Agenda subject to change. 

Start End Session
6:30 a.m. 9:00 a.m. Registration
6:30 a.m. 9:00 a.m. Breakfast
8:00 a.m. 8:15 a.m. Welcome – What to expect in the next three days.
  The DIRTT Project
Course 1: The Components
 8:15 a.m. 8:45 a.m. The Foundation – The 5 components of a comprehensive continuity and succession plan.
8:45 a.m. 9:00 a.m. Getting Started
EXERCISE: Self-Assessment – Where are you starting from?
9:00 a.m.  10:00 a.m. The Mindset of Transition – How to maintain a positive and healthy mindset when getting ready to lead your team/family through transition.
 10:00 a.m. 10:30 a.m. Break
  The DIRTT Project
Course 2: Setting the Stage
10:30 a.m.  11:00 a.m. Setting the Stage – Clearly define your goals, concerns, outcomes and the rules BEFORE you start planning.
11:00 a.m.  11:15 a.m. Are Your Successors Ready?EXERCISE: Successor GAP Analysis
 11:15 a.m. 11:45 a.m. The Importance of Family Meetings – What happens when we don’t talk about the tough stuff.
 11:45 a.m.  `12:00 p.m. Starting the Conversation – Planning your family kick-off meeting.
 12:00 p.m. 1:00 p.m. Lunch
The DIRTT Project
Course 3: Discovery
 1:00 p.m. 1:30 p.m. The Discovery Process – The importance of discovering your family members goals, concerns, and what they desire for outcomes.
1:30 p.m. 2:00 p.m. Family Interviews – 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. Break
3:00 p.m. 3:30 p.m. Interview Analysis
EXERCISE: Interview SWOT
3:30 p.m. 4:00 p.m. Baselining – The importance of reviewing foundational documents BEFORE you start making decisions.
4:00 p.m. 5:00 p.m. Stories from the Field
Panel: Farmers in transition share their top tips.
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. Q & A With the Professionals –
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 agenda for the day.
The DIRTT Project
Course 4: Strategy
8:45 a.m. 9:45 a.m. Clarity is Important: Clearly define your goals, concerns, outcomes and the rules BEFORE you start planning.
9:45 a.m. 10:00 a.m. Communication with Your Professionals – Setting your professional team up for success.
10:00 a.m. 10:30 a.m. Meeting with Your Professional  Team – How to run a collaborative professional team meeting.
10:30 a.m. 10:45 a.m. Break
10:45 a.m. 11:30 a.m. Panel – Why choosing the right professional team is so important.
11:30 a.m. 12:00 p.m. Is Your Bench Strong Enough
EXERCISE: Professional team analysis.
12:00 p.m. 1:00 p.m. Lunch – 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. The Importance of Business Planning – Business planning: the framework for your succession plan.
1:20 p.m. 1:40 p.m. Team Communication – The weekly leadership team meeting.
1:40 p.m. 2:00 p.m. Management Succession
EXERCISE: Is your team ready to lead?
2:00 p.m. 2:30 p.m. Employing Family Members – 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. Ownership Criteria – Continuity Planning – Preparing for the unexpected.
4:00 p.m. 4:30 p.m. Determining who can be an owner in your operation and why it is important to clarify, document and communicate it.
4:30 p.m. 5:00 p.m. Documentation and Its Role in Your Succession Plan – 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. Fair vs. Equal – Making a decision that is right for you, your family and your operation.
8:45 a.m. 9:15 a.m. Financial Planning – Ensuring your succession plan meets your future cash flow needs.
9:15 a.m. 9:45 a.m. Estate Planning – Foundational Documents: What should be included in your estate plan.
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. Action Plan – Pulling your action plan together.
11:45 a.m. 12:00 p.m. Next steps
12:00 p.m. Adjourn