*Please note the session time is set in AEDT for the first three sessions and AEST 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 |
|
18 March 2025 |
| Course Session 1 |
|
25 March 2025 |
| Course Session 2 |
|
1 April 2025 |
| Course Session 3 |
|
8 April 2025 |
| Course Session 4 |
|
15 April 2025 |
| 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 April 2025 |
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.
Legal Facilitator/AU
Fotini Kypraios | Prisma Legal
Fotini is the Founder and Principal Lawyer of Prisma Legal, a boutique commercial law firm. She is also an FBA Specialist Accredited Advisor and a member of the VIC FBA Advisor Committee.
Fotini has over 18 years’ experience advising clients in range of legal areas, including litigation, management, international investment tax consulting, succession, sales and transition of businesses and general commercial issues. Fotini’s broad local and international experience has enabled her to develop expertise in commercial and corporate issues in a diverse range of contexts. Having grown up in a family business, Fotini is passionate about working with business owners and families in business.
Legal Facilitators/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.
David Alizade| Jackson Russell
David is a business lawyer with more than 20 years' experience in private practice and in-house. He works across a broad range of industries, and in particular he specialises in the areas of manufacturing, technology, telecommunications, media and intellectual property commercialisation. David has extensive international experience and before returning to New Zealand and joining Jackson Russell he was a partner in a UK law firm.
David’s clients range from multi-national companies to family businesses. His clients like his clear, business focused approach.
David graduated with a masters degree in law (honours) from Cambridge University. He is admitted as a solicitor in New Zealand and the UK. He was recently selected by his peers for inclusion in The Best Lawyers™ in New Zealand 2023 edition for Corporate Law.
Early bird rates close on Wednesday, 4 February 2025.
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.
