Governance and Directorship for Family Business Course - Online - Sep 2024

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

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

Facilitators 

Principal Facilitator

Rob Davis | Enginuity Consulting
Rob and his consultancy, Enginuity Consulting are a rather unique.  He is what you might call a ‘Specialist Generalist’​. That is, he deals with all the complex areas a Family Office, Family Council, Board or CEO would normally cover.
Most work is conducted as a result of private referrals or via FBA connections.

Rob's area of expertise includes Family Council and Board implementation and leadership, From Start-up, Management of Business Personal and Family lifecycles, through Growth to Exit or Succession, with his specialties being in Culture, Governance and Business Performance, Leadership, Strategy.  

Financial Facilitator/ AU

Agnes Vacca | KPMG (WA)

Agnes has over 30 years of experience working with family business owners, their finance teams and managers to develop strategies and implement restructures to ensure their businesses are operating in optimal business structures to facilitate business growth, future exit strategies and tax effectiveness. Agnes specialises in facilitating the development of goal focused business strategies including business transition, finance and reporting process improvement, cash-flow forecasting, budgeting, sensitivity analysis, business planning and finance proposals.

Financial Facilitator/ NZ

Jane Fletcher | KPMG (NZ)

Jane has many years of experience working with private and family owned business, particularly in the property sector. Her public sector experience has allowed her develop a unique skillset which she is able to draw on to ensure a fair and transparent process is achieved. She has prepared and facilitated at Family business planning days, finance reviews, restructures and assisted from the transitional phase to implement the result within family businesses and larger public sector departments. Her strength lies in the ability to understand and translate the direction a business has chosen, distil this to the team she is leading, gaining their confidence and buy-in to reach the desired outcome.

Jane has a particular interest in SME governance and sits on advisory boards for both her property and family business clients. This allows her to give an independent assessment at a strategic level, identify opportunities as they arise, risk mitigation and ensure the resources are available to sustain defined growth paths.

Legal Facilitator/ AU

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.

Legal Facilitator/NZ

Israel Vaealiki | Jackson Russell

Israel is a partner in the Private Client and Trusts team and is head of trusts and succession planning. He specialises in family succession planning and wealth preservation and has close to 20 years’ experience in this niche area.

Early bird rates close on Wednesday 6 August, 2024.

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.