Family Business Australia - New South Wales

March

Tuesday, 9th

FBA Education Workshop

Strategies for Effective Wealth Management & Protection

A two hour workshop faciliated by FBA Adviser Leisa Williamson from Ord Minnet.  The workshop will cover:

• Economic & Investment Outlook for 2010
• Government changes that will affect your retirement
• Investment Structuring- Trusts, DIY Super
• Save fees - direct shares vs managed funds
• Reduce fees with a Self Managed Super Fund
• Estate Planning
• How to minimise risk and maximise returns

Click here for the program and Registration form

Click here to book on-line

8.00am-10.30am

Ord Minnet

Level 8

NAB House

255 George Street

Sydney

March

Thursday, 11th

Lead & Succeed - The Kennards Way

Featuring Andy Kennard, Kennards Hire

Facilitator Paul Lucas Coleman & Greig

Hear the Kennard family business succession story.  The Kennards have navigated the minefield of working with family for three generations.  Some of the issues Paul will address with Andy over breakfast are managing the dynamics of working with family, his decision to retire from the CEO position and how the succession was managed.

A highly practical session focused on preparing for succession and managing the transition.

Click here for more information

Click here to book online

7.30am-9.15am

Crowne Plaza

Norwest

1 Columbia Court

Baulkham Hills

Sponsored by

April

Thursday, 29th

State Conference 2010

Family Businesses - Looking to the Future

This year's conference is focused on innovation, vision and reinvention.  We have some fantastic speakers and sessions this year.  Speakers include:

• Roger La Salle creator of Matrix Thinking
• Tony Coote AM of Mulloon Creek Natural Farms and former Chairman of Angus & Coote
• James Kell, Kell & Rigby Builders
• Pippa Hallas Ella Bache
• Mitchell Taylor Taylors Wines
• John Tolmei CEO Kennards Hire
• Garry & Allyn Beard AH Beard

Book early to secure your place.

Early Bird Rate Available until 7th April.

Click here for the program & Registration Form

Click here to book online.

9:00am - 5:00pm

Hosted by AH Beard

Sofitel Wentworth

61-101 Phillip St. Sydney

May

Friday 14th

7.00am-9.30am

KPMG

Level 15 Boardroom

10 Shelley Street

Sydney

May

Tuesday, 18th

FBA Education Workshop

Strategies to Manage Conflict and Improve Communication

A two hour workshop facilitated by FBA Accredited Adviser Robert Powell of BDO Kendalls.

8.00am-10.30am

BDO Kendalls

Level 19

2 Market Street

Sydney

June

Wednesday, 9th

TBA