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Tuesday Jan 19, 2021
Employee Experience (EX) and Why It Matters
Let's be honest, Employee Experience is a buzzword. Nevertheless, the concept holds significant value for organizations who are willing to do the tough work required to make it part of their culture. Yet, many times we lack the necessary definition and data around the concept to make it impactful for organizations.
In this session, we will discuss the process of Employee Engagement and how it should be approached to achieve the value of empowering employees to do great work.
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 Jan 21, 2021
Family businesses encounter a variety of situations where leadership and adaptability are tested. Join us for our January Monthly Education Program as we welcome Genevieve Reiner Mills, Oakland Nurseries and Debra Penzone, Penzone Salons + Spas.
Facilitated by Jeff Lagusch (Gryphon Financial Partners), Debra and Genevieve will share candidly about their family business journey, situations they’ve faced along the way (especially after a difficult 2020), and how they maintain composure when challenges arise.
Sponsored by Kelly Borth of GREENCREST.
REGISTER now and join us for this live webinar on 1/21. You'll have the opportunity to submit questions during the session and view a recording post session!
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Categories: CCFB Educational Program
Wednesday Jan 27, 2021
HR Live Virtual Meeting - From Apathy to Zoom Fatigue – We All Just Need a (Socially-Distanced) Hug
If nothing else, 2020 was a year where nobody could be too comfortable! Following months and months of navigating remote working, paid sick leave, viruses, vaccinations, and social unrest, let’s take an hour or so to check in with one another and hear about the best practices we’ve all developed from what we learned, and develop our 2021 checklists of what we need to do and what we need to watch. With a change in our federal leadership, there will definitely be (even more) changes coming! Come prepared with best practices, burning questions, and ready to receive your virtual hug to keep you going through Q1 2021!
Sharon DeLay, President of GO-HR will facilitate this session - join us for this live meeting* to find practical advice around tackling the challenges you are facing.
*Note: Because we want this to be interactive, this session will be a Zoom Meeting (same format as our peer groups) with audio/video enabled for all who join. Note that if you do not have video capability, you are still welcome to participate.
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Categories: CCFB Forum, CCFB Peer Group
Thursday Jan 28, 2021
The Conway Strong CEO Peer Group is for Presidents and CEOs of family-owned businesses. There is an additional annual fee and is by invitation only to attend.
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Categories: CCFB Peer Group
Tuesday Feb 2, 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.
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Categories: CCFB Peer Group
Thursday Feb 4, 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 Feb 4, 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 Feb 9, 2021
Unique Qualities of Female Leadership that the Most Effective Women Leaders Possess
Tonya Tiggett, Founder of Tiggett & Co. will join us as our guest speaker. Among topics that will be
discussed include the behaviors that hold women back and the value in making decisions that empower you. More session details will be posted soon!
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Categories: CCFB Peer Group
Wednesday Feb 10, 2021
Our Next Generation Leaders Peer Group is for up-and-coming family business members who are interested in assuming greater leadership roles in their family-owned business. Each month, we will discuss topics that are relevant and necessary to your growth as a next gen leader – from goal setting, to business valuation, to succession planning, and more.
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Categories: CCFB Peer Group
Thursday Feb 11, 2021
Asset Protection Planning – an Important Component of Estate Planning
To protect what you have, it is vital to take some defensive measures. This session will address how to protect your assets and giving up control as it relates to:
Titling of assets
Legacy Trusts
Separate Property trusts
Prenuptials
Generously sponsored by Morgan Stanley
Family business often has special characteristics and needs that will affect the determination of which entity is best. This session will include discussion of the following:
Hear the reasons why LLC’s are preferred for owning real estate
Understand why Ohio corporations need shareholder and director minutes
What is “piercing the corporate veil” and what happens if it occurs?
What are the benefits of subsidiaries in a family owned business?
Generously sponsored by Morgan Stanley
... read more
Categories: CCFB Peer Group
Thursday Feb 11, 2021
The CEO Peer Group is for Presidents and CEOs of family-owned businesses. There is an additional annual fee to attend.
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Categories: CCFB Peer Group
Tuesday Feb 16, 2021
How to Understand What Your Employees Need
''Great leaders are great listeners.'' That's a quote from somewhere, and it still holds the same weight as when it was first uttered. A key aspect of leadership is about our ability to solve problems and help others solve problems. As leaders, how do we know what the problem is? What are the things that hamper both our ability and others to achieve goals and create positive outcomes? How can we better understand the people around us to get things done?
