*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
| Session | What is involved | Details |
| Online Orientation |
|
17 September 2024 |
| Course Session 1 |
|
24 September 2024 |
| Course Session 2 |
|
01 October 2024 |
| Course Session 3 |
|
08 October 2024 |
| Course Session 4 |
|
15 October 2024 |
| 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. |
29 October 2024 |
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
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.
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.
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.
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