Events 

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Family Business New Zealand is proud to present the Family Business Insights - NZ Conference taking place on Thursday, 10 June 2021 at the Sofitel Auckland Viaduct Harbour from 12noon - 

Conference Agenda:

Hall of Fame Lunch: 12:00pm - 1:00pm

Conference Program: 1:00pm - 5:00pm

Networking Drinks: 5:00pm - 6:00pm 

Bringing together the New Zealand family business community, immerse yourself in this half-day premier event as you connect, share and grow with your peers.

Boasting an unrivalled conference program, be inspired by high calibre speakers and keynote presentations which will explore topics including planning succession, mental health and multi-generational management.

Hall of Fame

 

The Hall of Fame is a highly regarded peer commendation bestowed to one outstanding business, recognising their achievements and paying homage to the significant role they play in our community, society and economy.
For the first time this year, we will announce the Hall of Fame Inductee over a two-course lunch before the conference program kicks-off. Join us as we congratulate the Inductee on winning this prestigious accolade and learn more about their family business story.

Conference Program:

About the MC

Nick Moody | General Manager, Strategic Philanthropy, NEXT Foundation

Nick Moody has more than 10 years’ experience working with global family businesses and family offices, and has been a founding supporter of Family Business New Zealand (FBNZ). His background is varied as a journalist, editorial director and now philanthropy advocate.

 

He was editorial director of CampdenFB for six years in the UK and returned to New Zealand in 2017 with his family. He joined the NEXT Foundation to build out its Centre for Strategic Philanthropy initiative in 2019.

 

The Centre for Strategic Philanthropy initiative helps individuals, families, and charitable entities be more effective and focused with their giving - many are family enterprises that want to align their business and social purpose.

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Keynote Session:  When a business becomes a home
Speaker: Peter Thompson, Director and 3rd Generation family member, Barfoot & Thompson

In 1923, Val Barfoot bought a tiny, run-down Newmarket land agency for just £75. A year later, he was joined by his older brother Kelland. In 1934, the Barfoot brothers were joined by Maurice Thompson and in 1940 the business became "Barfoot & Thompson" as we know it today. 

Today, Barfoot & Thompson is New Zealand's largest privately-owned real estate agency which has been run by two families for over 95 years. It remains family-owned and focused on the Auckland market. In fact, the real estate agency is responsible for just over 40 per cent of the residential property sales in the city.

From those small beginnings in Newmarket, they quickly grew to become Auckland's market leader. Join us as Director, Peter Thompson gives us insights into the 3rd generation family business including:

  • How the business was formed

  • How Barfoot & Thompson have transitioned the next generation into the company

  • The overlap between families and their values and how the family values have influenced the business.

Session: Moulding a good family business
Speaker: David Brumby, Chief Executive Officer, Rotaform Plastics
Facilitator: Stacey Davies, Partner | Business Advisory Services, Grant Thornton

Established in 1979 by Grant Brumby in a small workshop in Auckland, Rotaform is a family-owned business with over 40 years’ experience working with clients in New Zealand and Australia. Located in Auckland, Rotaform is part of the plastic and rubber product manufacturing industry.

Over the years they have worked with and advised on projects by some of the countries favourite companies such as Fulton Hogan, Hire Pool and PepsiCo. While continuing to grow rapidly and diversify their offering, the Rotaform team are passionate about their mission to continue to provide customers with the same world class service that their company was built on back in 1979.

Unfortunately, Grant recently passed away, leaving his sons to continue the family business. This interview style session will allow David to share his insights into succession planning and how the company passed the baton from one generation to the next.

He will also delve into how family businesses can lead the way when it comes to Corporate Social Responsibility and how diversification keeps a business alive and evokes thirst for growth. Finally, David will share how governance structures and getting the ‘right advice at the right time’ has set Rotaform up for continued success.

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Session: So your estate plan is in place...but is the family prepared?

Speaker: Brad Scott, Founder, EWM Group

EWM Group has been assisting multigenerational families since 2005.  At the time of its formation EWM Group was the first Multi Family Office in Australia and to this day prides itself on is ability to remain independent.

Initially established to support one particular family group who had a specific need for an independent resource to work with his family, family business and existing advisory team, EWM Group has now grown to working with multi-generational families throughout Australia and offshore in the areas of Family office advice, Investment Strategy and Governance, Philanthropy, Family Governance and Continuity, and supporting families to have the emotive conversations that are often challenging to have.

EWM Group’s Founder, Brad Scott will present a topic titled “So your estate plan is in place, but is the family prepared?” The presentation will focus on the conversations family’s need to have regarding wealth transfer and protection of wealth (including the family business), why they need it, and the main considerations for families to consider when having these conversations.

Keynote Session: Building stronger businesses and healthier families
Speakers: Sir John Kirwan, Co- Founder and Fiona Crichton, Health Psychology Specialist | Mentemia

Sir John Kirwan (JK) is known not only for his skills on the rugby field, but perhaps more importantly, for his efforts to raise awareness about depression, an illness he has suffered from himself. The former All Black and 1987 Rugby World Cup winner became a “Sir” in 2012, joining a list that includes other well-known former All Blacks. However, unlike his fellow All Blacks, Kirwan was recognised for his contribution outside of rugby; for services to Mental Health, having been for several years at the forefront of the campaign to heighten public awareness of depression.

In 2018, JK co-founded Mentemia, a personalised app that coaches mental wellbeing and best practices. He has shared his journey and blended it with the latest best practice from our team of clinical advisors into a world-class digital platform. Sir John Kirwan and health psychology specialist Dr Fiona Crichton, join us for a keynote session on mental wellness and what it means in a daily life context.

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Together, this dynamic duo will discuss how we can reduce the stigma and continue to build resilience including:

  • How to talk about mental wellbeing in a positive way in the businesses

  • Ways to stay connected and open up conversations around the board table and the dining table

  • How work-related and personal stresses can become one and the same

  • Tips and tricks for thriving with daily mental wellbeing

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Getting to know the Hall of Fame Inductee
Speaker: Hall of Fame Inductee family representatives
Facilitator: Iain Blakeley, Chairman, Family Business New Zealand

For the first time this year, keep the family business spirit going as we celebrate your NZ Family Business Hall of Fame Inductee during our final session of the day.

Together we will hear directly from them and get the inside scoop to understand what made their business worthy of this honourable title. Join us as we congratulate the Inductee on winning this prestigious accolade and learn more about their family business story.

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Networking Drinks

Continue the celebrations after the conference program wraps up with networking drinks, canapes and to raise a glass to the 2020 Hall of Fame inductees.

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