This course will be delivered online, providing you with the flexibility to work around your busy consulting schedule.
The course is delivered over 8 weeks with an additional 12 days to complete the final assessment piece
Throughout the course you will be challenged to rethink your views on family business advising through the expertise of your facilitators and the sharing of experiences and learnings by your peers.
You will demonstrate your increased knowledge and expertise through practical assessment tasks designed to further develop your skills in applying tools which will add value to your practice.
Speaker: Judy Choate | KPMG
Judy has over 27 years of commercial law and corporate law practice experience, with a particular focus on family businesses, and a specialisation in tax law. Judy has also lectured at university undergraduate and post-graduate level for over 22 years.
Judy is experienced in working with family enterprises across a wide variety of industries. She has an in-depth knowledge of the critical aspects of family governance, Family Constitutions, Shareholders’ Agreements, succession planning and Exit Agreements, Family Charters, Family Offices, Board Charters and advisory boards.
An FBA Accredited Family Business Adviser, Judy has delivered course material in FBA’s Directors’ Course and is currently Director, KPMG Law, Adelaide.
These courses are strictly for members only. If you would like to become a member please click here
Courses in this series
Advising Business Families – Part 1 $2,995.00 (ex GST)
30 April – 22 June, 2018
Advising Business Families – Part 2 $2,995.00 (ex GST)
9 July – 31 August, 2018
Governing the Family Enterprise $2,995.00 (ex GST)
17 September – 9 November, 2018
Registrations must be made at the same time for these discounts to be applied. Please contact FBA to secure these discounts or discuss payment plan options – 1800 249 357.
Our Family Business Insider events give our members the opportunity to get an exclusive look into the workings of the diverse family business sector in Australia.
Join us on Tuesday 23 October with the Sequeira Family, owners of Karalee on Preston. This two generation family business will share their story, specifically looking at how they continue to be innovative in order to survive and thrive in the tough retail and hospitality business sectors. This is a fantastic story of starting small and seizing opportunities to build a strong family business, who are now engaging the next generation to ensure a sustainable future.
We hope you can come along to enjoy the award winning food at one of Perth’s most popular pubs and consider how this family businesses journey compares to you own.
About the Hosts: Karlee on Preston
The Karalee was established in 1975 and means “waterhole” in the language of Australia’s indigenous people. The Karalee is true to its name as a popular meeting place for locals and visitors alike. They have won Best Casual Dining Pub (AHA WA Awards, Metropolitan 2016) and you’d be silly not to come and try their award winning steak sandwich (AHA WA Awards, Metropolitan winner 2014, 2017 and also finalists in 2015 and 2016).
The Sequeira family consists of Pierre and his wife Aylmyr along with their daughters and their husbands, Elaine and Reuben Dias and Renee and Mark Steenkamp. Both Renee and Elaine have key roles in each of the businesses, Preston IGA and Karalee on Preston. Pierre is a typical entrepreneurial businessman and has led Revel Enterprises Pty Ltd (and his family) to grow and diversify their business interests.
Learn about the family and the business by experiencing firsthand the day-to-day operations.
Registration Fees GST Incl.
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?
The Family Business Essentials workshop will provide you and members of your family with the opportunity to spend half a day focusing on the health of your family business, where you want to be and how you can harness your distinct competitive advantage to reach your goals. In this interactive session, you will use the family business diagnostic tool to identify areas of your business that need attention and help guide you in the direction of forming relevant strategies and action plans moving forward.
Who should attend
Facilitator: Martin Tobin | Outlore Consulting
Martin Tobin is an experienced and innovative family business adviser (and Independent Director), with a deep and broad understanding of the Australian family business sector. Drawing on his background as a solicitor, and previous leadership experience as CEO of Tobin Brothers Funerals (Melbourne), and Victorian Chairman of Family Business Australia, Martin is uniquely placed to provide creative input to Australian small to medium sized enterprises, particularly family-businesses, across a range of industries. In addition to his practical commercial experience, Martin has a strong academic background, having completed degrees in Arts & Law at Monash University, and a Masters of Business Administration at Melbourne University Business School. Martin is also an accredited FBA Family Business Adviser and a Licensed Business Broker.
Those eligible to register for this free event
If you are a family business Adviser who is not currently a member of FBA and you are interested in attending this event, please contact please contact VIC State Manager Ed Horwood on 0499 008 348.
As the owner of a family owned Australian business you are invited to join a growing community of exceptional Australians.Learn more +
Membership to FBA will give you the opportunity to access extensive resources, experience and networks to provide you with knowledge and skills to face challenges, develop strategies and deliver results.Learn more +
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Family Business Australia and KPMG work together to ensure family business success.Learn more +