Roundtable Groups

What is a Roundtable?

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CFFB Roundtables offer specific training on essential business skills and family business infrastructure, plus invaluable peer interaction and personal mentoring, all in a confidential forum. These Roundtables are highly rated by members and have become a “must join” opportunity, exclusive to CFFB members.

Sharing Wisdom – Building Friendships

Based on the concept that: all who sit at a roundtable contribute equally and learn from one another, the Roundtables at CFFB offer members the opportunity for specific training on essential business skills and family systems. Trained moderators, comprehensive agendas and clear rules of conduct ensure each meeting provides the greatest return on investment.

Each monthly meeting includes a presentation by a Roundtable member followed by a teaching component, which will focus on key management and/or ownership skills, systems and processes.

 

Your Roundtable membership includes:

  • Getting Started group training session
  • Individual moderator training and entrepreneur development
  • Roundtable Best Practice Guide and custom Self Discovery workbooks
  • One-on-one access to family business experts through Roundtable Receptions
  • Second intake session – a second opportunity every year to add new members to a Roundtable group
  • Exclusive access to resources such as guest speaker referral lists, topic ideas and sample agendas
  • Annual Roundtable Check Up from CFFB Executive Director
  • Ongoing administrative support

 

Which Roundtable Suits You?

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Leading Generation

Owners/CEOs or the most senior-ranked family business member belongs in the Leading Generation Roundtable. This group meets to discuss and help one another resolve critical family business issues, explore opportunities, share business and family experiences and act as a sounding board for each other.
“My experience in a Leading Generation Roundtable had been very positive. I have met some great people who are open to sharing their experiences and concerns. My group has been a great support system.” Carol Zettel, Trillium Metal Stamping

“Our group consists of sincere business persons who talk openly and are concerned about their business and will discuss family interaction, which I find helpful.”
Dave Snyder, Snyder Metal Fabricating Ltd.

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Next Generation

A key to successful transition is successor development and this Roundtable is a proven learning environment for the “next generation.” From peer-to-peer support to individual mentoring, the successors learn essential business skills that work with the legacy of the leading generation in order to achieve their greatest potential.

We offer feedback to each other about family business and personal issues. Essentially we have become a group of friends who meets once a month to talk about our lives.” Joel Melloul, Melloul – Blamey Construction Inc.

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Key Non-Family Employee Group

Working within a family business environment presents its own challenges for the non-family employee. Learn, share and gain invaluable insight on how to make your career in a family business meaningful and enjoyable.

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Advisors Group

This exclusive Roundtable is the ultimate in networking and learning. Family businesses present unique challenges to professional advisors – in this confidential forum, issues and successes are shared with other family business advisors. Increase your value to your clients by being part of this Roundtable. Exclusive to Corporate Partner Representatives and CFFB Advisors.

 

Join a Roundtable

If you are currently a CFFB Member, Advisor or Corporate Partner representative, then you are automatically approved to be a Member of a Roundtable.

The purpose for completing this form is to ensure that you are matched-up with the appropriate group of peers in order to maximize your experience. The more information you can provide us with – the better.

 

Fields marked with an * are required

One-time only initiation fee: $600

“This [rountable] has been one of the best things I have ever done. I’m a newbie to the group (1 year) but already feel a tremendous closeness to the other members as we discuss everything from business to personal and sometimes very confidential.”

Paul Drouillard
Drouillard Sambrook Kingston LLP (DSK)

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