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  • 08 March 2022


  • 09 March 2022


  • People all around the world are choosing to build back better. Emerging leaders have an opportunity like never before to breathe new life into the business community and transform how we do things in a way that’s better for people and planet. Family-owned businesses have always aligned strongly with a value set that prioritises people and community, and for this reason already have a head start! Leaders entering decision-making roles today are facing a world that now demands for-profit businesses to consider, measure and communicate the impact of their business on social, environmental, and financial objectives. In this masterclass, the team from Hatched will bring their expertise to the table and engage leaders of tomorrow in the ideas, tools and strategies that will help them further their agenda to do business that’s good for world. They will draw on global benchmarks like the UN Sustainability Goals (SDG’s), BCorp Standards, best-practice Impact Measurement and purpose-driven impact strategy. This masterclass will be your chance to align your strategic objectives with triple bottom line impact, refine your approach to decision-making that will allow you to adapt as the world changes, and be empowered to lead confidently in this new era of business.
    Masterclass

  • Just as one family business is not the same as any other family business, so too one family is not the same as any other family. Family dynamics play a huge part in, and can greatly influence the success or otherwise of, a business. The hidden but emerging element impacting on the success of a family business is not just the travails and threats confronting the younger operators of family businesses, but the fate, needs and challenges represented by their ageing parents. Operators must now carefully consider what effect these needs will have on the success of their business. It is not an understatement to say that few professional advisers give any thought, let alone credence, to this family danger. Business planning now needs to include some ‘family planning’ to assess and address the impact of our ageing parents. Our experience teaches us that if members of a family business does not confront the certainties and uncertainties, not only of their own personal lives and relationships, but that of their parents, it can be fatal to that business. The demands include, but are not limited to, financial needs of parents in later life, incapacity, substitute decision making, time needs of care and support and the failure of parents to confront their own future. This session will explore, both by presentation and riveting case examples, the consequences for a family business where no proper planning for these ‘elder law’ issues is undertaken and why Covid has accentuated these dynamics. It will also examine the depressing outcomes of our usual go to response to threats – doing nothing. The session will provide enlightenment, information and contemporary developments which will open your eyes and provide both motivation and solutions to grasp the benefits of doing the right thing for your business and your family.
    Masterclass

  • Do you want to engage and connect with your colleagues and clients in a more meaningful way? Experience the power of storytelling to communicate business messages in this fun and highly interactive masterclass specifically designed for family businesses. Over the last decade, business storytelling has emerged as a powerful communication skill and leadership competency. Embracing storytelling will help you to connect, engage and inspire. During the Masterclass, you will develop your own story that you can use to communicate a business message or company values. You will gain valuable insights on what makes a story a story and how to avoid the most common mistakes when sharing stories in business. Join Gabrielle Dolan, globally recognised thought leader on Storytelling, for this Family Business Masterclass as she challenges your fundamental assumptions around storytelling and communicating in business today. Gabrielle will provide you with the tools, perspectives and frameworks needed to successfully use stories in your family business now and into the future. This Masterclass also includes a 90-Day follow up program consisting of a weekly email containing a short (1-2min) video to help you consolidate and integrate your learning.
    Masterclass

  • 10 March 2022


  • Coopers is a brewing family. It’s in their blood. Their passion for brewing has kept the family together and helped the business through economic recessions, wars, government imposts, changing tastes, pandemics and the occasional hostile takeover bid. After dedicating over 150 years to the art of brewing, Coopers is an icon. With the incumbent generation in their 50’s and 60’s, it’s time to plan for the next transition. Australia’s leading family of brewers has restructured its senior management to enable the 5th generation to transfer from commercial to custodial roles while the upcoming 6th generation find their feet. The role of non-family executives will be key to this process. Join Melanie Cooper and her nephew Andrew Cooper as they share: how the business is transitioning from the 5th to the 6th generation, the measures they have put in place to future-proof the business, and what it feels like to be the custodians of the Coopers legacy.
    Keynote Presentation

  • Terry and Rhonda White never anticipated their innovative ideas and approach to customer care would result in the TerryWhite Chemmart brand becoming recognised as one of Australia’s most iconic home-grown businesses. Throughout the decades, Rhonda and Terry have been applauded for their dedication to the profession of Pharmacy and the community. Both have been granted numerous significant awards, including an Order of Australia for their specific contributions in their areas of specialty. Hear from Terry and Rhonda on their insights into a successful continued partnership, learning to work co-operatively and how their complementary leadership and business skills have made them a leader in the field.
    Keynote Presentation

