Family Directors Essentials

Overview | Agenda | Faculty | Testimonials | Register


The program includes four half-day modules on September 9, 16, 23 and 30, 2022 that run from 9 AM to 12:30 PM CT and include two 90-minute sessions divided by a 30-minute break. 

The virtual Family Director Essentials lays the groundwork for family directors to develop their own skills while gaining an understanding of how effective boards work. It provides comprehensive content for current and future family directors along with opportunities to learn from peers in full-group and small-group discussions.

This highly interactive experience is designed to help develop participants through engaging content, peer discussions and real-world case studies. Attendees will also connect and learn from the successes and challenges of other families in an open, confidential environment — fully supported throughout the program by expert facilitators.

Sessions include a mix of: 

  • Practical information and models
  • Tools that can be applied to their own boards
  • Assessments and self-reflection
  • Interactive breakouts with other participants in assigned cohorts and mix of smaller discussion groups


September 9, 2022 | 9 AM to 12:30 PM CT

Module 1: Keynote Conversation & Best Practices of High-Performing Boards

We’ll kick off our session getting to know each other and launch a discussion with a family business that has invested in effective governance to hear their successes, challenges and lessons learned. From there, we’ll discuss the best practices of high-performing family business boards and how they function in the family business environment.

September 16, 2022 | 9 AM to 12:30 PM CT

Module 2: You as a Family Director

Many family directors can find it challenging to understand how they can best contribute at the board level. This session will focus on the unique role that family directors play in the board room. Through a confidential self-assessment, participants will identify their current strengths and learn how directors build new competencies over time.

September 23, 2022 | 9 AM to 12:30 PM CT

Module 3: Growing Your Impact

We’ll continue last week’s discussion with additional focus on competency development and how to prioritize your learning based on the unique needs of your family business. From there, we’ll dive into discussions about the real-world challenges and opportunities the participants see in their board rooms and help participants develop insights on how to lead from their board seat.

September 30, 2022 | 9 AM to 12:30 PM CT

Module 4: Unique Tensions and Opportunities of Family Boards

Our final session will address some of the most challenging and powerful ways that family directors contribute to the company’s success & continuity with discussions of common family board room dynamics. We’ll wrap up with group learnings and time to address lingering questions and topics of benefit to the group.

Join us to support your growth, development and success as a family director!