Business Leadership Executive Forum

 

AICC, in partnership with the Family Enterprise Center of Stetson University, presents a unique executive training program designed to help member companies navigate the challenges of owning and operating an independently owned family business.

 
Current and future leaders of these operations will address a number of key questions such as: 

• Does the company have a strategic plan that is in alignment with its long-term goals for the family and for the business?
• Should the business stay under family control? Do we ultimately sell? Do we know? What are the financial and non-financial considerations?
• Do we have a management team and succession plan that is aligned with and supports the strategy?
• Is the next generation of independent box plant owners ready to assume the responsibilities of running box operations successfully when called upon? How will we prepare them?

 
The objectives for the program are to:

Create a Strategic Framework providing an overview of the state of family businesses as well as a summary of their history, trends, challenges and opportunities. 

Review (or Create/Modify) a Vision and Strategic Plan for the business.  

Develop a Succession Plan to guide the organization through the inclusion of the next generation of leadership. 

Cultivate a Family Business Culture that builds trust and loyalty among employees and customers.

Implement the Strategic and Succession Plans in the business with the support of the executive leadership team and employees.

 

 PROGRAM AGENDA:

Overview of the Stetson University Family Enterprise Center

Setting the Stage: Developing a Strategic Plan…It All Starts with the End 
The Family Business Landscape

Keynote Speaker
Been There, Done That: The History of CorrChoice – Geoff Jollay, former CEO of CorrChoice 

Strategic Planning from a Family Member Perspective

What is different about strategic planning for a family business as compared to a non-family business? 

Strategic Considerations, Alternatives and Options

Performance Management, Value Creation and Wealth Management

Financial performance criteria and measurements in a family business may have additional dimensions. Value creation, wealth building, and longer-term point of view 

Break Out Sessions – CEOs and Future Leaders

B. Paving the way for the next generation: Succession Planning… Developing a Succession That Is In Alignment with Your Family Plan and Business Plan 

Building a high performance culture to implement the plan

Anyone can buy equipment; it just takes capital. It is very difficult to build and compete with a high performance culture.

Family Members in the Business

Roles and managing expectations:

Succession Planning and Organization Development (Short Term and Long Term)

Break Out Sessions – CEOs and Future Leaders

 C. Taking Action:  Creating Value, Managing Wealth, and Measuring Performance

 Business Performance Measurement and Management

Guest Speaker

Value and Wealth:  Short-term and Long-term Considerations. Geoff Jollay, former CEO of CorrChoice

Wealth Creation, Asset Management and Estate Planning

Break Out Sessions – CEOs and Future Leaders

Wrap Up and Post Class Assignment
 

 

Member Registration	(payments received at least 3 weeks before the course)	$1,695
Member Registration	(payments received with in 3 weeks of the course)	$1,895