Who Should Participate
This seminar is recommended for and geared towards bankers from family-owned banks: directors, CEOs, presidents, or other senior management.
Family Business Governance
We will begin by focusing on clearly understanding the realms of influence versus control in your family business system. We will explore how to consistently provide a singular shareholder voice to the operating company board as your family grows into multiple generations, and how to manage additional non-bank assets in a well-structured manner. Doing so requires clarity around the roles family members must play simultaneously--no small feat! But with careful planning and continued healthy conversation it can be accomplished.
Build clarity regarding the realms of influence and control in your governance system
Explore various models, structures and roles that families employ
Learn about how the governance model must adjust as the family grows over generations
Preparing the Next Generation for Ownership
Starting the conversation about succession across generations is far from easy. Each generation brings unique needs, wants, and questions to the table. In this session, we will welcome perspectives from across generations to the conversation and together provide ideas on how to talk about those often-avoided topics of management and ownership succession. Through case studies and group discussion, we will start to address some of the questions we know are on your mind.
Engage family members and those that serve family clients in cross-generational conversation about continuity
Work through a composite case study to highlight some of the challenges and ideas for ways to support continuity (using some models, frameworks, structures)
Provide participants with ways to frame their thinking and conversations on engaging and developing the next generation
Give participants space to share their challenges and crowdsource solutions (peer to peer)
Todd Smith, principal at the Center for Applied Research (CFAR), is a seasoned consultant who has worked with family and owner-led businesses for over two decades in the areas of governance, education, strategy, and communication improvement. With a large and diverse client list spanning numerous industries, Todd brings deep experience in strategy, process improvement, and organizational alignment to his client engagements. Todd has a Bachelor of Arts in Political Science and Government from Minnesota State University, Moorhead.
Katelyn Husereau, MBA, is a Senior Manager at CFAR. With roots in event management, operations, and marketing, she is skilled in stakeholder engagement, strategy development and execution, and design of educational programming. Katelyn holds a Bachelor of Arts in Mass Communication and Marketing from Franklin Pierce University, as well as a Master of Business Administration from Northeastern University, and is certified as a Predictive Index Practitioner.
Fee includes materials, refreshments, and lunch.
Note: You will be given the option to pay by credit card or to invoice your company during the checkout process.
Date & Times
November 2, 2021
9:00 AM - 11:15 AM
The MBA reserves the right to cancel programs due to insufficient enrollment, instructor illness, or other reasons. Participants wishing to cancel must inform the MBA in writing prior to the event. Send cancellation notices to email@example.com. A cancellation fee of 25% of the program cost will be charged for withdrawing, or you may send a substitute. The full program fee will be charged for withdrawing after the event has taken place or a no-show.
Employees of qualified non-member banks are encouraged to apply. Please call our office for further information.
If you have a disability that may affect your participation in this program - or any dietary issues - please send a statement regarding any special needs to firstname.lastname@example.org at least two weeks prior to the program. We will contact you to discuss accommodations.
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