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.
Non-Family Leaders
Facilitated by experts from Driscoll Learning
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.
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
Categories: CCFB Peer Group
Goal Setting & Leadership
Facilitator: TBA
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
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
Categories: CCFB Peer Group
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
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/u5cvcO2vqjsuWurqS3YPJHYyMS8122f-RQ
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
Collaboration
One of the most satisfying aspects of leadership is the ability to help people work together more effectively and productively. Learn the best practices on how to foster collaboration with anyone in your circle of influence.
Objectives:
• Learn a process for managing and improving collaboration
• Participate in exercises to determine specific steps to improve the way you collaborate with others.
This Peer Group focuses on four modules of Leadership:
Leadership Styles; Developing Your People; Collaboration & Conflict Management; Team Development
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
We will be using ZOOM for our meetings since we cannot meet in person! More details will be sent with your meeting invitation, but here is the link our meeting, please register in advance:
https://zoom.us/meeting/register/vJcrduGqrD0uQ1VAk5hJe60YvIjF12C-0A
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.
** If you are new to ZOOM, you can test your device here: https://zoom.us/test
We want to see your face so video will be enabled! Remember this is a casual group so bad hair and furry friends are welcome!
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. 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.
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
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/vJAkfuGrrjwjZQsmpbAK65ufr2cUYBLR8g
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
Maintaining Cultural Anchors
Honor the Past
Celebrate the Present
Build on your Vision
This is a great discussion to have within family businesses and with the Leaders who are not family but entrusted with maintaining those cultural anchors (Honor the Past).
Take Away:
Great companies, family businesses and entities of any kind, understand the importance of continually sharing stories that anchor the Core Values and Vision of it’s leaders and creating a long term sustainable culture.
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
Categories: CCFB Peer Group
Categories: CCFB Peer Group
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
Categories: CCFB Peer Group
How to Stop Apologizing
Women are guilty of it more than men – apologizing unnecessarily. The habit of often injecting the word “sorry” into your conversations may seem harmless on the surface but it has consequences. Discussion will address:
• Drawbacks of too much apologizing
• Recognizing the right times to apologize and strategies for only doing so when you mean it
... read more
Categories: CCFB Peer Group
Who Is On Your Team?
Facilitator: TBA
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
Passing Wealth Tax Free
• What will the future bring regarding taxes?
• Gifting – annual giving & exclusions
• Tax law fluctuation
• Grantor retained annuity trusts
• Family limited partnerships
... read more
Categories: CCFB Peer Group
Categories: CCFB Peer Group
Tuckman’s Model - Team Formation & Development
Description: The most common challenge for any leader is the ability to effectively manage a team of people. Learn about the natural progression of team formation and how this can help you better achieve your goals.
Objectives:
• Discuss and review Tuckman’s Team Formation and Development Model
• Review the state of your teams, what point in the process they are at and how to move them forward
... read more
Categories: CCFB Peer Group
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
Categories: CCFB Peer Group
Categories: CCFB Peer Group
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
Categories: CCFB Peer Group
Adapting to a Changing Employment Market: Hiring, Onboarding, Retaining & Firing
It’s a candidate-driven market so it’s important that you stand out and stay ahead of any industry changes when looking to fill your open positions. Discussion will include:
• Best practices for recruiting and keeping employees
• Ways to recognize when it is time to let someone go
... read more
Categories: CCFB Peer Group
Succession Planning 101
Facilitator: Bea Wolper - Emens Wolper Jacobs Jasin Law Firm
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
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
Categories: CCFB Peer Group
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
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
Categories: CCFB Peer Group
Categories: CCFB Peer Group
Categories: CCFB Peer Group
Valuation & Financing
Facilitator: TBA
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
Categories: CCFB Peer Group
Stages of Wealth including Utilizing Donor-Advised Funds
We will explore the three stages of wealth: accumulation, preservation, and distribution. Discussion will address: and 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
... read more
Categories: CCFB Peer Group
Categories: CCFB Peer Group
Categories: CCFB Peer Group
Categories: CCFB Peer Group
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
Wrap Up - Take-Aways & What's Next?
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
Categories: CCFB Peer Group
Categories: CCFB Peer Group
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
Categories: CCFB Peer Group
Categories: CCFB Peer Group
WBE Certification Opportunities & Challenges
• How do you become a Women’s Business Enterprise (WBE)?
• Discussion of criteria, cost, how long it takes for certification
• Hear from our guest member who has obtained certification discuss the benefits and challenges
... read more
Categories: CCFB Peer Group
Categories: CCFB Peer Group
Categories: CCFB Peer Group
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
Categories: CCFB Peer Group
Categories: CCFB Peer Group
Categories: CCFB Peer Group
Life Hacks, Apps and Needs
Staying on top of everything and keeping it all together can be challenging. 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!
... read more
Categories: CCFB Peer Group
Categories: CCFB Peer Group
Categories: CCFB Peer Group
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
Categories: CCFB Peer Group
Categories: CCFB Peer Group
Categories: CCFB Peer Group
Categories: CCFB Peer Group
Categories: CCFB Peer Group
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
Categories: CCFB Peer Group
Planning Session for 2021 Topics!
Join us for this important planning session as we discuss the topics we want to address in 2021!
... read more
Categories: CCFB Peer Group
Categories: CCFB Peer Group
Categories: CCFB Peer Group
Categories: CCFB Peer Group
Categories: CCFB Peer Group
Categories: CCFB Peer Group
Categories: CCFB Peer Group
Categories: CCFB Peer Group
Categories: CCFB Peer Group
Categories: CCFB Peer Group
Categories: CCFB Peer Group
Categories: CCFB Peer Group