  • FACT – 70% of all wealth transitions from one generation to the next, fail. These number grow to over 90+% for the following generations. Importantly, we know that in 95% of these cases, the wealth transition failures are caused by one or more of the following “family dynamic” factors including lack of trust within the family, communication issues within the family, the next generation not being prepared or a lack of a clear purpose of the family’s wealth. Family dynamics play a much greater role in successful wealth transfers than previously understood. There is a reason behind the saying…”Shirtsleeves to Shirtsleeves in three generations”. Key to success is preparing the family members today for their roles and responsibilities tomorrow. Part of that preparation is giving family members responsibilities in relation to the family’s assets, whether or not that involves a role within the business. Join Brad Scott and a panel of family business leaders as they examine the relationship between the family office and family dynamics.
    Parallel Session

  • As family businesses expand from their entrepreneurial beginnings, they face unique succession challenges. When the son of German migrant, Alfred Neumann, moved from Laidley to Currumbin in 1922 with hopes of making a modest living as a builder and cabinet-maker, he had little idea that he would one day launch an empire that would employ three generations and become one of the Gold Coast's oldest families in business. The Neumann Group, quite literally, has shaped the Gold Coast into one of Australia’s fastest-growing cities. Whether it be canals dredged by Neumann Contractors, steel in the high-rises by Neumann Steel, concrete and quarry products in its infrastructure by Nucrush Group, or land developed by Neumann Developments. But as the family business has grown to a multi-faceted organisation with an increasing number of family shareholders, and with few working in the business, where does the company go from there? Third and fourth generation family members Bill Neumann, Kathy Conforti and Blake Neumann will share the challenges this creates for Next Generation family members when there is an exceptional legacy to preserve.
    Parallel Session

  • Resilience: a family’s capacity to adapt and change in response to the developmental growth of its members and challenges from the outside world lies at the heart of successful family business. This presentation will explore the concept of resilience and how it can be built at any stage even under adverse circumstances. It will identify the qualities that define a resilient family and how these can be developed at any stage in the lifecycle for the benefit of both the family and the business. Participants will be encouraged to think about how these qualities apply to their own family and changes they could make to strengthen their capacity to respond positively to the next challenge.
    Parallel Session

  • The owners of many family firms view themselves as custodians, managing the family enterprise for the benefit of future generations. Successfully navigating the transition from one generation to the next is often the “holy grail”, but only one-in-three make it to the 2nd generation, while just one-in-ten survive to the 3rd generation. Why is this? What is needed is a more scientific approach to understanding the key elements of succession planning, rather than the dark-art approach which leads so many to transition failure. Utilising data obtained from the 2021 Family Business Australia and New Zealand & Grant Thornton Family Business Survey, this session will analyse some of the key features which can assist family firms to be transition-ready, along with in-depth practical experiences contributed by a panel comprised of the members of some of Australia’s most iconic and awarded family businesses. By combining the results of our research with the practical experiences of our expert panel including David Gibson (Grant Thornton), Wade von Bibra (von Bibra Auto Group), Ken, Jayne and Kacy Pearson (Plasdene Glass-Pak), we will explore some of the key challenges of generational succession, and identify the key focus areas of building a successful transition plan.
    Plenary Session

  • Janine Allis is not your everyday success story. In her 20s, she travelled the world working as a nanny in France and working for the rock icon David Bowie on his yacht. Returning to Australia, Janine met and married ‘the one’ and they founded Boost Juice in 2000. With a vision to “do retailing differently”, Boost Juice delivers a unique customer experience based on the “love life” philosophy and getting more fruit and vegetables in people’s diet, which they are achieving, with over 2 million smoothies or juices sold every month. Taking Boost Juice from an idea to an international Australian iconic brand with four kids in tow has not been an easy path. Along that journey there have been successes, failures, huge highs and equally huge lows, but the most important things are the mistakes made and lessons learnt along the way. And as if that wasn’t enough! Janine is also Executive Director at Retail Zoo, which includes the brands Salsa's Fresh Mex, CIBO Espresso and Betty's Burgers & CONCRETE CO, employing almost 7000 people across a total of 600 stores.
    Keynote Presentation

  • In October 2014, two best mates had a crazy idea to put two washing machines and two dryers in the back of a van, to wash and dry clothes for free. Nicholas Marchesi and Lucas Patchett, awarded the 2016 Young Australians of the Year and the 2020 Order of Australia Medal, founded Orange Sky – a world-first, free mobile laundry and shower service for people experiencing homelessness. On a mission to improve hygiene standards, Nic and Lucas, stumbled on something much bigger and more significant – the power of a conversation.
    Keynote Presentation

