Road Map – A Program for Entrepreneurial FamiliesUBC Business Families Centre

www.UBCroadmap.com

The possibilities are limitlesswhen a family unites in business.

We are here to change that statistic, one family at a time.

The practical and powerful Road Map program—backed by the reputation of the Sauder

School of Business at UBC, and delivered by some of the leading experts in the field of family

enterprise—provides a unique, safe and exciting opportunity for growth, discovery and

affirmation of your family business and its future. The program addresses the shortfall in

business-family planning and protects your family from the dismal succession statistics.

What is the Road Map program?

The Road Map Program is a series of educational seminars designed with the goal of establishing

a plan and charting a course of action which will enable business families to remain healthy and

successful over multiple generations. Now in its ninth year, this successful program is offered

by the Business Families Centre at UBC’s Sauder School of Business.

Who should attend?

Aimed at families in all areas of business—from agriculture to construction, manufacturing natural

resources to industrial supplies, and retail to portfolio businesses—Road Map provides practical

tools and techniques to help families plan for transition.

All family members (whether active in the business or not), shareholders and non-family

executives are welcome in the program.

Family Businesses form the backbone of the Canadian economy contributing

over 60% of the GDP. However, the fundamental principles applied to most

businesses simply do not address the unique challenges faced by business

families—family dynamics, succession planning, as well as family governance

and communication. This is one of the major reasons why only 30% of

family businesses survive into the second generation.

“We benefited immeasurably from the Road Map program.

As a family we were able to identify key decisions that had

to be made over the next 12 to 36 months, that will help

us achieve a clear succession plan, and help each family

member understand their own role in the process.

Two thumbs up. . .or in our case, ‘ten’ thumbs up!”

RANDY BARTSCH ECOTEX HEALTHCARE

LINEN SERVICE INC.

RA

ND

Y B

AR

TS

CH

PH

OT

O: L

AU

RA

LE

YS

HO

N P

HO

TO

GR

AP

HY

Founders: Align your goals with that of your family. Create a plan that will enable your

business and family to prosper across generations.

Spouses: You play a vital role. Learn to manage the often-difficult balance between family

and business matters.

Successors: Learn and share with other families going through the same challenges—working

with the older generation, adapting with the changing needs of the business and family.

Non-Active Family Members: Understand your role in family business. Realize how you can

add value and be instrumental in the succession process.

Shareholders: Gain insights about the roles and responsibilities of ownership, and develop the

skills necessary for managing the transition process.

Non-Family Executives: You play a critical role in the family business ecosystem. Help align

business goals with that of the family.

Benefits for the entire family.

Learn from our experts.

David C. Bentall is co-founder of the Business Families Centre and an Adjunct

Professor at the Sauder School of Business with expertise in succession consulting,

executive and life coaching. Being intimately involved in three separate successions

with The Bentall Group and Dominion Construction, David is a seasoned executive and

educator who brings a wealth of knowledge, perspectives, and first-hand experiences

to family business issues. He is formally recognized by the International Coaching

Federation as a Certified Professional Coach and by the Family Firm Institute as a

Professional Family Business Advisor.

Wendy Sage-Hayward is a leadership coach, consultant and facilitator with over

20 years’ experience in leadership and organization development. She is an expert

in assisting family members to collaboratively create systems, structures and relation-

ships that help them function as effective stewards of their enterprise. Working closely

with family businesses, Wendy creates leadership and individual development ap-

proaches tailored for sibling teams and cousin consortiums as the business transitions

to the next generation. Wendy holds a Masters Degree in Family Systems Psychology

from UBC and is trained as an ontological coach by the Newfield Network Institute.

Ruth Steverlynck is a Principal with RES Consulting Group and holds an honors law

degree. She specializes in all aspects of business family governance with particular

knowledge and skills in facilitating dialogue amongst family members, building trust

and managing family conflicts. Ruth ran the PWC Centre for Entrepreneurship and

Family Business and was a VP of Wealth Services with BMO Harris Private Banking.

Note: To get maximum value from this program, we encourage you to attend with as many family members as

possible, including members from more than one generation.

“It was a health scare that prompted our family to take Road Map, where we realized it’s

never too early to plan for the future. Initially three of us enrolled and very shortly there-

after we decided it was important for the entire family to participate. Part 1 helped us

establish the Family Council, and Part 2 gave us the framework to develop the structures

that will govern it. By realizing the importance of individual values, we articulated the

values of our business family as a whole, translating into our family vision. Succession is

important to our business family and Road Map has been essential as we transition to

the next generation of leadership.”

LINDA GIBBS REFRIGERATIVE

SUPPLY

Part 1

Establish a plan for your family’s growth and prosperity, for now and in the future.

