Topics
1 - Leadership and Change Management in Family Businesses, Mr. Manolet Siojo
May 20 – 8 am to 12 pm
This course will provide family members the needed knowledge, competencies and attitudes on effective leadership both at the personal and organizational level as well as principles and strategies for successful change management.
2 - Financial Planning for the Family & Family Business, Ms. Alice Ann Parlan
May 20 – 1 pm to 5 pm
Family members will learn how to allocate resources, manage the family business budget, manage free cash flow vs business requirements, assess the family business portfolio, and compare the needs of the business and the family. To guide the growth of the family business, it will deal with cash flow, time value of money, risk assessment, and investment screening.
3 - Human Resource Management: An Overview, Ms. Marijo Caronongan
May 21 – 8 am to 12 pm
Many small and medium-sized companies cannot fully justify hiring a full-time Human Resource (HR) manager. The HR requirements of the company are usually handled by the owners themselves or assigned to a manager handling other support functions in the organization, such as, Finance and Administration. It is, however, critical that HR matters are addressed professionally and pro-actively if the owners want to attract, develop and retain employees.
This half-day program aims to give the participants an understanding and appreciation of the Human Resource Management (HRM), the different functions of HRM, and basic HR tools that Management can use to effectively manage the most important asset of the company – its employees.
4 - Succession Planning and Generational Transition, Mr. Ricky Mercado & Ms. Marijo Caronongan
May 21 – 1 pm to 5 pm
The course is designed to give the participants an overview of How the Family should understand the dynamics that affect its members specially the older generation in relation to the younger generation. “Succession Planning” or “Leadership Transition” is and what it means for the continued success of the Family Business.
5 - Understanding Marketing and Promotions, Mr. Nani Lim
May 22 – 9 am to 12 pm
This course enables participants to understand the dynamics of classic marketing as a basic function of management. Participants will learn the principles of marketing, its process and its function in the organization.
6 - Data Analytics, Mr. Matthew Uy
May 22 – 1 pm to 5 pm
This course provides a general overview of analytics, data science, artificial intelligence, and their role in our changing society. Various use cases and applications of analytics in business will be explored.
7 - Digital Marketing, Ms. Matec Villanueva
TBD
The course serves as a basic tool kit to jumpstart one's business or enterprise into the world of digital marketing. The participants will understand how customers' behavior has changed in the digital age and how this has led in the era of digital marketing.They'll be familiar with the fundamentals of the many digital platforms and tools utilized in successful digital marketing.
8 - Family Business Governance & Constitution, Mr. Ricky Mercado
May 24 – 8 am to 12 pm
This course will expose family members on the importance of family relationships preserved with the understanding that the family business is composed of three systems that make up family governance. Family, Business, and Ownership systems have different orientations that family members must understand influencing their behavior and attitude. Family Constitution puts in place values, rules, policies and structures in place for guidance of the business family in how they interact with one another as family, business and owners.
9 - Succession Laws and Estate Planning, Atty. Krizia Leanne Katrina Talon
May 24 – 1 pm to 5 pm
We all own something. House, car, jewelry, phone, clothes, bags, books, and more. Even debt, rights, and benefits. What happens to these possessions when we die? When our loved ones die, are we entitled to any of their possessions?
What about last wills and testaments, do we really need to prepare it? Can we give our properties to anyone we want? Can we refuse to receive properties given to us by inheritance? Can we be disinherited?
Navigating legal succession can be intimidating. This course aims to give participants an understanding of the basic laws on succession to be better equipped at estate planning.
10 - Information and Communication Technology, Mr. Sean Uy
May 27 – 1 pm to 5 pm
The course provides an overview of information and communications technology (ICT) and business driven infrastructure design. Relevant topics include make or buy decisions, requirements analysis, and current trends in artificial intelligence. The end goal of this course is to empower family businesses to make informed decisions, optimize operations and position themselves for long-term success in a rapidly evolving digital world.
