FOX E-LEARNING COURSE

Family Governance: Building a Strong Foundation for Lasting Success

Course Length: 5 Modules  |  Video: 52 min  |  Application: 2 hrs 10min

STANDARD PRICING
$800.00 Full Course / 1-Year License Full Course
MEMBER PRICING
$650.00 Full Course / 1-Year License Full Course
Access Course

COURSE AT A GLANCE

Defining a family enterprise’s governance structures is a journey, not a destination. Brought to you by Stephanie Traversy, this interactive and self-guided e-learning course invites you to unpack four critical milestones along the path to purposeful governance. Along the way, identify the pieces that make sense for you and access templates and tools to support you in developing or reinforcing your own governance structures. You will develop an understanding of the difference between creating a system of family governance and engaging the family in purposeful governance. It is this strong foundation cemented by shared context and purpose for staying together that will enable your family to reach greater heights.

As part of the course, you will have access to the following family examples and templates:

  • List of sample family enterprise initiatives for giving together, investing together, learning together, working together, and being together
  • Creating a Family Purpose Statement worksheet along with examples of family purpose statements
  • A sample Family Assembly Agenda
  • Communal Philanthropy Roadmap as a template to define how you will engage in philanthropy together
  • A 5-Year Enterprise Roadmap outlining a family’s planned activities for the Family Council, family education, and family governance
  • A Family Constitution template, demonstrating the components one family has included in theirs

PREVIEW COURSE

INTENDED AUDIENCE

This course is ideal for family members and leaders seeking to build or reinforce family enterprise governance structures. Family office executives involved with or guiding the process will also benefit. May also be used as an overview of family governance for those new to the process.

COURSE INCLUDES

Family Governance: Building a Strong Foundation for Lasting Success is divided into five parts.

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The Emergence of Family Governance
12 min Video | 1 hr 19 min
Reading & Application
   

Provides the context when governance becomes necessary and why it is important. It includes an opening case study exploring the difference between “good governance” and “purposeful governance.” The case study is referenced throughout the course to illustrate the concepts being taught.

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The Why: Cornerstones for Your Family Purpose
10 min Video | 9 min
Reading & Application
   

Guides the learner through development of a family purpose statement, including use of the Five Whys Method. Includes a Creating a Family Purpose Statement worksheet along with examples of family purpose statements.

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The What: Foundations for Generations
14 min Video | 7 min
Reading & Application
   

Shares typical components of a family enterprise governance system.

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The How: Blueprint for a Lasting Legacy
11 min Video | 16 min
Reading & Application
   

Outlines strategies to integrate the system of governance to build an enduring family enterprise.

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Conclusion
5 min Video | 19 min
Reading & Application
   

Revisits the initial case study to tie the course learnings together. Complete a final assessment to text your knowledge and earn your certificate of completion.

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FULL COURSE:
Family Governance Full Course
0 hrs 52 min Video | 2 hrs 10 min
Application
Standard $800.00 Member $650.00 Access Course

This interactive and self-guided e-learning course invites you to unpack four critical milestones along the path to purposeful governance. Along the way, identify the pieces that make sense for you and access templates and tools to support you in developing or reinforcing your own governance structures. 

Additional Course Information

Complete the course to earn a certificate of completion validating your understanding of purposeful family governance. Take the course as a group to develop shared knowledge and translate your learning into application. Contact FOX to inquire about group discounts.

Achieve the following by completing the course:

  • Gain the tools and resources needed to guide the family towards a purpose statement.
  • List the family’s meaningful activities in service of their defined purpose.
  • Identify the elements of a family governance structure that is right for their current and future circumstances.
  • Utilize templates and models that support the creation of purposeful governance.

Stephanie Traversy | Consultant

For the last two decades, Stephanie has dedicated her career to cultivating Human Capital in Family and Business Enterprises. As a seasoned facilitator and executive coach, Stephanie guides individuals or groups through a journey of self discovery that culminates in deeper communication, stronger relationships and heightened trust.

Stephanie adopts a strengths-based approach to Family Continuity, Business Succession and Leadership Development that serves to maximize talent while achieving individual, Family and/or Business goals.

Stephanie led a global team of Organizational Development professionals with Ethan Allen Global and Chase Manhattan bank before becoming an independent Leadership consultant. She designed and delivered award winning leadership curriculum that was recognized by the New York School of Business and that was adopted by the Metropolitan Museum of Art and the New York School of Interior Design. Her clients spanned North America and led to speaking engagements at Human Resource Conferences throughout Canada and the U.S.

When she joined Minto in 2011, Stephanie created a Leadership Competency model and associated Executive recruitment and training strategy that was adopted across the organization and beyond. She delivered her “Executive Insights” program to 65 C suite and Senior Leaders, creating a common language of leadership and culture that was heralded as best in class.

Stephanie’s passion rests with cultivating Human Capital in Families and Family Businesses with a view to maximizing potential by harnessing strengths. She is an executive coach, and certified in Lominger competency modelling, DiSC facilitation, 5 Dynamics assessments and completed the Gestalt program for advanced facilitation and mediation.

SIDEBAR... Stephanie lives in Ottawa with her husband and best friend Mark. Together they raised five amazing humans and have been blessed with one grandchild (so far)!

After purchasing the full course or individual modules, you will get an email with a link to the course and a unique access code.

Note: When purchasing multiple modules, you will get a separate email for each module purchased.

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