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Family Business Leadership & Strategy Track

The Family Business Leadership & Strategy Track is tailored to meet the unique needs of family-owned businesses, addressing both the opportunities and challenges that arise from generational transitions, governance, and strategic alignment. This module is designed to integrate with and complement course content of the Business Management Certificate Program, offering participants a focused approach to leading family enterprises effectively.

Key Learning Outcomes

  • Generational Alignment: Facilitate intergenerational dialogue to align family and business goals, ensuring continuity and shared vision across generations.
  • Strategic Visioning: Develop a strategic plan that reflects the family’s legacy while driving the business towards sustainable growth and innovation.
  • Family Dynamics & Governance: Strengthen family relationships and governance structures to promote trust, transparency, and effective decision-making.
  • Succession Planning: Craft a succession plan that ensures a smooth transition of leadership and preserves the integrity of the family enterprise.
  • Change Management in Family Firms: Learn to navigate and lead change within the family business context, ensuring adaptability in a rapidly evolving business landscape.

Program Format

  • Group Sessions (Four 1.5-hour class sessions): Engage with peers in facilitated discussions, case studies, and simulations that explore real-world scenarios faced by family businesses. The first group session will take place in person from 4:00pm to 5:30pm on Thursday, January 30, 2025, which is directly before the Business Management Certificate welcome dinner and orientation. The three virtual class sessions will be scheduled as a group at regular intervals throughout the Business Management Certificate.
  • Individualized Coaching (Six 1-hour sessions): Receive one-on-one coaching to address specific challenges and opportunities within your family business, tailored to your unique context. Coaching sessions will be scheduled based on participant availability.
  • Capstone Project: As part of the course, participants will complete a capstone project where they identify a key challenge or growth opportunity within their family business and develop a strategic plan to address it. They will present their project to peers, sharing their progress and insights on implementing the solution in their business.

Who Should Attend

  • Family Business Leaders & Successors: Ideal for family members who are currently in leadership roles or are being groomed for succession within the family enterprise.
  • Non-Family Executives: Executives and senior managers who work within a family business and seek to better understand the dynamics and strategies that drive family-owned enterprises.
  • Family Business Advisors: Consultants and advisors who work with family businesses will gain insights into the strategic, operational, and emotional complexities unique to these firms.

Instructor

Dr. Mark T. Green is a highly experienced family business consultant, educator, and executive coach with over three decades of expertise in advising family-owned enterprises. As the owner of Mark T. Green Ph.D. Family Business Consulting and Co-Director of The Pacific Family Business Institute, he specializes in board development, succession planning, governance systems, and multi-generational family business dynamics. His work spans diverse industries, from retail and real estate to farming and hospitality, with clients ranging from $4 million to over $5 billion in annual revenues. Dr. Green has also played a critical role in resolving complex family disputes and guiding family offices through strategic transitions.

Dr. Green’s academic background is rooted in dual Ph.D. fields of economics and political science, paired with an MBA in management, which supports his research-driven approach to consulting. A seasoned keynote speaker and published author, his insights have been featured in leading publications such as The Wall Street Journal, Forbes, and The New York Times. With a global perspective gained from teaching and conducting research worldwide, Dr. Green brings a unique blend of academic rigor and practical experience to help family businesses thrive across generations.

Program fee

$2,900 per participant to add the Family Business Leadership & Strategy Track.

Each additional participant from the same family business attending class and coaching sessions as a group will be eligible for a 50% discount on the Family Business Leadership & Strategy Track. All participants must be concurrently enrolled in the Business Management Certificate Program.

How to Apply

To participate in the Family Business Leadership & Strategy Track, you must be enrolled in the Business Management Certificate Program. Apply at the link below and select that you are joining the Family Business Leadership & Strategy Track within the application form.