11 - Management Systems, Mr. Aly Yap
May 28 – 8 am to 12 pm
This course will introduce a core set of tools and techniques that family businesses may use to enhance organizational SOPs, to wit (S) Business processes and operating systems; (O) Organizational structures and coordination and supervision mechanisms; and (P) Human resources or people and the alignment of competencies vs. work assignments
12 - Accounting for Non-Accountants for family businesses, Ms. Licianne Go
May 28 – 1 pm to 5 pm
Family business owners and members will gain a fundamental understanding of accounting concepts and procedures that is specific to their requirements and roles within the company. They will manage the family business more effectively and make better decisions if they understand accounting as an instrument for decision-making.
13 - Strategic Thinking for Long Term Sustainability, Mr. Nani Lim
May 29 – 9 am to 12 pm
Thinking about the future in a highly competitive environment is essential for family businesses who desire long term sustainability. To appreciate the importance of strategic thinking to family businesses, this course focuses on the fundamentals of the strategic management process: Strategy Formulation, Strategy Implementation and Strategy Evaluation.
14 - Managing Family Dynamics for Families in Business, Dr. Pilar Tolentino
May 30 – 8 am to 12 pm
Understand the unique relationship challenges to a business family. Learn healthy business family patterns for effective communication, managing differences, resolving conflicts, aligning family expectations with business needs, and maintaining family harmony. Develop a strong family-team. Build and maintain fulfilling family relationships.
15 - Professionalizing the Family and the Business, Dr. Pilar Tolentino
May 30 – 1 pm to 5 pm
As the business grows and the family gets bigger, the current “ways of doing things” will have to be reviewed. As the family business gears up for bigger business opportunities, more structures, policies, procedures, systems, and controls will need to be put in place. Professionalizing both the business and the family becomes a main strategic requirement. This workshop will tackle the changes and techniques needed to prepare and guide family members and family business employees to professionalization.
1 - Leadership and Change Management in Family Businesses, Mr. Manolet Siojo
May 20 – 8 am to 12 pm
This course will provide family members the needed knowledge, competencies and attitudes on effective leadership both at the personal and organizational level as well as principles and strategies for successful change management.
2 - Financial Planning for the Family & Family Business, Ms. Alice Ann Parlan
May 20 – 1 pm to 5 pm
Family members will learn how to allocate resources, manage the family business budget, manage free cash flow vs business requirements, assess the family business portfolio, and compare the needs of the business and the family. To guide the growth of the family business, it will deal with cash flow, time value of money, risk assessment, and investment screening.
3 - Human Resource Management: An Overview, Ms. Marijo Caronongan
May 21 – 8 am to 12 pm
Many small and medium-sized companies cannot fully justify hiring a full-time Human Resource (HR) manager. The HR requirements of the company are usually handled by the owners themselves or assigned to a manager handling other support functions in the organization, such as, Finance and Administration. It is, however, critical that HR matters are addressed professionally and pro-actively if the owners want to attract, develop and retain employees.
This half-day program aims to give the participants an understanding and appreciation of the Human Resource Management (HRM), the different functions of HRM, and basic HR tools that Management can use to effectively manage the most important asset of the company – its employees.
4 - Succession Planning and Generational Transition, Mr. Ricky Mercado & Ms. Marijo Caronongan
May 21 – 1 pm to 5 pm
The course is designed to give the participants an overview of How the Family should understand the dynamics that affect its members specially the older generation in relation to the younger generation. “Succession Planning” or “Leadership Transition” is and what it means for the continued success of the Family Business.
5 - Understanding Marketing and Promotions, Mr. Nani Lim
May 22 – 9 am to 12 pm
This course enables participants to understand the dynamics of classic marketing as a basic function of management. Participants will learn the principles of marketing, its process and its function in the organization.
6 - Data Analytics, Mr. Matthew Uy
May 22 – 1 pm to 5 pm
This course provides a general overview of analytics, data science, artificial intelligence, and their role in our changing society. Various use cases and applications of analytics in business will be explored.
7 - Digital Marketing, Ms. Matec Villanueva
TBD
The course serves as a basic tool kit to jumpstart one's business or enterprise into the world of digital marketing. The participants will understand how customers' behavior has changed in the digital age and how this has led in the era of digital marketing.They'll be familiar with the fundamentals of the many digital platforms and tools utilized in successful digital marketing.
