Upcoming Family Business Australia Events
Adviser Connect Newcastle – April @ Hicksons Lawyers, 1/31 Darby St, Newcastle, NSW
Apr 27 @ 7:30 am – 9:00 am

Measuring Team Energy for Peak Performance

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.

On the 27th April, Jason Kolevski will discuss measuring team energy for peak performance. In particular he will address:

  • How much energy impacts everything – from relationships to revenue!
  • An extremely powerful & unique tool to identify innate instincts & talents – it’s not just gut feel!
  • How to communicate effectively to lovingly influence.

A light breakfast will be provided.

Presenter: Jason Kolevski

After successfully selling his Financial Advisory business in 2012, Jason Kolevski (known as JK) directed all his passion, energy and learning towards human dynamics.

Working predominately in the space of Family Business, Financial Planning, Accounting & Finance, Real Estate & Property, JK loves any opportunity to help people grow to become the grandest versions of themselves.

Sponsored by Hicksons Lawyers

Advising Business Families – Part 1 @ Online
Apr 30 – Jun 22 all-day
  • Family Business: different and significant – what advisers need to know
  • Grossing generations: the evolution of family enterprise
  • Family Enterprise challenges and opportunities (part 1) – strategy and governance
  • Family Enterprise challenges and opportunities (part 2) – succession and entrepreneurial renewal

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.


Dr. Chris Graves PhD CA

Chris Graves is a Chartered Accountant, Co-Founder and Co-Director of the University of Adelaide’s Family Business Education and Research Group [FBERG]. Chris completed his PhD at the University of Adelaide, which investigated the influence of the family system on family business strategy and performance. His PhD research received an honourable mention award from the Family Firm Institute (FFI), based in the USA. He is currently undertaking a Graduate Diploma in Family Therapy as part of his work with the family business sector.

Dr Francesco (Frank) Barbera

Frank Barbera is a Senior Lecturer and Co-Director of the Family Business Education & Research Group at the Adelaide Business School. His research interests encompass a wide range of issues applied to family business, entrepreneurship, small business management, and family business education. In 2014 Frank received his Ph.D. in Economics from Bond University while working at the Australian Centre for Family Business. Frank’s expertise in the family business field also includes being the former Director of the Family Enterprise Centre at Stetson University in Florida, USA, and an award winning member of the Editorial Board for the Family Business Review.

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

Payment Options

  • Payment plans can be organised
  • Credit Cards or Invoice
  • Book two courses now and receive a 5% discount on the second course
  • Book three courses now and receive an additional 10% on the third course

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.

Philanthropy – Your Journey Begins Here @ Quest Kelvin Grove, 41 Ramsgate Street, Kelvin Grove, QLD, 4059
May 1 @ 2:00 pm – 5:00 pm

Created by FBA’s National Gold Sponsor, EWM Group and delivered and facilitated by EWM Group’s Head of Philanthropy, Marc Ahmelman, this 3-hour interactive workshop will provide you with practical tools and resources which can be used with your own family, family business and various stakeholders.

Delivered and facilitated by our Gold Sponsor, EWM Group, this 3-hour interactive workshop will provide you with practical tools and resources which can be used with your own family, family business and various stakeholders. Setting the scene with an overview of philanthropy in Australia, the topics covered will include:

  • Determining and documenting your own motivation, purpose and values
  • Choosing a cause
  • Philanthropic structures – what, why and how
  • Strategies for giving
  • Your impact

Given its interactive nature, the workshop will be highly beneficial for a single family member or multiple family members. The workshop is designed so you can apply the tools to your own situation, in addition to sharing best practice, experiences and ideas with other FBA families.

Marc Ahmelman | Head of Philanthropic Services, EWM Group 

Marc is a qualified financial planner specialising in strategic financial and investment advice for high net worth individuals, philanthropic clients and non-profit entities. Prior to joining EWM Group, Marc worked within the not-for-profit sector assisting philanthropists, donors and private foundations to achieve their philanthropic goals and intent.

Marc has a strong interest in social impact investment, using capital as well as income to make change. Maintaining close ties to the non-profit sector, he is an independent adviser to several foundations, charities and community groups.

Presented in partnership with FBA National Gold Sponsor:

Registration Fees GST incl.

  • FBA member $300.00
  • Non-member $400.00
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