‘Let’s talk Advisory Boards’

Adviser Connect events are put together by FBA to bring together advisers who have a passion for working with Family Businesses. This is an opportunity for advisers across multiple disciplines to learn from each other, understand each other’s expertise and begin to build the network of collaboration that is required as trusted advisers to the unique Family Business sector.

Join us on Thursday 16 August 2018 where we will discuss how the family business adviser can better help their clients, build lasting client relationships and get more opportunities for additional services through an advisory board.

Presentation topics will cover:

• How you can build lasting family business relationships
• The difference between an advisory board and a governance board
• What could introducing an formalised advisory board to your clients mean for you
• How to position yourself as a trusted adviser on a client’s advisory board
• Help your family business clients be better leaders and build better companies
• Help your family business clients get more out of their existing boards if they have one

Presenter: Peter Williams 

Peter Williams is one of Australia’s pioneering experts in advisory boards. With over 30 years of experience in engineering, investment banking and corporate strategy, including running and exiting his own multi-million-dollar management business, Peter knows what it takes to run a successful business — he has sat in the driver’s seat as a CEO and a business owner.

Drawing on his extensive background as chairman of over 15 advisory boards and boards of directors and mentoring 100’s of businesses, Peter understands that many businesses don’t want, or aren’t ready for, a traditional governance board of directors. They fear, amongst other things, it will take up their time and reduce their control/influence over their future.

Peter’s belief regarding the importance of business owners surrounding themselves with the right people to get them from where they are now to where they want to be inspired him to write “Are You Ready For Your Own Advisory Board”

Peter’s strength is in knowing when and how to put advisory boards into place, having chaired more than 15 boardsacross 13 industries. He demystifies the steps involved in setting up an advisory board and shows you how a well-structured advisory board can better position you to build a longer lasting relationship with your clients and smooth their path to growth and help achieve remarkable results.

A FULL BUFFET breakfast will be provided

Registration Fees GST Incl.

• FBA members $45.00
• Accredited Advisers $40.00
• Non-members $60.00

Robotic and Artificial intelligence

Adviser Connect events are put together by FBA to bring together Advisers who have a passion for working with Family Businesses. This is an opportunity for Advisers across multiple disciplines to learn from each other, understand each other’s expertise and begin to build the network of collaboration that is required as trusted advisers to the unique Family Business sector.

Every Adviser Connect event will have a guest speaker or case study and we encourage you to engage in robust topical conversations in order to grow your skills in advising family businesses.

The Adviser Connect events prove to be a great environment to come meet other advisers in your State and stay in touch with those in your network.

A light breakfast will be provided

Please note: This is a member only event.

Presenter: James O’Kane, Shaw and Partners