Events Calendar

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The CEO Peer Group of Rising and New Leaders of family-owned businesses. The group is by invitation only and there is an additional annual fee to attend. ... read more

While audits are typically associated with larger corporations, being audit ready can help a family-owned business demonstrate financial credibility, mitigate risks, and position themselves for growth. There are many triggers for an audit which include investor, lender, and legal requirements. Our team has many years of combined experience in public accounting firms and large public companies. As consultants we have supported internal audit departments of large organizations and have helped organizations of all sizes prepare for their first audit. We know what is required for an efficient audit process. Join us to learn how to employ best practices year-round that will ensure that your organization can relax when the audit team arrives. ... read more

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

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

Salary Negotiations - Join us as we discuss the differences in how men and women negotiate, and why women so often fail to ask for what they want. Working in a family business can be especially challenging when it comes to salary negotiations. Learn some tips and tricks to help you navigate salary negotiations, earn a promotion, or just get more comfortable asking for what you deserve! ... read more

How Unlocking Your Creativity is a Key to Greater Fulfillment - “I’m not that creative!” Have you had this thought before? The truth is we are all creative by nature. Understanding our individual creativity can help us grow in self-awareness, add tremendous value to our business, and lead to a more fulfilling life. We’ll discuss what creativity really is, how it shows up, and how to tap into it for greater growth and satisfaction. *New format! The second half of this session will be dedicated to going over specific coaching scenarios and providing tools for pertinent problems and circumstances that you are currently dealing with. We'll spend time exchanging experiences and knowledge on these issues so that we can all learn from one another. ... read more

If you are new to succession planning, need expert advice, or simply don't know where to start, don't miss this in-person roundtable where we will cover the fundamentals! Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion, give practical advice, and answer any questions you may have. Topics we will discuss in this session include: * What kind of owner are you? There are several types of owners and identifying which you – and other stock-owning family members - is a great place to start. * What are your criteria for next gens to join the business? When, along with compensation and expectations – all important considerations. We’ll cover best practices on this sometimes controversial topic! * Buy-Sell Agreements: Who needs them and the important reasons behind them. * Seven Keys to Family Business Succession: It’s more than signing over ownership! We’ll tackle the succession of ownership, management, leadership, authority, relationships, and values, and respect. ... read more

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Leadership ethos is a leader's moral compass, integrity, and commitment to ethical behavior. It's the foundation for a leader's skills and principles, and it guides their actions, decisions, and interactions. In this session we will explore various styles of leadership and the components of a leadership ethos. You will have the opportunity to begin creating your own personal ethos, as well as understanding how your style may impact others. ... read more

Meet the Zambitos! ZSG (Zambito Search Group) was founded 21 years ago by John Zambito, a nationally-recognized recruiting expert. ZSG is a recruiting firm specializing in professional to executive-level searches. Join us for a candid conversation with John and his sons Ben and Max as they discuss the founding of the company, the son's entering the family business, and their approach to succession and succession planning. Facilitated by Sara Canterbury, Rider + Reinke Financial Group ... read more

This group is for EOS Integrators or the equivalent on the leadership team. These facilitated sessions will provide group members the opportunity to get and share advice on EOS best practices as well as implementation challenges and other issues they are facing. ... read more

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You have probably heard the statistic that 70% of family wealth is lost by the 2nd generation and 90% is lost by the third generation. What are you doing to lower that number for your business? ... read more

The CEO Peer Group of Rising and New Leaders of family-owned businesses. The group is by invitation only and there is an additional annual fee to attend. ... 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

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

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

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Communication Styles & Crucial Conversations Communication is a double-edged sword for family businesses. Along with the usual obstacles that any business faces, they also must deal with the difficulty of interpersonal relationships. And how do you handle difficult conversations with your family and employees while maintaining a culture of trust and respect? How can you be assertive and address challenging situations without coming across as unlikeable? We'll discuss ways to overcome the feeling of having to be “nice and polite” that is leveraged as an excuse to avoid tough conversations – especially for women. We’ll talk about different communication styles and how to professionally communicate and defuse tense situations - both at work and in your personal life. ... read more

Curiosity as a Component of Success Every day, we deal with stressors and difficulties. So often, our focus seems to be on how to get rid of those trials, and that costs time and energy. But what if there was a way to see those problems in a way that would increase our energy and lead us to greater performance? The answer is found in tapping into curiosity. We will discuss ways that curiosity is a superpower in the workplace and highlight how it can strengthen relationships within the family. *New format! Dedicated time will be allotted to work through particular coaching scenarios and provide tools for relevant issues and situations you are now facing. We'll spend time exchanging experiences and knowledge on these issues so that we can all learn from one another. ... read more

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A workplace where your employees feel secure, appreciated, and included is known as a culture of belonging. Join us as we discuss the importance of belonging, and the various areas of culture that belonging lives and impacts. Together we will explore benefits of belonging, drawbacks of not belonging, and investigate techniques to help everyone on your team feel they belong. ... read more

As Rhett Ricart said at one of our ed programs, ''There is no guarantee we’re going to make it just because we’ve made it this far.” Deciding to sell the family business is indeed more than a simple transaction. Our panelist Bill Mead, formerly of Golf Car Company, will talk about his journey at that crossroad and how he made the decisions he did…as a family member and a business. Facilitator, Jon Eesley, Windsor Advisory Group Generously sponsored by GREENCREST ... read more

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The CEO Peer Group of Rising and New Leaders of family-owned businesses. The group is by invitation only and there is an additional annual fee to attend. ... read more

A well designed and dynamic system of internal controls is needed to safeguard your business assets, protect against fraud, and ensure complete and accurate financials. Learn how family-owned businesses can assess their risk areas and implement or strengthen internal controls….and sleep more soundly at night! By tapping into our firm's experience of implementing, testing, and remediating internal controls at large corporations, we have developed an assessment of the internal controls that are key to smaller organizations. We’ll cover entity level controls, business process controls, and key IT controls as well as how to navigate the challenges that are specific to smaller organizations. ... 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