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This event is for FBA Advisor Members only.

Advisor Connect is a monthly event designed to support your ongoing professional development in family business advising, while building connections with fellow FBA Advisor Members across multiple disciplines.

Each event centres on a key theme which shapes the speakers, discussions, and learnings throughout the session. It’s an opportunity to deepen your understanding of others’ expertise, share insights, and uncover collaborative opportunities that will benefit you and the family businesses you support.

This hybrid event will be held in-person at Spry Roughley, Parramatta and also online. To join online the link will be provided when you register. 


Topic: Anxiety, the Game the Whole Family Can Play!

It's hard not to get caught up in the tension and high stakes of family succession planning, and other such conflictual and emotionally charged conversations from Christmas gatherings and beyond. Referencing Bowen family systems principles, this workshop presents ways to think through and discuss issues calmly and clearly, for ourselves and with our clients. Through a collection of personal and professional examples of typical relationship dilemmas, Charlie explores: 

  • ways to find and develop leadership with calm and clear communication 
  • how to encourage each individual to define and hold their most thoughtful position on key issues, 
  • how to balance complexity and clarity. 

Speakers

Charmian (Charlie) Ellis
Registered Psychologist

 

Charlie is a registered psychologist and Medicare & private health insurance provider. She has post graduate qualifications in individual, couple and family counselling and is an AHPRA Board approved supervisor in private practice at the Willoughby Counselling Rooms, Level 1, 572 Willoughby Road, Willoughby NSW 2068.

Charlie has been working in the field for over 25 years (in psychology, individual, couple & family therapy), focusing on assisting people in all aspects of improving relationships and individual mental health in the context of important relationships. She strives to bring warmth and humanity to the application of science and research that informs the way she works with clients’ concerns

  


Why Attend Advisor Connect

  • Expand your network and connect with like-minded professionals who share your passion for supporting family businesses.

  • Gain practical insights and strategies from experienced speakers on topics that matter most in family business advisory.

  • Explore opportunities and collaborate with other advisors to strengthen the services you provide and challenge your way of thinking

  • Stay ahead, keeping up-to-date with evolving best practices in advising family businesses.


As an FBA Advisor Member you are eligible to attend any advisor events across Australia and New Zealand 


Not an FBA Family Business Accredited Advisor?

Becoming an FBA Accredited Advisor gives you the essential knowledge, skills, and practical tools to confidently support family businesses as they navigate growth, succession, and complex dynamics.

By engaging with a trusted community of professionals, you’ll stay informed on best practices, share experiences, and continue to grow your capability as an advisor. You’ll also be part of a supportive network dedicated to helping family businesses thrive for generations to come.

Learn more and become an Accredited Advisor today.