Events Calendar

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

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

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

Navigating Family Biases - Each generation deals with some old school thinking about who should lead the organization, who should be promoted, and what to do about diversity and inclusion. We ll discuss how to uncover and best deal with family biases that you believe may negatively affect the future of the business. ... read more

At a certain point, families with substantial wealth outgrow traditional financial advisory services to help manage their personal financial complexities. As a result of wealth creation since 2008/2009, family office formation has been on the rise. Successful families have decisions to make regarding to build on their own or outsource – each comes with pros and cons. Join Jon Eesley and Clayton Hall from Windsor Advisory Group for a discussion on why successful families consider building their own family offices or outsource. We will discuss scenarios for both so you can determine what is right for your family business. ... read more

How to Engage Non-Family Member Employees An employee of a family-owned business who is a member of the family is tied to the owners in every possible way. Yet, non-family members can provide both skills and perspective that family members may not bring, and thus help grow the business. How does the family business owner align a non-family member employee’s interests to that of the owner? This panel of professionals will discuss how they attract, develop, and retain key non-family member employees. Topics will include the importance of culture, communication, and compensation to align the goals and expectations of the business owners and employees. When successful, the business retains an employee who is as committed to the growth and success of the business as the owners, and the employee feels recognized and compensated for the contributions made to the business. Panelists: Steve Barton - General Manager, Two Men and a Truck Sharon DeLay - President & Owner, GO-HR Holli Houseworth - Office Manager, Cloud Cover Amy Wilcox - COO, Crimson Design Facilitated by Debbie Long of Clark Schaefer Hackett and Greg Daugherty of Porter Wright. Sponsored by GREENCREST ... read more

The Story Behind Your Family Business Behind every family business is a great story. We want to hear yours! If you are an owner or next gen, we'd like to hear the background of your family business including: • What is your business, when/who started it? • Where did the idea for your business come from? • How did you get the name of your business? • If next gen, why did you decide to become involved in your family business? • How many family members are still in the business? • What is your succession plan (if known)? • What has been your biggest challenge and your biggest accomplishment since starting/joining your family business? All are invited to this session - non-family and Service Providers members are welcome too! Learn, ask questions, and discover the inspiration and insight from those sharing their family business stories. Generously sponsored by KeyBank ... read more

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

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Join us in person for our first in this series of quarterly succession planning sessions as we discuss the key questions that families may ask in the early stages of the succession planning. We will explore the fundamental concepts that underlie a successful succession process including the discussion of the hard/soft side of succession planning for family business. Why it is so complicated….what gets in the way? Why documents can’t be “cookie-cutter easy?…” Attorneys Bea Wolper of Emens Wolper Jasin Jacobs and Meredith Sugar of Taft/ will facilitate this discussion, give practical advice, and answer any questions you may have. Generously sponsored by Morgan Stanley ... read more