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 Family Business Directors Course is a two day session that 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 course is supported by the use of a case study to drive home the topics covered.
Course outline
Key learning
Who should attend
Presenters
 |  |  |
| James Beck Effective Governance Facilitator | Bill Noye KPMG Enterprise Finance Presenter | Luke Mountford HopgoodGanim Lawyers Legal Presenter |
James Beck | Effective Governance
James has focused upon a career in governance, strategy and risk management, working at the board and executive level, through his ownership of Effective Governance, itself a family business. More recently HopgoodGanim Lawyers have taken an equity stake in the business, which James still operates independently. Established in 1996, Effective Governance is Australasia’s largest and most experienced independent corporate governance consulting firm. James has extensive experience with family businesses covering areas from providing corporate governance advice to assists in establishing boards and advisory councils. James has held numerous board and executive positions from being an Army Officer to Partner at PwC. He is also a co-author of Directors at Work – A practical guide for Boards.
Bill Noye | KPMG
Bill is the partner in charge of KPMG Private Enterprise division in Brisbane. He has over 25 years experience in working with large private and family owned business clients providing tax, accounting and business advisory services across a range of industries including agriculture, property and construction, mining services, transport and motor dealerships.
Bill has assisted in creating many and sits on a number of Advisory Boards of prominent private and family owned businesses.
Bill is actively involved with Family Business Australia (FBA) and has been the National chairman of KPMG’s Family Business Practice since its establishment in 2005 which has included presenting at numerous FBA conferences as well as developing and writing thought leadership for the Firm in this area. Bill also leads Family Business Services for KPMG in the Asia Pacific (ASPAC) and represents ASPAC on the Global Family Business Services steering committee.
The family business advisory services Bill specialises in include:
Luke Mountford | HopgoodGanim Lawyers
Luke has significant experience in business succession, structuring, mergers and acquisitions. He represents a diverse client base comprised predominately of private and family owned businesses and high wealth individuals, throughout a range of industries and sectors.
With a particular interest in family business succession, Luke has assisted a number of family-owned business clients achieve successful intergenerational transfers of ownership and control. He is also a non-executive director of OneHarvest, an Australian, family-owned grower, processor and marketer of fresh produce.
Luke is ranked as a Leading lawyer by Doyle’s Guide to the Australian Legal Profession in Leading Commercial Lawyers – Queensland, 2018.
Registration fees GST incl.
| FBA Member Early Bird | FBA Member | Non Member | |
| 1 person | $1,995.00 | $2,195.00 | $3,295.00 |
| 2-3 people | $1,795.00 | $1,995.00 | |
| 4+ people | $1,595.00 | $1,795.00 |
Early bird rates closing on Monday 29 October, 2018
Having the ability to understand financial statements is no longer enough. Business leaders should have a firm understanding of how to use financial information to drive decisions and strategy. It is a crucial component of analysing the health and capabilities of your business.
This one day course is tailored for senior management, next generation leaders and management as well as other shareholders of the business. It promises to offer a comprehensive understanding of business performance analysis derived from financial statements. This course will enable you to identify warning indicators, and assess the true value of your business to make informed and effective decisions.
Course outline
Key Learning
Who should attend
Facilitator: Leanne Hegarty | KPMG Enterprise
Leanne Hegarty is a Partner within KPMG Enterprise, working with family businesses, fast-growing companies and high net worth individuals. Leanne’s financial accounting career has spanned more than 20 years. She has extensive experience with clients in retail, franchising, professional services, hospitality and professional specialists.
Leanne is a trusted business adviser providing taxation, compliance, outsourced CFO and financial management advice. Her clients consistently utilise her skills to proactively manage their financial position and associated relationships. She has helped her clients with decisions associated with growth, diversification, franchising, succession, divorce, divestment of assets and wealth accumulation.
Leanne has advised clients on financial statement compliance, tax return preparation, debt funding support, financial analysis, business growth, risk management, succession planning, decision support analysis, working capital management, wealth accumulation, buy and sale of businesses, corporate structuring, and outsourcing finance function and CFO responsibilities.
Given Leanne’s experience with privately owned businesses, she was elected to be a judge in the Annual Telstra Business Woman of the Year awards.
Registration fees GST incl.
| FBA Member Early Bird | FBA Member | Non Member | |
| 1 person | $995.00 | $1,095.00 | $1,995.00 |
| 2-3 people | $895.00 | $995.00 | |
| 4+ people | $795.00 | $895.00 |
Early bird rates closing on Wednesday 9 January, 2019.
Having the ability to understand financial statements is no longer enough. Business leaders should have a firm understanding of how to use financial information to drive decisions and strategy. It is a crucial component of analysing the health and capabilities of your business.
This one day course is tailored for senior management, next generation leaders and management as well as other shareholders of the business. It promises to offer a comprehensive understanding of business performance analysis derived from financial statements. This course will enable you to identify warning indicators, and assess the true value of your business to make informed and effective decisions.
Course outline
Key Learning
Who should attend
Presenter: Agnes Vacca | KPMG Enterprise
Agnes Vacca has over 20 years’ experience in providing advisory and compliance services to privately owned enterprises in WA. Agnes works with business owners and their teams to develop and implement goal focused strategies including finance process improvement, cash-flow forecasting, budgeting, sensitivity analysis and business planning.
Agnes specialises in family business succession, transition and exit readiness advice, assisting owners to achieve their succession objectives. In this area, Agnes provides advice to enable an orderly business transfer whilst maximising the value to the owners as well as providing advice regarding asset protection and estate planning.
Registration fees GST incl.
| FBA Member Early Bird | FBA Member | Non Member | |
| 1 person | $995.00 | $1,095.00 | $1,995.00 |
| 2-3 people | $895.00 | $995.00 | |
| 4+ people | $795.00 | $895.00 |
Early bird rates closing on Thursday 10 January, 2019.
As the owner of a family owned Australian business you are invited to join a growing community of exceptional Australians.
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