AGENDA

DAY 1 - NOVEMBER 19

9 AM-10:30 AM           1. FUNDAMENTALS OF FAMILY BUSINESS MANAGEMENT
                                   • Why successful family businesses outperform the rest
                                   • The key principles to effectively manage a family  business                        business
                                   • Non-family executives: How to pay them, recognize  success,                        success and retain the most talented
                                   • Growth and control: How to build a sound strategy to keep                              keep the entrepreneurial spirit alive
                                   • Conflict resolution in the family business

10:30 AM-10:50 AM     COFFEE BREAK

10:50 AM-12:20 PM     2. LIFE CYCLE OF THE FAMILY BUSINESS
                                   • Inside family business: Cycles, management challenges                      challenges, and financial dilemmas
                                   • Family business life cycles and how to effectively manage                          manage them
                                   • How ownership, family, and business change over time: The                                The three developmental dimensions

12:20 PM-1:30 PM       LUNCH WITH JOHN DAVIS

1:30 PM-3:15 PM        3. GOVERNANCE OF THE FAMILY BUSINESS SYSTEM
                                    • On roles, rights, and responsibilities of founders, leaders                            leaders, and family members
                                    • Developing effective boards of directors, family councils,                          councils, and advisory boards
                                    • How to create better policies and plans to improve the family's                            family's involvement with the business
                                    • Leadership in the family business system

3:15 PM-3:45 PM        COFFEE BREAK

3:45 PM-5 PM            4. BREAKOUT ON FAMILY GOVERNANCE                         
                                 •  Controlling Owner Systems
                                 •  Sibling and Cousin Systems


DAY 2 - NOVEMBER 20

9:10 AM-10:15 AM     1. DEVELOPING THE NEXT GENERATION
                                  • Generational change: How to avoid crises when passing the                                the baton
                                  • How to get the next generation ready: Dealing with the family,                           family, professional managers, and employees
                                  • Building performance measurement and appraisal systems                        systems

10:15 AM-10:35 AM    COFFEE BREAK

10:35 AM-12 PM        2. MANAGING SUCCESSION AND CONTINUITY
                                  • Preparing for departure: When the family leader leaves
                                  • Issues that inhibit an effective management and ownership                      ownership succession transition and how to manage them                             them                                                                                                                • How to deal with the changes in management structure and                               and ownership

12 PM-1:30 PM          BREAKOUT LUNCH: Attendees will be divided into two  groups                       groups for moderated discussion on Organizing Your Family                       Family for Success

1:30 PM-2:40 PM        3. THE SUCCESSFUL FAMILY BUSINESS
                                     In this session, a leader of a prominent family-owned business will present a case study on their organization, exploring management challenges, strategies, and best practices.

2:40 PM-3 PM            COFFEE BREAK

3 PM-4:30 PM            4. SECRETS OF LONG-TERM SURVIVAL AND SUCCESS
                                   • Wealth in business families: Crutch or catalyst
                                   • How to effectively manage the relationship between shareholders (the family)
                                  • Growth strategies in family business: Opportunities, challenges, and caveats