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FEA – Community Call: You Have an FEA Hat. How Does It Fit?

January 20, 2022 @ 1:00 pm - 2:00 pm EST

FEAs come from a variety of disciplines with one major thing in common, we work with families. Though growing in numbers, few designates solely serve clients under the FEA umbrella. More often, FEAs work with families under their primary profession while tapping into FEA knowledge to better understand and serve clients. During this Community Call we will explore what it means to wear the FEA hat, how it fits with a variety of professions, and when it makes sense to put it on. And, if it makes sense to take it off.

After you've registered, watch your email for supporting content to help you prepare for this call.

Event Details

When

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Where

Online via Zoom. A Zoom meeting link will be emailed to registrants prior to the event.

Who Can Attend

This call is for FEAs by FEAs.

CE Credit

FEAs who attend this event will receive 1 continuing education credit toward their FEA designation annual requirement.

Contact

Interested in Hosting?

If you are an FEA designate in good standing and would like to host a FEA Community Call, please complete the Host Application Form here.

Hosts

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Holly Simmons, FEA
Thinking Partner, Golden-Lasso Business Consulting

Holly Simmons is a business coach, facilitator and trainer who works with multi-generational family businesses, providing comprehensive communication and leadership development services. Holly aims to unify values and purpose, develop people and roles, and strengthen communication pathways throughout the family business. Holly Simmons hold an Honors Business Marketing Management Diploma, is a Family Enterprise Advisor designate, a Licensed Associate of TotalLeader® Solutions, is an independent Certified Coach, Teacher and Speaker with John Maxwell Team, is a Maxwell DISC Certified Trainer, and is a FEC PAG Coach.

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Jeff Noble CMC, FEA
Director, Business and Wealth Transition, Private Client Services

Jeff is a senior consultant in the BDO Advisory Services Practice. With 20+ years of facilitation and coaching experience, he helps family enterprises, select private companies and not-for-profits effectively deal with the transition from one stage of their lifecycle to the next and adapt a truly holistic approach to planning for the future. The fourth generation to spend several years working in his family’s firm, Jeff thoroughly understands the challenges facing privately-owned businesses, their key stakeholders and the high net worth families they support. He has become renowned for his expertise in business strategy, value enhancement, successor development, management & leadership transition and governance.

Details

Date:
January 20, 2022
Time:
1:00 pm - 2:00 pm EST
Event Category:
Event Tags:
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Website:
https://access.familyenterprise.ca/events/register.aspx?id=1574522