
Our Brooks Executive Roundtables program brings family business owners and senior executives from non-competing businesses together to discuss topics unique to family business. John Brooks and other experts lead discussions on challenges that face virtually every family business, including:
Governance: Roles and responsibilities of owners, family councils, key policies (e.g. family employment), effective boards structure and processes.
Strategic Planning: Family goals and values integrated with business capabilities and plans.
Finance: Key metrics for shareholders, dividend and debt policies, estate planning tools.
Group Process: Effective communication and decision making, conflict resolution, guidelines for productive and enjoyable family meetings.
Our original model for the Brooks Roundtables was developed for the Minneapolis/St. Paul market. The full Roundtable program is 12 half-day meetings over a period of two years, but participants may register for one year at a time (six half-day meetings). Enrollment is limited to seven per Roundtable to facilitate participation and attention to the interests of each member. Brooks Roundtables will also be available in the south Florida area and will be structured to accommodate the schedule of both seasonal and full-time residents.
Whether you participate in the Minneapolis/St. Paul, Vero Beach or Palm Beach area Roundtables, you’ll find the interaction with family business peers and industry experts to be engaging and useful to you as a family business leader.
The general attributes of Roundtable participants are:
• Leadership position as an owner or executive in a family business
• Multi-generational business or plans for multi-generational
• Concerned about management succession and/or ownership transitions
• Multiple shareholders (currently or planned)
• Prepared to share as well as learn
• Willing to make attendance and participation a priority
• Respect for confidentiality