This session will address the questions above and others by discussing best practices of employee feedback and what to do with it.
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 Feb 18, 2021
What does diversity and inclusion really mean and why does it matter to family business? Our family business leaders and panelists will provide clarity around what it means to invite all perspectives to the table, for everyone to participate in the discussion, and to listen to understand.
We’ll look at the historical and economic impact of diversity, examine the benefits, share success stories as well as stumbling blocks, and ways our panelists have incorporated diversity and inclusion into their businesses.
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Categories: CCFB Educational Program
Thursday Feb 25, 2021
Branding for Non-Branding People
''We're different from our competitors, but no one can see why.'' ''Nobody knows who we are and we can't break through the noise.'' ''We're struggling to charge a premium, even though what we do is top shelf.'' These may seem like sales or tactical challenges. In reality, they're brand issues.
But what does ''brand'' mean in 2021? Together, we'll shed light on what branding is and how the branding process should work. We'll draw on our own experience as well as examples and best practices for context. In the end, we'll have a better understanding of how taking the time to get it right can help with some of the most common business challenges.
REGISTER now and join us for this live webinar on 2/25 presented by Neil Wengerd, partner and creative director at Nonfiction, a brand and design agency for visionaries, change-makers, and big thinkers. Nonfiction helps clients connect the dots between why they exist, what they do, and how they're perceived. For him, it boils down to this: the future must be simpler, smarter, and more sustainable. And if we don’t shape the future, it will shape us.
You'll have the opportunity to submit questions during the session and view a recording post session.
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Categories: CCFB Forum, CCFB Webinar
Thursday Feb 25, 2021
The CEO Peer Group is for Presidents and CEOs of family-owned businesses. There is an additional annual fee to attend.
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Categories: CCFB Peer Group
Tuesday Mar 2, 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.
... read more
Categories: CCFB Peer Group
Thursday Mar 4, 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 Mar 4, 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 Mar 9, 2021
All About Boards
Characteristics of high-performing boards and how you can attract, retain, and enhance the performance of your own board. Discussion will focus on:
• Board of Directors – purpose, roles, selecting, transitioning, compensation
• Advisory Boards – who, why and how
• Advisory Groups – pros and cons
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Categories: CCFB Peer Group
Wednesday Mar 10, 2021
Our Next Generation Leaders Peer Group is for up-and-coming family business members who are interested in assuming greater leadership roles in their family-owned business. Each month, guest speakers will discuss topics that are relevant and necessary to your growth as a next gen leader – from goal setting, to business valuation, to succession planning, and more.
... read more
Categories: CCFB Peer Group
Thursday Mar 11, 2021
Operating Agreement
Without a solid operating agreement, conflict can cause harm to a family business including loss of control of the business. A thoughtful operating agreement can mitigate such harm as family dynamics change over time. This discussion will include:
Transfer restrictions
What happens when someone leaves?
Death; Divorce
Puts and calls
Cash flow distributions
Management – member-managed versus manager-managed
Family business often has special characteristics and needs that will affect the determination of which entity is best. This session will include discussion of the following:
Hear the reasons why LLC’s are preferred for owning real estate
Understand why Ohio corporations need shareholder and director minutes
What is “piercing the corporate veil” and what happens if it occurs?
What are the benefits of subsidiaries in a family owned business?
Generously sponsored by Morgan Stanley
... read more
Categories: CCFB Peer Group
Thursday Mar 11, 2021
Tuesday Mar 16, 2021
Managing Conflict
One of the consistent characteristics of strong leaders is the ability to manage conflict in an organization or team. Learn the best practices of managing conflict and how this can help improve the relationships around you.
This session will address the different types of conflicts and situations therein, in addition to learning how to help people productively address conflict.
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 Mar 18, 2021
Did you know that more than 30% of all family-owned businesses make the transition into the second generation? 12% will still be viable into the third generation, with only 3% of all family businesses operating at the fourth-generation level and beyond. Therefore, it’s crucial that we focus our efforts on preparing and supporting the next wave of leadership; but how can we empower the next generation to step into leadership roles with the confidence and ability to transform the future of their family business?
Facilitated by Kelly Borth (GREENCREST), we will feature family business leaders from all perspectives - those who have successfully passed leadership on, those who have succeeded as the next generation, and those who are currently taking steps towards leadership as a Next Gen. Our panelists will share their stories and offer tips/advice. They will speak candidly about what the next generation means to their family business and how to support and prepare Next Gens to make a lasting impact.
Sponsored by GREENCREST.
... read more
Categories: CCFB Educational Program
