Family Business

Bobby Stover - EY Americas Family Enterprise and Family Office Leader

How to use parallel governance for a successful generational transition — Families that own successful multigeneration businesses have a strategy that goes beyond family governance. It focuses on a parallel governance system that prepares the next generation of shareholder family leaders, executive team and business leaders for success. Join this interactive workshop to understand the importance of parallel governance and create a comprehensive map of family and business stakeholders. Roles and responsibilities, plus outlines and guidelines for creating an advisory or fiduciary board, will be discussed. The goal is to create an outline of leading practices to educate the next generation of family members.

Setting next gens up for success in the family enterprise — The majority of today’s businesses are about to be blindsided. While they remain focused on Millennials, they are missing the big cultural shift underway. Today’s 15- to 25-year-olds — dubbed “Gen Z” — are coming of age against a backdrop of unprecedented political, social, technological, and economic change. Learn how this group of young people is blurring expectations and crushing boundaries, and what family enterprises can do to prepare to meet their high expectations today — which will become the standards for all in the future.

Disruption Mapping

Pascal Finette — Futurist, Cofounder of be radical, Author and globally renowned thought-leader

Join Pascal Finette on a fascinating journey to unpack the true meaning of disruption, as he explores the key themes from his bestselling book, “Disrupt Disruption.” In a world where the term “disruption” is often overused and misunderstood, we’ll challenge common assumptions and offer a fresh, thought-provoking perspective on what it really means to be disruptive. Drawing on exclusive interviews with trailblazing entrepreneurs who have created entirely new categories and seasoned executives who have successfully steered their companies through major industry shifts, Pascal will share practical, real-world strategies. Whether you’re an established organisation facing the threat of disruption or a startup founder looking to make your mark, these actionable insights will help you stay resilient in the face of change.

Disruption Mapping provides a simple, intuitive system for organising thoughts about a likely future development or trend and identifying possible long-term implications (positive and negative) in a structured but highly collaborative way. This highly interactive, practice-oriented workshop will help you think more deeply about the dynamics of disruption — anticipating future implications and exploring unintended consequences. As a result, you and your team will be better able to foresee future opportunities and emerging threats to your business.

AI Masterclass

Dan Diasio, EY Global AI Leader | Samta Kapoor, North America Energy AI and Responsible AI Leader

Get ready to experience Generative AI firsthand!

Following from their plenary session, Dan and Samta will explore real life examples of where Generative AI is being used by organisations now. These examples will focus on multiple sector examples where the cases are actually in production versus just experiments.

In a hands-on activity, participants will work through a case study using Generative AI to create something that does not exist.

Dan and Samta will also examine the importance of human involvement through the AI lifecycle and the key pillars of capability needed to develop and capitalise on AI responsibly and to drive value.

CFO of the Future

Myles Corson, EY Global and Americas Strategy and Markets Leader, Financial Accounting Advisory Services

Explore the impact of changing business dynamics on the role of today’s finance leaders. The status quo of the finance function is being challenged by growth strategies, new technologies and changing employee demographics. Building better business requires finance leaders to be strategic partners actively supporting their companies’ growth initiatives.

This workshop covers insights and practical ways to improve efficiencies and the finance function by leveraging technology and AI. Additionally, this workshop presents strategies to harness data to drive better decisions around capital and growth opportunities. Moreover, attendees are exposed to new perspectives on leading agile finance teams focused on value creation.

Board Matters

Kris Pederson, EY Americas, Center for Board Matters Leader | Daniel Clifford, Board Network Leader for the EY Center for Board Matters

Knowing that the business, operating environments and stakeholder priorities will continually change in subtle or seismic ways, boards must help steer companies in the right direction. Boards can execute this critical responsibility by adopting proven approaches to drive, measure and achieve their own effectiveness to better oversee their companies’ strategic success and drive long-term value. The EY Center for Board Matters has developed a comprehensive approach and framework for understanding and enhancing board effectiveness.

In this workshop, Kris Pederson will introduce the two foundational pillars and elements of the board effectiveness framework. Kris will then delve deeper into three of the framework’s elements: 1) Board composition, structure and leadership; 2) Board outcomes and evaluation; 3) Board dynamics.

Kris will then be joined by EY’s Daniel Clifford for a panel discussion with two Caribbean directors and a Board recruiter. Moderated by Kris, this esteemed panel will share experiences and insights on Board priorities, changing skills sets of directors, diversity, board composition and risk management while embracing innovation, AI, and other transformative technologies.

Leading the Next Generation of Talent

Heidi Grant, Social Cognitive Psychologist, EY Director of Learning Research and Development

Recruiting, retaining and leading talent present challenges for most organisations. Furthermore, millennials and Gen Z will dominate the workforce by 2025. In this workshop, Heidi Grant shares on the Growth Mindset philosophy for effectively leading the next generation of talent.

Every organisation wants to be innovative as well as always adapting and embracing the changes needed to ensure its success now and in the future. To do this, leaders need to cultivate the right mindset. The Growth Mindset is not about growth as a business, but rather growth as an individual, who believes that the point of the work they do every day is ‘not to prove’ but ‘to improve’. When leaders embrace a Growth Mindset, research shows that they naturally welcome smart risks and are less afraid of failure. Further, leaders are more agile and resilient in the face of change and challenge; they also experience greater well-being.

Heidi teaches how to develop a personal Growth Mindset as well as a Growth Mindset culture that bridges the gap between generations.

Registrants are responsible for the registration fee, travel costs and accommodation costs.

Yes, once registered, you will be sent a separate email to register for workshops.