Become a FBNZ Accredited Advisor 

Advising at the intersection of family and business requires unique expertise. Invest in your career through an education program which will assist you in providing expert advice to families in business.

Family Business New Zealand (FBNZ) has partnered with the University of Adelaide’s Family Business Education and Research Group (FBERG) to bring you a world class education program to ensure that as an FBNZ Accredited Advisor you are well equipped to assist families in business to harness their opportunities and deal with the challenges they face.

Developed from cutting-edge research and extensive practitioner expertise, this practical, grounded program is designed to equip you with the knowledge and skills you need to enhance your practice in advising families in business.

To achieve Accredited Advisor status, you need to complete two courses – Advising Business Families – Part 1 and Part 2.

Glass Buildings

WHY IT WORKS

"The frameworks and models helped put context to much of my experience to date working with business families."

Peter Dale,
True North Advisory

"The frameworks and models helped put context to much of my experience to date working with business families."
Peter Dale, True North Advisory

Program Overview and Facilitators

Advising Business Families - Part 1
 
It is essential to have a sound understanding of family businesses to be an effective advisor to such firms. This course develops an understanding of the nature, uniqueness and significance of family businesses as well as the distinctive issues faced when advising such organisations. This course also provides the foundations for Advising Business Families – Part 2.

 

Topics include:

  • Family Business: different and significant – what advisors need to know

  • Crossing generations: the evolution of family enterprise

  • Family Enterprise challenges and opportunities (part 1) – strategy and governance

  • Family Enterprise challenges and opportunities (part 2) – succession and entrepreneurial renewal

Facilitator: Dr. Francesco (Frank) Barbera

Francesco Barbera is Associate Professor of Entrepreneurship and Strategy at The Ted Rogers School of Management at Ryerson University in Toronto, Canada. His teaching and research interests encompass a wide range of topics related to family business, entrepreneurship, small business management, and family business education.

 

In 2014, he received his Ph.D. from Bond University while working at the Australian Centre for Family Business. Francesco is an international, award-winning author and educator and regularly presents at renowned conferences and workshops. A former family entrepreneur himself, Francesco’s expertise in the family business field includes:

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  • designing and delivering family business programs in Australia, Canada, and the USA;

  • directing Family Business centres at both the University of Adelaide as well as Stetson University;

  • a long-serving member on the Editorial Board of the Family Business Review;

  • a faculty member for the Family Firm Institute’s GEN program;

  • a Team Leader for Babson College’s Successful Transgenerational Entrepreneurship Practices (STEP) project across three global regions; and

  • as well as a regular and champion Head Coach at the annual global Family Enterprise Case Competition in Vermont, USA.

Advising Business Families - Part 2
Building on the foundation developed in Advising Business Families - Part 1, this course focuses on the additional skills and practices that advisors require in order to be effective in addressing the unique issues business family clients encounter.

 

Topics include:

  • Understanding family dynamics

  • Assessing the family enterprise system

  • Family consulting engagement

  • Resolving family conflict

Facilitator: Dr. Dennis Jaffe

For over 40 years, Dr Jaffe has been one of the leading architects of the field of family enterprise consulting globally. As both an organisational consultant and clinical psychologist, he helps multi-generational families to develop governance practices that build the capability of next generation leadership and ensure ongoing capability of financial organisations and family offices to serve their family clients.

 

For 35 years, Dennis was professor of Organizational Systems and Psychology at Saybrook University in San Francisco, where he is now professor emeritus.

 

Dennis most recent publication series has focussed on the topic of “Building a Hundred Year Family Enterprise” which involved interviewing 100 family businesses across the globe which had existed for at least 100 years.

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Delivery

Each course runs for 8 weeks and is delivered fully online, providing you with the flexibility to work around your busy consulting schedule.

Throughout each course you will be challenged to rethink your views on family business advising through the expertise of your facilitators and the sharing of experiences and learnings by your peers.

You will demonstrate your increased knowledge and expertise through practical assessment tasks designed to further develop your skills in applying tools which will add value to your practice.

The final assessment piece at the conclusion of Advising Business Families – Part 2 will consist of a case study analysis. You will have 2 weeks from the end of the course to submit this assessment.

Glass Buildings

WHY IT WORKS

"The course enables advisors to broaden their skill set for the benefit of both themselves and their clients, while also enabling access to a network of other professionals with extensive experience in the area. I highly recommend the course to advisors who want to broaden their knowledge of the challenges facing family business, not just in Australia, but globally".

Kylie Wilson | Partner, Holding Redlich

Dates

Eligibility

Only FBNZ members are eligible to undertake in these courses - Click here to join

Commitments

Each course will require approximately 3.5 hours per week time commitment which is made up of: 

  • 4 fortnightly modules

  • 1-hour online lecture per module fortnight (self-paced)

  • 3 Online Workshops (5 hours total)

  • Discussion board activity

  • 8 readings