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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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.
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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.
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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.
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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!
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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
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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
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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.
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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?
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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.
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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
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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!
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Categories: CCFB Roundtable, 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!
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Categories: CCFB Peer Group
