This short course is for family businesses only.
Gain the financial knowledge you need to make informed decisions and secure the future of your family business. This course is designed to help you understand the financial health of your business, establish performance indicators, and assess its true value.
Having the ability to understand financial statements is no longer enough. Business leaders must have a firm understanding of how to use financial information to drive decisions and strategy, and to understand the health and capabilities of your business. This course will enable you to achieve both, as well as to establish warning indicators and assess the true value of your business to make informed and effective decisions. You will learn the practical value of financial performance dashboards to monitor and communicate key performance measures.
Course outline
- Learn how to use financial information correctly for decision-making in accordance with your strategic plan
- Develop your key indicators so that you can interpret the true performance of your business
- Create a financial dashboard to help you determine strengths and weaknesses in your business
- Learn about different methodologies to value your business
This online course is delivered across two weekly sessions.
Between sessions, you will be provided with activities to help you work through the content and apply it back in your family business to help you gain the most from the course. You can then bring your questions/challenges to the next session to help resolve them.
Course Structure
FBA Courses operate under Chatham House Rules, allowing participants and facilitators to share their experiences and insights freely.
To protect participant trust, member privacy, and the integrity of our content, the use of AI notetakers (such as Otter.ai, Fireflies, Zoom transcription bots, and similar tools) is not permitted during any FBA online events.
Key Learnings:
- Identify the key indicators to monitor the true performance of your business
- How directors can make accurate solvency judgements
- Using financial information for strategic decision making
Who Should Attend?
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Directors and shareholders
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Senior management teams
- Next generation members of the family business
Facilitators
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With more than 15 years of professional experience, Louisa has advised a number of individual and small-to-medium business clients across various industries, with the management of their income tax affairs, GST and the preparation of their financial statements.
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"Matthew Bartemucci is a chartered accountant with 20 years of experience, specialising in accounting and business advisory for family businesses, small to medium-sized enterprises and high net worth individuals. He is also an accredited Family Business Adviser with Family Business Association.
Client focused, dedicated, and understanding, Matthew specialises in the areas of business financial and management accounting, taxation and compliance, business strategy, asset protection, succession planning and governance for his clients.
Developing an understanding of his clients’ goals and objectives allows Matthew to tailor his advice to ensure that the client’s ultimate success is achieved."
Extra Details
Early bird rates close on Tuesday, 26 March 2026.
Please contact the office on 1800 249 357 or education@familybusiness.org.au if you have any questions or need assistance registering for this event.
Click here to view the terms and conditions.
