you planning on buying or selling within two years?
• Confidentiality Agreement (NDA)
• Reasons to sell/buy
• Bringing on investors
• Valuation revisited
• Creating life after succession
... read more
Categories: CCFB Peer Group
Thursday Jun 25, 2020
Emotional Quotient - Isn't it all about IQ?
TriMetrix EQ - Are we connecting? (cont.) 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 *
... read more
Categories: CCFB Peer Group
Thursday Jun 25, 2020
Tuesday Jul 7, 2020
Tuesday Jul 14, 2020
Stages of Wealth including Utilizing Donor-Advised Funds
We will explore the three stages of wealth: accumulation, preservation, and distribution. Discussion will encourage you to consider these three phases and make sure you’re being proactive, because without a plan to transition smoothly from phase one to two and then phase three, you run the risk of dropping the baton suffering the consequences.
Importance and strategies for transitioning smoothly into each of the stages
Utilizing Donor-Advised funds – benefits, difference between a Foundation
How to set up a Donor-Advised fund
We will be using ZOOM for our meetings since we cannot meet in person! Here is the link for this peer group virtual meeting, please register in advance
... read more
Categories: CCFB Peer Group
Thursday Jul 23, 2020
Wednesday Jul 29, 2020
HR Open Forum - Virtual Live Meeting
Got questions? Sure you do! Businesses have been blindsided this year and navigating the ''new normal'' is not for the faint of heart. As staff continues to expand and contract to meet changing business needs, new employment laws are enacted and sunset, and expectations about how to get work done are constantly coming at us - it's no wonder we have HR fatigue!
Let's come together and talk all things HR. Sharon DeLay, President of GO-HR will facilitate and address HR issues you are currently facing in your family business. We'll share best practices, must-knows and be the empathetic ear we all need right now.
Topics such as remote working/productivity, employee health and well-being, best practices for encouraging diversity and inclusion in your workplace … just to name a few. Join us for this live interactive meeting to find practical advice around tackling the challenges you are facing.
*Important Note: Because we want this to be interactive, this session will be a Zoom Meeting (same format as our peer groups) with audio/video enabled for all who join. Note that if you do not have video capability, you are still welcome to participate. This session will NOT be recorded.
... read more
Categories: CCFB Roundtable, CCFB Peer Group
Tuesday Aug 4, 2020
Tuesday Aug 11, 2020
How to Avoid Probate When There is No Plan
Join us for a discussion of the ins and outs of avoiding probate and why it is important – to your family, for your business, and for your own peace of mind. What to do when there is no plan resulting in additional frustrations, delay, and costs for your loved ones.
... read more
Categories: CCFB Peer Group
Thursday Aug 27, 2020
Tuesday Sep 1, 2020
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 3, 2020
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.
Enrollment is closed for this series, but if you are interested in this group - please contact Amy at adotts@familybusinesscenter.com.
Donna Musilli of DM360 facilitates these sessions focusing on your most relevant business challenges.
... read more
Categories: CCFB Peer Group
Tuesday Sep 8, 2020
WBE Certification Opportunities & Challenges
How do you become a Women’s Business Enterprise (WBE)?
What are the benefits of certification?
Who should apply for WBE, who should not apply
Discussion of criteria, cost, how long it takes for certification
?Our guest speakers Myrna Taylor and Valencia McNeil from Women's Business Enterprise Council Ohio River Valley will provide the information you need and answer your questions.
Hear also from Conway member speaker Susan Snyder-Hina, President of Hina Environmental Solutions, Inc. who as been through the process of certification and can discuss the benefits and challenges!
Please register accordingly - either for the ONSITE session or ONLINE via ZOOM
... read more
Categories: CCFB Peer Group
Thursday Sep 10, 2020
The CARES Act: Implications for your family businesses
Reps from Porter Wright and W3 Global Accounting will be our guest contributors for this meeting, sharing the latest information and guidance about tax, loan forgiveness, benefits, and general business planning aspects of the CARES Act.
The CARES Act effect on retirement
PPP loan and tax implications
Consideration of a trust provision for staying home vs. nursing home
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 O’Brien of O’Brien & 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.
