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FEA – Community Call: FEA Principles of Practice

May 18, 2022 @ 1:00 pm - 2:00 pm EDT

As the FEA community reaches nearly 500 practitioners in its first decade of existence, it becomes necessary to reflect not only upon our beneficial array of differences, but also upon the common principles that bind us together in service of family enterprise. 


The FEA Institute Committee of the Board has been tasked with building on earlier work to support our community’s evolution and to explore and codify the shared aspirations for each of us who proudly hold the FEA designation. 


Sharing our working draft for FEA Principles of Practice with all of you is an essential component of our process to ensure resonance and to listen to your views as we refine these Principles, seek Board approval, and ultimately adopt among every member of our growing community of professionals. 


Your views matter!  Please read the brief two-page draft (coming soon to your inbox!) and join David R. Smith who will be leading the Community Call on behalf of his colleagues on the FEA Institute Committee. 

Event Details





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

CE Credit

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

Who Can Attend

This call is for FEAs by FEAs.

Register now


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David R. Smith is the founder of Smith Advisory Services Inc. where he helps leaders, boards and enterprising families make informed decisions about the future.  


He is both a capacity-builder and a student of complicated systems.  As a seasoned advisor and facilitator of challenging discussions, the scope of his guidance ranges from governance and strategy creation through to effective execution, with considerations for all stakeholders and supporting systems.  David is a deeply curious professional and has completed a wide array of engagements for high-profile firms including the Boston Consulting Group and the Martin Prosperity Institute.  His consulting experience spans: BPO, Culture, Family Offices, Financial Services, Manufacturing, Publishing, Professional Services, Real Estate, Technology and Academia to name a few.  His particular interest in family enterprise is demonstrated in his peer leadership with Family Enterprise Canada first sitting on their national FEA Council and now on their FEA Institute Committee of the Board. 


His commitment to community service is extensive and wide ranging. David just stepped down as Chair of the Board for Rise, a national charitable lender that supports entrepreneurs with a history of mental illness or addiction challenges where he volunteered for a decade.  He is also Chair of the Quadrangle Society of Massey College, sits on their Governing Board, is a member of the Executive Committee and Co-Chairs the Selection Committee.  David also enjoys mentoring, guest lecturing and speaking on panels whenever he gets the chance. 


David is the proud father of two amazing boys and husband to an incredible wife who shares his commitment to helping others grow. 


This growth mindset is evident in his enduring commitment to learning.  In addition to earning an MBA from the Rotman School of Management, he is also a certified Family Enterprise Advisor (FEA), a certified Corporate Director (ICD.D) and holds degrees in Psychology and English Literature, as well as Adult Education.  For more information and testimonials go to www.smith-advisory.com 


May 18, 2022
1:00 pm - 2:00 pm EDT
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