AGENDA

DAY 1 - NOVEMBER 19

9 AM-10:30 AM           1. FUNDAMENTALS OF FAMILY BUSINESS MANAGEMENT
                                   • Why successful family businesses outperform the rest
                                   • The key principles to effectively manage a family  business                        business
                                   • Non-family executives: How to pay them, recognize  success,                        success and retain the most talented
                                   • Growth and control: How to build a sound strategy to keep                              keep the entrepreneurial spirit alive
                                   • Conflict resolution in the family business

10:30 AM-10:50 AM     COFFEE BREAK

10:50 AM-12:20 PM     2. LIFE CYCLE OF THE FAMILY BUSINESS
                                   • Inside family business: Cycles, management                    challenges                       challenges and financial dilemmas
                                   • Family business life cycles and how to           effectively manage                           manage them
                                   • How ownership, family and business change over time: The                                The three developmental dimensions

12:20 PM-1:30 PM       LUNCH WITH JOHN DAVIS

1:30 PM-3:15 PM        3. GOVERNANCE OF THE FAMILY BUSINESS SYSTEM
                                    • On roles, rights, and responsibilities of founders, leaders                            leaders, and family members
                                    • Developing effective boards of directors, family councils,                          councils, and advisory boards
                                    • How to create better policies and plans to improve the family's                            family's involvement with the business
                                    • Leadership in the family business system

3:15 PM-3:45 PM        COFFEE BREAK

3:45 PM-5 PM            4. BREAKOUT ON FAMILY GOVERNANCE                         
                                 •  Controlling Owner Systems
                                 •  Sibling and Cousin Systems


DAY 2 - NOVEMBER 20

9:10 AM-10:15 AM     1. DEVELOPING THE NEXT GENERATION
                                  Session led by Marion McCollom Hampton*
                                  • Generational change: How to avoid crises when passing the                                the baton
                                  • How to get the next generation ready: Dealing with the family,                           family, professional managers, and employees
                                  • Building performance measurement and appraisal systems                                systems

10:15 AM-10:35 AM    COFFEE BREAK

10:35 AM-12 PM        2. MANAGING SUCCESSION AND CONTINUITY
                                  • Preparing for departure: When the family leader leaves
                                  • Issues that inhibit an effective management and  ownership succession transition and how to manage them 
                                 • How to deal with the changes in management structure and                               and ownership

12 PM-1:30 PM          BREAKOUT LUNCH: Attendees will be divided into two  groups                       groups for moderated discussion on Organizing Your Family                       Family for Success

1:30 PM-2:40 PM        3. THE SUCCESSFUL FAMILY BUSINESS
                                     In this session, a leader of a prominent family-owned business will present a case study on their organization, exploring management challenges, strategies, and best practices.

2:40 PM-3 PM            COFFEE BREAK

3 PM-4:30 PM            4. SECRETS OF LONG-TERM SURVIVAL AND SUCCESS
                                   • Wealth in business families: Crutch or catalyst
                                   • How to effectively manage the relationship between shareholders (the family)
                                  • Growth strategies in family business: Opportunities, challenges, and caveats

*Marion McCollom Hampton is Partner and Managing Director for Research and Education
with the Owner Managed Business Institute in Cambridge, MA. She has been active in the
family business field for 20 years, and has been named a Fellow in the Family Firm Institute.
She is co-author, with John Davis and others, of Generation to Generation: Life Cycles of the Family Business, a foundational work in the family business field.

Dr. Hampton maintains an active consulting practice in the family business field, focused on
helping families address relationship and governance issues to achieve business continuity from
generation to generation. She works closely with families to design specific strategies and
structures to pass on their private enterprise and a legacy of wealth stewardship.