Upcoming Family Business Australia Events
Mar
6
Wed
Family Business Directors Course @ Hillstone St Lucia, Carawa Street, St Lucia, QLD
Mar 6 @ 8:30 am – Mar 7 @ 5:00 pm

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

  • Business governance, the role of the board and how to balance the interests of owners and managers
  • An overview of the legal framework in which businesses operate and the legal duties and responsibilities of directors and officers
  • The financial and accounting aspects of business governance, and how to measure profitability, liquidity and financial stability
  • The role of the board as a whole, and the individual roles of the chairperson, directors and CEO
  • An overview of good practice for a board
  • Family governance; the structures, roles and processes that help family businesses thrive over generations
  • How to integrate family and business governance to best effect

Key learning

  • Understand the role a board can play in growing your business
  • Understand the unique challenges family business directors face
  • Define the core areas of legal responsibilities for directors
  • Consider the options for structuring a board of directors to suit your family business

Who should attend

  • All members involved in strategically guiding the family business
  • Executive and non-executive directors of family businesses
  • CEOs and senior managers of family businesses
  • Family business shareholders


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:

  • Family and Business Governance
  • Succession planning – equity and management
  • Parallel planning of family and business
  • Estate planning
  • Asset protection

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

 

Mar
13
Wed
Financial Essentials for Family Business @ KPMG, Level 38, Tower Three, International Towers Sydney 300 Barangaroo Avenue, Sydney
Mar 13 @ 8:30 am – 5:00 pm

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

  • Create a dashboard of ratios to help you determine strengths and weaknesses in your business
  • Develop your key indicators so that you can interpret the true performance of your business
  • Learn how to use financial information correctly for decision-making in accordance with your strategic plan
  • Learn about different methodologies to value your business

Key Learning

  • Identify the key indicators to monitor the true performance of your business
  • How to use specific tools to assist directors to make accurate solvency judgements
  • Using financial information for strategic decision making

Who should attend

  • Directors and shareholders
  • Senior management teams
  • Next generation members of the family business


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.

Financial Essentials for Family Business Flyer

Mar
21
Thu
Financial Essentials for Family Business @ KPMG Perth, 235 St Georges Terrace, Perth
Mar 21 @ 8:30 am – 5:00 pm

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

  • Create a dashboard of ratios to help you determine strengths and weaknesses in your business
  • Develop your key indicators so that you can interpret the true performance of your business
  • Learn how to use financial information correctly for decision-making in accordance with your strategic plan
  • Learn about different methodologies to value your business

Key Learning

  • Identify the key indicators to monitor the true performance of your business
  • How to use specific tools to assist directors to make accurate solvency judgements
  • Using financial information for strategic decision making

Who should attend

  • Directors and shareholders
  • Senior management teams
  • Next generation members of the family business


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.

Financial Essentials for Family Business Flyer

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