Education - Conway Center for Family Business

Education

Thursday May 6, 2021
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 May 6, 2021
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
Tuesday May 11, 2021
Planning for Retirement – Financial and Emotional Considerations Joyce Salizzoni, Senior VP and Senior Relationship Manager from KeyBank will be our guest speaker for this session discussing: * Benchmarks/guidelines of how much you should save each decade, and strategies to help you meet your financial and retirement goals; * Retirement risks - investments, inflation, long-term care expenses and taxes; * Social Security and how that figures into your retirement plan; * Investment planning - taxable vs. tax deferred vs. tax free Learn what you should start doing right now and for each decade until you retire to meet your financial goals. We'll also discuss how to know if you are emotionally ready to retire, along with considerations and tips to get you mentally prepared for this big life change! ... read more
Categories: CCFB Peer Group
Thursday May 13, 2021
Selling vs. Keeping Your Family Business • When does the family business owner know it is time to sell the business? • How can the owner structure to “keeping” the business in the family? • What are the emotional tolls of selling? • What are the mechanics of selling your business? 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, 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. Please register accordingly - either for the ONSITE session or ONLINE via ZOOM ... read more
Categories: CCFB Peer Group
Thursday May 13, 2021
Join us for our Spring Family Business Networking event at Oakland Nursery! Come learn the history of this 80 year-old family business, while meeting and chatting with family business members. Held at the original store on Oakland Park Avenue - in the garden of Gustav & Bertha Reiner's house (at the rear of the garden center). VIEW map, parking and entrance directions. This is an outdoor event held rain or shine from 4-6:30 pm, a brief company presentation will be held at 5:30 pm. Free for Conway Center members and invited guests, but please RSVP. Light appetizers and drinks will be provided. Masks and social distancing required. ... read more
Categories: CCFB Networking & Social Events
Thursday May 13, 2021
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Categories: CCFB Peer Group
Tuesday May 18, 2021
Collaboration One of the most satisfying aspects of leadership is the ability to help people work together more efficiently and productively. Learn the best practices on how to foster collaboration with anyone in your circle of influence. Take-aways: Learn a process for managing and improving collaboration Participate in exercises to determine specifics steps to improve the way you collaborate with others. The purpose of this peer group is to share our diverse perspectives on what is important for leaders and hear what others are doing in order to build relationships, gain clarity on key leadership challenges or opportunities and support each other. Facilitator Jonathon McKay with PATH leads these sessions in a very collaborative group that encourages peer-to-peer sharing. Generously sponsored by Park National Bank ... read more
Categories: CCFB Peer Group
Thursday May 20, 2021
Do you use compensation and/or incentives to drive outcomes for your family business? Want to learn more about how to align behavior with the goals of your organization? Compensation and incentives can take on many forms within a business strategy, such as bonus structures, stock options, employee recognition programs, etc. Join us as Nate West (KeyBank) facilitates a conversation with Holli Houseworth (CloudCover), and Thor Hess, (Southeastern Equipment Co.) on methods and creative ways they motivate, encourage, and drive employee success in a family business. Sponsored by KeyBank ... read more
Categories: CCFB Educational Program
Wednesday May 26, 2021
Payments Fraud & Fraud Prevention Did you know that 74% of businesses were targets of fraud in 2020? Join us for an informative conversation with experts from First Merchants Bank to understand how you can mitigate potential fraud. Learn best practices and defensive measures you can put into place to protect your family business! Our guest speakers are Aimee Gilliland, VP & Treasury Management Officer and Nicole Kauffman, Merchant Card Sales Officer - both from First Merchants Bank. They will be providing information on different types of payment fraud and ways to mitigate your risk for fraud in an ever changing electronic environment. REGISTER now and join us for this important live webinar on 5/26. You'll have the opportunity to submit questions during the session and view a recording post session. ... read more
