Agenda subject to change.
| Start | End | Session |
| 7:00 a.m. | 8:00 a.m. | Registration |
| 7:00 a.m. | 9:00 a.m. | BREAKFAST |
| 9:00 a.m. | 9:15 a.m. | Welcome and Introductions. What to expect in the next three days. Introduction of speakers. |
| The DIRTT Project Course 1: The Components | ||
| 9:15 a.m. | 9:45 a.m. | The Foundation: The 5 components of a comprehensive continuity and succession plan. |
| 9:45 a.m. | 10:00 a.m. | Getting Started EXERCISE: Self-Assessment – Where are you starting from? |
| 10:00 a.m. | 11:00 a.m. | Mindset of Transition: Our approach to transition is heavily influenced by our mindset. In this session, we will talk about the importance of managing your thoughts and emotions in order to effectively lead your team. |
| 11:00 a.m. | 11:15 a.m. | BREAK |
| The DIRTT Project Course 2: Setting the Stage | ||
| 11:15 a.m. | 11:45 a.m. | Setting the Stage: Clearly define your goals, concerns, outcomes, and the rules BEFORE you start planning. |
| 11:45 a.m. | 12:00 p.m. | Begin with the End in Mind EXERCISE: Defining Your Goals |
| 12:00 p.m. | 1:00 p.m. | LUNCH |
| 1:00 p.m. | 1:30 p.m. | Firsthand Farm Succession Planning |
| 1:30 p.m. | Tax Planning: Tax Planning and Your Succession Plan | |
| 2:30 p.m. | Estate Planning: Top Strategies to Avoid Estate Tax | |
| 2:30 p.m. | 2:45 p.m. | BREAK |
| 2:45 p.m. | 3:30 p.m. | Communication: Talking vs. Listening |
| 3:30 p.m. | 3:50 p.m. | Are Your Successors Ready EXERCISE: Successor GAP Analysis |
| 3:50 p.m. | 4:10 p.m. | Start The Conversation: Planning Your Family Kick Off Meeting. |
| 4:10 p.m. | 4:30 p.m. | Stakeholders: To meet or not to meet? |
| 4:30 p.m. | 4:55 p.m. | Open Q and A |
| 4:55 p.m. | 5:00 p.m. | Wrap Up and Homework |
| 5:00 p.m. | 6:00 p.m. | Happy Hour and Networking |
| Dinner on Your Own (Complete Your Homework) |
| Start | End | Session |
| 7:00 a.m. | 8:00 a.m. | Registration |
| 7:00 a.m. | 8:00 a.m. | BREAKFAST |
| 7:55 a.m. | 8:00 a.m. | Welcome and Agenda for the Day |
| The DIRTT Project Course 3: Discovery | ||
| 8:00 a.m. | 8:15 a.m. | The Discovery Process: The importance of discovering your family members goals, concerns, and what they desire for outcomes. |
| 8:15 a.m. | 8:30 a.m. | Family Interviews and Analysis: Best Practices – How to conduct discovery interviews. |
| 8:30 a.m. | 8:45 a.m. | Off Farm Heir Expectations: Off farm heirs – Inclusion, setting boundries, and communication. |
| 8:45 a.m. | 9:00 a.m. | Putting your profesionial team together EXERCISE: Pro team analysis |
| 9:00 a.m. | 9:15 a.m. | Communication With Your Professionals: Setting your professional team up for success. |
| 9:15 a.m. | 9:30 a.m. | Meeting With Your Professional Team: How to run a collaborative team meeting. |
| 9:30 a.m. | 9:45 a.m. | BREAK |
| 9:45 a.m. | 10:45 a.m. | We Had a Plan!: What happens when what you said isn’t what your meant. |
| 10:45 a.m. | 11:30 a.m. | Farmland Considerations |
| 11:30 a.m. | 12:15 p.m. | TBD |
| 12:15 p.m. | 1:00 p.m. | LUNCH |
| 1:00 p.m. | 2:00 p.m. | Financials: Think Like a CFO |
| 2:00 p.m. | 2:30 p.m. | Build Your Scoreboard |
| 2:30 p.m. | 3:30 p.m. | Financial Planning and Insurance: Securing Your Cash Flow During Succession |
| 3:30 p.m. | 3:45 p.m. | BREAK |
| 3:45 p.m. | 4:15 p.m. | How Can Something This Exciting Be So Hard! |
| 4:15 p.m. | 4:30 p.m. | Open Q and A |
| 4:30 p.m. | 4:50 p.m. | Continuity Planning: Preparing for the unexpected. |
| 4:50 p.m. | 5:00 p.m. | Wrap up and Homework |
| 5:00 p.m. | 6:00 p.m. | Happy Hour and Networking |
| 7:00 p.m. | Dinner on Your Own (Complete Your Nomework) |
| Start | End | Session |
| 7:00 a.m. | 8:00 a.m. | BREAKFAST |
| 7:00 a.m. | 8:00 a.m. | Set Appointments w/ Instructors |
| The DIRTT Project Course 4: Strategy | ||
| 8:00 a.m. | 8:30 a.m. | The Importance of Business Planning: The framework for your succession plan. |
| 8:30 a.m. | 9:00 a.m. | Management Succession: Is your team ready to lead? |
| 9:00 a.m. | 9:15 a.m. | Team Communication: The weekly leadership team meeting. |
| 9:15 a.m. | 9:30 a.m. | BREAK |
| 9:30 a.m. | 10:00 a.m. | What We Have Learned So Far |
| 10:00 a.m. | 10:30 a.m. | Employee Family Members: Setting clear expectations with family who work for your operation. |
| 10:30 a.m. | 10:45 a.m. | Ownership Criteria: Determing who can be an owner in your operation and why it is important to clarify, document, and communicate it. |
| 10:45 a.m. | 11:15 a.m. | HR: Merit or Inherit |
| 11:15 a.m. | 11:30 a.m. | Implementation: Implementation of your succession plan. |
| The DIRTT Project Course 5: Implementation | ||
| 11:30 a.m. | 11:45 a.m. | Open Q and A |
| 11:45 a.m. | 11:55 p.m. | Action Plan: Putting your action plan together |
| 11:55 a.m. | 12:00 p.m. | Next Steps and Adjourn |