Programs & Events

Forum Group Participants are welcomed to join in learning about Family Business Dynamics: When family business relationships get messy.

Advisor Connects bring FBA Advisor Members together for meaningful collaboration, learning, and networking. Each event centres on a key theme, featuring expert insights and practical discussions. It’s a chance to connect with like-minded peers, broaden your understanding of other disciplines, and explore new ways to work together to support your family business clients.

Research indicates family businesses consistently out-perform non-family businesses in terms of return on investment and market value. So what are the advantages available to a family business that can make them more successful?

Advisor Connects bring FBA Advisor Members together for meaningful collaboration, learning, and networking. Each event centres on a key theme, featuring expert insights and practical discussions. It’s a chance to connect with like-minded peers, broaden your understanding of other disciplines, and explore new ways to work together to support your family business clients.

Join FBA and the WA family business community as Tracy De Paolis shares how she and Rinaldo built and grew their award-winning technology business over the past 9 years, sharing real lessons, insights and the challenges of running a multigenerational family business in the rapidly evolving digital landscape.

Join Dr Dennis Jaffe for an in-person advisor masterclass where he presents the core ideas from his upcoming working paper, “The Journey to Family Enterprise Succession: Five Steps from Intention to Action,” co-authored with Stacy Allred, Head of Family Engagement & Governance at J.P. Morgan Wealth Management.

Transitioning leadership is a complex strategic process that impacts the future of the family business and early planning is key. This course delves into essential topics such as exit strategies, leadership rules, and nurturing successors. Gain vital insights, mitigate challenges and disputes, and foster harmony within your family business with this FBA course.

Advisor Connects bring FBA Advisor Members together for meaningful collaboration, learning, and networking. Each event centres on a key theme, featuring expert insights and practical discussions. It’s a chance to connect with like-minded peers, broaden your understanding of other disciplines, and explore new ways to work together to support your family business clients.

Advisor Connects bring FBA Advisor Members together for meaningful collaboration, learning, and networking. Each event centres on a key theme, featuring expert insights and practical discussions. It’s a chance to connect with like-minded peers, broaden your understanding of other disciplines, and explore new ways to work together to support your family business clients.

Unwind after a busy day and have a chat with other family businesses and advisors from across the FBA community. Meet new people, learn from each other and enjoy some great company over some drinks and nibbles.

Advisor Connects bring FBA Advisor Members together for meaningful collaboration, learning, and networking. Each event centres on a key theme, featuring expert insights and practical discussions. It’s a chance to connect with like-minded peers, broaden your understanding of other disciplines, and explore new ways to work together to support your family business clients.

Join FBA and the WA family business community as David and Katie Dorsett-Lynn share how they have taken on leadership of Retravision, sharing real lessons, insights and the challenges of being third and fourth-generation leaders in a family business with over 60 years of history.

This is the only governance and directorship course specifically designed for family business. You will learn about the unique challenges directors face in relation to family, business and shareholders, how to establish and maintain appropriate governance structures, directorial duties, and effective implementation strategies to meet your family's unique needs.

Advisor Connects bring FBA Advisor Members together for meaningful collaboration, learning, and networking. Each event centres on a key theme, featuring expert insights and practical discussions. It’s a chance to connect with like-minded peers, broaden your understanding of other disciplines, and explore new ways to work together to support your family business clients.

Advisor Connects bring FBA Advisor Members together for meaningful collaboration, learning, and networking. Each event centres on a key theme, featuring expert insights and practical discussions. It’s a chance to connect with like-minded peers, broaden your understanding of other disciplines, and explore new ways to work together to support your family business clients.

Research indicates family businesses consistently out-perform non-family businesses in terms of return on investment and market value. So what are the advantages available to a family business that can make them more successful?

Advisor Connects bring FBA Advisor Members together for meaningful collaboration, learning, and networking. Each event centres on a key theme, featuring expert insights and practical discussions. It’s a chance to connect with like-minded peers, broaden your understanding of other disciplines, and explore new ways to work together to support your family business clients.

Start your day with a coffee and good conversation at Coffee Connect. Come along and have a chat with other family businesses in your local area and your FBA State Representative, Katie McMeekin

Advisor Connects bring FBA Advisor Members together for meaningful collaboration, learning, and networking. Each event centres on a key theme, featuring expert insights and practical discussions. It’s a chance to connect with like-minded peers, broaden your understanding of other disciplines, and explore new ways to work together to support your family business clients.