Events Calendar - CCFB Peer Group - Peer Group Programs - Conway Center for Family Business

If you are considering participating in a peer group, would like to observe one, or have any questions, visit the Peer Group FAQs or contact Amy Dotts, COO, at ADotts@FamilyBusinessCenter.com.

Peer groups are one of the most powerful and best learning forums offered by the Conway Center for Family Business.

Peer groups provide a confidential environment for idea exchange, family business education, and personal growth. 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.

Below are descriptions of the Peer Groups that we offer. At the end of this listing is a calendar of all upcoming Peer Groups with links to register.

Monthly Peer Groups

CEO

Facilitated by Jill Hofmans, Conway Center Executive Director
Non-competing family business CEOs 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. Groups meet monthly at different locations as posted. Additional fee to attend. Pre-approval to join and RSVP required.

C-Suite Non-Family Leaders

Facilitated by Jill Hofmans, Conway Center Executive Director
This peer group is for non-family executives. Similar to the CEO peer group, non-competing 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 non-family leader in a family run business.  Additional fee to attend. Pre-approval to join and RSVP required.

Leadership Development

Generously sponsored by Park National Bank. Facilitated by Jonathon McKay from PATH
This interactive peer group covers relevant leadership challenges and opportunities and provides strategies and skills training to effectively manage them. The sessions begin with structured content followed by ample time for collaborative, peer-to-peer discussions about the work and leadership issues participants face.

Leadership Development 2.0

Facilitated by Donna Musilli of DM360
Monthly support, peer mentoring, and group coaching will help participants delve into assessing and leveraging their strengths to maximize team performance, personal growth, and competencies.  There is an additional materials fee for attend for the Strengths Finder book and assessment. Pre-approval and pre-requisites to join.

Next Generation Leaders

Facilitated by Jill Hofmans, Conway Center Executive Director
This peer group is for next generation family business members. Seasoned family business leaders will join the group each month to address topics relevant to the attendees assuming greater leadership roles in their own family business.

Rising CEO

Facilitated by Jill Hofmans, Conway Center Executive Director
This peer group is for next gens who are taking a greater leadership position in their family business. Similar to the other C-level peer groups, 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.  Additional fee to attend. Pre-approval to join and RSVP required.

Succession Planning

Generously sponsored by The Fortis Group at Morgan Stanley
Co-facilitated by Bea Wolper, Emens Wolper Jacobs & Jasin, Thaddeus O'Brien, O'Brien & Associates, and Meredith Sugar, Taft/ Law
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.

Women in Family Business

Facilitated by Bea Wolper from Emens Wolper Jacobs & Jasin
This group is for women who own, work for, or play a supporting role in a family business are discussed each month. 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.

Quarterly Forums

Finances for Family Businesses

Generously sponsored and facilitated by experts from Meaden & Moore
Explore topics in financial literacy - KPIs, dashboards, tax updates, balance sheet/P&L issues, and more.

Human Resources

Facilitated by Sharon DeLay of GO HR
This Peer Group explores hot topics in HR from a family-owned business perspective and is appropriate for members who manage the HR functions by default and HR professionals with training and experience.

Ignite Your Family Business™

Facilitated by experts from GREENCREST
Are you ready to take your family business to the next level? You will hear first-hand from fellow family business owners on what they are doing to grow their business. Designed especially for CEO's, presidents and owners but open to all Conway Center members, it will help you gain the insights you need to ignite your business!

Online Strategy

Facilitated by experts from Adept Marketing
Get relevant and current insight into internet and digital strategies such as SEO, inbound marketing, analytics, and web design. Held bi-annually.

 

Events Calendar - CCFB Peer Group

Thursday Jul 23, 2020
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Categories: CCFB Peer Group
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 Forum, CCFB Peer Group
Tuesday Aug 4, 2020
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Categories: CCFB Peer Group
Thursday Aug 6, 2020
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Categories: CCFB Peer Group
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
Wednesday Aug 12, 2020
Facilitator: Jill Hofmans, Conway Center Executive Director 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, guest speakers will discuss topics that are relevant and necessary to your growth as a next gen leader – from goal setting, to business valuation, to succession planning, and more. ... read more
Categories: CCFB Peer Group
Thursday Aug 13, 2020
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Categories: CCFB Peer Group
Thursday Aug 27, 2020
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Categories: CCFB Peer Group
Tuesday Sep 1, 2020
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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
Thursday Sep 3, 2020
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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
Wednesday Sep 9, 2020
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, guest speakers will discuss topics that are relevant and necessary to your growth as a next gen leader – from goal setting, to business valuation, to succession planning, and more. ... 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 17, 2020
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Categories: CCFB Peer Group

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