Agenda subject to change. 

Start End Session
6:30 a.m. 9:00 a.m. Registration
6:30 a.m. 7:30 a.m. BREAKFAST
7:30 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. 8:45 a.m. The 5 components of a comprehensive continuity and succession plan.
8:45 a.m. 9:00 a.m. EXERCISE: Self-Assessment – Where are you starting from?
9:00 a.m.  9:30 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
9:30 a.m.  10:00 a.m. Clearly define your goals, concerns, outcomes and the rules BEFORE you start planning.
10:00 a.m.  10:30 a.m. BREAK
10:30 a.m.  10:45 a.m. EXERCISE: Defining Your Goals
 10:45 a.m. 11:00 a.m. EXERCISE: Successor GAP Analysis
 11:00 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. 1:30 p.m. The importance of discovering your family members goals, concerns, and what they desire for outcomes.
1:30 p.m. 2:00 p.m. Best Practices: How to conduct discovery interviews.
2:00 p.m. 2:30 p.m. Off-farm Heir Expectations: Inclusion, Setting boundaries and communication.
2:30 p.m. 3:00 p.m. EXERCISE: Interview SWOT
3:00 p.m. 3:30 p.m. BREAK
3:30 p.m. 4:00 p.m. The importance of reviewing foundational documents BEFORE you start making decisions.
Stories From The Field
4:00 p.m. 4:15 p.m. Keeping an eye on your goal
4:15 p.m. 4:30 p.m. Establishing a meeting tempo for management transition
4:30 p.m. 4:45 p.m. Managing your progress through coaching and feedback
4:45 p.m. 5:00 p.m. Including your off-farm heirs in the conversation
5:00 p.m. 6:00 p.m. Happy Hour and Networking
6:00 p.m. Dinner on Your Own
(complete your homework)

 

Start End Session
6:00 a.m. 8:00 a.m. Registration Opens
6:00 a.m. 8:00 a.m. BREAKFAST
6:00 a.m. 8:00 a.m. Bring your questions for an open forum Q & A session with the professionals.
8:00 a.m. 8:30 a.m. BREAK
8:30 a.m. 8:45 a.m. Welcome and Agenda for the Day
The DIRTT Project Course 4: Strategy
8:45 a.m. 9:15 a.m. Putting Your Professional Team Together
9:15 a.m. 9:45 a.m. Setting your professional team up for success.
9:45 a.m. 10:15 a.m. How to run a collaborative professional team meeting.
10:15 a.m. 10:30 a.m. BREAK
Stories From The Field
10:30 a.m. 10:55 a.m. Top Tips for bringing your kids into ownership
10:55 a.m. 11:20 a.m. Leveling up your professional team
11:20 a.m. 11:45 a.m. Lessons learnede from experience: Bad Documents
11:45 a.m. 12:00 p.m. EXERCISE: Professional Team Analysis
12:00 p.m. 1:00 p.m. LUNCH with Speaker – Farm Management and Investors:
How do they fit into your succession plan.
The DIRTT Project Course 5: Implementation
1:00 p.m. 1:20 p.m. Business planning: The framework for your succession plan.
1:20 p.m. 1:40 p.m. EXERCISE: Is your team ready to lead?
1:40 p.m. 2:00 p.m. The Weekly Leadership Team Meeting
2:00 p.m. 2:30 p.m. Setting clear expectations with family who work for your operation.
2:30 p.m. 3:00 p.m. BREAK
3:00 p.m. 3:30 p.m. Sweat Equity – What is its true value?
3:30 p.m. 4:00 p.m. Determining who can be an owner in your operation and why is it important to clarify, document and communicate it.
4:00 p.m. 4:30 p.m. Preparing for the unexpected
4:30 p.m. 5:00 p.m. The importance of documenting AFTER the handshake.
5:00 p.m. 6:00 p.m. Happy Hour and Networking
6:00 p.m. Dinner on Your Own (complete your homework)

 

Start End Session
6:00 a.m. 8:00 a.m. BREAKFAST
8:00 a.m. 8:15 a.m. Welcome and Agenda for the Day
8:15 a.m. 8:45 a.m. Foundational Documents: What Should Be Included In Your Estate Plan
8:45 a.m. 9:15 a.m. Fair vs. Equal – Making a decision that is right for you, your family, and your operation.
9:15 a.m. 9:45 a.m. Ensuring Your Succession Plan Meets Your Future 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