Explore the insights, ideas and strategies that will enable you and your family to clarify objectives, chart a productive

course of action, and begin to work successfully toward your goals. This interactive two-part program teaches your family

to communicate more effectively in a comfortable environment as it provides encouragement, confidentiality and support.

Gain strategies and skills for running your family business and managing generational transitions. Develop your knowledge

and skills as you participate in a multi-part video case study of a family business. A transformative educational experience

delivered to entrepreneurial families around the world, Road Map will change the way you view your family and business.

Road Map – A Program for Entrepreneurial Families

Core Teachings

• Understand the Interdependence of Family, Ownership and Business –Learn how family dynamics impact the business

and vice versa, establish personal and business boundaries, and capitalize on the advantages of family business.

• Grasp Relationship Transitions for Business Family Members –Gain strategies to deal with newcomers and outsiders,

prepare for and manage ownership transition, discuss leadership continuity and succession planning, and identify

how best to relinquish or take on roles.

• Analyze Different Ownership Types –Dissect the advantages, disadvantages and practical strategies for managing the

different types of family business ownership including owner founder, owner manager, sibling partnership and cousin

consortium.

• Manage Relationships –Develop communication skills to negotiate difficult business decisions, apply conflict

management skills, explore a Code of Conduct for business families and study shareholders’ agreements.

Vancouver: October 12 – 14, 2012

October 12: 4 pm – 9 pm

October 13 & 14: 9 am – 5 pm

Location: Metropolitan Hotel Vancouver

Abbotsford: October 26 – 28, 2012

October 26: 4 pm – 9 pm

October 27 & 28: 9 am – 5 pm

Location: TBD

“Attending the seminars enabled us to learn from each other and reach consensus

about where we aim to grow, making us more assertive in our roles, effective as a

business and understanding as a family.”

CHRIS LENNON LENNON DEVELOPMENTS

Part 2

Chart a course for your family’s growth and prosperity, for now and in the future.

Build on the work completed in Part 1 and complete your family’s Road Map journey by focusing on planning for

the future. Create a solid foundation for your family and business to move forward by identifying and clarifying your

family’s collective values. Recognize the competitive advantage inherent in business families and gain knowledge

that will enable your business to flourish.

NOTE: ROAD MAP PART 1 IS A PREREQUISITE FOR ROAD MAP PART 2.

Core Teachings

• Establish What Your Family Will Be Known For –Identify your family values and beliefs, and their impact on the

planning process; recognize non-negotiable vs. negotiable principles; and develop a Business Family Code of Conduct.

• Explore the Business Family Planning Process –Understand the Three-Circle Planning Triangle, draft a family Vision

Statement, plan for change and growth within the business, and prepare for the future today.

• Organize and Structure the Business –Discuss and resolve important business issues; learn governance structures

for the family, the ownership group and the business; and select an appropriate governance structure based on

your circumstances.

• Embrace Succession and Leadership Continuity –Prepare all stakeholders for the succession process, review the

succession decision tree and pinpoint strategies for developing leaders.

Vancouver: March 2–4, 2012

March 2: 4 pm – 9 pm

March 3 & 4: 9 am – 5 pm

Location: Metropolitan Hotel Vancouver

“Well worth the money! I would highly recommend this seminar. We wish that we

had taken this course 10 years ago. It has been quite a process: we have gone

from no expectations, to despair, to great hope and enthusiasm. Thank you.”

LYN STROSHIN STROSHIN MANAGEMENT

www.UBCroadmap.com

For registration or more information, please contact Mischa Ragona from the Business Families Centre at 604.827.4604.

The Business Families Centre

Business Families Centre (BFC) programs represent an opportunity unique in North America. Founded in 2001 as a first-of-its-kind centre for business families—plus their non-family executives and professional advisors—the Business Families Centre (BFC) is now an unrivalled resource for every issue relevant to the family enterprise, including governance, relationships, advisors, wealth preservation and succession from one generation to the next.

Preserve your legacy and enroll now.

“The seminar exceeded my expectations. It started a positive dialogue with all

members of my family about issues that need to be discussed and decided

over the next ten plus years. Excellent sessions—very useful information!”

Road Map 1 & 2 combined: $3,795 + HST per person

Note: CAFE members are eligible for a $600 discount per person

Individual Road Map session: $1,995 + HST per person

Note: CAFE members are eligible for a $300 discount per person

PROGRAM FEES ARE TAX DEDUCTIBLE

WE ACCEPT PAYMENT BY VISA, MASTERCARD OR CHEQUE

(PAYABLE TO THE UNIVERSITY OF BRITISH COLUMBIA)

Register in both Road Map Parts 1 and 2 to receive the greatest benefit.

PETER ARMSTRONG ROCKY M0UNTAINEER

VACATIONS