... read more
Categories: CCFB Peer Group
Tuesday Sep 15, 2020
Leadership: What has 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??
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.
Facilitator Jonathon McKay with PATH will lead these leadership sessions focusing on the most relevant challenges and opportunities for your business today. This is a very collaborative group that encourages peer-to-peer sharing.
Generously sponsored by Park National Bank
... read more
Categories: CCFB Peer Group
Thursday Sep 24, 2020
Thursday Oct 1, 2020
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.
Enrollment is closed for this series, but if you are interested in this group - please contact Amy at adotts@familybusinesscenter.com.
Donna Musilli of DM360 facilitates these sessions focusing on your most relevant business challenges.
... read more
Categories: CCFB Peer Group
Tuesday Oct 6, 2020
Thursday Oct 8, 2020
Sibling Rivalry During Stressful Times
• What parents can do
• How to deal with situation when “chosen one” is struggling
• Treating children equally; treating children differently
• Which child becomes the leader – both?
... read more
Categories: CCFB Peer Group
Tuesday Oct 13, 2020
... read more
Categories: CCFB Peer Group
Tuesday Oct 20, 2020
Building A Foundation for Great Leadership
The practice of leadership has been developed over decades over experience and practice. One thing we know – great leadership is hard. However, there is a proven way forward. The foundation of this path to great leadership rests on having a strong sense of purpose and values from which to operate from. Our ability to work through tough situations for both ourselves and others. Leaders must first understand what the foundational principles mean to us as individuals before we can help inspire others to join the journey.
In this session, we will discuss how to develop a personal purpose statement and what types of values are best suited for servant leadership.
Facilitator Jonathon McKay with PATH will lead these leadership sessions focusing on the most relevant challenges and opportunities for your business today. This is a very collaborative group that encourages peer-to-peer sharing.
Generously sponsored by Park National Bank
? Please register accordingly - either for the ONSITE session or ONLINE via ZOOM
ONSITE REGISTRATION
All attending in person must comply with safety guidelines, including the face mask and social distancing policies. Please refer to the Conway Center Re-Opening FAQs for details as to what to expect when attending an onsite Conway Center event during this COVID-19 crisis.
... read more
Categories: CCFB Peer Group
Thursday Oct 22, 2020
Tuesday Oct 27, 2020
L2 Fall Fun Get Together!
By invitation only for Leadership 2.0 peer group members - meeting & dinner on Guzman deck!
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
Tuesday Nov 3, 2020
Thursday Nov 5, 2020
Caring for an Aging Loved One
Join our guest speaker Melanie Hankinson, an Aging Life Care Professional®, as she reviews the options and hurdles of caring for an aging loved one. Discussion will focus on you as business owners who may not have the flexibility to “leave the business in someone else’s hands” thus need help with what can often be an overwhelming task of navigating services and care while running a business. We will explore in-home, community,and facility care - as well as end-of-life care options. Examples of current and past client case studies will be shared along with other issues including:
Pros and cons whether care should continue in the home or placement in a facility
What is the cost of care and who pays for this care?
How caregiver stress can take a toll?
Health directive forms’ interplay and terms
Financial Powers of Attorney
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 O?Brien of O?Brien & 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.
... read more
Categories: CCFB Peer Group
Tuesday Nov 10, 2020
This session is two parts and will be held exclusively remote via ZOOM.
Rocketbook - Tips/Tricks &
Conflict Management: Defining Roles & Accountability
Rocketbook - Tips/Tricks
As follow up from last month's meeting about discussing favorite life hacks and apps, Conway member Karen Sullivan will share with us how she has been benefitting for years using the Rocketbook - a reusable/erasable ''smart'' notebook that can be connected to all your favorite cloud services.
Conflict Management: Defining Roles & Accountability
Conflicts are a natural part of the workplace, so it is important to understand conflicts and know how to resolve them effectively. Skills discussed will include:
Handling confrontations tactfully and constructively
Creating positive outcomes from disputes and disagreements
Ensuring the roles and responsibilities of each employee are clearly passed on to them
? Please register ONLINE via ZOOM
An email will be sent to you with the registration confirmation and log-in information from ZOOM for the meeting. Please log in a few minutes prior to session start so you are ''in'' the meeting by 7:30am.
