Education

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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

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

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

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

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

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

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

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

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

There is a lot of hype around new technologies. Some of the hype is justified and some isn't. In this session, Ryan Frederick, a principal at the digital product firm AWH will review the benefits, considerations, and realities of leveraging technology to fuel growth. This can be done with limited tech teams, or none at all - with great impact. Many family businesses have differentiated themselves based on high-quality customer experiences. How can small to mid-size businesses still deliver this while continuing to bring on new technologies? Ryan will be joined by Conway Center member Jonathon McKay with PATH. Jonathon will be sharing best practices on how Customer and Employee Experience are important factors when considering how to use and implement technology. Jonathon has been working with businesses for 13 years on how to ensure investments in technology and operations drive value to your most important stakeholders and differentiate your business in the marketplace. Facilitated by Lisa Keller, Vice President - Columbus Treasury Management at Park National Bank Sponsored by GREENCREST ... read more

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