Family Business Association

Planning Succession for Family Business Course
CFE – 140

Transitioning leadership is a complex strategic process that impacts the future of the family business and early planning is key. This course delves into essential topics such as exit strategies, leadership rules, and nurturing successors. Gain vital insights, mitigate challenges and disputes, and foster harmony within your family business with this FBA course.

Governance and Directorship for Family Business Course
CFE – 140

This is the only governance and directorship course specifically designed for family business. You will learn about the unique challenges directors face in relation to family, business and shareholders, how to establish and maintain appropriate governance structures, directorial duties, and effective implementation strategies to meet your family’s unique needs.

Strategic Business Planning for Family Businesses Course
CFE – 140

This on-demand course will provide your family business with the knowledge, tools and resources to develop a tailored strategic plan, instilling clarity, direction and a systematic decision-making approach aligned to your family’s vision, values and legacy. With support from an expert facilitator, access 8 hours of online, on-demand content to be completed at your own pace.
Group On demand, available anytime

Financial Essentials
CFE – 140

This course explores financial management in the context of a family business. Understand the health of your business, establish warning indicators, and assess the true value of your business to make informed and effective decisions. You’ll also learn the practical value of financial performance dashboards to monitor and communicate key performance measures.

Family Business Essentials
CFE –

Take the time to focus on the health of your family business and learn how you can harness your competitive advantage to reach your goals. In this interactive session, you will use the family business diagnostic tool to identify areas of your business that need attention and help guide you to form tailored strategies and action plans for sustained success.

Family Business Dynamics Series
CFE –

This interactive series is designed for family business owners who want to strengthen communication, build trust, and create alignment around values, purpose, and long-term legacy. Through practical tools and real-world insights, you’ll learn how to navigate generational differences, hold effective family meetings, define shared priorities, and prepare the next generation for stewardship of both business and wealth.