24 Consulting tools for advising business families
Based on the just released “A Family Business on the Moon” fieldbook with 24 activities to plan your family and business future, this is a one-day professional development workshop led by Professor Randel S. Carlock of INSEAD and co-author Ms Keng-Fun Loh.
Why you should join us.
The innovative new approach to family business learning for seasoned coaches, advisors and financial professionals, will deliver five positive outcomes to strengthen the business families you will serve.
We will provide each participant with:
Tuition Fee: US$750 per person
NEW! FOR YOUR LOYALTY
If you have already obtained a copy of the book A Family Business on the Moon and the set of Family and Business Values cards, and do not need another set at the workshop, email email@example.com to arrange for a US$100 discount on your tuition fee.
We will use the Parallel Planning Process as a framework for the program addressing family and business values, vision, strategy, investment and governance.
Some terms you should read
YES! We have workshops for families and workshops in Europe coming your way soon!
Q1. Who is the faculty?
Professor Randel Carlock is a teacher, coach, family therapist, entrepreneur, and former CEO and Chairman of a NASDAQ listed company, Randel’s passion for teaching and real-world experience as an entrepreneur helped him enter the new field of family business. He researches and teaches entrepreneurship, family business, and leadership at INSEAD’s campuses in Asia (Singapore), Europe (France), and the Middle East (Abu Dhabi)—and now its facility in the United States (San Francisco)—for 20 years. He has taught over 3,000 MBAs, 2,000 family businesses and 1,500 executives.
He holds Masters, MBA and PhD degrees and has done postgraduate training in family and marriage therapy at the Institute of Psychiatry, King’s College and psychodynamic counseling at Birkbeck College, both in London. He is author or co-author of six books including When Family Businesses are Best and Strategic Planning for the Family Business with John L. Ward, and Family Business on the Couch: A Psychological Perspective with Manfred Kets de Vries. A Family Business on the Moon, co-authored with Keng-Fun Loh, represents a completely new style of learning and an exciting departure from his previous academic publications.
Keng-Fun Loh has over 25 years of experience building teams and relationships with wealthy and business families in Asia, Europe, and the U.S.. With close to 20 years at Citi, she is a veteran in communicating complex concepts to a broad spectrum of clients through her senior roles as market head, head of customer experience, and marketing director for their offshore banking business. As the head of marketing for Asia Pacific at Credit Suisse, she brought the first International Young Investors program to Asia. She later became a Senior Advisor at Standard Chartered Bank for its new wealth management transformation strategy.
She was the program director for the Financial Times' first Family Business Forum. Besides advising business families and companies in Asia, Europe, the U.S., and the Middle East on communication and planning, she researches and contributes articles about family business to publications that include Singapore’s Business Times and the South China Morning Post in Hong Kong. A Family Business on the Moon is her first book. She holds the Family Firm Institute (FFI) Certificate in Family Business Advising.
Q2. What does "experienced" mean?
You should have a minimum of 3 years experience working with wealthy or business families, to enhance the shared learning experience among similarly qualified participants.
Q3. How can I contact the organiser with any questions?
You can email us at firstname.lastname@example.org
Q4. When will this workshop be available next?
We are planning to hold our next workshop mid 2019 in Europe. Look out for the announcement early 2019.
Q5. What other ways can I make payment? I don't have a Paypal account or my credit card is not accepted.
If you need to pay by another method (eg. Paynow, Wire Transfer) please email email@example.com for details.
Q6. What's the refund policy?
Should your plans change, your fees can be fully applied to another program by Family and Business Learning.
If we need to cancel the program, you may choose to receive a full refund of the fees within 30 days, or opt to transfer registration to another program by Family and Business Learning.
Q7. Is my registration fee or place in the program transferable?
Family and Business Learning will accept applicants and substitutions at its sole discretion. Please contact us to confirm prior to the transfer.
Q8. Is it ok if the name on my registration doesn't match the person who attends?
No, you will need to contact us prior to the workshop. Please note that Family and Business Learning will accept applicants and substitutions at its sole discretion.