The Conway Center for Family Business provides highly relevant, topical and original programming that helps members learn, stay informed and share experiences with their peers. These family-focused educational programs are unique to the Center and cannot be found anywhere else in Central Ohio.
In addition, we offer enjoyable social interactions that allow members to build strong relationships. We believe that some of the most productive experiences are created in less formal, group settings where relationships can be built, ideas shared and new opportunities hatched.
Just some of these activities include our annual Family Business Awards & Expo, Monthly Educational Programs, Networking and Social Events and Peer Groups. Please see our Events Calendar for topics that can provide solutions to your family business challenge.
Events Calendar - CCFB Peer Group
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Wednesday Apr 24, 2019
Captive Insurance Companies - Business owners generally have three common goals; to reduce taxes, reduce business risk, and reduce health care costs. In this session, we will be introducing Captive Insurance Companies, commonly called ''Captives,'' as an innovative (and somewhat-secret) solution to accomplish these goals.
... read more
Categories: CCFB Peer Group
Thursday Apr 25, 2019
Right People/Right Seat - 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 25, 2019
Tuesday Apr 30, 2019
When the next generation of leadership took over The Strait & Lamp Group, a company with five distinct and different locations, they realized a need to create a unified organization. Hear from president and owner, Steve Arnold, as he describes the process of how The Strait & Lamp Group embraced a fresh approach yet honored their rich history of more than 100 years.
... read more
Categories: CCFB Peer Group
Wednesday May 8, 2019
Thursday May 9, 2019
Conflicts of Interest in the Family Business
In a family business, a dispute of family issues, business issues, or ownership issues can be very detrimental to the business. This session explores situations that cause conflicts, the need for boundaries and the necessary resolution to avoid such conflicts in a family owned business.
... read more
Categories: CCFB Peer Group
Tuesday May 21, 2019
Tuckman's Model - Team Formation & Development - This Peer Group exists to empower ourselves as leaders to build better culture that improves our business and others.
... read more
Categories: CCFB Peer Group
Tuesday May 21, 2019
Thursday May 23, 2019
Are we Connecting? Behavior styles and Driving Forces that effect our business relationships
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.
... read more
Categories: CCFB Peer Group
Thursday May 23, 2019
Wednesday Jun 12, 2019
Thursday Jun 13, 2019
Others - clarifying the roles and responsibilities of family ownership
What are the rights, responsibilities, and roles of inactive family shareholders?
Generously sponsored by The Fortis Group at Morgan Stanley
... read more
Categories: CCFB Peer Group
Tuesday Jun 18, 2019
Development Plan - This Peer Group exists to empower ourselves as leaders to build better culture that improves our business and others. Facilitators Jonathon McKay and Sarah Ahern with PATH will lead these leadership sessions on various topics focusing on the most relevant challenges and opportunities for your business today.
... read more
Categories: CCFB Peer Group
Thursday Jun 27, 2019
Emotional Quotient - Isn't it all about IQ?
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 Jun 27, 2019
Wednesday Jul 10, 2019
Tuesday Jul 16, 2019
You Audit Know - There are several hiding places within the HR function that should be audited and each one can be costly, turn into a PR nightmare, or otherwise drain your time and energy. All of these are potentially avoidable with a little work on your part. For this session we’ll discuss various types of audits
There are several hiding places within the HR function that should be audited and each one can be costly, turn into a PR nightmare, or otherwise drain your time and energy. All of these are potentially avoidable with a little work on your part. For this roundtable we’ll discuss various types of audits you should do in your business, the potential penalties and findings related to audits, and what you’re already doing in this area. We’ll have a special guest from a BWC TPA who will discuss BWC audits and easy ways you can control your BWC costs before they become a liability.
... read more
Categories: CCFB Peer Group
Thursday Jul 25, 2019
Wednesday Jul 31, 2019
Are you thinking about how to get your family business known in the community? Join Dianne Grote Adams as she shares insights from Safex and how their continuous efforts have helped increase name recognition. Find out how Safex created and implemented a plan to celebrate milestone achievements and create deeper connections within the community.
... read more
Categories: CCFB Peer Group
Tuesday Aug 6, 2019
Information session for our new Non-Family C-Suite Leaders. This monthly group is designed for addressing the unique dynamics you encounter while holding a top management position (CEO, CFO, COO, General Manager) within a family-owned company but are not a family member.
