Events Calendar - 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
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Categories: CCFB Peer Group
Tuesday Jun 2, 2020
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Categories: CCFB Peer Group
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
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Categories: CCFB Peer Group
Tuesday Jul 7, 2020
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Categories: CCFB Peer Group
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

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