Our flagship training program: the FBAC
The Galliard Family Business Advisor Institute is proud to offer its flagship training program, the FBAC, to provide consultants, advisors, professional service providers and community advocates an opportunity to learn what makes a family business tick!
We will explore the unique features of the family business and learn how, in our various roles, we can assist the family to become more engaged and equipped to build value, meet the challenges of both business and family and create a sustainable business for the future.
- If you sometimes struggle to get your foot in the door with family-owned and closely held businesses…
- If you agree that the lack of succession planning is a serious issue for small businesses…
- If you want to find ways to expand your business, crack open this serious conversation and provide a greater array of services…
Consider joining us at an FBAC Training near you!
About the FBAC
The FBAC has been specifically designed for consulting professionals and is not intended for clients such as family-owned and closely held businesses. Successful advisors are typically comfortable with developing and maintaining interactive relationships with business and family members. In many instances those individuals will be business owners and entrepreneurs.
To explore the unique features of the family business and learn how, in our various roles, we can assist the family to become more engaged and equipped to build value, meet the challenges of both business and family and create a sustainable business for the future.
Completing the FBAC will enable participants to better understand the unique features of the family business. Upon completion of this course, participants will:
- Understand the techniques to build trust with their client companies.
- Experience an increased understanding of the impact of family dynamics and family systems on organizational change.
- Report a variety of tactics to improve communication between family members/owners/leaders and professional advisors.
- Understand key methods to develop and maintain momentum in organizational change and transition.
- Understand the various roles that the advisors play and when they could be employed.
- Confidently employ a number of tools to enhance family decision-making.
- Understand the role of conflict in the business dynamic and ways to minimize its negative impact.
- Employ a coach approach to begin the succession and transition discussion.
- Learn how to identify areas where outside, professional expertise is needed (e.g. Estate Planning).
- Develop an action plan with clients to gain commitment and momentum for change.
- Understand and commit to the use of the materials and tools in the spirit of true partnership with Galliard.
Many of our advisors strive to become certified in the Galliard methodology. Certification requires completion of the Core Training, successful completion of the on-line knowledge assessment, the design and completion of a project and the submission of a written case study.
What Attendees Say:
A sample of testimonials and praise for the FBAC
Anytime I go to a training / seminar / event, my goal is to take 1-3 things away that I can immediately start to use and incorporate in my life. This gave me far more both professionally and personally. Thank you!
Annette BrennerFBAC Grad, Rochester, NY
I wish I had known about this group years ago. Much of what I learned in training affirmed that my training in social sciences has tremendous value when working with family business advising. FBA is a wonderful link between business and social sciences that more universities should make their students aware of to enhance student’s job prospects after graduation.
Marta CollierFBAC Grad, Little Rock
Anyone who is serious about working with family businesses and other professional in a team approach should attend this program.
Mark BursonFBAC Grad, Houston
I found this conference uniquely helpful to my practice development. I highly recommend it to those with a passion to help family-owned enterprises.
Douglas D. BoxFBAC Grad, Minneapolis
This is the first training I’ve taken that focuses on the psychology and personal dynamics, versus the business analytics aspect. I found the material extremely beneficial.
Harriet ParkerFBAC Grad, Chicago
The Galliard Family Business Core Training offered much insight on how to approach the many family and closely held businesses that will be transitioning in the next few years. The Galliard national network is a key component to providing the services these companies need.
Dan KippleyFBAC Grad, Chicago
Lisë delivers a hands-on program that allows the participant to understand and participate regardless of the experience level. Her passion and dedication to small family business in incredible and infectious. Truly a professional and dynamic program.
Tony RichardsFBAC Grad, Fargo
I enjoyed going through the Harris Family case study as a team. I felt it really helped put the lessons of the session into practice.
Scott DoxeyFBAC Grad, Atlanta
For anyone who wishes to work with family businesses, this should be required training.
Shyla PutrevuFBAC Grad, Sioux Falls
The Galliard approach to consulting with small firms, especially family-run businesses, goes beyond the superficial analysis of most approaches to achieve a deep understanding of the business and its ownership. I highly recommend their training.
Stacey Jarrett WagnerFBAC Grad, Cleveland
Family Business Core Training provides several techniques for building trust with your client, in what can be a very sensitive situation. I know they will be helpful in coaching clients facing the transition of their business.
Sybil EgeFBAC Grad, Chicago
This training is a must for anyone working with family businesses. Very eye opening and lots of useful tools and takeaways. Lisë is an extraordinary facilitator and has a great depth of knowledge in this area. Thoroughly enjoyed our 2 days together!
Lisa Te SlaaFBAC Grad, Chicago
Lisë delivers a very professional and real life training for advisors working with family business clients. She does an excellent job making participants feel comfortable with the process and relating to individuals at their level of development.
Beth AdamsonFBAC Grad, Fargo
What I liked most about the Family Business Advisor Core Training Program was how the focus remained solidly on the client. By focusing the training on what the client needs to learn so they can grow their business and have increased success when passing it on to future generations, the Galliard Family Business Advisor Institute has created a win win for both the client and the advisor.
Gary KieperFBAC Grad, Little Rock
Not only does the program equip attendees with tools to better guide family businesses through difficult decisions and transitions, it also provides the chance to build relationships with other advisors who have many different skill sets but are all passionate about assisting family businesses.
Brian SmitFBAC Grad, Sioux Falls
The FBA Core training is a great first step in understanding the dynamics of consulting to family businesses. It covers topics that are often not talked about within family businesses or the skills are misapplied. Galliard FBA Core training brings an awareness of underlying issues consultants will face.
Tim SchaeferFBAC Grad, Cleveland
This workshop gave me great insight into family business issues with strategies and tactics to address them. I expected a fairly rigorous agenda and wasn’t disappointed.
Marla J KapperudFBAC Grad, Minneapolis
Deep psychological constructs; new filters for difficult conversations. Lisë is a master consultant!
Linda DrakeFBAC Grad, Minneapolis
A well-balanced course that appeals to all learning styles! I particularly liked the amount of encouraged class participation, case work, idea sharing and in particular Lisë’s ability to add some customization to the areas that were of particular interest to our group. An amazing time. I can’t stop raving about it to members of my firm!
Katie CheesmondFBAC Grad, Atlanta
I learned several excellent tools for consulting and building trust with clients!
Lisa KenneyFBAC Grad, Chicago
Lisë did a masterful job of covering a significant amount of material in a relatively short time. And she did so with grace and humor, and in a way that fully engaged the entire group.
Thomasina WilliamsFBAC Grad, Fargo
The materials presented and knowledge gained will definitely enhance my abilities to more effectively interact with my clients.
Reza MalekiFargo 2015
This is definitely one of those stand out programs where the training and materials are wonderfully crafted. The most impactful learning provided during this program is the emphasis on soft skills that are critical to building trust with the client. Outstanding training for any staff person who sells, consults and interacts with a client.
Daniel CurtisFBAC Grad, Little Rock
The workshop was great. Full of useful information that can be applied to real life situations.
Charaee TroppFBAC Grad, Minneapolis
The FBAC Training really focuses on the core competencies for working with family businesses. The content is very valuable and the class interaction truly enriched the entire process. Lisë’s facilitation was outstanding and made for a very inspiring experience. I highly recommend this training.