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, Event Manager, 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.

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

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
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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Thursday Aug 6, 2020
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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
Thursday Aug 13, 2020
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Thursday Aug 27, 2020
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Tuesday Sep 1, 2020
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Thursday Sep 3, 2020
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
Thursday Sep 3, 2020
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Tuesday Sep 8, 2020
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
Wednesday Sep 9, 2020
Why are You Here? Meet & Greet 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
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Thursday Sep 24, 2020
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Thursday Oct 1, 2020
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
Thursday Oct 1, 2020
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Tuesday Oct 6, 2020
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Thursday Oct 8, 2020
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Tuesday Oct 13, 2020
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
Wednesday Oct 14, 2020
Why are You Here? Meet & Greet 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 Oct 22, 2020
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Tuesday Nov 3, 2020
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Thursday Nov 5, 2020
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
Thursday Nov 5, 2020
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Categories: CCFB Peer Group
Tuesday Nov 10, 2020
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Categories: CCFB Peer Group
Wednesday Nov 11, 2020
Why are You Here? Meet & Greet 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 Nov 12, 2020
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Thursday Nov 26, 2020
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Tuesday Dec 1, 2020
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Thursday Dec 3, 2020
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
Thursday Dec 3, 2020
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Tuesday Dec 8, 2020
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
Wednesday Dec 9, 2020
Why are You Here? Meet & Greet 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 Dec 10, 2020
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Thursday Dec 24, 2020
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Tuesday Jan 5, 2021
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Categories: CCFB Peer Group
Wednesday Jan 13, 2021
Why are You Here? Meet & Greet 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 Jan 14, 2021
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Thursday Jan 28, 2021
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Tuesday Feb 2, 2021
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Wednesday Feb 10, 2021
Why are You Here? Meet & Greet 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 Feb 11, 2021
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Thursday Feb 25, 2021
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Tuesday Mar 2, 2021
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Categories: CCFB Peer Group
Wednesday Mar 10, 2021
Why are You Here? Meet & Greet 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 Mar 11, 2021
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Thursday Mar 25, 2021
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Tuesday Apr 6, 2021
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Thursday Apr 8, 2021
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Categories: CCFB Peer Group
Wednesday Apr 14, 2021
Why are You Here? Meet & Greet 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 Apr 22, 2021
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Tuesday May 4, 2021
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Wednesday May 12, 2021
Why are You Here? Meet & Greet 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 May 13, 2021
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Thursday May 27, 2021
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Tuesday Jun 1, 2021
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Categories: CCFB Peer Group
Wednesday Jun 9, 2021
Why are You Here? Meet & Greet 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 Jun 10, 2021
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Thursday Jun 24, 2021
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Tuesday Jul 6, 2021
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Thursday Jul 8, 2021
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Categories: CCFB Peer Group
Wednesday Jul 14, 2021
Why are You Here? Meet & Greet 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

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