Education - Conway Center for Family Business

Education

Tuesday Jan 11, 2022
Get Your Groove Back! Join us for a session themed “Get Your Groove Back” with motivational speaker Tracie Patten. We’ll look at human responses to trials, unpack why we react the way we do, switch our mindset to get through any hardship and find the woman you were designed to be. This will be an interactive and thought-provoking session sure to kick off your New Year with excitement about your journey ahead. The Women in Family Business Peer Group provides women leaders a safe space to learn, share and grow when discussion topics with members facing the same challenges. All Conway Center women are invited to attend these sessions! Generously sponsored by KeyBank ... read more
Categories: CCFB Peer Group
Wednesday Jan 12, 2022
Topic: Building Trust with Non-Family Staff Facilitator: M.J. Clark, Integrated Leadership Systems Sometimes staff are reluctant or nervous to engage fully and be transparent with family members, who are often perceived as intimidating. We’ll discuss how to break down walls to allow more authenticity in the workplace so family members will understand staff and missed organizational opportunities more completely. ... read more
Categories: CCFB Peer Group
Thursday Jan 13, 2022
Family Business Employment Guidelines - Hiring family members in your family business is both an opportunity and a challenge of family business. It is very important to clearly delineate between the family member relationship and the employee relationship and to define clear expectations. Join us in a discussion of best practices when employing family members including: Will family members seeking full-time employment be encouraged to work in an outside business venture before joining the family business? Should your family business have a ''no in-laws'' policy? Should a job be created for a family member when no openings are currently available? What is the rationale for this decision? How to go about establishing boundaries and ways of avoiding favoritism of family members? Do family members have to adhere to behavior and performance standards established for other associates? This session will be offered virtually via ZOOM and is FREE to attend for all employees of any member business who belong to the Conway Center! ... read more
Categories: CCFB Peer Group
Thursday Jan 13, 2022
Goals & Intentions for the New Year! - 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
Thursday Jan 20, 2022
Justin and Stephanie Clarey, owners of Two Men and a Truck, will discuss their approach to reinvention. They will share how expanding their services not only helped grow their business, but also helped grow their people by providing more opportunity to take on new roles and responsibilities. New services and new roles in their company resulted in more customers, and the ability to grow their business despite the very challenging labor market. ... read more
Categories: CCFB Educational Program
Tuesday Jan 25, 2022
With the great resignation still under way, now may be a good time to conduct stay interviews with your employees and new(er) hires to find out what’s working and what opportunities you have to improve your retention rates. We’ll explore who to talk to, when to talk, what to ask, and what to do with the information you learn. We’ll touch on culture and the Employee Value Proposition as part of our time together. Bring your best stay interview questions 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
Wednesday Jan 26, 2022
This is an after-hours networking gathering for Conway Center members actively involved in any peer group. Not yet involved in peer groups? Sign up for a peer group today! Generously sponsored by Windsor Advisory Group. Registration is required. ... read more
Categories: CCFB Networking & Social Events
Thursday Jan 27, 2022
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Categories: CCFB Peer Group
Thursday Jan 27, 2022
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
Tuesday Feb 1, 2022
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
Thursday Feb 3, 2022
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 Feb 8, 2022
Employee Ownership in Family Business For some family business owners, transitioning to employee ownership can help overcome some emotional barriers, knowing that the staff and customers will continue to be taken care of. When transitioning a family-owned business into an employee-owned company, the business is put into the hands of the employees who will have a personal and financial interest in the continued success and values of the company. Join us in this discussion of how employee ownership can be an important part of some family business succession plans. Generously sponsored by KeyBank ... read more
Categories: CCFB Peer Group
Tuesday Feb 8, 2022
State and local tax issues affect nearly every transaction?day-to-day buying and selling, retiring assets, paying your employees, even adding on to your business or passing it on to the next generation. Start 2022 with an enhanced awareness of SALT issues that could affect your business. You are invited to join Clark Schaefer Hackett?s SALT experts to help you understand: * How SALT issues can thwart efforts to sell your business or leave future generations holding a bag of you-know-what * How work-at-home policies can create cat-herding-like compliance responsibilities * How multiple CATs can create an additional CAT (does not involve birds/bees) * What the heck a ?ghost asset? is and why it?s scary * Which state tax credits you should be aware of * How to get around the Federal SALT cap * How to identify which sales and purchases are taxable ... read more
Categories: CCFB Webinar
Tuesday Feb 8, 2022
Join Julie for an intimate dinner, limited to 8 family members, and 1 service provider discussing random topics. The dates, locations, price points and times will vary each month, so you can find an evening that works best for you. All restaurants will be family-owned to stay within the Conway Center mission. Everyone is responsible for their own meal expenses. Registration is required. ... read more
