Agenda subject to change.
| Start | End | Session |
| 7:00 a.m. | 9:00 a.m. | Registration |
| 8:00 a.m. | 8:15 a.m. | Welcome. What to expect in the next three days. Introduction of speakers. |
| . | The DIRTT Project Course 1: The Components | |
| 8:15 a.m. | 8:30 a.m. | The 5 components of a comprehensive continuity and succession plan. |
| 8:30 a.m. | 8:45 a.m. | EXERCISE: Self-Assessment – Where are you starting from? |
| 8:45 a.m. | 9:15 a.m. | How to maintain a positive and healthy mindset when getting ready to lead your team/family through transition. |
| The DIRTT Project Course 2: Setting the Stage | ||
| 9:15 a.m. | 9:45 a.m. | Clearly define your goals, concerns, outcomes and the rules BEFORE you start planning. |
| 9:45 a.m. | 10:00 a.m. | EXERCISE: Defining Your Goals |
| 10:00 a.m. | 10:30 a.m. | BREAK |
| 10:30 a.m. | 10:50 a.m. | EXERCISE: Successor GAP Analysis |
| 10:50 a.m. | 11:30 a.m. | Planning Your Family Kick-Off Meeting. |
| 11:30 a.m. | 12:00 p.m. | Communication: Talking vs. Listening |
| 12:00 p.m. | 1:00 p.m. | LUNCH |
| The DIRTT Project Course 3: Discovery | ||
| 1:00 p.m. | 1:15 p.m. | The importance of discovering your family members goals, concerns, and what they desire for outcomes. |
| 1:15 p.m. | 1:30 p.m. | Best Practices: How to conduct discovery interviews. |
| 1:30 p.m. | 2:00 p.m. | Off-farm Heir Expectations: Inclusion, Setting boundaries and communication. |
| 2:00 p.m. | 2:15 p.m. | EXERCISE: Interview SWOT |
| 2:15 p.m. | 2:45 p.m. | The importance of reviewing foundational documents BEFORE you start making decisions. |
| 2:45 p.m. | 3:15 p.m. | BREAK |
| Stories From The Field | ||
| 3:15 p.m. | 3:40 p.m. | Keeping an eye on your goal. |
| 3:40 p.m. | 4:10 p.m. | Capital improvements-determining how and when to invest. |
| 4:10 p.m. | 4:30 p.m. | Including your off-farm heirs in the conversation. |
| 4:30 p.m. | 4:40 p.m. | Wrap up and Assignments |
| 4:40 p.m. | 5:00 p.m. | BREAK |
| 5:00 p.m. | 6:00 p.m. | Happy Hour and Networking |
| 5:30 p.m. | 7:00 p.m. | Bring your questions for an open forum Q & A session with the professionals. |
| 7:00 p.m. | Dinner on Your Own (complete your homework) |
| Start | End | Session |
| 8:00 a.m. | 8:15 a.m. | Welcome and Agenda for the Day |
| The DIRTT Project Course 4: Strategy | ||
| 8:15 a.m. | 8:35 a.m. | Putting Your Professional Team Together. |
| 8:35 a.m. | 8:55 a.m. | Setting your professional team up for success. |
| 8:55 a.m. | 9:15 a.m. | How to run a collaborative professional team meeting. |
| 9:15 a.m. | 9:45 a.m. | BREAK |
| Stories From The Field | ||
| 9:45 a.m. | 10:05 a.m. | TBD |
| 10:05 a.m. | 10:35 a.m. | Lessons learned from experience: Bad Documents |
| 10:35 a.m. | 10:55 a.m. | EXERCISE: Professional Team Analysis |
| 10:55 a.m. | 11:25 a.m. | Business planning: The framework for your succession plan. |
| 11:25 a.m. | 12:00 p.m. | EXERCISE: Is your team ready to lead? |
| 12:00 p.m. | 1:00 p.m. | LUNCH |
| The DIRTT Project Course 5: Implementation | ||
| 1:00 p.m. | 1:25 p.m. | The Weekly Leadership Team Meeting. |
| 1:25 p.m. | 1:55 p.m. | Setting clear expectations with family who work for your operation. |
| 1:55 p.m. | 2:25 p.m. | Determining who can be an owner in your operation and why is it important to clarify, document and communicate it. |
| 2:25 p.m. | 2:45 p.m. | BREAK |
| 2:45 p.m. | 3:05 p.m. | Top Tips for Bringing Your Kids Into Ownership. |
| 3:05 p.m. | 3:35 p.m. | Top Tips for Buying Out Your Off Farm Relatives. |
| 3:35 p.m. | 3:50 p.m. | Preparing for the unexpected. |
| 3:50 p.m. | 4:20 p.m. | Insurance: How much and what type do you need? |
| 4:20 p.m. | 4:50 p.m. | The importance of documenting AFTER the handshake. |
| 4:50 p.m. | 5:00 p.m. | Wrap Up and Homework |
| 5:00 p.m. | 5:30 p.m. | Happy Hour and Networking |
| 5:30 p.m. | 7:00 p.m. | Bring your questions for an open forum Q & A session with the professionals. |
| 7:00 p.m. | Dinner on Your Own (complete your homework) |
| Start | End | Session |
| 7:00 a.m. | 8:00 a.m. | Meet Ups |
| 8:00 a.m. | 8:30 a.m. | Open Networking |
| 8:30 a.m. | 8:45 a.m. | Welcome and Agenda for the Day. |
| 8:45 a.m. | 9:15 a.m. | Foundational Documents: What Should Be Included In Your Estate Plan. |
| 9:15 a.m. | 9:45 a.m. | Ensuring Your Succession Plan Meets Your Cash Flow Needs. |
| 9:45 a.m. | 10:15 a.m. | BREAK |
| 10:15 a.m. | 10:45 a.m. | Tax Planning and Succession – To Pay or Not to Pay. |
| 10:45 a.m. | 11:15 a.m. | Implementation and Maintenance of your Succession Plan. |
| 11:15 a.m. | 11:45 a.m. | Pulling Your Action Plan Together. |
| 11:45 a.m. | 12:00 p.m. | Next Steps and Adjourn |