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FEA Community Call: Developing Ownership
August 20, 2020 @ 1:00 pm - 2:00 pm EDT
Hosts
Judi Cunningham, MA, CEPA, FEA, Partner & Senior Consultant, Telos Group
Judi Cunningham is passionate about family and business. As part of a second- generation business family it is not surprising that she has dedicated her career to helping family enterprises thrive. Judi brings her expertise as an educator and thought leader in family enterprise to helping families find alignment and address even the most challenging decisions about business, family and ownership issues. Judi is a strategic thinker and a skillful facilitator who is committed to the best interests of the family, business and the individuals she serves.
With a Masters degree in Family Systems Counseling and over 20 years consulting with complex family enterprises, family offices and professional advisors, Judi brings a unique comfort with conflict that gives families the freedom and safety to address even the most contentious issues. Judi is innately curious and a deep listener with the ability to get to the heart of what matters most, in order to guide business families to a positive outcome and multi-generational success.
Judi has founded numerous innovative educational organizations and programs for enterprising families. She started the Business Families Center at the University of British Columbia and launched the "Family Enterprise Advisor Program" (FEA) and FEA designation which established the global standard for professional advisors to business families. Judi holds the Family Enterprise Advisor (FEA) designation, is a Certified Exit Planning Advisor (CEPA) and sits on the Advisory Board for the Purposeful Planning Institute (PPI). In 2018, Judi co-founded Advisorly Institute and the Advising for Continuity Program.
Judi loves adventure and visiting new places. Born in Montreal, Canada and then growing up in Vancouver, B.C., Judi has now decided to call Atlanta Georgia home.
Vincent Valeri MBM, FEA, Family Enterprise Advisor & Family Wealth Coach, Telos Group
Growing up in a multinational family enterprise, Vincent has firsthand experience of the benefits, challenges, and dynamics families face when working and managing wealth together. Like many who grew up in a family business, Vincent learned his family business from a very young age, and from the bottom up. After the sale of the family business, Vincent utilized his Master of Management degree to work as management/marketing consultant for some of North America’s largest companies.
Followed by five years in wealth management for one of Canada’s largest banks, where Vincent focused on managing the financial affairs of family enterprises and generational wealth transfer. Working in wealth management, Vincent witnessed a significant gap in the management of a family’s wealth and business in relation to the management of familial relationships and dynamics.
Working with and serving family enterprises has become a natural extension of his personal experiences. Vincent is a Family Enterprise Advisor (FEA), a certified Family Legacy and Executive Leadership Coach. Vincent works as a trusted advisor and coach with family members both collectively and individually in developing family legacy and enterprise continuity strategies, conflict resolution, and alignment of the family’s values and vision for their wealth and relationships.
Vincent is also recognized as a passionate and engaging speaker on the topics of wealth and business transition, behavioural risk in the family enterprise, and family legacy. Vincent has shared his personal stories of success and failure with his own family business experiences and his ideas on how to help families shift to a legacy mindset most recently at Opal Family Office Conference, Camden’s North American Family Office Conference, and the MondoInstitutional Conference in Italy.