8 - Family Business Governance & Constitution, Mr. Ricky Mercado
May 24 – 8 am to 12 pm
This course will expose family members on the importance of family relationships preserved with the understanding that the family business is composed of three systems that make up family governance. Family, Business, and Ownership systems have different orientations that family members must understand influencing their behavior and attitude. Family Constitution puts in place values, rules, policies and structures in place for guidance of the business family in how they interact with one another as family, business and owners.
9 - Succession Laws and Estate Planning, Atty. Krizia Leanne Katrina Talon
May 24 – 1 pm to 5 pm
We all own something. House, car, jewelry, phone, clothes, bags, books, and more. Even debt, rights, and benefits. What happens to these possessions when we die? When our loved ones die, are we entitled to any of their possessions?
What about last wills and testaments, do we really need to prepare it? Can we give our properties to anyone we want? Can we refuse to receive properties given to us by inheritance? Can we be disinherited?
Navigating legal succession can be intimidating. This course aims to give participants an understanding of the basic laws on succession to be better equipped at estate planning.
10 - Information and Communication Technology, Mr. Sean Uy
May 27 – 1 pm to 5 pm
The course provides an overview of information and communications technology (ICT) and business driven infrastructure design. Relevant topics include make or buy decisions, requirements analysis, and current trends in artificial intelligence. The end goal of this course is to empower family businesses to make informed decisions, optimize operations and position themselves for long-term success in a rapidly evolving digital world.
11 - Management Systems, Mr. Aly Yap
May 28 – 8 am to 12 pm
This course will introduce a core set of tools and techniques that family businesses may use to enhance organizational SOPs, to wit (S) Business processes and operating systems; (O) Organizational structures and coordination and supervision mechanisms; and (P) Human resources or people and the alignment of competencies vs. work assignments
12 - Accounting for Non-Accountants for family businesses, Ms. Licianne Go
May 28 – 1 pm to 5 pm
Family business owners and members will gain a fundamental understanding of accounting concepts and procedures that is specific to their requirements and roles within the company. They will manage the family business more effectively and make better decisions if they understand accounting as an instrument for decision-making.
13 - Strategic Thinking for Long Term Sustainability, Mr. Nani Lim
May 29 – 9 am to 12 pm
Thinking about the future in a highly competitive environment is essential for family businesses who desire long term sustainability. To appreciate the importance of strategic thinking to family businesses, this course focuses on the fundamentals of the strategic management process: Strategy Formulation, Strategy Implementation and Strategy Evaluation.
14 - Managing Family Dynamics for Families in Business, Dr. Pilar Tolentino
May 30 – 8 am to 12 pm
Understand the unique relationship challenges to a business family. Learn healthy business family patterns for effective communication, managing differences, resolving conflicts, aligning family expectations with business needs, and maintaining family harmony. Develop a strong family-team. Build and maintain fulfilling family relationships.
15 - Professionalizing the Family and the Business, Dr. Pilar Tolentino
May 30 – 1 pm to 5 pm
As the business grows and the family gets bigger, the current “ways of doing things” will have to be reviewed. As the family business gears up for bigger business opportunities, more structures, policies, procedures, systems, and controls will need to be put in place. Professionalizing both the business and the family becomes a main strategic requirement. This workshop will tackle the changes and techniques needed to prepare and guide family members and family business employees to professionalization.
Modality and Location: In-Person
Program Fees
Regular: 2,500.00/topic
Early Bird: 2,000.00/topic
Register 5 topics: 10,000.00
Contact us: +632 8928-3503 | +8426 6001 local 5520 | [email protected]
- May 20 & 21: Social Science Bldg. Case Study Room, G/F
- May 22 to 24: To be announced
- May 27 to 30: John Gokongwei School of Management (JGSOM) Bldg. Room 305, 3/F
Program Fees
Regular: 2,500.00/topic
Early Bird: 2,000.00/topic
Register 5 topics: 10,000.00
Contact us: +632 8928-3503 | +8426 6001 local 5520 | [email protected]