... read more
Categories: CCFB Peer Group
Wednesday Aug 14, 2019
Thursday Aug 22, 2019
Wednesday Sep 4, 2019
Making Social Media Marketing Work For Your Business - The explosion of social media over the past decade has transformed the way people communicate, get their news, and make buying decisions. In response, many businesses are currently active on social media, or want to be - but it's not always clear what results these efforts are generating, or what the right strategy should be.
In this Online Strategy Peer Group, Adept's Director of Strategy, Jake Kaufman, will offer guidance on how to get started with social media, or optimize what you're already doing. Bring your questions for Jake!
... read more
Categories: CCFB Peer Group
Wednesday Sep 11, 2019
Benefits: Navigating Open Enrollment and Renewals -
It’s open enrollment season, and whether you love it or hate it, you have to do it. Join us for this Human Resources Peer Group and let’s discuss benefits. Now is the time to arm yourself with the knowledge you need to negotiate the best benefits opportunities for your employees and your company.
Bring your questions! We’ll have special guests here to give you answers and provide some important things to think about as you make your 2020 benefits decisions.
... read more
Categories: CCFB Peer Group
Thursday Sep 12, 2019
The Landscape – Every Family Business Succession Situation is Unique
• Discussion of confidentiality for this peer group
• What brings you here today?
• Where are you in your succession process – timeline?
• What are the key challenges you anticipate or are encountering?
• Preparation for the unexpected – Emergency Plan
• Buy/Sell – key provisions
... read more
Categories: CCFB Peer Group
Tuesday Sep 17, 2019
Servant Leadership - 7 Pillars
The best leaders operate on a clear set of values and lead by example. Learn the what values the most effective leaders operate by and how to integrate them into your leadership journey.
Objectives:
• Learn and discuss the seven values of effective leaders.
• Create a structured personal value system
... read more
Categories: CCFB Peer Group
Tuesday Sep 24, 2019
When It?s Not Set in Stone: Adapting to the Changing Market
Modlich Monument Company, still family-owned 80 years after its founding, finds itself in a changing industry. Consumer preferences and market conditions have evolved ? what customers want and how they shop for it have changed drastically in recent years. Learn how the fourth generation of leadership, Jonathan Modlich, is helping the organization adapt and plot a new path for the future.
... read more
Categories: CCFB Peer Group
Thursday Sep 26, 2019
Goal setting and accountability (Performance Management)
Gain insights into effective Performance Management instruments and techniques to improve accountability and performance. Consistent accountability for family and non-family members.
• Developing Key Accountabilities
• Utilization of SMART goals
• Introduction of Cascading of Accountabilities (techniques to ensure clarity of goals and meeting objectives)
• Discussion of how various companies in attendance manage performance
• What works, what doesn’t…why?
• How do family members enhance or hinder accountability?
• Introduce 360’s as a possible solution for performance management.
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.
... read more
Categories: CCFB Peer Group
Thursday Sep 26, 2019
Tuesday Oct 1, 2019
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
Wednesday Oct 9, 2019
Thursday Oct 10, 2019
Lonely at the Top
• Who can you talk to?
• Do you have an Advisory Board?
• The owner identity
• Choosing a successor
• Slowing down/moving on
• Challenges: wealth, perks, status, power, relationships
• Considerations on the rest of life – family relationships, philanthropy
... read more
Categories: CCFB Peer Group
Tuesday Oct 15, 2019
5 Levels of Leadership
People follow leaders either because they have to or they want to. Learn the difference between the two and how to foster better followership by being a more authentic leader.
Objective:
• Understand the source of your leadership and how to position yourself to motivate people
• Learn how to move up to more engaging positions of leadership
... read more
Categories: CCFB Peer Group
Thursday Oct 24, 2019 -
Friday Oct 25, 2019
Thursday Oct 24, 2019
Building a Culture of Trust - 4 Principals of Trust
We will learn about and discuss the 4 elements of trust and the impact you can have in your business as a non-family member and leader, that can make all the difference in your performance: Personal Trust, Situational Trust, Ethical Trust, Strategic Trust.
I worked 30 years for a dynamic entrepreneur who built a successful business and had a lager than life personality as the owner and leader of our company. As a Non-Family member and leader this can present many different challenges and Trusst is at the top of the list..
Take Away:
Learning and discussing the 4 Elements of trust and the impact you can have in your business as a non-family member and leader, can make all the difference in your performance.