  • 11 March 2022


  • Corval Group is the parent company of Conga Foods, dc Specialty Coffee Roasters and Pakval Business Solutions. Its prime operation, Conga Foods, is one of Australia’s leading private, family-owned companies in the grocery industry working with major supermarkets and boutique delicatessens alike: if you look in your pantry, chances are you will have one or more of their brands on your shelf, be it Moro, Squeaky Gate Growers Co., Rana, Sacla, Val Verde, Zanetti, dc coffee or others. For over 70 years, since taking over a small Italian grocery shop in Swanston Street, the Valmorbida family have grown businesses across the spectrum of retail, wholesale, import, farming, domestic production, property and media, all with the common thread of sharing culture and fine foods from around Australia and the world. The family has a rich heritage of pioneering innovation and creating new categories once considered “niche” or “ethnic” but now commonplace. This deep family business story starts in the 1920s, having roots in the entrepreneurial and intrepid spirit of David’s grandfather Fulvio Valmorbida, who passed his knack and ambition on to his sons, including David’s father, Saverio. Having transitioned into an independent family branch 30 years ago, Corval Group is now shared by David, his brother and four sisters, the family having decided to continue the legacy of the previous generations while embarking on diversification, continued innovation and a new focus on corporate social responsibility.
    Keynote Presentation

  • Hitting a cricket ball requires you to keep your eye on the ball from the bowler's hand to the bat. Applying this analogy in business will ultimately achieve goals. That's what family businesses Kookaburra Sport and Packer Leather have done successfully over five generations. Started in 1890 by AG Thompson, Kookaburra Sport is a Melbourne based sports equipment manufacturer specialising in cricket and field hockey balls and equipment, bespoke teamwear, clothing and footwear. Packer Leather, a Brisbane company established in 1891, has been producing premium leather and, for the last 30 years, have specialised in high-performance leathers for sporting and military applications. Committed to innovation and progress, these family businesses pioneered the pink cricket ball that revolutionised cricket. Ross Thompson (Production Director, Kookaburra) and Lindsay Packer (Chairman/Director, Packer Leather) will discuss the 10-year partnership and how they work together to understand and meet a range of technical, environmental and market requirements for a highly competitive industry.
    Keynote Presentation

  • R&D investments are essential for sustaining the competitive advantage of a family business as they facilitate innovation. However, many family businesses are unaware of the opportunities that exist and how to capitalise on them. Join us as we hear from Rui Torres de Oliveira, Researcher and Senior Lecturer at the Queensland University of Technology, who will share his insights into how businesses can collaborate with universities and other research institutions to help develop innovative products or enhance processes. He will be joined by Dr George Feast from the CSIRO to talk about how to find the right funding scheme to help businesses build their new technologies and capabilities and, Ben Tait to share his innovation/collaboration story; the challenges faced and successful outcomes.
    Parallel Session

  • Now in its third generation, Raptis grew from humble beginnings when Arty's and Arthur's grandfather Athanasios Raptis migrated to Ceduna, SA from Greece in the 1930s before opening up a fish and chip shop in Adelaide. Soon, Athanasios Raptis began filleting his catch for local shops and, within a few years, his entrepreneurial spirit had spread to his four sons and daughter, who developed the business into seafood wholesale and retail businesses. Today Raptis is one of Australia's largest private vertically-integrated seafood companies and diversified property investors. The past decade has seen the transition of responsibilities from the second to the third generation family members, although the journey to continue the legacy hasn’t been all smooth sailing. Hear from cousins and third-generation family members Arty Raptis, CEO of Raptis Seafoods and Arthur Raptis, Executive Director, Raptis Investments on how their different pathways to leadership have helped them navigate through rough seas.
    Parallel Session

  • In every business, a crisis can be just a short moment away. An unexpected or out-of-the-ordinary event could turn your world upside down and threaten your brand’s reputation. Some crises have cost companies vast amounts of money in additional costs and lost profits. But a crisis only spins out of control if you haven’t planned for it. And you won’t have time to start planning when the crisis has already broken. La Porchetta is a household name in Australia and New Zealand, with a 30 plus year history of franchised restaurants and a loyal customer base. The brand has faced a number of challenges in that time, including the sudden loss of its co-founder in 2010. Sara Pantaleo, former CEO of La Porchetta, will draw on her own experience to talk about: the impact a sudden crisis had on the business; how she managed the business through the crisis; and the importance of having a crisis management plan.
    Parallel Session

