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Tuesday May 4, 2021
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.
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Categories: CCFB Peer Group
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.
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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.
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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!
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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
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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.
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Categories: CCFB Networking & Social Events
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
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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
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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.
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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.
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Categories: CCFB Peer Group