... read more
Categories: CCFB Peer Group
Tuesday Nov 5, 2019
Wednesday Nov 6, 2019
Thursday Nov 7, 2019
Successor
• Do you know who you want?
• Have you thought about the succession of “authority”, “relationships” and “knowledge”?
• Choosing who to develop
• Building support within the organization for the successor
• Skill building experiences for the successor
• Involving key stakeholders in succession process
• Introduction of successor to critical relationships (bankers, attorneys, key customers, vendors)
• Shifting roles between CEO & Successor
... read more
Categories: CCFB Peer Group
Thursday Nov 14, 2019
Tuesday Nov 19, 2019
Situational Leadership
Not all leadership situations are the same, and effective leaders know how to navigate different situations based on the level of development others are at.
Objectives:
• Review the various leadership examples and discuss techniques to adapt to different situations and people
• Identify where the source of your leadership lies and how to improve it.
... read more
Categories: CCFB Peer Group
Tuesday Dec 3, 2019
Thursday Dec 5, 2019
TriMetrix EQ - Are we connecting?
TriMetrix EQ combines Behaviors, 12 Driving Forces and Emotional Intelligence in a fully integrated assessment and reveals the effects on family business relationships.
Leveraging the power of three sciences, we will measure your ability to sense, apply the power and acumen of emotions to facilitate high levels of collaboration and productivity within your family business.
Take Away:
• An understanding of our own behavior style along with key family business leaders
• Your personalized 55-page assessment *
* Prework is required. Everyone attending should complete a TriMetrix EQ assessment.
Access to the complimentary TriMetrix EQ assessment will be provided to you upon registration for this session. Please complete prior to this session and bring your results.
... read more
Categories: CCFB Peer Group
Thursday Dec 12, 2019
Asset Transfer Strategies
• How many of you have current valuations?
• Business valuation: what’s the business really worth?
• Starting the journey
• Pros & cons of gifts vs sales to successors
• Redemption techniques
• Estate transfers to Next Gen
• Overcoming entitlement challenges
... read more
Categories: CCFB Peer Group
Thursday Dec 12, 2019
Tuesday Dec 17, 2019
Innovative Leadership
The journey of leadership is a process, and knowing the stages of that process will help to continually improve your leadership abilities and the impact it has on your environment.
Objectives:
• Review the innovative leader continuous improvement framework
• Discuss how to incorporate this type of system into your leadership journey
... read more
Categories: CCFB Peer Group
Tuesday Jan 7, 2020
Leadership is complex; and especially for family businesses. Join this Leadership 2.0 group to find your safe place for monthly support, peer mentoring and group coaching to discover how to lead well in ambiguity.
This group is open to family and non-family member leaders working in a family-owned business who desire:
? A safe and consistent space to share openly and seek advice and support for your day-to-day leadership challenges
? A deeper understanding of your unique voice in this group and in your business by taking the Clifton Strengths Assessment
? Leadership development education around topics such as:
o Growth Mindset
o Language of Strengths
o Conscious Leadership
o Healthy Conflict
o Equipping Talent
... read more
Categories: CCFB Peer Group
Tuesday Jan 7, 2020
Thursday Jan 9, 2020
Separating Business & Personal Assets
• How many have the business in a separate entity from the land?
• Getting money out of the business
• LLC ownership of Property – rent – lease
• Personal assets; real estate assets
• Outside income
• Treating family members fairly while maintaining business control
... read more
Categories: CCFB Peer Group
Tuesday Jan 14, 2020
Best Business Practices from 2019: What Worked and Why?
The new year is a time to reflect on the recent past as well as make adjustments and plan. Join us in this discussion to share best practices with other women business leaders. Share and learn from each other -what worked for you in 2019 and why?!
... read more
Categories: CCFB Peer Group
Tuesday Jan 21, 2020
Coaching/Guiding/Mentoring
While it is important to develop your leadership skills internally, the best measurement of a leader is how the engage and develop others. This course will discuss the three most common ways of empowering and developing the people you lead.
Objectives:
• Discuss and review the differences between the three types of leadership actions
• Determine how best to apply these tactics to your leadership situation
... read more
Categories: CCFB Peer Group
Thursday Jan 23, 2020
TriMetrix EQ - Are we connecting? (this session focus is on Driving Forces) Combines Behaviors, 12 Driving Forces and Emotional Intelligence in a fully integrated assessment and reveals the effects on family business relationships.
