Governance refers to the structures, systems and processes concerned with ensuring an organisation’s overall direction, effectiveness, supervision (control) and accountability.
Having systems in place for both business and family governance are some of the best ways to ensure the sustainable management and long term success of your family business. This is because formal governance structures assist open communication between family members, reduce internal conflicts, nurture the next generation of leaders, and develop a shared family vision for the future.
In addition, as a member of a family business with a material impact on the direction and strategy of the business, it is important you know your role and meet your legal responsibilities, as you may be as liable as any director on the board.
The Governance and Directorship for Family Business Course Online establishes the value that a board brings to the business. It will also go over your duties, responsibilities and how to structure a board that is appropriate for the needs of your family business.
This online course is delivered across five weekly sessions, followed by a group coaching session. All sessions will be held via zoom.
Between sessions you will be provided with activities to help you work through the content and apply it back in your family business to help you gain the most from the course. You can then bring your questions / challenges to the next session to help resolve them.
Key learning
- Understand the role a board can play in growing your business
- Understand the unique challenges family business directors face
- Define the core areas of legal responsibilities for directors
- Consider the options for structuring a board of directors to suit your family business
Who should attend
- All members involved in strategically guiding the family business
- Executive and non-executive directors of family businesses
- CEOs and senior managers of family businesses
- Family business shareholders
Course Structure
| Session | What is involved | Details |
| Online Orientation |
|
15 August 2023 |
| Course Session 1 |
|
22 August 2023 |
| Course Session 2 |
|
29 August 2023 |
| Course Session 3 |
|
05 September 2023 |
| Course Session 4 |
|
12 September 2023 |
| Group Coaching |
Two weeks after Course Session 4, we’ll regroup and share experiences of our efforts to implement or enhance governance structures and processes. Work through any questions or challenges with your facilitator and fellow participants to ensure successful implementation in your family business. |
26 September 2023 |
Follow-up Support and Guidance Sessions
We find that once our participants complete FBA’s Governance and Directorship Program some find continuing support and guidance very beneficial.
Typically, as participants implement their plans additional questions can arise, they encounter unforeseen challenges, want to seek feedback on how other participants would approach a situation, or simply reconnect to share progress.
Participants have the opportunity to come back together with other families, for three (3) further sessions with their FBA facilitator. Sessions occur 3-4 months apart following the completion of the program, each session is two hours.
Participants who have participated in these additional sessions have found them invaluable as they accelerate progress by resolving issues, enable them to refocus, get the boost needed to maintain momentum, and increase the return from their initial investment in the Governance and Directorship program.
Sessions cost $600incl GST per person, or $1200 for multiple members of the same Family Business. Bookings for these sessions can only be made through your course facilitator or contact education@familybusiness.org.au
Facilitators
Principal Facilitator
Peter Ivett | Vivente Australia
Peter Ivett is a an FBA Forum Group facilitator and holds advisory and board positions in several family companies and is himself a family business owner.
Peter brings 35 years’ experience in sales, marketing and advertising, and organisational development to the table. Peter specialises in facilitation of family forums and succession planning, business and leadership coaching and defining and shaping company culture.
Finance Facilitator/AU
Kirsten Taylor-Martin | Grant Thornton
Kirsten is a Client Director in the Business Advisory and Consultancy division and has over 20 years accounting experience. Kirsten specialises in developing Governance Structures and Succession Plans to ensure family businesses grow for generations to come.
Kirsten is an Accredited Specialist Advisor member with FBA. A Fellow with the International organisation Family Firm Institute. Kirsten is a regular International speaker on all aspects of Family Business. She is also a published author in many publications and runs a Keeping it in the Family Podcast series.
Legal Facilitator
Angela Harvey | Swaab
Angela provides advice on a broad range of business transactions, including mergers, business sales and acquisitions, joint ventures and partnerships. Her clients benefit both from her skill as a negotiator and her expertise in creating structures for tax effectiveness and asset protection.
As part of the Estate Planning and Wealth Management practice, Angela's experience includes asset protection, trusts, succession planning, analysing established structures, family asset arrangements, and preparation of Wills, Powers of Attorney and Enduring Guardian documents.
She has a Master of Laws degree in corporate and tax law from the University of Sydney. Angela holds the Internationally recognised designation of Chartered Tax Adviser (CTA), is a member of the Tax Institute and an Accredited Advisor Member of Family Business Australia.
Legal Facilitator/NZ
Sarah Kelly | Dentons Kensington Swan
Sarah is a Senior Associate in the Private Wealth team at Dentons Kensington Swan. Sarah’s advises many domestic and international high net worth families and their family offices in relation to wealth planning, trusts, immigration by investment, relationship property, trust governance and compliance and general corporate and commercial matters.
Early bird rates close on Wednesday 15 July, 2023.
Click here to view the terms and conditions.
Please contact the office on 1800 249 357 or education@familybusiness.org.au if you have any questions or need assistance registering for this event.
Share the events page with your family and colleagues - spread the word 
