Rising CEO Peer Group
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.
Non-Family C-Suite Leaders Peer Group - by invitation only
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.
Women in Family Business Peer Group
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!
Next Gen Leaders Peer Group
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.
Succession Planning 101: Where to Begin?
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.
Leadership Development Peer Group
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.
Monthly Educational Program: Family Business Spotlight
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
EOS Integrator Group
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.
