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WORKSHOPSfor business and enterprising families, entrepreneurs, and the professionals who support them
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Family Business on the Moon for experienced Coaches, Advisors and Professionals
24 Consulting tools for advising enterprising families
Based on the just released “A Family Business on the Moon” fieldbook with 24 activities to plan your family and business future, this is a two-day professional development workshop led by Professor Randel S. Carlock of INSEAD and co-author Ms Keng-Fun Loh.
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Why you should join us.
The innovative new approach to family business learning for seasoned coaches, advisors and financial professionals, will deliver five positive outcomes to strengthen the business and enterprising families you will serve.
This professional development workshop over two-days of four-hours each is designed for experienced coaches, advisors, lawyers, accountants, and financial professionals, who have worked with clients from wealthy and enterprising families.
We will use the Parallel Planning Process as a framework for the program addressing family and business values, vision, strategy, investment and governance.
YES! We have workshops for families and more workshops coming your way soon! |
Limited to 20 participants for an optimal learning experience. We will close the registration once the program is filled.
REGULAR TUITION FEE EUR 600 / USD 650 per participant. FOR YOUR LOYALTY If you have already obtained a copy of the book A Family Business on the Moon and do not need another book at the workshop, choose the LOYALTY fee and pay only EUR 510 or USD 550 You may also email [email protected] to arrange for the loyalty discount on your tuition fee. If you need to pay by another method (eg. Paynow, Wire Transfer), email [email protected] for details. We will provide each participant with:
SOME TERMS YOU SHOULD READ
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Here's what our participants say about the workshop for coaches, advisors and professionals
“I loved both, the purposeful structure and cohesive design, as well as the very practical applications, examples and exercises. I am smitten by Fun and Randel's interaction and generous sharing, that was most joyful and meaningful.” Birgit (China)
“This workshop is a must for all family business consultants who want to be their business state of the art. Taught by the world's best thought leaders.” Jozef (Belgium)
“The program was perfectly tuned to achieve a maximum of learning. As external Chairman, Board member and Coach of family businesses I benefited a lot and gained invaluable insights.” Daniel (Switzerland)
“What a fabulous session. A wonderful set of tools, well thought out and creative, to use with my business family clients. A great opportunity to learn with a new global cohort.” Mairi (Scotland)
“An interesting and fun workshop that brings the book to life, and highlights the opportunities and challenges working in family businesses - and helps participants navigate between the two.” Suzanne (Switzerland)
“Great experience that helps much better understand the great content of the book.” Professor (Prague)
“A unique holistic workshop combining multi-discipline experience insights and a hands-on practitioner toolset on advising intertwined family & business systems.” Stephanie (Switzerland)
“I enjoy the friendly atmosphere, it's a great platform to know one self at the same time see where you stand amongst the network.” Jordan (China/Singapore)
“Provides an overview of the different FB issues to be dealt with as it grows.” Ramesh (Singapore)
“A wealth of experience to share with advisers of family businesses.” Lynn (Australia/Singapore)
“I joined the program to take a step back on my own practice, and get a direct and overall view of the Parallel planning method. It was great to listen and share ideas with Carlock, Fun and lots of peers from all over the world.” Emilie (France)
" A world class program, with great professionals as well as true deep human being. A must do ! Come on and join the community!" Julien (Réunion)
"This workshop helps consultants and coaches to stay professionally emotional during the process of the family business transition." Olivier (Belgium)
"The workshop is very practical and offers ready-to-use tools. It is for professionals who have experience in facilitation and have the soft skills to apply these activities in the book. " Olivia (Italy)
"Practical tools and invaluable experience from the moderators make this one-day training session a must-do for every family business advisor" Olivier (Spain)
"Great theory but specially good practices and tools for family businesses" Nadia (France)
" The programme links practical applications with the key concepts of parallel process in family businesses. It also emphasizes importance of having meaningful communication within the family system and provides great tools to achieve this. " Anthony (Singapore)
" An inspiring full-day of learning, training and networking with like-minded family business professionals. I highly recommend this to every one that is working in/with family businesses as a trustee. " Peter (Finland)
" Excellent, practical ideas on how to get families to communicate better and work together more effectively. " Tom (Canada)