Categories: CCFB Networking & Social Events
Wednesday Feb 9, 2022
Influencing Company Culture as a Family Member Facilitator: M.J. Clark, Integrated Leadership Systems Are you allowing your company culture to just evolve as you go, or are you, as a family member, taking active steps to create the culture your family desires? We’ll discuss how you can be part of molding the culture. ... read more
Categories: CCFB Peer Group
Thursday Feb 10, 2022
The Importance of Separating Business and Personal Assets - Differentiating between personal and business finances sets your family business up for tax advantages and even higher profit margins — all while reducing potential risk to your personal assets. Join us as we discuss the reasons why it is important to keep business and personal assets separate, along with tips for keeping them apart. This session will be offered live via ZOOM. Generously sponsored by Morgan Stanley. ... read more
Categories: CCFB Peer Group
Thursday Feb 17, 2022
Are there conversations that you are not comfortable discussing with your team or family members? Do you ever feel like it's lonely at the top? Join us as we welcome Conway Center members Jessica Anderson, President, Anderson Concrete and her coach Donna Musilli from DM360 to learn how coaching can support your development as a business owner and a leader. Sara Canterbury of Rider + Reinke Financial Group will moderate this discussion. Learn how a coaching relationship focusing on interpersonal and leadership skills, with emphasis on measurable results, can support you to discover your own best answers when faced with business or personal challenges, and how this can have a powerful positive impact in family business. ... read more
Categories: CCFB Educational Program
Tuesday Feb 22, 2022
Business Valuation - Important Considerations For Your Family Business Getting your arms around business valuation can be complicated. Misinformation, partially informed opinions, and internet calculators can easily lead one down an incorrect – and costly – path. Before you go down a potentially wrong path, let’s clear up a few of the most common myths and misconceptions about business valuations that could undermine your ability as a family business owner to achieve your goals. Join Kelly Noll, a valuation services director at GBQ Partners on February 22 at noon for a fun, fast-paced discussion about the most common valuation myths, including: * EBITDA times a multiple * Selling at the peak * Adding back owners’ compensation * Acquisitions always add value * Asset value + goodwill * And more! ... read more
Categories: CCFB Webinar
Thursday Feb 24, 2022
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Categories: CCFB Peer Group
Thursday Feb 24, 2022
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
Tuesday Mar 1, 2022
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, C-Suite Non-Family Leaders
Thursday Mar 3, 2022
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, Leadership Development 2.0
Thursday Mar 3, 2022
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, Rising CEO
Tuesday Mar 8, 2022
How to Handle Difficult/Uncomfortable Matters with Confidence Nobody likes to have that difficult conversation with family members and/or employees but we know they are important and necessary. Join guest facilitator Donna Musilli from DM360 as we discuss best practice strategies for those tough conversations including having the items to think about before going into the conversation, some useful concepts to practice during the conversation: and some conversation opening examples. This is an interactive session to learn how to better tackle difficult conversations and share what has worked for you or how the group can help! Generously sponsored by KeyBank ... read more
Categories: CCFB Peer Group, Women in Family Business
Wednesday Mar 9, 2022
Setting Relationship Boundaries at Work Facilitator: M.J. Clark, Integrated Leadership Systems Sometimes the lines are blurred when staff want to get to know you on a more personal level. How can we effectively navigate these relationships, so we put ourselves in a position to continue to keep people accountable as we take future leadership roles? ... read more
Categories: CCFB Peer Group, Next Generation Leaders
Thursday Mar 10, 2022
If You Don't Prepare Your Family Business for the Unexpected – Who Gets Hurt? - The future is unknowable, but family businesses can work now to prepare for many of the potential challenges and changes ahead. Illness or death, marriage or divorce, business conflicts, financial hardship, pandemics - just a few changes that have the potential to disrupt the status quo. Join us for this discussion that will include the importance of estate planning, sharing a personal security checklist, and the importance of communication and constructive feedback during unplanned events to adapt to challenges and changes ahead. ... read more
Categories: CCFB Peer Group, Succession Planning
Thursday Mar 10, 2022
Retirement Plan Options for Family Business Today’s business owners have even more opportunities to save for retirement than individuals, but it can be challenging to know which options are the best fit for your unique needs. Join Nicole Davis and Justin Poling, Trust Officers from Park National Bank as they address retirement plan options including: 1. Does opening a retirement plan make sense for your family business? 2. What are the tax advantages? 3. Can a retirement plan attract and retain employees? REGISTER now and join us for this live webinar on Thursday 3/10. You'll have the opportunity to submit questions during the session and view a recording post session. If you can't attend the live session - register anyway and we'll email you the recording. ... read more
Categories: CCFB Webinar

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