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
8:45 a.m.  9:30 a.m. Clearly define your goals, concerns, outcomes and the rules BEFORE you start planning.
9:30 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. 4:05 p.m. Establishing a for job descriptions, performance reviews and raises.
4:05 p.m. 4:30 p.m. Capital improvements-determining how and when to invest.
4:30 p.m. 4:55 p.m. Including your off-farm heirs in the conversation
4:55 p.m. 5:00 p.m. Wrap up and Assignments
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. 7:30 a.m. BREAKFAST
6:00 a.m. 8:00 a.m. Bring your questions for an open forum Q & A session with the professionals.
7:30 a.m. 8:00 a.m. BREAK
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. 9:30 a.m. BREAK
Stories From The Field
9:30 a.m. 9:50 a.m. Working with your professional team – when it is time to get them involved and when do you need to go it alone.
9:50 a.m. 10:10 a.m. Leveling up your professional team
10:10 a.m. 10:40 a.m. Lessons learned from experience: Bad Documents
10:40 a.m. 11:00 a.m. EXERCISE: Professional Team Analysis
11:00 a.m. 11:30 a.m. Business planning: The framework for your succession plan.
11:30 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. 3:25 p.m. Top Tips for Buying Out Your Off Farm Relatives.
3:25 p.m. 3:45 p.m. Things to consider when you decide to diversify.
3:45 p.m. 4:00 p.m. Preparing for the unexpected.
4:00 p.m. 4:30 p.m. Insurance: How much and what type do you need?
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
6:00 a.m. 8:00 a.m. Q and A 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.
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