" This workshop opened up my horizon about the art and science of managing a family business. Family Business on The Moon should be our manual to grow the family business ... all the questions you have...you can find the answers in the book and at the workshop. " Uwie (Indonesia)
" A program which is a must for family members and facilitators. " Vaseehar (Malaysia)
" When we advise family businesses, we need to ensure that we engage the family members as our customers - not the elder generation, the younger or whoever contacts us first. This workshop will give you the tools to always keep that perspective in mind so that the family will get the maximum value of the advice. " Yirhan (Indonesia)
" This allows me to apply this for my Family Business clients so Family Business Planning can be more fun. " Mei Wai (Singapore)
" The "Family Business on the Moon" workshop presented by Dr. Carlock and Keng-Fun is an excellent experience for me. They shared many real life stories, helped me to use more practical activities in family and business consulting, especially the PPP model and 360 feedback. The diversified background of participants is also great, we had the opportunity to learn from each other. " Joy (Hong Kong / China)
“This workshop is a must for all family business consultants who want to be their business state of the art. Taught by the world's best thought leaders.” Jozef (Belgium)
“The program was perfectly tuned to achieve a maximum of learning. As external Chairman, Board member and Coach of family businesses I benefited a lot and gained invaluable insights.” Daniel (Switzerland)
“What a fabulous session. A wonderful set of tools, well thought out and creative, to use with my business family clients. A great opportunity to learn with a new global cohort.” Mairi (Scotland)
“An interesting and fun workshop that brings the book to life, and highlights the opportunities and challenges working in family businesses - and helps participants navigate between the two.” Suzanne (Switzerland)
“Great experience that helps much better understand the great content of the book.” Professor (Prague)
“A unique holistic workshop combining multi-discipline experience insights and a hands-on practitioner toolset on advising intertwined family & business systems.” Stephanie (Switzerland)
“I enjoy the friendly atmosphere, it's a great platform to know one self at the same time see where you stand amongst the network.” Jordan (China/Singapore)
“Provides an overview of the different FB issues to be dealt with as it grows.” Ramesh (Singapore)
“A wealth of experience to share with advisers of family businesses.” Lynn (Australia/Singapore)
“I joined the program to take a step back on my own practice, and get a direct and overall view of the Parallel planning method. It was great to listen and share ideas with Carlock, Fun and lots of peers from all over the world.” Emilie (France)
" A world class program, with great professionals as well as true deep human being. A must do ! Come on and join the community!" Julien (Réunion)
"This workshop helps consultants and coaches to stay professionally emotional during the process of the family business transition." Olivier (Belgium)
"The workshop is very practical and offers ready-to-use tools. It is for professionals who have experience in facilitation and have the soft skills to apply these activities in the book. " Olivia (Italy)
"Practical tools and invaluable experience from the moderators make this one-day training session a must-do for every family business advisor" Olivier (Spain)
"Great theory but specially good practices and tools for family businesses" Nadia (France)
" The programme links practical applications with the key concepts of parallel process in family businesses. It also emphasizes importance of having meaningful communication within the family system and provides great tools to achieve this. " Anthony (Singapore)
" An inspiring full-day of learning, training and networking with like-minded family business professionals. I highly recommend this to every one that is working in/with family businesses as a trustee. " Peter (Finland)
" Excellent, practical ideas on how to get families to communicate better and work together more effectively. " Tom (Canada)
" This workshop opened up my horizon about the art and science of managing a family business. Family Business on The Moon should be our manual to grow the family business ... all the questions you have...you can find the answers in the book and at the workshop. " Uwie (Indonesia)
" A program which is a must for family members and facilitators. " Vaseehar (Malaysia)
" When we advise family businesses, we need to ensure that we engage the family members as our customers - not the elder generation, the younger or whoever contacts us first. This workshop will give you the tools to always keep that perspective in mind so that the family will get the maximum value of the advice. " Yirhan (Indonesia)
" This allows me to apply this for my Family Business clients so Family Business Planning can be more fun. " Mei Wai (Singapore)
" The "Family Business on the Moon" workshop presented by Dr. Carlock and Keng-Fun is an excellent experience for me. They shared many real life stories, helped me to use more practical activities in family and business consulting, especially the PPP model and 360 feedback. The diversified background of participants is also great, we had the opportunity to learn from each other. " Joy (Hong Kong / China)
FAQs
Q1. Who is the faculty?
