Building and Sustaining Legacy of your Oikos Conference
Best Practices for Families in Business
September 22, 2017
09.00 – 09.30 Registration
9:30- Introduction
Oikos as a concept and a connection to Ancient Greece
Introduction to faculty and participants
10:30 Conceptual Introduction
The 4 pillars as the foundations of oikos
Earthquakes that can undermine this foundation
11:15 Break
11:30-12:00 Business Outlook: Family views of earthquake potential potential
12:00 Group Discussion: What are the risks that most concern you?
1:00-1:15 Full Group Debrief on concerns from lunch discussions.
1:15 How the 4 pillars address concerns
1:15-2:00: Trust and communication
2:00-2:45 Shared Vision and Values
2:45-3:00 Break
3:00 Governance: boards, shareholder agreements
4:00 Succession: The Seven Dimensions
• Ownership
• Management
• Authority
• Relationships
• Knowledge
• Values
• Leadership
4:15-5:00 Group Discussion: Case Study on Succession
5:00 Triads: Take aways and what areas are most important to master?
September 23, 2017
9:00 Harvest lessons from Day one
9:15 Evi Avlogiari: When communication doesn’t work: Mediation
10:30 Break
10:45-12:00 Knowledge Management in Family Firms
• Assessment of blocks in the flow of knowledge
• Intergenerational knowledge sharing
12.00 – 1.00 Working Lunch: Group discussion on the knowledge that is most important in your family business to pass on
1.00- – 2.15 Mentoring and Learning Design
• Historical origin of mentoring: An ancient practice
• Family Business model for mentoring: mentoring networks
• Designing universally accessible learning experiences
• Building on strengths
• Avoiding pitfalls
• Case Study
2.15– 2:30 Break
2:30-4:00 Best Practices for Family Boards and Family Councils
• Differentiation of roles owner v. manager
• The role of the family council
• Board composition and effectiveness
• Long term planning for boards of directors
4:00 – 5:00 Group Discussion: Case Study on family boards and debrief
5:00 –6.00 Individual reflection on follow up action steps/full group
• Discussion of what was valuable that you will use/follow up
• Closing comments
