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Concurrent Session Onsite and Online

AG2309. Farm Family Dynamics: Helping your clients address their most challenging family business issues

This session offers helpful frameworks for understanding family business dynamics, and practical tips and strategies to help manage the challenges your family business clients face. A grasp of these key issues and solutions will help you strengthen your client relationships while offering opportunities to increase the advising, estate planning, and succession services you provide.

Learning Objectives:

  • Identify and understand the family business lifecycle and the three-systems model of family business interaction, for use in diagnosis of interpersonal and group dynamics in family businesses.
  • Recognize how to apply communication, decision-making, and conflict resolution models to the interaction and governance processes used by the participant’s family business clients.
CPE Credits
NASBA Field of Study
Specialized Knowledge
0-2 years in the profession
Advanced Preparation
Session Tags