Webinar ID: 838 7514 2689
Conflicts are a natural part of the workplace, so it is important to understand conflicts and know how to resolve them effectively. Skills discussed will include:
Handling confrontations tactfully and constructively
Creating positive outcomes from disputes and disagreements
Ensuring the roles and responsibilities of each employee are clearly passed on to them
... read more
Categories: CCFB Peer Group
Tuesday Nov 17, 2020
Leadership Self-Awareness
Great lea
Leadership Self-Awareness
Great leaders know that their ability to lead others is primarily limited by their understanding of their own strengths and weaknesses. Therefore, developing the skill of self-awareness empowers leaders to achieve things other can’t, such as helping engage employees and out-perform. In this session, we will discuss how to identify your leaderships strengths and weaknesses, and where to focus your energy to achieve the best results.
Facilitator Jonathon McKay with PATH will lead these leadership sessions focusing on the most relevant challenges and opportunities for your business today. This is a very collaborative group that encourages peer-to-peer sharing.
Generously sponsored by Park National Bank
? Please register accordingly - either for the ONSITE session or ONLINE via ZOOM
ONSITE REGISTRATION
All attending in person must comply with safety guidelines, including the face mask and social distancing policies. Please refer to the Conway Center Re-Opening FAQs for details as to what to expect when attending an onsite Conway Center event during this COVID-19 crisis.
Ohio Dominican University
Griffin Student Center - Rooms 258-259
1215 Sunbury Road
Columbus 43219
*Please place this PARKING PASS on your dashboard and remember to wear your mask!
register button
ONLINE REGISTRATION VIA ZOOM
To attend remotely via ZOOM, register through this link:
https://us02web.zoom.us/meeting/register/tZEldeioqD4jEtCmMEkHtSurLlT1uwVJCPJJ
An email will be sent to you with the registration confirmation and log-in information from ZOOM for the meeting. Please log in a few minutes prior to session start so you are ''in'' the meeting by 7:30am.
Webinar ID: 858 2106 5984ders know that their ability to lead others is primarily limited by their understanding of their own strengths and weaknesses. Therefore, developing the skill of self-awareness empowers leaders to achieve things other can’t, such as helping engage employees and out-perform. In this session, we will discuss how to identify your leaderships strengths and weaknesses, and where to focus your energy to achieve the best results.
Facilitator Jonathon McKay with PATH will lead these leadership sessions focusing on the most relevant challenges and opportunities for your business today. This is a very collaborative group that encourages peer-to-peer sharing.
Generously sponsored by Park National Bank
... read more
Categories: CCFB Peer Group
Thursday Nov 19, 2020
Tuesday Dec 1, 2020
Thursday Dec 3, 2020
This 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 Dec 8, 2020
Planning topics for 2021!
Join us for this important session as we discuss topics for the 2021 Women's Peer Group!
... read more
Categories: CCFB Peer Group
Thursday Dec 10, 2020
Join guest speaker Lisa Jolley from the Columbus Foundation as she discusses how to start, or refine, a giving program. The unique circumstances of family businesses require careful planning and guidance essential for effective giving.
• Why philanthropy is important and how it works with family businesses
• How a donor-advised fund works, and the tax benefits associated with it
... read more
Categories: CCFB Peer Group
Tuesday Dec 15, 2020
Leadership Tools to Serve Others
One of the greatest joys, and primary directives, of leadership is the ability to positively impact the lives of others. In order to avoid the morass of conflict and demotivation, leaders must have the tools to apply their skillsets appropriately in various situations in order to achieve better outcomes.
In this session we will discuss how to analyze situations and adapt to the needs of the people you serve.
Facilitator Jonathon McKay with PATH will lead these leadership sessions focusing on the most relevant challenges and opportunities for your business today. This is a very collaborative group that encourages peer-to-peer sharing.
