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Sept. 19, 2023  |  Sioux Falls, SD

Invest in your Family Business + Structure Your Future

Board Bootcamp is intended for:

A Business Owner

  • Considering establishing an advisory or fiduciary board
  • Who wants to increase value and effectiveness of your current board
  • Hesitant to establish a board due to presumed loss of control

A Board Member

  • For a business and you’re not clear on role expectations

An Owner/Board Member/Family Member

  • Who wants to understand roles and how to best work together
Related Article

Family businesses: Board Bootcamp will help optimize board of directors

Whether your family business is considering an advisory or fiduciary board, just beginning to work with one, or if you’ve had a board for years, Board Bootcamp will leave you with strategies to ensure you’re optimizing how you use a board.

September Bootcamp Facilitators

Dennis Jaffe, Ph.D.

Senior Research Fellow
BanyanGlobal Family Business Advisors

Andrew Keyt

Founder, CEO


Sandra McNeely


Abbey Legacy

Larry Hause


Hause Family Business Transitions

Agatha Johnson



“Board Bootcamp was a great reminder that we are not alone in our challenges. The connections we made with other family owners and with the speakers were equally as valuable as the information we acquired. You can’t talk about these topics with just anyone – it’s nice to feel like there is a private club of like-minded peers who support you and understand what you are going through.”

– Feedback from 2022 Board Bootcamp

September 19: Agenda & Breakouts

Bootcamp Agenda

7:45 – 8:15am Breakfast
8:15 – 9:00am Kickoff and Introductions
9:00 – 9:10am Bootcamp Breakout 
9:10 – 10:15am Round 1
10:15 – 10:30am Break and Change Rooms
10:30 – 11:45am Round 2
11:45 – 12:30pm Lunch
12:30 – 12:50pm Tour of Washington Pavilion
12:50 – 1:00pm Breakout to Rooms
1:00 – 2:15pm Round 3
2:15 – 2:30pm Break
2:30 – 3:30pm Goal Setting in Family or Board Units
3:30 – 4:15pm Closing Presentations and Next Steps 
4:15 – 5:30pm Closing Reception

Family Governance & Leadership Across Generations

Schulte Room | Dennis T. Jaffe

  • Resilient Single-Family Office and how the Family Office fits into the board
  • Social impact
  • Releasing the potential of the rising generations
  • Building and sustaining a hundred year enterprise
  • Role of the Matriarch
  • Family Code of Conduct

Building an Effective Board

Room 215 | Sandra McNeely

  • Building the board position description
  • Recruiting board members with the talent your business and family need
  • Determining compensation of board members
  • Staggering board member terms
  • Determining committee structure
  • Onboarding a new board member
  • Board Chair’s role during and between meetings
  • How to be a great board member

Shared Values through Structure, Roles and Finances

Room 213 | Agatha Johnson

  • Family Council, Family Charter, Family Constitution
  • Family meetings
  • Shared and distributed values
  • Role of the senior generation as they step out of day-to-day role in business. Reinvention, not retirement.
  • Key behaviors that make a family director effective in the boardroom
  • Handling the exit of a board member or family member
  • Financial distributions

The Board as a Strategic Partner

Green Room | Andrew Keyt

  • Aligning with shareholders. How family shareholders best interact with the board.
  • Accountability structure among shareholders and the board
  • What’s most and least important in a board member?
  • Building the best board agenda. Encouraging strategic insights and questions.
  • Increasing business performance through the board
  • Preparing management to get the most out of the board
  • Uniting family owners
  • Next Generation development, board observers

Balancing All Systems

Room 216 | Larry Hause

  • Integrating estate planning
  • Tax and business planning
  • The role of trusts
  • Family employment policies
  • Emergency operations plans
  • Developing an owner plan and owner manual
  • How the owner plans and manuals evolve over time and generations
  • Integrating owners, management, and the board
  • Key skills and knowledge that family directors should have or develop
  • Navigating unique tensions that family directors can experience
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