Professor Randel Carlock is a teacher, coach, family therapist, entrepreneur, and former CEO and Chairman of a NASDAQ listed company, Randel’s passion for teaching and real-world experience as an entrepreneur helped him enter the new field of family business. He researches and teaches entrepreneurship, family business, and leadership at INSEAD’s campuses in Asia (Singapore), Europe (France), and the Middle East (Abu Dhabi)—and now its facility in the United States (San Francisco)—for 20 years. He has taught over 3,000 MBAs, 2,000 family businesses and 1,500 executives.
He holds Masters, MBA and PhD degrees and has done postgraduate training in family and marriage therapy at the Institute of Psychiatry, King’s College and psychodynamic counseling at Birkbeck College, both in London. He is author or co-author of six books including When Family Businesses are Best and Strategic Planning for the Family Business with John L. Ward, and Family Business on the Couch: A Psychological Perspective with Manfred Kets de Vries. A Family Business on the Moon, co-authored with Keng-Fun Loh, represents a completely new style of learning and an exciting departure from his previous academic publications.
Keng-Fun Loh advises business families and companies in Asia, Europe, the U.S., and the Middle East on communication and planning. She is Lecturer of Family Business at INSEAD, Co-Academic Director of the YPO INSEAD Global Family Enterprise Program and the program director for the Financial Times' first Family Business Forum at INSEAD Asia Campus, and has written about family business for publications that include the Singapore’s Business Times, the South China Morning Post in Hong Kong, and is co-author of A Family Business on the Moon: 24 activities to plan your family and business future (2018).
Keng-Fun has over 25 years working with wealthy and business families in Asia, Europe, and the U.S.. With 20 years at Citi, she is a veteran in communicating complex concepts to a broad spectrum of high net worth clients through her senior roles as market head, head of customer experience, and marketing director. She was head of marketing for Asia Pacific at Credit Suisse for four years before joining Standard Chartered as Senior Advisor for its new wealth management transformation strategy.
Keng-Fun enjoys the challenge of employing new technology, designing new tools, and working as a coach to help business families address their unique challenges, accelerate their learning, and function more effectively. She holds the Family Firm Institute (FFI) Advanced Certificate in Family Business Advising, sits on the Nominating Committee of FFI and is Chair of the FFI Asian Circle study group. Keng-Fun has a master's degree in finance and investments from the University of Hull. Born and based in Singapore, Keng-Fun was educated in English and Mandarin, and speaks Cantonese at home.
Q2. What does "experienced" mean?
You should have a minimum of 3 years experience working with wealthy or enterprising families, to enhance the shared learning experience among similarly qualified participants.
Q3. How can I contact the organiser with any questions?
You can email us at [email protected]
Q4. When will this workshop be available next?
We will announce upcoming workshops on this website. You can also drop [email protected] an email to keep you posted.
Q5. What other ways can I make payment? I don't have a Paypal account or my credit card is not accepted.
If you need to pay by another method (eg. Paynow, Wire Transfer) please email [email protected] for details.
Q6. What's the refund policy?
Should your plans change, your fees can be fully applied to another program by Family and Business Learning.
If we need to cancel the program, you may choose to receive a full refund of the fees within 30 days, or opt to transfer registration to another program by Family and Business Learning.
Q7. Is my registration fee or place in the program transferable?
Family and Business Learning will accept applicants and substitutions at its sole discretion. Please contact us to confirm prior to the transfer.
Q8. Is it ok if the name on my registration doesn't match the person who attends?