Generously sponsored by Park National Bank
... read more
Categories: CCFB Peer Group
Thursday Dec 17, 2020
Thursday Jan 7, 2021
Tuesday Jan 12, 2021
Tips On How To Network Sensitively During COVID Times
How to develop connections and relationships without being 'pushy' during this difficult time
Business development in family business - what is working, how the rules are changing, new tactics
Please register ONLINE via ZOOM
An email will be sent to you with the registration confirmation and log-in information from ZOOM for the meeting. Please log in a few minutes prior to session start so you are ''in'' the meeting by 7:30am.
Webinar ID: 881 9425 7202
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 Jan 14, 2021
Corporate Entities
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 Jan 14, 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 Jan 19, 2021
Employee Experience (EX) and Why It Matters
Let's be honest, Employee Experience is a buzzword. Nevertheless, the concept holds significant value for organizations who are willing to do the tough work required to make it part of their culture. Yet, many times we lack the necessary definition and data around the concept to make it impactful for organizations.
In this session, we will discuss the process of Employee Engagement and how it should be approached to achieve the value of empowering employees to do great work.
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
Wednesday Jan 27, 2021
HR Live Virtual Meeting - From Apathy to Zoom Fatigue – We All Just Need a (Socially-Distanced) Hug
If nothing else, 2020 was a year where nobody could be too comfortable! Following months and months of navigating remote working, paid sick leave, viruses, vaccinations, and social unrest, let’s take an hour or so to check in with one another and hear about the best practices we’ve all developed from what we learned, and develop our 2021 checklists of what we need to do and what we need to watch. With a change in our federal leadership, there will definitely be (even more) changes coming! Come prepared with best practices, burning questions, and ready to receive your virtual hug to keep you going through Q1 2021!
Sharon DeLay, President of GO-HR will facilitate this session - join us for this live meeting* to find practical advice around tackling the challenges you are facing.
*Note: Because we want this to be interactive, this session will be a Zoom Meeting (same format as our peer groups) with audio/video enabled for all who join. Note that if you do not have video capability, you are still welcome to participate.
... read more
Categories: CCFB Roundtable, CCFB Peer Group
Thursday Jan 28, 2021
The Conway Strong CEO Peer Group is for Presidents and CEOs of family-owned businesses. There is an additional annual fee and is by invitation only to attend.
... read more
Categories: CCFB Peer Group
Tuesday Feb 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.
... read more
Categories: CCFB Peer Group
Thursday Feb 4, 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 Feb 4, 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 Feb 9, 2021
The Towanda Effect: Unapologetic Boldness for Career and Life Success - A Conversation with Tonya Tiggett
We welcome Tonya Tiggett, Founder of Tiggett & Co. as our guest speaker.
What propels you to act with uncharacteristic boldness, even just once? If you ever saw the movie Fried Green Tomatoes you can understand that shouting a simple mantra like “TOWANDA!” can have an amazingly emboldening effect when being unapologetically bold!
Do you know that the characteristic of being bold is not solely a human behavior?
Join us for a lively conversation to discover how marine biologists define boldness for success and survival in fish species and what we can learn from their research to apply to our own lives and organizational cultures to not only be bolder, but to be unapologetically bold!
... read more
Categories: CCFB Peer Group
Thursday Feb 11, 2021
Asset Protection Planning – an Important Component of Estate Planning
To protect what you have, it is vital to take some defensive measures. This session will address how to protect your assets and giving up control as it relates to:
Titling of assets
Legacy Trusts
Separate Property trusts
Prenuptials
Generously sponsored by Morgan Stanley
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 Feb 16, 2021
How to Understand What Your Employees Need
''Great leaders are great listeners.'' That's a quote from somewhere, and it still holds the same weight as when it was first uttered. A key aspect of leadership is about our ability to solve problems and help others solve problems. As leaders, how do we know what the problem is? What are the things that hamper both our ability and others to achieve goals and create positive outcomes? How can we better understand the people around us to get things done?
This session will address the questions above and others by discussing best practices of employee feedback and what to do with it.
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 Feb 25, 2021
The CEO Peer Group is for Presidents and CEOs of family-owned businesses. There is an additional annual fee to attend.
... read more
Categories: CCFB Peer Group
Tuesday Mar 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 Mar 4, 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 Mar 4, 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 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
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 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 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
