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Coming January 10, 2023

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

5 Key Topics

agatha johnson will kate

Talent, Board and Family

Agatha Johnson

  • Placing talent on the board versus hiring a consultant
  • Representing the family to the board, especially as the family tree grows
  • Role of the senior generation as they step out of day-to-day tole in business
joe astrachan

Recruitment & Execution

Joe Astrachan

  • Where to find new board members
  • What's most and least important in a board member?
  • A great board agenda
  • Chair's role during and between meetings
Claudia Binz Astachan

Evaluations, Accountability & Competencies

Claudia Binz Astachan

  • Holding family accountable
  • Holding management accountable
  • Handle situations where board and/or management defer to the founder for decisions
  • Training the Next Generation
  • Independent board members
sandra mcneely

Training & Compensation

Sandra McNeely

  • Training and onboarding new board members
  • Compensation of board members
  • Board committee structure
Larry Hause, J.D.

Balance Point System

Larry Hause

  • Owner/Board/Management (OBM) System
  • Owner Plan
  • Owner Manual

We're working on details for our next Board Bootcamp.

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