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Coming January 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

6 Key Topics Covered in 2023:

  • Talent

    - Placing talent on the board versus hiring a consultant

  • Recruitment & Execution

    - Where to find new board members

  • Evaluations / Accountability / Competencies

    - Holding family accountable
    - Holding management accountable
    - Handle situations where board and/or management defer to the entrepreneur for decisions
    - Compensation

  • Training

    - Role of board
    - Role of family

  • Balance Point System

    - Owner Plan
    - Owner Manual

  • Role of Board & Role of Family

    - Representing the family to the board, especially as the family tree grows

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

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