Leveraging the power of three sciences, we will measure your ability to sense, apply the power and acumen of emotions to facilitate high levels of collaboration and productivity within your family business.
Take Away:
• An understanding of our own behavior style along with key family business leaders
• Your personalized 55-page assessment *
* Prework is required. Everyone attending should complete a TriMetrix EQ assessment.
Access to the complimentary TriMetrix EQ assessment will be provided to you upon registration for this session. Please complete prior to this session and bring your results.
Note that if you already completed this assessment session, no need to re-take - please just bring to this session.
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, this session is facilitated by Bryan Driscoll.
... read more
Categories: CCFB Peer Group
Thursday Jan 23, 2020
Tuesday Feb 4, 2020
Thursday Feb 6, 2020
Leadership is complex; and especially for family businesses. Join this Leadership 2.0 group to find your safe place for monthly support, peer mentoring and group coaching to discover how to lead well in ambiguity.
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 Feb 11, 2020
How to Win at Negotiating
Most of us women don’t like it and tend to avoid it but negotiating in a crucial skill. Join us in this important discussion of how best to communicate your needs to get what you deserve.
• Negotiating Skills
• Importance of Preparation and Knowing your Worth
• Overcoming Barriers and Bias
... read more
Categories: CCFB Peer Group
Thursday Feb 13, 2020
Sharing Financial Information
• How do you feel about sharing?
• Confidentiality considerations
• Who gets financial information & what form does the information take?
• How much information is shared?
• Timing of reporting
• Shareholder family members vs. family in the business
... read more
Categories: CCFB Peer Group
Tuesday Feb 18, 2020
Developmental Roadmap
Description: In today’s world, more and more people need help determining how to be the best version of themselves. Learn how to help those around create purpose in their life and a plan to achieve it.
Objectives:
• Review the best practices around Developmental Roadmaps
• Create a personalized development plan as an exercise to use with others
... read more
Categories: CCFB Peer Group
Thursday Feb 27, 2020
Right Hire/Right Seat
Understanding the impact, both positively and negatively, of having a bad hire or an ineffective employee in the wrong role within the organization. Understanding the benefits and increased productivity by having the right people in the correct role.
Share stories for how and why individuals were hired and their impact on the organization.
Discuss how family leadership impacts hiring and/or promotions.
Techniques and tools to remove bias from hiring and promotion process
Gain insights into effective Performance Management instruments and techniques to improve accountability and performance. Consistent accountability for family and non-family members.
• Developing Key Accountabilities
• Utilization of SMART goals
• Introduction of Cascading of Accountabilities (techniques to ensure clarity of goals and meeting objectives)
• Discussion of how various companies in attendance manage performance
• What works, what doesn’t…why?
• How do family members enhance or hinder accountability?
• Introduce 360’s as a possible solution for performance management.
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.
... read more
Categories: CCFB Peer Group
Thursday Feb 27, 2020
Tuesday Mar 3, 2020
Thursday Mar 5, 2020
Spouses
• Is your spouse currently involved?
• Providing for surviving spouses
• Spouses - Active and non-active in business
• Spouses serving as trustees
• Children from several marriages
... read more
Categories: CCFB Peer Group
Tuesday Mar 10, 2020
Managing Conflict
One of the consistent characteristics of strong leaders is the ability to manage conflict in an organization or team. Learn the best practives of managing conflict and how this can help improve the relationships around you.
Objectives:
• Discuss the different types of conflicts and situations therein.
• Learn how to help people productively address conflict
... read more
Categories: CCFB Peer Group
Tuesday Mar 17, 2020
This session has been canceled. The health and safety of our members and program facilitators is of the upmost importance. Please VIEW important information about COVID-19 and Conway Center programming.
Thank you for your understanding and cooperation during this disruption to normal activity. Please contact Amy Dotts at adotts@familybusinesscenter.com if you have questions.
How to Maximize the Characteristics of Women’s Leadership Qualities
When it comes to leadership, there a difference between women leaders and men who lead. This discussion will center around the unique qualities of female leadership that the most effective women leaders possess. Come prepared to share with the group which female business leaders do you most admire and why?!
... read more
Categories: CCFB Peer Group
Thursday Mar 26, 2020
Thursday Apr 2, 2020
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. This Leadership 2.0 group helps you 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
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
