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

Peer Group Programs

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

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

Thursday Sep 23, 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. ... read more
Categories: CCFB Peer Group
Thursday Oct 28, 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. ... read more
Categories: CCFB Peer Group
Wednesday Nov 3, 2021
HR Roundtable - Let's Talk! It’s been a while since we sat down and just talked about your HR needs. What is going on? What questions do you have? What can we chat about? Come back for the “new season” of HR Roundtable and let’s take some time to talk about you, your organization, and your HR needs. We’ll draw in your peers and capture their feedback and best practices. Sometimes, the best ideas are the people who are in the trenches experiencing what you’re experiencing and searching for the same solutions. Come prepared with questions and examples to share. During this in-person program, Sharon DeLay, President of GO-HR will lead the discussion and provide her expertise of the challenges that face family businesses. Don’t miss this in-person opportunity to dig deep into HR issues, engage with each other and consult with Sharon! ... read more
Categories: CCFB Roundtable, CCFB Peer Group
Thursday Oct 7, 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 Sep 21, 2021
Leadership – What’s 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?” Objectives: 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. ... read more
Categories: CCFB Peer Group
Wednesday Sep 8, 2021
Professional Development (Networking and Mentors) Networking – Developing the right relationships for you and your business. Mentors – How to find the right mentor for you. Facilitator: Scott Galloway, Galloway Resource Partners 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, the group will discuss topics that are relevant and necessary to growth as a next gen leader from goal setting, to business valuation, to succession planning, and more. ... read more
Categories: CCFB Peer Group
Wednesday Oct 13, 2021
Dealing with Generational Differences Understanding what differences exist Steps to take to influence other generations Facilitator: Scott Galloway, Galloway Resource Partners ... read more
Categories: CCFB Peer Group
Tuesday Nov 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
Friday Oct 22, 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
Thursday Sep 9, 2021
We’re excited to be back in person as we re-group and discuss the crazy year-end we will all have due to the likely lowering of the estate tax exemption, valuations, gifting, Covid effects on your family business … just to name a few! We also want to hear from you, and discuss issues important to you: What brings you here today and what do you want out of this group? Where are you in your succession process – timeline? What are the key challenges you anticipate or are encountering? This group provides you with the opportunity to share experiences/struggles in a confidential environment for the purpose of learning and growing. Generously sponsored by Morgan Stanley ... read more
Categories: CCFB Peer Group
Thursday Oct 14, 2021
The Biden administration is expected to make significant changes to federal estate tax, gift tax, and generation-skipping transfer tax law, and to income tax basis and capital gains tax law as well. Join us for this important discussion so that you are prepared to act quickly should the provisions become law. Learn why wealth transfer techniques that were once efficient need to be reevaluated to ensure they are still effective. Estate plans will also need to be revisited. to protect wealth for future generations. ... read more
Categories: CCFB Peer Group
Tuesday Sep 14, 2021
Financial Considerations for Your Family Business How to set up and effectively use financial dashboards - providing detailed overview of an income statement with net profit, revenue, and other relevant performance ratios. Sharing financial information – how much do you have to tell? Tax saving strategies for family business owners 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
Tuesday Oct 12, 2021
Life/Efficiency Hacks & Preparing for Year-End Tax Law Changes Staying on top of everything and keeping it all together can be challenging - especially these days! Join the discussion to share what has improved your life in some way or saved you time. Or, if there is something keeping you up at night - come discuss your needs/issue to take advantage of the collective brainpower of the group! Also discussed in this session will be things you can do to prepare for the end of the year in light of the anticipated tax changes coming. Programming Note: We realize many of you are under continued time constraints as we adapt to new demands brought on by the pandemic, so we will be offering this session virtually online via ZOOM. ... read more
Categories: CCFB Peer Group

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