Certificate in Advising Family Enterprises (every week from May 30 to July 2; see below for schedule of times): Designed for advisors seeking to engage, retain, and serve multi-generational family businesses. There will be 25 participants maximum in this first cohort. Registration will be based on a first-come, first-served basis.
Structured across six modules, you will learn the following topics:
- The Business Case for Serving Business-Owning Families
- Redefining the Client Relationship
- Deeper Discovery by Asking Better Questions
- The Family Enterprise (with Case Study)
- Proactively Managing the 5 C's (Contingency Plans, Cash Flow, Communication, Conflict, Compensation)
- Family Business Governance
Program Cost: The six module certificate program costs $2,600 per advisor.
Schedule:
- Thursday, May 30: 11am - 12:30pm PDT
- Thursday, June 6: 11am - 12:30pm PDT
- Thursday, June 13: 11am - 12:30pm PDT
- Thursday, June 20: 11am - 12:30pm PDT
- Thursday, June 27: 11am - 12:30pm PDT
- Tuesday, July 2: 11am - 12:30pm PDT
Questions about the program: Contact Dave Specht, the Director of the Drucker School Global Family Business Institute, at david.specht@cgu.edu or (509)318-0706.
Note: If a refund is requested, we will refund 100% of the $2,600 fee that was paid for the training. However, we are unable to reverse the transaction fee that EventBrite charges.