No, you will need to contact us prior to the workshop. Please note that Family and Business Learning will accept applicants and substitutions at its sole discretion.
Q9. How do I attend the online workshop?
We will send you a Zoom invite with the Meeting ID and password, once your registration is completed.
Professor Randel Carlock is a teacher, coach, family therapist, entrepreneur, and former CEO and Chairman of a NASDAQ listed company, Randel’s passion for teaching and real-world experience as an entrepreneur helped him enter the new field of family business. He researches and teaches entrepreneurship, family business, and leadership at INSEAD’s campuses in Asia (Singapore), Europe (France), and the Middle East (Abu Dhabi)—and now its facility in the United States (San Francisco)—for 20 years. He has taught over 3,000 MBAs, 2,000 family businesses and 1,500 executives.
He holds Masters, MBA and PhD degrees and has done postgraduate training in family and marriage therapy at the Institute of Psychiatry, King’s College and psychodynamic counseling at Birkbeck College, both in London. He is author or co-author of six books including When Family Businesses are Best and Strategic Planning for the Family Business with John L. Ward, and Family Business on the Couch: A Psychological Perspective with Manfred Kets de Vries. A Family Business on the Moon, co-authored with Keng-Fun Loh, represents a completely new style of learning and an exciting departure from his previous academic publications.
Keng-Fun Loh advises business families and companies in Asia, Europe, the U.S., and the Middle East on communication and planning. She is Lecturer of Family Business at INSEAD, Co-Academic Director of the YPO INSEAD Global Family Enterprise Program and the program director for the Financial Times' first Family Business Forum at INSEAD Asia Campus, and has written about family business for publications that include the Singapore’s Business Times, the South China Morning Post in Hong Kong, and is co-author of A Family Business on the Moon: 24 activities to plan your family and business future (2018).
Keng-Fun has over 25 years working with wealthy and business families in Asia, Europe, and the U.S.. With 20 years at Citi, she is a veteran in communicating complex concepts to a broad spectrum of high net worth clients through her senior roles as market head, head of customer experience, and marketing director. She was head of marketing for Asia Pacific at Credit Suisse for four years before joining Standard Chartered as Senior Advisor for its new wealth management transformation strategy.
Keng-Fun enjoys the challenge of employing new technology, designing new tools, and working as a coach to help business families address their unique challenges, accelerate their learning, and function more effectively. She holds the Family Firm Institute (FFI) Advanced Certificate in Family Business Advising, sits on the Nominating Committee of FFI and is Chair of the FFI Asian Circle study group. Keng-Fun has a master's degree in finance and investments from the University of Hull. Born and based in Singapore, Keng-Fun was educated in English and Mandarin, and speaks Cantonese at home.
Q2. What does "experienced" mean?
You should have a minimum of 3 years experience working with wealthy or enterprising families, to enhance the shared learning experience among similarly qualified participants.
Q3. How can I contact the organiser with any questions?
You can email us at [email protected]
Q4. When will this workshop be available next?
We will announce upcoming workshops on this website. You can also drop [email protected] an email to keep you posted.
Q5. What other ways can I make payment? I don't have a Paypal account or my credit card is not accepted.
If you need to pay by another method (eg. Paynow, Wire Transfer) please email [email protected] for details.
Q6. What's the refund policy?
Should your plans change, your fees can be fully applied to another program by Family and Business Learning.
If we need to cancel the program, you may choose to receive a full refund of the fees within 30 days, or opt to transfer registration to another program by Family and Business Learning.
Q7. Is my registration fee or place in the program transferable?
Family and Business Learning will accept applicants and substitutions at its sole discretion. Please contact us to confirm prior to the transfer.
Q8. Is it ok if the name on my registration doesn't match the person who attends?
No, you will need to contact us prior to the workshop. Please note that Family and Business Learning will accept applicants and substitutions at its sole discretion.
Q9. How do I attend the online workshop?
We will send you a Zoom invite with the Meeting ID and password, once your registration is completed.
If you can't find what you need here, please email us at [email protected]
We will get back to you within 24 hours.
We will get back to you within 24 hours.