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Advising Business Families - Part 2 March 2024

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FBA Advisor Accreditation Program

The FBA Advisor Accreditation program will challenge the way you think regarding views on family business advising through the expertise of the facilitators and the sharing of experiences and learnings by peers.
Designed in partnership with the University of Adelaide our program enables you to demonstrate your increased knowledge and expertise through practical assessment tasks designed to further develop your skills in applying tools which will add value to you family business clients.This course focuses on the additional skills and practices that advisors require in order to be effective in addressing the unique issues business family clients encounter.

Please note the session time is set in AEDT for the first two sessions and AEST for the final two sessions. Please adjust accordingly for your local time zone.


Advising Business Families - Part 2

Building on the foundation developed in Advising Business Families – Part 2, this course focuses on the additional skills and practices that advisors require in order to be effective in addressing the unique issues business family clients encounter.

1. Explain the different stages of the family business consulting engagement.
2. Assess your competencies as a family business advisor and the role of collaborative practice.
3. Determine when to adopt as expert vs process-based approach to advising business families.
4. Diagnose the nature and complexity of family dynamics.
5. Conduct family assessment interviews and facilitate effective family meetings.
6. Understanding the principles for effective communication and approaches for resolving family conflict.

Topics include:

  • Complexities and competencies required to act as Family Enterprise Advisor?
  • Understanding Family Dynamics and the psychology of money and “wealth”.
  • Undertaking as assessment of the Family Enterprise system.
  • Stages in the family enterprise engagement.

Course materials:

  • 4 x 60 min online lecture (pre-recorded viewable at any time).
  • Useful reading resources for each topic.

Activities:

  • 3 x 2-hour workshops applying course concepts to actual family business case scenarios (these times are scheduled).
  • 4 Online discussion board questions.
  • Final case study assignment for accreditation.

Throughout the course you will be challenged to rethink your views on family business advising through the expertise of your facilitators and the sharing of experiences and learnings by your peers.
You will demonstrate your increased knowledge and expertise through practical assessment tasks designed to further develop your skills in applying tools which will add value to your practice.


Facilitator: Dr. Dennis Jaffe

Dr. Jaffe is a globally recognised adviser to families about family business, governance, wealth and philanthropy. For over 40 years, Dr. Dennis Jaffe, San Francisco – based advisor has been one of the leading architects of the field of family enterprise consulting. As both an organisational consultant and clinical psychologist, he helps multi-generational families to develop governance practices that build the capability of next generation leadership and ensure ongoing capability of financial organisations and family offices to serve their family clients.
Dr Jaffe is an author of several books including “Working With the Ones You Love” and has a Ph.D. in the sociology, all from Yale University His global insight have led to teaching and consulting engagements in Asia, Europe, the Middle East and Latin America.

Dr Jaffe’s recent working papers:

  • Governing the Family Enterprise: The Evolution of Family Councils, Assemblies and Constitutions,
  • Releasing the Potential of the Rising Generation, and
  • Good Fortune: Building a Hundred Year Family Enterprise, published by Wise Counsel Research, based on his current research with global multi-generational family enterprises.

Start date: 19 March, 2024
 

Online Sessions:

  • Tues 19 Mar – Online Orientation, 12pm-1.30pm AEDT
  • Tues 26 Mar – Online Workshop 1, 12pm-2pm AEDT
  • Tues 16 Apr – Online Workshop 2, 12pm-2pm AEST
  • Tues 7 May – Online Workshop 3, 12pm-2pm AEST

 
Course Fee: $3,000 plus GST

Payment Options

  • Payment plans can be organised
  • Credit Cards or Invoice

Click here to view the terms and conditions.