Legal, financial, business, and psychological advisors are all called upon to understand and help with the challenges facing a family moving through generations with a family business, or other forms of shared assets, family offices, trusts, family foundations, and other non-profit organizations. To succeed as a business and as a family, such families need special help to understand and work effectively. While each professional discipline works in its own way, an advisor must understand the broad nature of this complex family/business/financial enterprise, and work with some special challenges arising from the combination of family and business systems and the difference between a family and a business. Many advisors find they cannot be helpful, or that their suggestions fall flat to the consequences of family dynamics that undermine their work.
Overview
The intensive Post-Graduate Training Program (IPGTP) in Family Business Coaching addresses these issues and gives an in-depth program designed to give participants a grounding in the Hubler Model, addressed in this program, and from that create their own model of change for family-owned businesses (FOB). The program will assist each participant in the development, and enhances their style of working with FOB.
The 12-month program will be broken into five segments, each with four, two-hour sessions that will be done virtually. Each participant will learn how to manage the process of change in FOB, as well as:
Who will benefit?
Professionals from a wide variety of backgrounds who are interested in deepening their understanding of FOB and adding depth to their skill set, and building their confidence in their coaching ability. Generally, professionals who have completed the basics, and have had significant life and professional experiences, with professional backgrounds, such as family business consulting, organizational development, management, law, finance, accounting, insurance, psychology, and social work will benefit most from the program. Enrollment is limited to 12 (the initial Beta Group will be limited to 8).
What are the benefits of your practices?
Sessions
Five sessions are broken into four two-hour subcategories
(Equivalent to a graduate-level course)
Session One
Family Business Dynamics
Session Two
Personal development
Session Three
Theory of change
a. What is the B.O.S.S.
b. The creation of a common family vision
c. Reciprocal commitment to the family success
d. Communication and management of differences
Session Four
Factors to promote and sustain difficult conversations
a. Intensity
b. Intimacy
c. Transparency
d. Congruence
Session Five
Presentation of individual learning projects
a. and b. Presentation your family of origins
c. and d. Presentation of your self-directed learning project
Completion Requirements
Cohort Groups
Self-directed cohort groups will meet twice a month during the program to discuss and support the learnings from a multidisciplinary point of view. Each participant will be expected to participate and share their perspective on their learning experiences.
Readings
*Peoplemaking by Virginia Satir
*On the Family by John Bradshaw
Loss of Dreams by Ted Bowman
*Family Business 4th Edition by Ernesto J. Poza
*The Soul of Family Business by Tom Hubler
*Genograms in Family Assessment by Monica McGoldrick and Randy Gerson
*Let Your Life Speak by Parker Palmer
The Second Mountain by David Brooks
The Power of Purpose by Richard Leider
*The Second Half of Life Angeles Arrien
Who Do You Want to Be When You Grow Old by Richard Leider
* Self as Coach Self as Leader by Pamela McLean
*Required readings
(Books are not included in course materials)
Dates
Learning sessions will be held on Tuesdays, two-hour sessions from 11:00 am to 1:00 pm on the following dates:
First Session – February 8th, 19th, 10th, and 11th
Second Session – April 5th, 6th, 7th, and 8th
Third Session – June 7th, 8th, 9th, and 10th
Fourth Session – August 9th, 10th, 11th, and 12th
Fifth Session – October 11th, 12th, 13th, and 14th
Tuition
$7,000 Total. Payment is accepted by credit card in two separate payments. The initial payment of $3,500 is due upon acceptance. The second payment of $3,500 is due on April 1st, 2021.
The intensive Post-Graduate Training Program (IPGTP) in Family Business Coaching addresses these issues and gives an in-depth program designed to give participants a grounding in the Hubler Model, addressed in this program, and from that create their own model of change for family-owned businesses (FOB). The program will assist each participant in the development, and enhances their style of working with FOB.
The 12-month program will be broken into five segments, each with four, two-hour sessions that will be done virtually. Each participant will learn how to manage the process of change in FOB, as well as:
- A positive psychological approach to change management
- The unique role of vision in creating your ideal future
- The importance of family rituals
- The importance of effective communication and collaboration skills
- The influence of your family of origin and understanding your consulting model
- The value of love in family and family businesses
- Understanding yourself as an agent of change
Who will benefit?
Professionals from a wide variety of backgrounds who are interested in deepening their understanding of FOB and adding depth to their skill set, and building their confidence in their coaching ability. Generally, professionals who have completed the basics, and have had significant life and professional experiences, with professional backgrounds, such as family business consulting, organizational development, management, law, finance, accounting, insurance, psychology, and social work will benefit most from the program. Enrollment is limited to 12 (the initial Beta Group will be limited to 8).
What are the benefits of your practices?
- Enhanced understanding of family business dynamics
- Additional skills, resources to build your confidence and ability to address family business concerns
- Added value to your family business clients
Sessions
Five sessions are broken into four two-hour subcategories
(Equivalent to a graduate-level course)
Session One
Family Business Dynamics
- Family business imperative
- The four necessary plans
- Obstacles to succession planning
- Importance of family meetings
Session Two
Personal development
- Family of origin
- The development of emotional intelligence skills
- Trust and the development of self
- An emotional autobiography
Session Three
Theory of change
a. What is the B.O.S.S.
b. The creation of a common family vision
c. Reciprocal commitment to the family success
d. Communication and management of differences
Session Four
Factors to promote and sustain difficult conversations
a. Intensity
b. Intimacy
c. Transparency
d. Congruence
Session Five
Presentation of individual learning projects
a. and b. Presentation your family of origins
c. and d. Presentation of your self-directed learning project
Completion Requirements
- Presentation of your own self-directed learning project
- Presentation of your family of origin, and the impact on your professional development
- Participation in cohort groups (in addition to the structured learning session)
- Reading recommended and journaling of reading assignments
- Monthly coaching sessions from February through October
Cohort Groups
Self-directed cohort groups will meet twice a month during the program to discuss and support the learnings from a multidisciplinary point of view. Each participant will be expected to participate and share their perspective on their learning experiences.
Readings
*Peoplemaking by Virginia Satir
*On the Family by John Bradshaw
Loss of Dreams by Ted Bowman
*Family Business 4th Edition by Ernesto J. Poza
*The Soul of Family Business by Tom Hubler
*Genograms in Family Assessment by Monica McGoldrick and Randy Gerson
*Let Your Life Speak by Parker Palmer
The Second Mountain by David Brooks
The Power of Purpose by Richard Leider
*The Second Half of Life Angeles Arrien
Who Do You Want to Be When You Grow Old by Richard Leider
* Self as Coach Self as Leader by Pamela McLean
*Required readings
(Books are not included in course materials)
Dates
Learning sessions will be held on Tuesdays, two-hour sessions from 11:00 am to 1:00 pm on the following dates:
First Session – February 8th, 19th, 10th, and 11th
Second Session – April 5th, 6th, 7th, and 8th
Third Session – June 7th, 8th, 9th, and 10th
Fourth Session – August 9th, 10th, 11th, and 12th
Fifth Session – October 11th, 12th, 13th, and 14th
Tuition
$7,000 Total. Payment is accepted by credit card in two separate payments. The initial payment of $3,500 is due upon acceptance. The second payment of $3,500 is due on April 1st, 2021.
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