For Advisors who have completed Advising Business Families – Part 1 only
The FBA Advisor Accreditation Program will challenge the way you think about family business advising through expert facilitation and peer-to-peer learning. Designed in partnership with the University of Adelaide, this course focuses on the additional skills and practices you need to address the unique challenges that business families encounter, effectively.
Through practical assessment tasks, you'll demonstrate your increased knowledge and expertise in applying tools that add value to your family business clients. This course builds on Advising Business Families – Part 1, and is the final education in your pathway to becoming a Family Business Accredited Advisor, developing your capabilities in the specialised skills required for effective family business consulting.
Advising Business Families – Part 2 course will be held online and the Teams link will be sent to you via email.
Advising Business Families - Part 2
- Orientation: Tuesday 16 February - 11:30am - 1:00pm AEDT
- Workshop 1: Tuesday 2 March – 11:30am - 1:30pm AEDT
- Workshop 2: Tuesday 23 March – 11:30am - 1:30pm AEDT
- Workshop 3: Tuesday 13 April - 11:30am - 1:40pm AEST
This course builds on Advising Business Families - Part 1, covering fundamentals, and equips you with advanced skills to address the complex challenges unique to family business clients.
Key Learnings:
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Explain the different stages of the family business consulting engagement.
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Assess your competencies as a family business advisor and the role of collaborative practice.
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Determine when to adopt an expert vs process-based approach to advising business families.
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Diagnose the nature and complexity of family dynamics.
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Conduct family assessment interviews and facilitate effective family meetings.
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Understand the principles for effective communication and approaches for resolving family conflict.
Topics Include:
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Complexities and competencies required to act as Family Enterprise Advisor.
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Understanding Family Dynamics and the psychology of money and 'wealth'.
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Undertaking an assessment of the Family Enterprise system.
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Stages in the family enterprise engagement.
Prerequisite:
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An active Advisor Membership with Family Business Association.
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Completion of Advising Business Families - Part 1 or Recognised Prior Learning (as determined by FBA).
On successful completion of both Part 1 and Part 2 of the Advising Business Families course, you will become an FBA Family Business Accredited Advisor, receiving a certificate, digital badge and all membership benefits.
Course Facilitators
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Richard Boyce, Executive Director Boyce Family Office |
Richard is a family enterprise specialist with a unique blend of experience gained over 30 years, being a practising chartered accountant, tax agent, company director and 5th generation member of a family that owns businesses across Australia, NZ and UK. Richard has worked as specialist family business and family office advisor with many leading global business families to develop their generational family enterprise model and is a former Partner of EY Global Business Centre of Excellence. Richard is also a fellow and academic faculty member of the Global Family Firm Institute (FFI), a strategic consultant to Family Business Association in Australian & NZ (FBA), Chair of the University of Adelaide Family Business Education & Research Group (FBERG), and an independent board member to a number of generational family businesses.
Richard’s passion is family enterprises and providing the support structures and mentoring to see generational families succeed for future generations.
