Tuesday 4th April |
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7pm-9pm |
Early Registration at venue to be provided at a later date |
Wednesday 5th April |
|
| 8.30-9am |
Registration at the Dubbo RSL, Brisbane St, Dubbo |
| 9-9.15am |
Welcome and Introduction - Dubbo RSL theatrette |
| 9.15-9.45am |
Setting the scene - why is succession planning so important
Prof Margaret Alston will review the demographics of farming populations in Australia, along with the major social impacts and importance of succession planning |
| 9.45-10.30am |
Case Study - Bayfield Family
This real life case study will highlight the key family, financial, accountancy, financial planning and legal issues typically facing farm families, along with the important role of advisors |
| 11-11.45am |
Panel - Mixed professions
Well known and experienced Farm Succession Planning professionals review and discuss their experiences over time and how these relate to the case study, through panel discussion led by MC
|
| 11.45-12.15 |
Succession planning as a change process
Alana Johnson, will discuss the change process in the context of succession planning, looking at family barriers and blockages, health and well being impacts, family communication and decision making, transition along with professional style and practice and how this may impact the change process. This session is an important scene setting for professionals to understand the "big picture" of how technical advice interacts with the family dynamics |
| 12.15-1pm |
Family Business Panel
Family business based professionals discuss their experiences of good practice in helping family businesses undergoing succession planning and change
- Lyn Sykes (Family Facilitator from NSW )
- Kim Lee (Rabobank Succession Planning Facilitator from NSW)
- Rob Brown (Financial and Family Business Specialist from NSW)
- Jill Rigney (Succession Planning Facilitator and consultant from QLD)
- Lucio Dana (Family Business adviser, facilitator and business coach from VIC)
|
| 1-2pm |
Lunch |
| 2-3.30pm |
Breakout session 1 - Succession planning as a change process; What works, what are the challenges?
Your opportunity to break into smaller groups to discuss and hear other delegates views and experiences on the change process and how this impacts the role of the professional. What works well, what are the challenges? |
| 3.45-4.30pm |
Breakout session 1 summary - Succession planning as a change process;
Groups gather back to hear the summaries from each group along and to discuss themes in common (panel discussion) |
| 4.30-5pm |
Case Study - Bayfield family
Bayfield family reconvene and share what they have learned and their plans for the future |
| 5-5.30pm |
Session closing comments |
| 7pm |
Many Paths Dinner at the Savannah Room at the Western Plains Zoo, Obley Road Dubbo Be entertained with Lucio Dana, who shares his wide and varied experiences of succession planning in small business. |
Thursday 6th April |
|
| 8.30-8.45am |
Opening Activity - review sessions |
| 8.45-10am |
Technical panel: What works, what are the technical challenges?
Experienced professionals will discuss how they approach succession planning, raising tools and techniques which work for them and identifying any technical challenges they face
- Peter Hayes (Accountant from SA)
- Richard Dwyer (Solicitor from VIC)
- Vicki O'Connor (Financial planner from NSW)
|
| 10.30-11.30 |
Breakout session 2 -Undertaking the succession planning process, the practicalities and technical changes
Your opportunity to break into smaller groups to discuss and hear other delegates views and experiences on the technical challenges being faced, tools and approaches in use and techniques which work |
| 11.30-12 |
Breakout session 2 - Undertaking the succession planning process, the practicalities and technical changes
Groups gather back to hear the summaries from each group and to discuss themes in common (panel discussion |
| 12-1pm |
Lunch |
| 1-1.20pm |
Conference Summary: What we have covered, the key themes and issues |
| 1.20-2.20 |
Breakout session 3: Action plan and advancement session
What are main issues the rural industries, government, professional providers need to address and most importantly, what do you think needs to happen from now |
| 2.20-2.40 |
Conference closure |
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Please note the session times and speakers may be subject to change |
