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Forum Group Program

The only professionally facilitated, executive discussion group in New Zealand that deals with unique complexities created by the overlay of family,
business and ownership.

On the back of 22 years of success in Australia, Family Business New Zealand is proud to launch the Forum Group Program, which will provide a confidential space for family business leaders, executives and CEOs to raise tough issues, workshop concerns and celebrate successes. Members who have had similar experiences are encouraged to offer their insights while being guided by an experienced group facilitator.

​Members who have participated in forum groups have consistently shared positive outcomes and experiences from their involvement. In fact, 99% of forum participants surveyed said they’d recommend a friend to join.​​

Why should you join a forum group?

  • Gain perspective outside the family dynamics

  • Talk freely, without judgement

  • Surround yourself with like-minded family business leaders

  • Discuss strategic planning, governance, human resources, marketing strategies, family business succession, conflict resolution, family business dynamics, and more.


Meet the Facilitator

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Jo is an experienced Director, Facilitator and Advisor who works primarily with privately owned businesses. She has been the Director of Leadership Development Programme at The Icehouse (Auckland University's business growth centre and partner to Owner Manager Australia) for nearly 15 years.

Jo is a Chartered Member of the Institute of Directors and an Associate of The Boardroom Practice Ltd which conducts reviews of board effectiveness and offers training and advisory for boards and directors. In addition to holding a number of board roles herself, she advises companies on their governance structures. She builds lasting relationships with clients, enabling them to take a more proactive approach to managing their businesses and leading their people in order to build the sustainability of their business.

Jo has worked with some significant family businesses in New Zealand including The Giltrap Group, Saint Clair Family Estate and Mulcahy Engineering. She understands the issues family business owners contend with, such as having to manage the day to day business whilst juggling family dynamics.


Many of Jo’s clients have enjoyed significant growth whilst working with her. She helps them ensure the right building blocks are in place, become laser-focused on the current and future needs of their customers, and build significant capability into their leadership teams.

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Your commitment:

The inaugural program will for 12 months with 10 facilitated sessions. The financial cost to you is $4,395 per annum
Please note you must be a financial member of FBNZ to partake in a forum group.

How to join:

To get started, click join today and fill out the enrolment form or call us for a confidential discussion on 0800 249 357

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