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Mini-Forum with Live Family Cases, London: How to put in place Family Governance and Business Succession
We are in the process of finalising the programme and will post it here as soon as it is ready. Meanwhile, you might like to read below about the most recent Family Business Mini-Forum. It will give you an idea of the quality of typical speakers and facilitators, along with the sorts of topics we cover at the Mini-Forum. Please note that in 2020, the speakers and topics will be different - they change each time. Please see the previous (November 2019) Mini-Forum programme as an example below:

Morning Session
Working on live family cases in table-sized groups, you will learn about family business governance and how to implement it. Where your governance already exists, you will discover how to update it to ensure its continuing relevance
Family and Business Governance
Mr. Peter Leach (United Kingdom)
Mr. Peter Leach
An Introduction
Mr. Peter Leach
(United Kingdom)
Adjunct Professor in Family Business, Imperial College London
Founder and Chairman, Peter Leach Associates Ltd.
Author “Family Businesses, The Essentials”
One of the world’s leading teachers, writers and consultants on family business, Peter Leach has worked with hundreds of business families across the world. Peter will facilitate discussions, draw broader lessons and share his own ideas. His opening session will introduce several key concepts that will be addressed in more detail by the family speakers.
Mr. Conor Roche
From Discord to Family Governance and Partnership
Mr. Conor Roche
(Ireland)
Chief Investment Officer, Woodford Capital, Director NTR plc and Doyle Hotel Group
Conor Roche and his third generation (G3) siblings are in the unusual situation that both parents come from separate family business backgrounds: NTR, a world-class renewable energy provider and The Doyle Collection, a group of luxury boutique hotels. He will explain how a legacy of disunity during G2 in both his parents’ families had made them determined to adopt a different approach, together with their children.
Participants will work in table-sized groups to consider what they would have done to resolve the situation through better family governance. Peter Leach will then bring the whole room together, hearing what the different tables each recommend as possible solutions.
Learning from the Case - The Roche Family - Part II
Mr. Conor Roche (Ireland)
Mr. Michael Walsh (Ireland)
Mr. Conor Roche
What the Family Did and Lessons Drawn
Mr. Conor Roche
(Ireland)
Chief Investment Officer, Woodford Capital, Director NTR plc and Doyle Hotel Group
Mr. Michael Walsh
(Ireland)
Chief Executive Officer, Woodford Capital
After the break, Conor Roche will build upon the group discussions to outline what the Roche family actually did, drawing from his first-hand experiences as family executive, owner and director. They began by developing a collective vision based on the concept of a “Roche family partnership”. It included creating a family constitution, communication training, early transition of ownership from G2 to G3 and developing a family office.
He will then be joined by Michael Walsh, the current non-family CEO of the family office, who will add his comments on the process, with a particular focus on business governance. They will show how their family business governance has been tested by real-life events and suggest lessons learned along the way.
Putting it all into Practice
Mr. Peter Leach (United Kingdom)
Mr. Peter Leach
(United Kingdom)
Adjunct Professor in Family Business, Imperial College London
Founder and Chairman, Peter Leach Associates Ltd.
Author “Family Enterprises, The Essentials”
The Practical Challenges of Starting and Implementing a Governance Process
In an interactive session, Peter Leach will set out some of the critical elements that need to be addressed in a family governance process.
He will suggest that policies should emerge by first clarifying a family’s values, beliefs and principles. He will also explain that, to be respected, family governance structures, and family guidelines, need to be arrived at the hard way, by a process of lively, open discussion that involves everyone. The session will end with discussion and questions.
There will be plenty of time, during breaks and luncheon, to meet with the other participants, renew contacts and build new friendships.
Afternoon and Evening Session
In the afternoon you will learn about the two prerequisites of timely succession: willingness to let go and readiness to take charge. Based on a real-life case, you will understand the challenges of planning and implementing a succession process
Mr. Josep (Pep) Saperas Aymar
The Twin Challenges of Succession: Letting Go and Taking Charge
Mr. Josep (Pep) Saperas Aymar
(Spain)
Third Generation Family Member, Chief Executive Officer, Grupo HD Covalco
This live case will explore the two prerequisites for timely succession: the current leadership’s willingness to let go, along with the next generation’s credibility and ability to take over.
Pep will draw on his experience of a recently-completed succession process at the family’s wholesale and retail group, with over 1,000 stores today. During this gradual transition, Pep first became associate to general management and then took over from his father as CEO.
Working in groups, participants will identify some of the key succession challenges introduced in the case and what, in the family’s situation, they would have done to address them.
Lessons Learned – Grupo HD Covalco – Part II
Mr. Josep (Pep) Saperas Aymar (Spain)
Willingness to Let Go; A Test of Greatness
Mr. Josep (Pep) Saperas Aymar
(Spain)
Pep will explain what he has learned, including from his father, the current Chairman, about how potential new leaders need to be tested, to establish credibility, and how the current leadership must be willing to let go. He will suggest that, because authority cascades down, it is vital that each new generation is empowered as much as possible or it will be held back from reaching its potential.
He will outline the key steps taken during the transition process, which took place during unexpectedly challenging business conditions in Catalonia. This included using a trusted independent expert as a “coach” to help Pep and his father to address potential issues.
Family Office Succession
Mr. Conor Roche (Ireland)
Mr. Michael Walsh (Ireland)
Mr. Michael Walsh
Family and Non-Family Executive Transitions
Mr. Conor Roche
(Ireland)
Chief Investment Officer, Woodford Capital, Director NTR plc and Doyle Hotel Group
Mr. Michael Walsh
(Ireland)
Chief Executive Officer, Woodford Capital
Conor Roche and Michael Walsh will return in the afternoon to consider two additional aspects of succession: succession in the family office and transition between family and non-family executives.
They will speak about their current process in which Conor, a family member with operating business and governance experience, has been preparing to take over from Michael, the non-family CEO, as head of the family office. During this change, Michael has been mentoring Conor as he has increased his family office responsibilities.
Peer-To-Peer Advice and Discussion
Mr. Peter Leach (United Kingdom)
Mr. Peter Leach
Exploring Your Own Challenges and Opportunities
Mr. Peter Leach
(United Kingdom)
The final session is devoted exclusively to peer-to-peer advice and discussion. In feedback each year, this workshop is rated as the most valuable session.
It is the opportunity for participants to seek advice on whatever questions are on their minds by drawing on the hard-earned experience of the other families and practical advice from the facilitator, Peter Leach.
Participants will work in table-sized groups to explore their own challenges or opportunities, with topics chosen by them. Peter will answer outstanding questions and draw broader lessons, so that participants return home with clear next steps.
Participants are invited to a reception including drinks, canapés and food choices served standing so that participants can circulate freely.
The Family Business Mini-Forum is sponsored by (in alphabetical order):
To download and print out a copy of the Mini-Forum Colour Programme please click here: Download the brochure
If you are interested in the November 2020 Mini-Forum then please register here. We will hold a place at the lowest early rate and send you full details.
Testimonials
Joining the Loedstar conferences means for me a valuable enrichment of my network.
Chris Brenninkmeyer, Germany
Members of business families attending the events feel a sense of security in being among peers purely for the cause of learning. .....this sort of atmosphere is rather unique and quite refreshing.
Abdullah Adib AlZamil, Zamil Group, Saudi Arabia
To me, the Family Business Forum is an annual ritual that I look forward to attending.
Abdullah Adib AlZamil, Zamil Group, Saudi Arabia
Loedstar's meetings are a unique opportunity to meet with and learn from other families from all over the world. They are always well-structured events with an open atmosphere.
3rd gen. German entrepreneur - aviation