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FEA – Community Call: Intervision: What It Is, Why It’s Important, and How We Can Use It
May 20, 2021 @ 1:00 pm - 2:00 pm EDT
Event Details
When
Thursday, May 20, 2021
1:00 PM - 2:00 PM EDT
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Contact
Dawn Ainikkal
Where
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.
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
Steve Legler
FAMILY LEGACY COACH & ADVISOR
Steve is a Family Legacy Advisor based in Montreal, Canada. He grew up in a business family, destined to take over the company his father had founded before he was born. After an unexpected liquidity event that occurred while he was still in his 20’s, he ended up managing their family office instead. He also married into a business family, where he has witnessed a number of other complex issues.
In 2013, he stumbled upon the Family Enterprise Advisor (FEA) program in Canada, which turned in to career-changing calling for him. Since then, he has been working with other business families as they face the challenges surrounding their intergenerational transitions.
Steve is the author of SHIFT your Family Business and Interdependent Wealth: How Family Systems Theory Illuminates Successful Intergenerational Wealth Transitions.
Monica Clare
MONICA CLARE MANAGEMENT CONSULTANT
With a unique background in finance and mediation, coupled with a passion for culture and education, Monica has traveled the globe extensively – exploring all opportunities to continuously enhance her skill set and personal growth. Around the world she has had the good fortune to learn from some of the most renowned names in her field.
Having previously worked in accounting and finance with corporate giants Coopers and Lybrand (now PwC) and Rogers Cablesystems, Monica’s initial foray into business began with her family’s manufacturing company – Balthes Farm Equipment. Many years later, she went through the business transition process with her own parents’ company Kooljet Refrigeration Systems. This experience gave her first-hand knowledge about the complexities of family business systems and how challenging that transition can be.
Monica's experience, coupled with her holistic view of relationship management, supports her clients’ commitment to clarify their objectives and create a profitable, harmonious and sustainable future.