Join us for the next Advisor Connect Meeting by registering below.
This is an opportunity for advisors and other professionals across multiple disciplines to learn from each other, understand each other’s expertise and build a network that is required as trusted advisors to the unique Family Business sector.
Your local Advisor Facilitator Marcus Armstrong will be your main point of contact, marcus@platinumpeople.com.au.
Note: This event is for Advisors only.
Important: Registration closes at 4pm on the day before each monthly Advisor Connect Meeting. If you require the link to attend the meeting online, please ensure you request it before this time.
This month's topic: The Advisor’s Role in Future-Proofing Family Businesses
About our speakers: Trudy MacDonald, Managing Director, Founder and Award-Winning Speaker, TalentcodeHR
Trudy is an esteemed speaker renowned for her captivating presentations and global expertise in leadership. Trudy's impact resonates across diverse audiences, from corporate executives to community leaders, inspiring individuals to reach their full potential.
With numerous accolades, including "Speaker of the Year" in Australia and New Zealand, Trudy engages audiences with her compelling storytelling and practical wisdom. Drawing from her background in Organisational Psychology, she advocates for high-performance cultures and strategic excellence in all sectors.
Beyond the stage, Trudy serves as a trusted advisor, coach, and consultant. With experience leading four start-ups, three of which gained international recognition, Trudy epitomises leadership and innovation. Trudy’s presentations seek to empower participants and she focuses on sharing actionable strategies for achieving excellence in leadership.
In today’s family enterprises, generational change and conflict are inevitable realities, but they are also opportunities. This session will focus on how advisors can play a pivotal role in future-proofing businesses, ensuring continuity, strategic foresight, and alignment between generations.
Rather than treating succession as a single moment of handover, advisors can help families embed the younger generation’s vision and aspirations into current planning, turning conflict into constructive dialogue and generational transition into strategic renewal.
What We’ll Cover
- The Advisor’s Role: How advisors guide, coach, and support families to navigate succession and embed long-term strategic outlooks.
- Future-Proofing in Action: Practical strategies to help families align legacy with the next generation’s desired future state.
- Context of Change: How shifts in leadership and the tensions they create can become catalysts for building stronger, more resilient businesses.
Interactive Format
- Case Example: A live scenario from within the group, unpacked together.
- Guided Q&A: Open space to raise challenges, share perspectives, and test approaches.
- Practical Takeaways: Tools and conversation prompts to immediately apply with clients.
Why Join?
Advisors will leave equipped to:
- Initiate and sustain future-focused conversations with families.
- Reframe conflict and generational transition as opportunities for foresight and growth.
- Strengthen their role as trusted partners in building enduring family business legacies.
Post-session resources: Slides, a concise takeaway guide, and access to the podcast recording.
We look forward to seeing you there.
This is a hybrid event and you may attend in person or online. If you are unable to attend in person and would like to join the meeting via video, please contact Rebecca Meyer for the link.
To help with afternoon tea catering, please register in advance. FBA are generously hosting this event, and accurate numbers will ensure we can look after everyone on the day.
Please contact the FBA Office on 1800 249 357 if you require assistance with your registration.
Click here to view the terms and conditions.
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