  • Recruiting non-family talent into family businesses can be essential for a myriad of reasons: professionalising and enhancing operational functions as a business grows beyond the ability of the founder to control it alone; enabling a business to stay in family hands despite there not being a family member ready or able to take on the CEO role; or working with an incumbent generation to ready a business ahead of a potential sale, are just a few common examples. Finding people not just great at what they do, but able to align with the vision, values and purpose of the family can be a significant challenge however, and the road is littered with examples of families, and the executives who have joined their businesses, whose expectations and ambitions have failed to materialise, usually to the cost of both parties. Join Michael Simonyi, FBA Accredited Advisor and founder of family business specialists Simonyi Recruitment, as he facilitates a panel of family business owners, and non-family executives who work with and for them, to explore the challenges, and successes, both have experienced in their journeys.
    Parallel Session

  • Charles Dickens wrote “it was the best of times; it was the worst of times…” these words could also be used to describe family businesses with human dynamics often tearing many families apart. Throw into a “normal” nuclear family business dynamic a blended family and statistically the odds go against a peaceful existence. This panel brings together three women with experience both personally and professionally with divorce, second marriages, divorce again, business splits and the large sale of a successful IT business to a publicly listed company. The panel will discuss: how to protect your business through a divorce; Estate Planning considerations from practical experience with biological and step children; and the importance of managing perception v reality in regards to the businesses financial success.
    Parallel Session

  • In this session Catherine Birch, Senior Economist at ANZ Research, will discuss the current state of the Australian economy and the outlook for 2022. With structural changes from the pandemic emerging more clearly, Catherine will provide an up-to-date view on business conditions and the investment environment, and how different sectors might fare in a post-COVID world. She will explore other key areas of the economy including the labour market, household sector and property market using mainstream economic data as well as ANZ proprietary data and indicators. Catherine will also discuss the fiscal and monetary policy outlook and what it means for interest rates, and address Australia’s position within the global economy.
    Parallel Session

  • Sustainable leadership is all about adopting a responsible approach to the way that we lead, stopping to think about the wider impact of our actions on society and the environment. This might mean considering our wider stakeholder group, the natural systems within which we are operating and their limits. David Williams will lead a panel of our Award winners who are committed to using their family businesses as a force of societal good. Together they will share how family values embed their firms with a strong sense of purpose to achieve their chosen sustainable development goals. This session will provide insights into what you can do versus what you should do and how to achieve real results.
    Plenary Session

  • Four visionary, multi-generational family business leaders, determined to sustain their businesses into the next generation, share their business transformation stories to inspire family-owned businesses navigating market resilience and generational transfer. Driven by the legacy of four generations of Colquhouns, CEO Rob Colquhoun, reinvented the family's fifth generation agricultural packaging business using brand, culture and technology. However, for non-executive director of second generation family business, Forty Winks, Cameron van den Dungen, disrupting the industry meant starting a new business outside the family's core business. Malcolm Buckner, Chairman and Managing Director of fourth generation family business, The Buckner Group, follows the family's long entrepreneurial tradition of business transformation. He knows first hand the value of strong R&D investment. For Morag Pugh, Director and Shareholder of QLM Label Makers, a second generation family business, customer centricity, advanced technology and agility, combined with embedded family values, has sustained the business' market leadership. Hear the highs and lows as each business leader discloses how they manage the challenges, risks and opportunities, to keep pace and survive the next generation in an unrelenting global change.
    Plenary Session

  • It took twenty years, five failed businesses and three unsuccessful careers to build the overnight success that is $100m global online wine startup Vinomofo. Vinomofo started life back in 2007 in the garage of brothers-in-law and fellow wine geeks, Justin Dry and Andre Eikmeier, who just wanted to do something cool for wine lovers and producers. Growing increasingly concerned with the way the world was headed, André knew he could either keep complaining about it at dinner parties, or he could try to do something about it. In 2018, André founded Good Empire, a global community platform for projects that unite and empower people to live more connected, sustainable, and impactful lives. André shares a very real and raw account of the failures, triumphs and hard and vital lessons that have shaped his business ventures and him as an entrepreneur. This is the real truth - the fears - the impact of being an entrepreneur on friends and family - the soul-searching.
    Keynote Presentation

  • 12 March 2022