Categories: CCFB Webinar
Thursday May 27, 2021
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 Jun 1, 2021
L2 Wrap Up Happy Hour! By invitation only for Leadership 2.0 peer group members - meeting wrap-up & snacks at Guzman office! Donna Musilli of DM360 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
Tuesday Jun 8, 2021
Importance of Setting Clear Boundaries in Family Business • Examples of ways to create appropriate boundaries and having the discipline to maintain them. • Rules of entry into the family business – why establishing entry criteria is crucial to your family business. • Importance of having the ability and courage to say “no” and not feeling guilty for doing so. This group is for women who own, work for, or play a supporting role in a family business. 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. Facilitated by Bea Wolper from Emens Wolper Jacobs & Jasin Law Firm. ... read more
Categories: CCFB Peer Group
Thursday Jun 10, 2021
Elder Law Our guest speaker Jessica Roshon, attorney from Taps & Sutton, will join us in the discussion of elder law estate ethical issues and other elder law matters including: • Disability planning • Protecting assets from nursing-home costs • Transferring funds to children to avoid recapture rules • Avoiding will contests among family members. Generously sponsored by Morgan Stanley ... read more
Categories: CCFB Peer Group
Thursday Jun 10, 2021
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Categories: CCFB Peer Group
Tuesday Jun 15, 2021
Ignite Your Family Business - Live Virtual Meeting featuring Matina Zenios of Artina Promotional Products This 6/15 session features Matina Zenios, President of Artina Promotional Products. Artina is a family business that has transformed, overcome obstacles and thrived due to its focus on its employee family, customer service and genuine ingenuity. Hear this family business story through the decades. Discover how the second generation of family leadership has added to this successful business story. Be inspired by how taking risks and infusing creativity continues to grow this family business to the next level. Are you ready to take your family business to the next level? Join Kelly Borth, CEO and Chief Strategy Officer of GREENCREST as she facilitates this quarterly forum to hear first-hand from fellow family business owners on what they are doing to grow their business. It will help you as a business owner or leader gain the insights you need to ignite your business! ... read more
Categories: CCFB Roundtable, CCFB Peer Group
Tuesday Jun 15, 2021
Leadership Peer Group Networking Get-Together *PLEASE NOTE: This June meeting will be a Happy Hour Networking Social (in place of the usual morning meeting) at HighBank Distillery in Grandview. All who have attended any of the Leadership Development Peer Group sessions are invited to attend! ... read more
Categories: CCFB Peer Group
Thursday Jun 17, 2021
Disagreement and tension can occur in any business environment, and it can be especially challenging within a family business structure, but what happens when we view conflict differently? What if we approach conflict as a way for a business to grow and change? Facilitated by Rebekah Smith (GBQ), join us for a conversation with Carla Epler (Schmidt's Sausage Haus) and Jonathon McKay (PATH), as we discuss how to approach differences, healthy and productive ways to resolution, and how businesses can find value from conflict. Sponsored by GREENCREST ... read more
Categories: CCFB Educational Program
Monday Jun 21, 2021
EVENT UPDATE as of 7am 6/21: It may be a little wet at times today but our plans are to play! We will monitor the radar throughout the day and have everyone return to the clubhouse/banquet area if we need to stop play due to threatening weather. We look forward to seeing you soon, registration check-in begins at 11am. Join us at our 7th Annual Golf Outing at the beautiful Little Turtle Golf course! Featuring new club renovations and a brand new fleet of carts (with coolers on each!), the course offers challenging play for golfers at every skill level. Register even if you are not part of a foursome - we'll put you on a team! Great prizes will be awarded for Longest Drive, Longest Putt, Closest to the Pin, and Best Team Score! Golf scramble begins at noon - lunch provided on your cart. Reception following golf. ALL Conway Center members (family businesses and service providers) and any Central Ohio family-owned business may participate. ... read more
Categories: CCFB Networking & Social Events
  • Registration Closed
Thursday Jun 24, 2021
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
Thursday Jul 1, 2021
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

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