Effective advisory for business families across generations. 28 April 2022

STEP Victoria invites you to register for the next seminar in the series to help you provide more effective advice to private clients and business families.

The sessions are facilitated by Jon Kenfield, master solutionist, chartered accountant advanced mediator, grade 1 arbitrator, and a reputation as one of Australia’s most effective family business advisers.

What to expect:

Your thinking will be challenged by this series of Zoom sessions.

They will not address any legal, financial, or accounting topics from a technical perspective; they will address macro advisory issues relevant to, and fiercely practical for, most existing and future clients.

Papers will be provided in advance, along with PowerPoint slides.

Discussion is encouraged as we explore innovative/unfamiliar advisory concepts and territory.

Who should register:

This series will help to improve and expand the practices of experienced advisers working with private clients, family businesses, and business families. It will appeal to those with open minds who want to advance their technical skills to next level advisory, especially progressive:

• Accountants
• Business advisers
• Financial advisors and wealth managers
• Lawyers and estate planners
• Psychologists

individual Session Registration:

• STEP members: AUD75.00
• Non-members: AUD100.00

How it will work:

This is an online series delivered via zoom. Delegates will be provided with instructions with how to join each session one hour before the commencement time. Each session is 60 minutes.

All sessions will be recorded and shared with delegates to view for a limited time.

Topics and dates

In Focus: Session #3 - Thursday 28 April 2022

• Core elements (1): emotional intelligence | human skills for professional advisers | character, personality, and culture - effects and implications for clients and advisers.