February 22, 2018 @ 7:30 am – 9:00 am
HopgoodGanim Lawyers, Level 7, Waterfront Place, 1 Eagle Street Brisbane, QLD
Jodie Watson
0439 782 549

Don’t confuse Family Strategy with the Strategy of the Business – They are intertwined but different

On Thursday 22 February, 2018 we kick off our first QLD Adviser Connect breakfast with guest speaker, James Beck, FBA Accredited Adviser & Managing Director, Effective Governance who will be sharing with us strategic planning for families in business.

“Don’t confuse family strategy with the strategy of the business – they are intertwined but different”.

It is critical when focusing on the strategy of the business to understand the direction of the family. Underpinning the direction of the family are the family values of which can comprise of values across generations. Determining family values requires a structured approach that considers the values set by the business, family as a whole and the individual.

Known as a difficult balancing act for any family business, this adviser connect breakfast will leave you with knowledge on:

  • The importance and difference of family v’s business values.
  • Steps to identify when a family needs to undergo a review of their family and business values.
  • How to guide the process around a family agreeing on the values and the direction of the family as well as the strategy of the business.

As always, these adviser connect events prove to be a great environment to meet other advisers in QLD or stay in touch with those in your network. A light breakfast is provided.

Presenter: James Beck BSc (Hons) RMC Duntroon GAICD, FILP, FBA Accredited Adviser | Managing Director

James leads the team of governance professionals at Effective Governance. He has substantial experience in delivering governance, strategic and risk solutions to address requirements of listed, private, not-for-profit, government and family business clients. As a partner at PricewaterhouseCoopers, he previously held the role of Education Leader for 5 years. James is a nationally accredited facilitator (FILP), conference speaker, author of numerous governance papers, and co-author of Directors at Work: A Practical Guide for Boards.