Event Details

5 days Advanced Flagship Program: Empowering Trusted Advisors- Unlocking the Potential of Family Enterprises (Batch 2) (OTHERS)
Event ID: 11315684
Date: From: 23-06-2025 – To: 27-06-2025
POU Name: Centre of Excellence, Hyderabad
ICE ID: 1315684 For details about ICAI-ICE ,Click here(FAQ)
Event Venue: COE Hyderabad Plot No. 10 & 11, Road No. 2, I.T Park, Financial District, Gachibowli, Nanakramguda, Telangana 500032
City: Hyderabad
CPE Hrs: 30
Venue Capacity: 60
Fees: 59000
Joint Seminar: N
If Yes, with whom:
Hosted by:
For Registration & further details, please contact: 9515378026.
Programme Structure
Inaugural Address:
Valedictory Address:
Date Description From To Faculty Chairman CPE Hrs
Day 1
23-06-2025 ‘- Program Overview – Setting expectations and objectives for the program – Family Businesses as Pillars of the Economy – Contributions of family businesses to GDP, employment, and innovation. – Understanding the Family Business System – The dual system of family and business – The three-circle model – Unique attributes of family businesses – Understanding of the key challenges facing family businesses Readings: – How the three circles changed the way we understand family business – Bivalent Attributes of the Family Firm Readings: – Family Businesses: The Emerging Landscape 1990 – 2015 : 11:30:00 13:00:00 DR. NUPUR PAVAN BANG 1.50
23-06-2025 Journey of a family business – Role of Advisors along the way – Introduce Succession as a key challenge – Discussion on how CAs can help balance family and business needs. – Sharing experiences and challenges : 14:00:00 15:30:00 DR. NUPUR PAVAN BANG 1.50
23-06-2025 – The Changing Role of the Next Generation – Developing Leadership Potential in the Next Generation Case Discussion: – Mending the Fence Before the Family Fell Apart: Succession in the Shampoo Family – Day 1 Wrap-Up and Reflections : 16:00:00 17:30:00 Mr. Mathew Sandy 1.50
23-06-2025 Case Preparation: – Breaking up of the Sainanis (A) & (B) : 17:30:00 19:00:00 Mr. Mathew Sandy 1.50
23-06-2025 Lunch 13:00:00 14:00:00
23-06-2025 Tea 11:00:00 11:30:00
Day 2
24-06-2025 ‘- Family vs Corporate Governance – Ethics and Values: The bedrock of governance Case Discussion: – Breaking up of the Sainanis (A) & (B) : 09:30:00 11:00:00 Dr. siva murugan 1.50
24-06-2025 Case Discussion: – Breaking up of the Sainanis (A) & (B) – Sainani Video : 11:30:00 13:00:00 Dr. siva murugan 1.50
24-06-2025 Best practices for guiding clients on grooming the next generation. – Being a development coach – Balancing Legacy with Meritocracy – Frameworks for creating sustainable succession plans. : 14:00:00 15:30:00 Mr. Anil Sainani 1.50
24-06-2025 Step-by-step guide to drafting a family constitution – Structuring family councils, boards, and committees – Role of transparency and communication in governanceStep-by-step guide to drafting a family constitution – Structuring family councils, boards, and committees – Role of transparency and communication in governanceStep-by-step guide to drafting a family constitution – Structuring family councils, boards, and committees – Role of transparency and communication in governanceCase Preparation: – Breaking Up Amicably: Leveraging Mediation in Phoenix – Hilti Case : 16:00:00 17:30:00 Mr. Anil Sainani 1.50
24-06-2025 Lunch 13:00:00 14:00:00
24-06-2025 Tea 11:00:00 11:30:00
Day 3
25-06-2025 ‘- How Governance Prevents and Resolves Issues – Family constitutions and charters: Why and how to create them : 09:30:00 11:00:00 Dr. Apeksha Bhatnagar 1.50
25-06-2025 ‘- Values, Legacy, and Culture – The Core Strengths of Family Businesses – Hilti Case : 11:30:00 13:00:00 Dr. Apeksha Bhatnagar 1.50
25-06-2025 ‘- Values, Legacy, and Culture – The Core Strengths of Family Businesses – Hilti Case : 14:00:00 17:00:00 NUPUR 3.00
25-06-2025 Lunch 13:00:00 14:00:00
25-06-2025 Tea 11:00:00 11:30:00
Day 4
26-06-2025 Understanding the Roots of Conflict in Family Businesses – Conflict Resolution Tools and Techniques – Arbitration – What is Mediation and Why Mediation? – Detailed Mediation process – The distinct skills required to mediate in a family business conflict : 09:30:00 11:00:00 Ms. Nivedita Gutta Chowdary 1.50
26-06-2025 Creating a Conflict Resolution Policy – Mediation Act : 11:30:00 13:00:00 Ms. Nivedita Gutta Chowdary 1.50
26-06-2025 ‘Case Discussion: – Breaking Up Amicably: Leveraging Mediation in Phoenix ‘Interactive Session with Mathew Chandy, Managing Director, Duroflex. – Unlocking potential post a conflict and mediation : 14:00:00 15:30:00 pavan bang 1.50
26-06-2025 ‘Interactive Session with Mathew Chandy, Managing Director, Duroflex. – From Rs100crs to Rs2,000crs and road to IPO. : 16:00:00 17:30:00 pavan bang 1.50
26-06-2025 Lunch 13:00:00 14:00:00
26-06-2025 Tea 11:00:00 11:30:00
Day 5
27-06-2025 Sepration of family wealth from business wealth – Understanding different types of Capital and the need for a family office : 09:30:00 11:00:00 Mr. Munish Randev 1.50
27-06-2025 ‘Structuring a family office – Differentiating between an investment office and a full-fledged family office – Comprehensive range of operations of family office – Role of family offices in promoting the entrepreneurial spirit of the family : 11:30:00 13:00:00 Mr. Munish Randev 1.50
27-06-2025 Role of Trusted Advisors in Family Businesses – Discussion on how CAs can help balance family and business needs. – Sharing experiences and challenges : 14:00:00 15:30:00 Bang Nupur 1.50
27-06-2025 Certificates Distribution – Wrap-Up and Reflections : 16:00:00 17:30:00 Bang Nupur 1.50
27-06-2025 Lunch 13:00:00 14:00:00
27-06-2025 Tea 11:00:00 11:30:00